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Connect CRM and marketing automation to better qualify, re-engage, and manage your leads

CRM and marketing automation don’t have the same role, but they work far more effectively when they work together. When properly connected, they help you better qualify leads, smooth the handoff between marketing and sales, nurture relationships over time, and maintain a clearer view of each contact’s journey.

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Connect CRM and marketing automation to better qualify, re-engage, and manage your leads

CRM and marketing automation don’t have the same role, but they work far more effectively when they work together. When properly connected, they help you better qualify leads, smooth the handoff between marketing and sales, nurture relationships over time, and maintain a clearer view of each contact’s journey.

Modèle email conformité tracking

CNIL compliance: how to inform your contact database about email tracking?

The new CNIL recommendations on tracking opens and clicks in emails introduce new recommendations for professionals who use tracking pixels in their campaigns. ➡️ Click here to read our full article on the topic. However, even if the CNIL does not require you to collect new consent from your existing contact database, you must inform […]

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Email marketing: why it remains the most powerful channel for CMOs

Email has gone through every digital revolution without ever losing its place. If it remains the most powerful channel, it’s because it’s built on three things that...

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Deliverability: Why customize your “Return Path” (even if it’s optional)?

Customize your Return Path to boost deliverability, improve your sender reputation, and secure your email campaigns.

An intelligent summary of your contacts 🪄

Discover our new intelligent opportunity summary feature to get, in just a few seconds, a clear recap of the actions to take.

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GUIDE: Tracking Marketing Emails and CNIL Compliance (GDPR)

Everything you need to know about email tracking and the CNIL’s new recommendations to stay compliant with the GDPR and continue to manage your campaigns effectively.

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Structure your entire B2B funnel with custom objects

Use your business data to create more targeted, personalized, high-performing campaigns.

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#ZeroCarbonEmail : set an expiration date for your emails

Discover the email expiration date feature to ensure your communications don’t become obsolete.

An intelligent summary of your business opportunities 🪄

Discover our new intelligent opportunity summary feature to get, in just a few seconds, a clear recap of the actions to take.

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Accelerate the creation of your emails and landing pages with AI 🪄

Write, improve or translate your content in one click thanks to the AI built into your email and landing page editors.

Strategic guide: master Lead Nurturing for conversion

Lead nurturing is not just a sequence of automated emails. It’s the art of keeping a relevant conversation with your prospects until they’re ready to buy. This guide gives you the keys to structure campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you must define […]

Folder-based management: the organization your team was looking for! ✨

Emails on one side, campaigns on the other, scattered segments… What if everything were brought together in one place? Discover our new folder-based management feature.

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How to track the performance of your marketing messages?

Introduction  You’re already well established in your market. Your target is clearly defined, your marketing channels are in place, and you may have even carried out an audit of your past activities. But one question remains essential: are your marketing messages truly performing? Whether it’s email, WhatsApp messages, SEA campaigns, social ads, or SMS, every […]

Why email statistics are essential to your strategy?

Let’s be honest: when we talk about email marketing, we often think about the subject line, design, the header, or even the famous CTA. But statistics? They’re sometimes pushed into the background… until the moment you ask, “But did someone really read this email?” This is where an analysis of open rates, clicks, bounce rates, […]

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CRM and marketing automation: how to (finally) align Sales and Marketing teams?

The opportunity nobody was asking for In 2025, the crisis of trust persists in our economies. This crisis of trust makes acquiring new customers a long, complex, and uncertain process. As in every crisis cycle of a system based on the continuous growth of sales of goods and services. In too many French companies, the […]

How to get the most out of a sales tour?

Introduction  Calls, emails, video calls… it works. But sometimes nothing beats a handshake, a glance, a real exchange. The figures speak for themselves: in-person meetings increase the conversion rate by 25% compared with virtual interactions, according to a RAIN Group study. And according to IndustrySelect, a physical visit would be 34 times more effective than […]

How to increase your ARR with marketing automation?

In an ultra-competitive SaaS environment, growing ARR (Annual Recurring Revenue) is more than an objective: it’s a matter of survival. Yet most efforts are focused either on sales teams or on paid acquisition. What if your ARR also depended on your ability to automate and intelligently orchestrate the customer journey? Marketing automation is not limited […]

Create intelligent marketing campaigns with AI

Marketing automation makes it possible to launch intelligent marketing campaigns, based on each contact’s behavior and stage in their journey. But did you know we can go even further with artificial intelligence? For some time now, at Webmecanik we’ve adopted AI within our marketing automation software. This integration has helped our customers achieve ±24% improvements […]

B2B marketing workflow: 7 scenario examples

You probably already know this: in B2B, every interaction matters! A good marketing workflow not only saves time, but above all turns interest into engagement… then into sales. ? Of course, there are many workflows to help you turn these leads into customers: the classic sales workflow, the onboarding campaign, customer support, events, social networks, […]

Geolocate your contacts and companies in Webmecanik Pipeline

Do you spend too much time organizing your sales visits or identifying opportunities around your appointments? Good news! The new feature of geolocation of contacts and companies in Webmecanik Pipeline lets you visualize the geographic distribution of your prospects on a map, optimize your trips, and improve sales efficiency. A new view to reveal your […]

The Annecy software publisher Webmecanik, taken over by its managers

After 10 years of sustained growth, the software publisher Webmecanik is taken over by its management. Sophie Panot becomes Chairwoman and keeps her role as CRO (Chief Revenue Officer), Norman Pracht remains Managing Director and David Coutelle, Technical Director. The ambition of the three managers to consolidate Webmecanik’s position as the go-to player in marketing […]

5 B2C marketing automation scenarios to convert and retain

As you surely know in B2C marketing, personalization is the key to a successful customer relationship! Brands have no choice but to adapt and offer a unique, smooth but above all relevant experience to consumers who are constantly being approached.  The best tool for personalizing your communications is nothing other than a marketing automation software. […]

Heatmap: analyze how engaged your contacts are with your emails using the heat map!

You know the number of clicks generated by your emails, but do you know which areas really grab your readers’ attention? With the heat map (heatmap) that has just arrived in your Webmecanik Automation email statistics, instantly visualize the most compelling areas of your emails. A simple, visual and powerful way to get to grips […]

How to use heat zones to boost engagement in your emails?

Heatmaps applied to emails reveal valuable insights into the behavior of your contacts: where their attention goes, which elements generate clicks, and which ones are ignored. But to turn this data into real optimization levers, you first need to know how to interpret it. Here’s how to make use of heat zones to concretely improve […]

Release – Automatic address autofill: more reliable data in one click

Good news for all Webmecanik Pipeline users: manual address entry is now a thing of the past. With our brand-new automatic address autofill feature, your postal addresses for contacts and companies are captured faster, more cleanly, and without errors. The 4 concrete benefits for your day-to-day A feature for everyone! The 4 concrete benefits for […]

Boost your workflows with smart campaigns

Have you always wanted to send the right message, at the right time and through the right channel? With Webmecanik, it is now possible thanks to smart campaigns: AI schedules the sending of your campaign emails at the best time to maximize your leads’ engagement. How do smart campaigns work? Real results for your campaigns! […]

9 expert tips for your marketing automation scenarios

Need to create marketing automation scenarios, but you don’t know where to start… or how to go about it? Do you need a guide to get started? You’ve come to the right place! I’m sharing some expert advice to help you create your marketing automation scenarios. Let’s assume you have marketing automation software.  Adapt to […]

Succeed in your e-commerce marketing: optimize your sales and your digital strategy

Have you launched your online store? Congratulations! The next step: develop your e-commerce marketing for your site, and there’s no magic formula— you’ll need to invest some time in it.  Key takeaways from the article Email marketing remains the communication channel to prioritize to reach your target. Synchronizing your e-commerce site with a marketing automation […]

The new Landing Page Builder is coming !

An optimized landing page is a key asset to your marketing strategy. That’s why we’re excited to introduce our all-new Landing Page Builder. Enhanced to provide a better creation experience and even more powerful landing pages. ? A Redesigned Landing Page Builder to increase conversions Following the great success of our email builder since its […]

Advanced Filters: get a clear and precise view of your data

Advanced filters, already available for your contacts and companies, now extend to your CRM opportunities. With advanced filters, you can refine all your data by the fields and criteria most relevant to your business. But that’s not all! With just a few clicks, you can set up your search filters and save them for easy […]

How to calculate and optimize your sales margin?

As a salesperson, your goal is not just to sell, but to sell profitably. By mastering your margin, you can increase your profits while reducing your sales efforts. Optimized management of your sales margin is based on careful analysis and a strategy tailored to your business. What is sales margin? How to calculate your sales […]

How to define achievable sales objectives

Sales objectives play a role in business success. They serve as a benchmark to guide actions and decisions toward concrete results. Without these sales objectives, it becomes difficult to assess your performance or direct your strategic efforts. I’ll explain why defining clear sales objectives is essential to achieving your results. We will also see how […]

New feature: track and optimize your sales margin

From now on, sales reps and sales managers can enter and track their sales margin directly from their CRM. This strategic data enriches your analysis and allows you to make better-informed decisions to optimize your sales performance. Analyze your opportunities from a new angle Make strategic decisions based on precise data A feature designed to […]

How to generate leads through webinars?

Are you looking to diversify your lead generation sources? The webinar is an excellent lead magnet (prospect magnet?) for capturing and converting leads. Generate leads with your webinar: how do you attract them?  Generate leads with your webinar: organize your event Generate leads with your webinar: analysis Livestorm & Webmecanik, what does that look like?  […]

Guide to creating your marketing strategy

Do you want to start implementing a marketing strategy but do not know where to begin or how to define the steps to follow? Bingo, you are in the right place.   Whether you decide to launch your company, brand or a product, you absolutely must not neglect your marketing strategy. Thanks to the strategy you […]

Complex Sales: How to Maximize Your Conversions

In a complex sales cycle, it is essential for sales professionals to understand the internal dynamics of an organization and identify the stakeholders who influence purchasing decisions. By identifying these key stakeholders and tracking their influence, increase your chances of success throughout the sales process by tailoring your sales approach to each prospect. What is […]

New Feature: Add Stakeholders to Your Opportunities!

Management of sales opportunities evolves ? At Webmecanik Pipeline, our mission is simple: to provide you with a CRM that adapts to the way you sell. We’re thrilled to introduce you to a powerful new feature: stakeholder management in your Sales Opportunities! Never Overlook the Real Deciders ? In any sales cycle, every interaction matters. […]

The 3 steps to measure the profitability of your marketing efforts

You are multiplying your marketing efforts, but are struggling to measure their profitability? You already know how important ROI is for assessing the effectiveness of your campaigns, but you do not know how to concretely analyze the results generated? By mastering the calculation of your ROI and using the right tools and indicators, you are […]

When marketing automation goes mobile: boost your customer relationship

Mobile marketing in a few figures  Mobile applications, a key tool to boost efficiency and engagement Implementing a mobile marketing automation strategy Example of a mobile marketing automation scenario Conclusion Mobile marketing in a few figures  Mobile is much more than a tool; over the last 10 years it has become the center of interactions […]

How to recycle your marketing content to increase profitability.

Have you just published your first white paper? Wonderful! But this is only the beginning. Here are 10 marketing content ideas to recycle, because nothing is more rewarding than giving a second life to your old articles, forgotten videos, or using large pieces of content to make smaller ones. Recycle cleverly! ? Why recycle your […]

Everything That Happened in 2024

2024: The Year Webmecanik Automation Embraced AI This year was defined by integrating artificial intelligence into Webmecanik Automation to optimize your email campaigns. Two new features now support you in managing email sends and crafting impactful subject lines. Smart Email Scheduling Webmecanik’s AI determines the perfect time to send your emails, boosting open rates and […]

Sales objectives are landing in your CRM

At Webmecanik Pipeline, we are pleased to announce our latest addition: sales objectives! A new feature that integrates with your CRM to add even more value to your sales opportunities. Sales objectives for everyone Whether you’re a salesperson or a manager, track the progress of your sales objectives directly in your CRM, without having to […]

Automating sales processes for greater efficiency

In a world where competition is fiercer than ever, the speed and efficiency of sales teams have become essential qualities. To stay in the race and outpace your competitors, nothing beats a great ally: sales process automation. Why automate your sales processes? Webmecanik Pipeline features for sales process automation The CRM and Marketing Automation combo: […]

Sales time management: optimize your sales day

We know, to-do lists are everywhere, and everyone says they change your life! But let’s be honest… who has never thought that it was either an urban legend or impossible to keep up with? Yet a study by InsideSales.com proves that salespeople who plan their day and week well see their productivity rise by 12 […]

Strategies for handling objections during sales meetings

Do you know how to handle objections during your sales meetings? Far from being obstacles, they are real opportunities to understand the prospect’s real needs and adjust your pitch. By addressing them with tact and expertise, you turn doubt into confidence. Knowing how to respond effectively not only increases your chances of success, but also […]

Strengthen your business communication skills to boost your sales

In sales, effective communication is much more than a simple exchange of information: it is the primary way to build trusting relationships with your prospects. Knowing how to listen, understand their needs, and respond convincingly is essential to increase your chances of closing sales. This article invites you to explore techniques that will help you […]

Examples of using behavioral tracking with Webmecanik to improve customer engagement

Webmecanik Automation allows companies to adapt their marketing campaign based on customer behavior. We’ll convince you with three examples of campaigns using behavioral tracking. Understanding behavioral tracking with Webmecanik Examples of behavioral tracking with Webmecanik Automation Use cases showing how Webmecanik boosts the relevance of your marketing campaigns Understanding behavioral tracking with Webmecanik Webmecanik tracking […]

How to create a good marketing report?

All marketing actions must be measurable. When your management asks you for results, you can do what most people do: prepare a long, huge Excel spreadsheet across five different sheets… long and boring. Today, we’d like to introduce you to the ultimate document: simple and effective, the marketing report (ps: you’re going to enjoy reporting) […]

The complete guide to behavioral tracking in marketing

The basics of marketing tracking  The benefits of behavioral marketing tracking How to implement effective marketing tracking Tips for running effective campaigns thanks to marketing tracking  The basics of marketing tracking  Marketing tracking involves analyzing visitors’ behavioral data, whether on your website, social media, or other platforms. The data you analyze will enable you to […]

How to create your marketing dashboards to improve your performance?

It is highly likely that, as a marketer, you have implemented various marketing actions. However, are you really able to measure and effectively track the performance of each of these actions? This is where the marketing dashboard comes in! Marketing dashboard: definition and benefits The 5 commandments of the dashboard The steps to create your […]

How does integrating scoring into sales strategies help you maximize your conversions?

Marketing and sales often go hand in hand with conversion rate and lead maturity. It is very likely that one of your goals is to improve the conversion rate between the different stages, particularly between an MQL and an SQL. That is why using sales scoring can be one of the solutions! We’ll explain. How […]

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