Download this must-have guide to start your marketing automation journey.

Blog
Increase conversions with our latest Lead Staging feature
2 min read

Increase conversions with our latest Lead Staging feature

Increase conversions with our latest Lead Staging feature

lead staging

We’re thrilled to announce an update (or rather, an enhancement) to our Staging feature! Tailored to provide superior lead staging management, this upgrade is set to revolutionize your conversion funnel strategy.

What is Lead Staging in Webmecanik Automation?

Previously, our Staging feature allowed you to create and manage different stages of your conversion funnel. We’ve taken it a step further, transforming the Lead Staging feature into a comprehensive tool that gives you enhanced control over lead qualification and tracking. 

Now, you can:

  • Create custom stages: tailor your conversion funnel to your business’s unique needs by creating new stages. Assign weights to these stages to place them into your funnel precisely where they make the most impact.
  • Set automated actions: streamline contact movement through specific stages based on their actions. Whether a contact is created, has a change in a field value, or has accumulated a certain number of points, you have the power to move them at the right time.
  • Visualize your conversion funnel: with our integrated lead staging chart, gain a bird’s-eye view of how your contacts are distributed across various stages, empowering you to make informed strategic decisions.

Why Webmecanik Automation’s Lead Staging feature is a game changer for your performance

lead staging

 

The enhanced visibility into your conversion funnel is a major advantage. This feature allows you to fully customize your funnel stages and define automated actions to ensure that contacts are always in the right stage at the right time, based on their level of engagement.

The visualization chart provides a clear perspective, helping to understand and tweak your strategy. It’s an invaluable tool for fine-tuning your marketing automation strategy across different stages.

Aligning sales and marketing teams

Aligning your sales and marketing teams is crucial for effectively managing your conversion funnel. Lead staging fosters this alignment by providing a clear, shared view of conversion stages, thus fostering optimal collaboration between teams.

How to maximize the benefits of this new feature?

To leverage the full potential of stages in Webmecanik Automation, follow these recommended steps:

  • Analyze your current conversion funnel: identify both the strengths and areas for improvement in your current strategy to tailor your sales journey.
  • Customize your stages: develop stages that accurately mirror your customer’s journey.
  • Automate actions: implement automated rules for seamless contact progression through the various stages.
  • Review and adjust: continuously refine your strategy using insights from the lead staging chart.

Webmecanik’s Lead Staging feature is more than just an addition to our Marketing Automation software; it marks a significant evolution in how businesses can manage and optimize their conversion funnel.

How to use Stages? Read our support article

Continue exploring articles

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 […]

GDPR

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...

Emailing
configurer retun path

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.

EMAIL-TRACKING-RGPD

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.

GDPR
funnel de vente B2B

Structure your entire B2B funnel with custom objects

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

B2B Strategy