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The Webmecanik Blog

Articles, expert advice, and case studies to master inbound marketing and optimize customer relations.

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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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All articles

Our 7 tips for successful A/B testing

A/B testing allows you to test the performance of your marketing content. By comparing several versions of a landing page or an email, you can identify the elements that improve your performance. Today, we’re sharing our 7 tips for successful A/B testing. Let’s goooo Test high-traffic content A/B testing requires sending different versions of your […]

How to run an A/B Test on your prospecting emails?

Email prospecting still works! The DMA (Data Marketing Association) revealed that 142.16 billion emails were sent in France, representing an increase of +1.64% in 2022.  Indeed, using effective prospecting emails remains crucial for any company looking to grow its business and attract new customers. But it can be difficult to know which type of email […]

How does Marketing Automation help start-ups expand internationally?

International expansion is an essential goal for many start-ups and presents itself as a real challenge to reach new markets and drive growth.  The Startup&Angels event taking place on Wednesday, June 7 in Lyon helps connect start-ups with established or emerging markets, in Singapore, Australia, and even Cambodia. Meeting investors and entrepreneurs from all over […]

Strasbourg celebrates the 10th anniversary of Email Marketing Day

On May 22 and 23, Email Marketing Day celebrated its 10th edition at IRCAD (Institute for Research Against Cancers of the Digestive System). AutomationDay, partner of the event, brings you its recap of the event! EMDAY is the only event 100% dedicated to Email Marketing.  Here is what caught our attention:  Email marketing at the […]

Our webinar recap between Webmecanik Automation and Cegid XRP Flex.a0

Relive this exclusive webinar between Webmecanik Automation and Cegid XRP Flex to design a synchronized marketing and sales strategy and increase your conversions. Did you know that 80%* of Marketing Automation users have recorded an increase in the conversion of prospects into customers? To discuss the performance of marketing automation but above all the impact […]

5 examples of marketing automation scenarios

Like 80% of companies*, you know that marketing automation software is essential for better lead qualification. *Source: Invespcro Indeed, marketing automation scenarios are essential for automating and optimizing your marketing campaigns. They help improve efficiency by automating repetitive and time-consuming tasks and actions, allowing marketing teams to focus on higher value-added tasks. This helps optimize […]

The 5 pillars of marketing automation in 2023

In 2023, digital marketing teams have inevitably heard about marketing automation. This marketing method is increasingly used by companies to automate their sales and marketing processes. To understand it all, discover here the five pillars you need to know before getting started and choosing your solution. Let’s go! Pillar 1: define your marketing automation strategy […]

Webmecanik Pipeline update may 2023

Discover the latest updates in your Webmecanik Pipeline CRM! Our teams work is devoted to streamline your sales process and help you increase efficiency with minimal effort ? Today, we present a new feature regarding your contact and company lists ? New Feature Bulk Editing of Your Lists Need to quickly select contacts or companies […]

Spotlight on EverReady, the solution that updates the CRM instead of sales reps.

A few weeks ago, in the article What is the benefit of synchronizing your automation software and your CRM? we explained that CRM and Marketing Automation had to work hand in hand more than ever. That works out well because today, we are pleased to welcome Loïc Deo Van, CEO and founder of the start-up […]

The 7 practices of a “good” salesperson

Missed it? Our recap of the webinar on the best tips for identifying sales opportunities is here. During this 30-minute session, Sophie Panot, Webmecanik’s Marketing and Sales Director, helped all participants (re)adopt the right habits to become a high-performing salesperson. What does identifying sales opportunities mean? Every good salesperson remembers how important it is to […]

Analysis: CRM and Marketing Automation trends in 2023

Marketing automation expert and CEO of Webmecanik, Stéphane Couleaud looks back at the major CRM and Marketing Automation trends that will shape 2023.  Frans Riemersma & Jelle Casper van Santen from Martech Tribe carried out remarkable analytical work based on reading trends through more than 117 articles published by analysts and gurus of Martech CRM […]

Employee retention, 4.5-day week, salaries, remote work, well-being: 3 key takeaways from the Digital League event

Digital League, an organization bringing together the digital community in Auvergne-Rhône-Alpes, invited Stéphane Couleaud, President of Webmecanik, on Wednesday March 29, 2023, to discuss employee retention in companies. Surrounded by Mélissa Vallies (In Extenso), Servane Germain and Marilyne Longo (Malakoff Humanis), Stéphane Couleaud shared his feedback at this event, which took place at the Galiléo […]

5 easy and free use cases to build high-quality databases

Good sales management relies on an up-to-date and well-organized database, which then enables you to set up effective marketing automation campaigns to nurture your prospects and customers.. When we talk about lead generation, at Webmecanik we think inbound marketing and marketing automation. However, in marketing, it is advisable to multiply your lead sources. With tools […]

What is the difference between a CRM and marketing automation software?

It is regularly during consultations that we hear that marketing automation and CRM tools are essentially identical, even though they serve two very distinct purposes. Webmecanik tells you everything about the differences between marketing automation and CRM. Their intended use One of the main differences between these two types of software is their intended use. […]

4 reasons to combine your marketing automation software and your CRM

Whether you’re on the marketing or sales team, your job serves the same objective : to grow the company and its revenue, while also retaining customers. To do this, you are necessarily equipped (at least, this is strongly recommended) with marketing automation software or a CRM. But did you know that you can double your results […]

Synchronization of CEGID XRP Flex and Webmecanik Automation

France in the spotlight?! Choose the 100% French Marketing Automation and CRM/ERP duo with Webmecanik Automation and Cegid XRP Flex. Centralize your company and contact data and trigger marketing campaigns automatically. This way, you align your marketing and sales strategies and improve your customer relationship. The Cegid & Webmecanik partnership Born from the desire to […]

What’s New in Webmecanik Pipeline March 2023

Discover the new view of your activities, now centralized in Webmecanik Pipeline. Track your upcoming and overdue activities at a glance, or quickly edit or delete a selection of activities. Edit and deactivate the statuses in your opportunity pipeline more easily. As you can tell, in March, with new features and improvements to your CRM, […]

Webmecanik Automation release

Discover the new features of your marketing automation software: Webmecanik Automation. This month, we offer you improvements of your features: form with progressive profiling, SMS subscription management, date variable format or custom objects. Discover what’s new in your tool! Features improvements Progressive profiling Progressive profiling is a Webmecanik Automation feature that allows you to display […]

Why synchronize Google Calendars with your CRM?

As a regular user of Google Calendars with all their practical, colorful, and fun features, you would never consider giving them up. You prefer to juggle between your Google Calendar and your CRM, even though these constant back-and-forths cause you to lose time, increase the risk of errors, and above all create unnecessary effort. Today, […]

Boost your sales with upsell and add-sell

Welcome to our latest article in the series dedicated to SaaS! This one will focus on add-sell and upsell strategies in marketing. You know how crucial it is to increase your sales and profitability while offering a superior customer experience. Add-sell and up-sell techniques have become essential to achieve this, by encouraging customers to buy […]

5 reasons to synchronize your Outlook calendar with your CRM

Since the start of your career, you’ve been used to keeping your calendars separate from your CRM without realizing that you’re wasting time? That time is over. Today, you have the option to synchronize your Microsoft calendar with your CRM. Finally!  The Webmecanik Pipeline CRM (like many other CRMs) offers synchronization with the entire Microsoft […]

Sales management: 5 reasons to finally adopt proper organization

Yes, it is possible to improve your sales management easily! Thanks to good organization, you are able to adopt good working habits, such as: managing your time effectively, reviving your customer relationships, avoiding extra costs and finally, converting and retaining your customers. ? To do so, Webmecanik gives you (as a gift!) five reasons to […]

Manage and track your business activities with Webmecanik Pipeline!

Webmecanik Pipeline presents ? one of the new key features of your favorite CRM: the centralization of your sales activities management! No more browsing between your contacts and opportunities pages to find your upcoming actions… The management of your sales activities in Webmecanik Pipeline evolves and makes your life easier ? ! From now on, […]

How to retain your customers and sustain your SaaS

Once again, congratulations, you have converted your first subscribers, now it is time to sustain your business by retaining your customers! This is a crucial step to ensure a company’s growth, but it is even more so in the world of SaaS software. Indeed, the SaaS world is fast-moving, with new competitors entering the market […]

How to improve your website’s SEO in 3 steps

To improve your SEO, it is useful to break down your SEO strategy into three parts: on-page SEO (which concerns your website), off-page SEO (which concerns the environment surrounding your site), and technical SEO. By reviewing these three elements, you can easily improve your performance, update your content, and remove what no longer works. A […]

SEO definition and trends in 2023

Traffic to your website is an important factor in your inbound marketing and it depends on your SEO. To achieve this, you need to create quality content that meets the expectations of algorithms. These algorithms aim to rank articles published on the web in order to provide internet users with results that are relevant to […]

Looking back at the Semji x Webmecanik breakfast event in Lyon

A warm atmosphere around SEO and Marketing Automation On Thursday, February 2, 2023, the Webmecanik team and the Semji team had invited everyone interested in SEO and Marketing Automation topics. Held in the Esprit Libre room overlooking the Saône riverbanks in Lyon, the conferences and customer testimonial workshops started at 9 a.m., in a relaxed […]

Webmecanik Pipeline news

The synchronization of your Microsoft calendar is now available with your Webmecanik Pipeline CRM. Discover the possibilities of Webmecanik syncs with your favorite calendar tools and don’t miss any of your appointments ?. New feature Synchronize your Microsoft calendar with Webmecanik Pipeline Simplify your daily organization by centralizing your Webmecanik Pipeline activities to your calendar! […]

How can I convert my first contacts?

In our first article, we gave you the keys to launching your SaaS software and optimizing that launch by using a marketing automation tool. In this article, we will see how, as a SaaS software vendor, your marketing automation tool will help you turn your prospects into customers. Offer targeted content to your contacts As […]

What is marketing automation and what is it used for?

Definition of marketing automation The four pillars of marketing automation The criteria to analyze before choosing your marketing automation software Marketing automation translates as “automated marketing” and makes it possible to automate repetitive tasks using software. These emails, often sent as part of a campaign, can be personalized thanks to marketing automation software, which saves […]

Webmecanik Pipeline Updates – December 2022

The month of November was packed with new features, including the possibility to synchronize your calendars (Google, Outlook, Exchange and 365) AND your marketing automation tool with your favorite CRM. To round off the year, discover the latest Webmecanik Pipeline updates available to all users! Monthly view of your opportunities, intelligent closing rate calculation and […]

How does lead management help you achieve your marketing objectives?

Your website works wonderfully but you struggle to convert your visitors? What if we told you that your prospects’ behavior is the key to structuring your marketing approach? We explain how lead management will help you achieve your goals What is lead management  ? Implement effective lead management strategies What is lead management  ? Lead […]

Lead generation: how to generate leads effectively?

Lead generation occupies a central place in the life of a company’s marketing team and its goal is to always improve its lead management. The aim is to pass the hottest leads to the sales team and achieve your marketing goals!  As a reminder, a lead is a potential customer who is looking for information […]

Enterprises need digital sovereignty for their marketing data

“Nobody wants to put its business and its customers at risk, do you?” Anyone can become a great sales and marketing manager with many tools and metrics at his disposal. But many companies experience martech solutions that have legal and compliance issues putting both their business and their customers at risk. Imagine how you could […]

Unified Commerce – Definition & Complete Guide

If you’re still talking about omnichannel commerce, you’re behind the times. The new trend is unified commerce. Just a simple buzzword? Not quite. As its name suggests, unified commerce is no longer just about connecting but about unifying channels, touchpoints, and customer data. This addresses a real challenge, both on the customer side (better experience) […]

Webmecanik at Web Summit 2022: how to deal with the software trust crisis?

Data security, transparency requirements, intuitive use… Webmecanik is always on the lookout for best practices for its users. As part of its presence at Web Summit 2022, on Thursday, November 3, our team attended a fascinating conference on the user trust crisis facing software vendors, led by Amanda Malko and Tim Crino. Who are Amanda […]

Webmecanik at Web Summit 2022: technology serving your marketing strategy

On the second day of Web Summit 2022, Wednesday, November 2, the Webmecanik team attended the conference on technology serving marketing strategy. After digital and legal risks, here is what we took away from this discussion. Who are the speakers? Three renowned speakers took part in this highly instructive discussion on technology serving companies’ marketing […]

How to sync your calendar with your CRM and take advantage of a connected work environment

Do you have one calendar for personal appointments, one schedule for family life, and one timetable for work, and are you trying to manage everything at once? We’re worried about you! Fortunately, none of that at work! Simplify your day-to-day life as a salesperson with just one word: SYNCHRONIZATION. Sync your Google and Microsoft calendar […]

How will marketing automation help me launch my SaaS?

Congratulations! You’ve made it through all the crazy steps of creating your company! You came up with an innovative concept, chose a name, built a great team, and now you’re at the crucial stage: how do I put my SaaS in the spotlight? Marketing automation is one of the levers to make that happen, and […]

Webmecanik Pipeline releases its Pro offer!

Webmecanik Pipeline releases its Pro offer! As we announced it since the launch of our CRM, Webmecanik Pipeline will include a Pro plan from December 2022. Specific features will complete Webmecanik Pipeline’s current offer for companies which need to go further in the use of their CRM! Pro plan conditions Webmecanik Pipeline Pro plan is […]

The 7 key takeaways from the AutomationDay 2022 day

The AutomationDay 2022 event took place on October 4 and brought together nearly 500 people who took part in three conferences and four workshops around the themes of Marketing Automation and customer relations.  From 9 a.m. to 5:30 p.m., renowned speakers followed one another to share the latest digital marketing trends. Led by the masters […]

Webmecanik acquires CRM software vendor GRC Contact

Interview: find out why Webmecanik is acquiring CRM software vendor GRC Contact  Webmecanik, the leading French marketing automation software vendor, is continuing its acquisition-led growth strategy with the purchase of a new company: GRC Contact. With several hundred customers, this company based in Aix-en-Provence has been offering CRM software to businesses since 2010.  After the […]

3 essential concepts of inbound marketing

Inbound marketing is on everyone’s lips! It is all over your LinkedIn posts and is the subject of many webinars. Presented as the new ultra-effective method for converting prospects, but do you really know the definition of inbound marketing? This term is appealing but may seem a little vague if you are used to the […]

How can you ensure data security in your sales strategy?

In a previous article, we talked about the privacy shield and the impact this could have on your company, particularly on GDPR compliance. Today, discover in this article how to ensure the security of the data in your sales strategy. Take stock of your data Create a data monitoring unit Oversee data security Your customer […]

Finally, a CRM & Marketing Automation software solution that takes the protection of your business data into account

The launch of the Webmecanik Pipeline SaaS CRM definitely marks a new era for European companies. At a time when government authorities are banning the use of overly intrusive American solutions, customer relationship managers finally have an all-in-one European sales and marketing solution with no legal or commercial risk vis-à-vis the USA.     Webmecanik […]

Develop your content marketing in your multichannel strategy

The multichannel strategy is an excellent strategy for generating relevant and targeted traffic based on your audience. But without content, it is impossible to implement it effectively. That is why content marketing is important! Come on, smile and build your skills with your Webmecanik experts! Content marketing, what is it? You probably already know this, […]

3 reasons to personalize your sales activities in your CRM

Your CRM is like your second brain! It helps you manage, sort and update your contacts throughout your working day. To save time on a daily basis and with your team, it is essential to make this space reflecting your image: organized, functional and above all, easy to use. Wouldn’t you be a bit of […]

Marketing automation serving a high-quality inbound strategy

Last April 28, Stéphane Couleaud was invited by Les Experts du Web to a webinar on marketing automation as part of an Inbound Marketing strategy. Here’s a summary! Overview of marketing automation Our two experts began by explaining that the purpose of marketing automation is to “maximize marketing efforts and make them more effective.” Of […]

2FA, double factors authentication: protect yourself and your data

As you may have already noticed, multiple factors authentication is now widely used to log in to your favorite personal and professional applications. Even though you find it annoying, it protects you and your data that so we should learn to understand and love it ?. In this article, we will review in a simple […]

9 examples of inbound marketing strategies that work

The principle of inbound marketing is always more or less the same: You create content in whatever form to attract leads interested in a given topic. You distribute this content to reach your target audience You capture leads in one way or another so you can qualify them. All 3 points are essential to a […]

Cross-channel or multichannel, what’s the difference?

With the aim of constantly improving the user experience of your customers, you have put in place a communication strategy. If you have researched this topic, you have probably noticed that two terms kept coming up and seemed to be at the heart of a communication strategy: multichannel or cross-channel? In this article, discover the […]

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