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Articles, expert advice, and case studies to master inbound marketing and optimize customer relations.
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.
Let’s take advantage of the start of this year to look back at 2023. This retrospective reviews the key events at Webmecanik over the past year, the business and economic context, as well as a contextual approach to our sector of activity, which has inevitably been impacted by national, European, and global economic news. An […]
The year 2023 was full of new features for our marketing automation software! Between the addition of new features and the enhancement of existing ones, our teams have put together great improvements to make it easier to implement your marketing automation strategies. Are you ready to discover or rediscover the new features of our Webmecanik […]
As you probably know, Salesforce is the leader in CRM software, so it is only natural that our Webmecanik Automation software offers a complete integration with Salesforce. A way to have a powerful tool, but above all an optimized one thanks to the combination of the two software solutions! Our marketing automation tool, for its […]
Integrating webinars into your marketing strategy can be made easier thanks to automation. Creating a webinar event requires a lot of effort. In this sense, having marketing automation software at your disposal can ease the creation and organization of your webinar. This lever is essential in the B2B world. The integration of a marketing automation […]
2023 was a year full of new features at Webmecanik Pipeline, much to our delight, and we hope yours too! We worked on developing features that are ever simpler and more effective to optimize your customer relationship management on a daily basis. Are you ready? Discover the 9 Webmecanik Pipeline features of 2023! (And yes, […]
As part of their ongoing commitment to strengthening inbox protection, Gmail and Yahoo have announced the implementation of new standards for email marketing senders. Two key players in the email industry, specifically email service providers, have announced major changes in their approach to spam management. These changes will have an impact on your practices as […]
Webmecanik Pipeline, our French CRM software, optimizes the centralization and analysis of customer and prospect interactions. Webmecanik Automation, our marketing automation software, automates marketing campaigns to send the right message to the right person at the right time and through the right channel. Webmecanik offers you an all-in-one solution thanks to the integration of the […]
A quick reminder of the definition of a segment: It is important to have a good command of segments in order to automate and personalize your marketing campaigns. Segments make it easier to create groups of prospects and customers for targeted and effective communication. Segmentation simplifies the sending of personalized emails. There are two types […]
The real estate market crisis requires exploring new ideas to acquire business opportunities. Given the difficulty of generating demand, it may be preferable to focus on handling all ongoing requests rather than on acquisition. The solution is therefore to act on incoming requests that have gone unanswered, by combining your phone calls with marketing automation. […]
Add attachments to your CRM hassle-free? Using simple drag-and-drop or in one click, link a document by going to the relevant record. This is useful for attaching key information related to an ongoing opportunity, specific activities, or even a contact. To attach a document to a contact, a company, or an opportunity, nothing could be […]
Discover why synchronizing your marketing automation and CRM tools is essential to save time and improve your marketing and sales results.
A Web Summit in the age of AI From November 13 to 16, Lisbon became the epicenter of the tech and web world with Web Summit 2023, attracting more than 70,000 participants from 153 countries. This summit featured an eclectic mix of speakers, ranging from Jimmy Wales, founder of Wikipedia, to Kuo Zhang, president of […]
Discover how multitable or custom object changes your brand’s marketing dimension. Learn how to leverage these advanced segmentation techniques. Multitable, also known as a custom object, is a data structuring technique. Applied to marketing, this method is important for companies looking to precisely segment their contacts, personalize their marketing campaigns, and improve contact engagement. This […]
As a marketer, you know that the database is the source of your marketing campaigns. You probably also know that creating, organizing, and maintaining a database is a challenge. Within a company, there are various data sources enriched by several teams, and this can quickly become a real headache. Depending on the size of your […]
Why are virtual events an essential lever for lead generation? The different types of virtual events Preparing a virtual event What to do during your event Ensuring post-event follow-up Why are virtual events an essential lever for lead generation? Online virtual events allow you to attract prospects (participants). If your participants feel supported, listened to, […]
The Relationship Network enables a variety of relationships to be established ” Automatic relationship management Webmecanik Pipeline includes a new feature in its PRO and ENTERPRISE offering: an advanced relationship management system between companies, designed to accurately map links between organizations. This feature is called Relationship Network! The Relationship Network enables a variety of relationships […]
The basics of digital marketing The synergy between marketing and sales The power of synchronization tools The importance of digital marketing for businesses The basics of digital marketing Digital marketing, also known as web marketing, encompasses all marketing initiatives carried out online to reach customers or prospects. Digital marketing is used across various channels such […]
Discover 5 essential statistics to analyze your business data Discover the new essential statistics to analyze your sales data in your CRM. Your statistics are enhanced with 5 new charts available. ? The power of statistics for a successful commercial strategy Analyzing your business data is essential to guide your actions and manage your business […]
Today’s businesses have an invaluable treasure: customer data. This data, stored and organized in a customer relationship management (CRM) system, offers valuable insights to improve business performance and growth. However, to fully leverage this treasure, it is essential to adopt an effective action plan to analyze this data. So what is the potential impact of […]
Section 1: Understanding marketing automation Definition of marketing automation Marketing automation refers to the use of specialized software and technologies to automate marketing tasks, generally repetitive ones, in order to optimize processes, increase efficiency, and improve results. Although it is more commonly used for 100% digital campaigns and events, it is also well suited to […]
The CRM tool (short for Customer Relationship Management) has become a must-have in the technical ecosystem of sales teams. According to a Stratenet study from 2022, 91% of companies with ten employees or more use a CRM to manage customer conversations. Nowadays, innovations such as artificial intelligence and big data make it possible to go […]
For its seventh edition, the AutomationDay 2023 event took place on Tuesday, October 3, 2023 and brought together nearly 300 people throughout the day. Two conferences and three workshops, around the themes of Marketing Automation and Sales, punctuated this day full of insights, which took place on the Livestorm platform. From 10 a.m. to 4:30 […]
Webmecanik is enhancing its Scoring feature by adding new rules for a more refined management of your marketing actions. In this article, we offer you a glimpse into the new Advanced Scoring feature of the Webmecanik Automation software ?. Reminder: What is scoring? Scoring, in essence, is based on point attribution rules and triggers. It’s […]
Because every detail matters, and based on your feedback, we are pleased to introduce a simple yet powerful enhancement: the redesign of the email scheduling interface. This new feature will be implemented in the next few days in your Webmecanik Automation software. Scheduling can make a difference in a marketing strategy: it allows you to […]
Faced with competition and the ever-increasing demands of consumers, companies are gearing up. Thanks to the most innovative technological tools such as artificial intelligence or marketing automation, companies can take customer experience even further. How? Here are five essential strategies to improve customer experience through your CRM. First strategy: more personalization = more engagement Second […]
Imagine a tool that not only centralizes information about your customers, but also anticipates their needs, optimizes your sales and marketing processes, strengthens collaboration and communication, while enabling performance analysis to make informed decisions. Welcome to the world of CRM ?. CRM software is playing an increasingly important role in the field of sales. To […]
From targeting issues to automation scenarios, including the creation of materials, Olivia Luneau – Head of Digital Marketing at SFR Business – shared her experience with us in a Masterclass. This Masterclass took place during the 6th edition of Inbound Marketing France in Rennes. Olivia, can you describe the main missions of Digital Marketing at […]
When it comes to engagement and customer loyalty, webinars have become essential tools for starting a dialogue and sharing information about your products or your brand on a large scale. Because creating these online events can be challenging, Sophie Panot, Marketing Director at Webmecanik and Pauline Murat, Senior Partnership at Livestorm share their best tips […]
You know how important it is to synchronize your tools, but you don’t know where to start? This article is for you! Synchronizing your tools is a priority if you want to benefit from a high-performing ecosystem. The good news? These synchronizations are often simple to set up. Optimize your sales team’s work by giving […]
The first statistics have arrived on Webmecanik Pipeline! Eagerly awaited by many (including us), two new statistical charts have appeared in your CRM. Quickly visualize the evolution of your business by tracking your won/lost opportunities and comparing your monthly commercial performances ✨ And that’s not all, you will discover other statistical charts very soon in […]
Summer has been productive at Webmecanik ☀️ Our team has worked hard to bring you some great new features for the end of the year. This September, we are starting off gently with a new anti-bot solution, an alternative to Google reCAPTCHA, and new scoring rules. Stay tuned for more updates! New Feature The new […]
A cleaned and updated database is essential to ensure GDPR compliance in marketing automation. First, it guarantees that only necessary and consented data is used, thus avoiding excessive or inappropriate collection. Second, an up-to-date database reduces the risk of keeping outdated or inaccurate data, thereby preserving its relevance and accuracy. Third, by eliminating obsolete data, […]
The General Data Protection Regulation (GDPR) is a European Union regulation aimed at protecting individuals’ personal data. For all companies, but especially those that use marketing automation, it imposes strict rules regarding the collection, processing, and storage of user data. Therefore, marketing teams must comply with these requirements in order to guarantee data confidentiality and […]
Bots can be a real scourge for your marketing results related to your website. To prevent these bots from distorting the results of your forms, email sends, etc., it is necessary to implement anti-bot solutions on your website. In this article, let’s look at which tools integrated into Webmecanik Automation are available and how to […]
Any company using marketing automation strategies must dedicate a page on its website to the protection of personal data in order to comply with the GDPR and out of a duty of transparency toward its users. Since marketing relies on this collection of sensitive data, visitors must be informed about its processing and their rights. […]
Marketing automation has become an essential tool for companies seeking to optimize their communication and effectively reach their target audience. However, with the entry into force of the General Data Protection Regulation (GDPR), companies must rethink their approach to collecting, processing and using their customers’ personal data. Just a reminder: the GDPR, as a regulatory […]
You asked for it, and it’s finally live! ?Now you can sort your contacts and companies with new filters available in your Webmecanik Pipeline CRM. ? New Feature Filters for your Contact and Company Lists ? Are you looking to filter your contact and company lists? Today, it’s possible for all Webmecanik Pipeline users. Create […]
On June 13, 2023, for its sixth edition, the IMF 2023 (Inbound Marketing France) event brought together digital marketing experts to discuss the challenges and opportunities related to the evolution of digital advertising, customer experience, and the integration of AI into CRM strategies. Stéphane Couleaud, CEO of Webmecanik, for his part shared the stage with […]
Web marketers know it: sending effective emails is key to engaging your pool of prospects. No way to leave that to chance, which is why most marketing automation software solutions offer the option to test email campaigns before sending them. The goal of performance tests for email campaigns? To assess and improve the performance of […]
From data security issues to automation and nurturing scenarios, Olivia Luneau – Digital Marketing Manager at SFR Business – shared her experience with us during a Masterclass. This Masterclass took place during the 6th edition of Inbound Marketing France in Rennes. Olivia, can you describe the main responsibilities of Digital Marketing at SFR Business? SFR […]
Great new features have arrived in your marketing automation software! Discover the new version of email A/B testing in Webmecanik Automation. Take your contact scoring further with a new advanced feature and preview your emails and landing pages under real conditions? New features Automatic A/B testing of your emails Email A/B testing in Webmecanik Automation […]
The renovations to the Webmecanik Pipeline calendar are complete ? Discover the new, more ergonomic interface and the new features that will make your business life easier ? Improvements The Calendar View Gets a Makeover ✨ The view of your activities in Webmecanik Pipeline calendar has been revamped for improved ergonomics and ease of use.. […]
A salesperson’s best friend is often summed up in three letters: C.R.M. It brings together all their contacts and helps them see clearly (we hope!) among their opportunities. But it can be temperamental if it is not properly maintained, that is, regularly updated (no duplicates, no invalid email addresses, no incorrect contact details, etc.). Worse […]
Webmecanik offers a solution to set up A/B testing of your emails and landing pages. Discover how this feature can boost the performance of your marketing strategies ? What is A/B Testing? A/B Testing involves comparing different versions of an email or landing page to identify which content resonates best with your audience. You alter […]
To improve their business relationships and truly achieve their sales goals, companies today have high-performance tools that enable them to manage their prospects, customers, and sales opportunities. Why do without them? Among these tools, a customer relationship management (CRM) system is essential and used by 91% of companies, according to Startenet. Centralizing information on prospects […]
In response to the growing interest in marketing automation, our Customer Success Manager, Delphine Seurot, decided to give you all the keys you need to get your project off to a good start during an exceptional webinar. Recap! Indeed, 80% of marketing automation users have seen their number of leads increase and 77% have seen […]
One of the objectives of an email A/B test is to maximize the effectiveness of your campaigns. Indeed, when it comes to sending emails to your customers or prospects, you need to make sure that your message achieves its goal. Far from being a waste of time, discover here the value of testing your campaigns […]
SMEs, very small businesses, large corporations… By 2028, the global CRM market size is expected to reach around $128.97 billion, according to this study by Stratenet. So it is no exaggeration to say that many companies use a CRM! An essential tool for every department in your company, a CRM (Customer Relationship Management) is a […]
Improve the open rates of your emails, the conversion rates of your landing page or the click-through rate of your CTA? It is time to use A/B testing. Through my experience, I explain how to set it up to get better results. The basics of A/B testing 4 tips for successful A/B testing The tools […]
Effectively manage your contacts and prospects Improve your productivity and efficiency Track your opportunities and sales pipelines Collaborate and share information Analyze and make informed decisions Improve customer satisfaction 82% of companies use CRM for sales reporting. This statistic from the website Stratenet confirms this enthusiasm for Customer Relationship Management solutions. Indeed, in 2023, it […]
What is a CRM? Purpose and how a CRM solution works Advantages and benefits of CRM Connection with marketing automation What is a CRM? CRM, or Customer Relationship Management, is a term used in the field of marketing and customer relationship management. This “Sales Relationship Management” software in its French version refers to a set […]
Webmecanik supports you at every stage of the sales funnel—from first interaction to conversion—to transform your data into a powerful growth engine.
