Latest Webmecanik Automation features
Upcoming Webmecanik Automation features
Latest Webmecanik Pipeline features
Upcoming Webmecanik Pipeline features
Webmecanik Automation
Latest Webmecanik Automation features
We develop our software to give you the best tools for your marketing and sales strategies. All of our features are designed to make your daily life easier.
Custom Object
Create the tables you need (orders, products, etc.), then centralize and enrich your customer data in your marketing automation tool! This feature allows you to segment your database more precisely. So you can create more targeted marketing campaigns.
New segmentation filters
The segmentation filters have evolved and now offer new segmentation options that make it easier to use the behavioral data of your visitors on your website or during a webinar, through new segmentation options. You'll be able to customize further your customer journey and improve relationships with your contacts.
Here is an overview of the new available filters:
- filter on members of a current or past campaign
- include contacts who received an email on a specific date
- filter contacts who have interacted with a form or your webinars
- filter by the date of the first or last conversion
Tag manager
Tags allow you to easily add information to a contact based on their behavior when they go through an event or a campaign. Based on your feedback, we have simplified the accessibility and visualization of tag-derived data.
Now, you are able to create and delete tags, view the number of contacts with a specific tag, and, as a bonus, you can edit the tag description to add more context.
Synchronization (via plugin) between Pipedrive and Webmecanik Automation
Thanks to a complete overhaul of the Pipedrive synchronization plugin, you can now easily centralize more of your data without having to manually enter or import it.
This synchronization provides:
- bi-directional synchronization
- Synchronization of behavioral data
- Synchronization of contacts and companies
- Mapping of native and custom fields
This feature lets you trigger effective marketing automation campaigns by combining your sales and behavioral data.
Landing page optimization
Lead capture often involves creating forms and landing pages. To help you with your lead capture strategy, we've enhanced our features to make them even more accessible.
New landing page builder
Your landing page creation tool is evolving to give greater flexibility and customization! The landing page builder has been redesigned. An advanced responsive design engine for mobile devices has been added.
Optimization of your communication channels
New elements also appear:
- Navbar (navigation menu)
- Section text (title + text)
- Map
- Countdown timer
- Quote
All these elements can now be added to your landing pages, but we won't stop there: your Page Builder will continue to evolve for better usability throughout 2024!
Variable preview
Review your variables before launching your emails and landing pages. The email preview tool replaces all the variables in your email or landing page and dynamically displays content tailored to the contact.
You don't have to worry about the end result!
Email scheduling
Our email scheduling interface has evolved this year to give you more control over your email schedules. You can now:
- Program an email using a new "program" button
- Continue sending emails to new contacts from a segment even after the initially scheduled send date
- Specify a period during which the email will be sent by setting an end date
- Track your schedules using different statuses (Published, sent, expired, sending)
You can be sure not to miss the right time to send your emails.
Sending SMS
For sending your SMS, we have made some great improvements! The interface for creating and scheduling SMS has been redesigned, with new small features introduced, such as the ability to count the number of characters, and your SMS can now be personalized directly from your contacts' records.
Automatic A/B testing
Test different versions of your emails and automatically send the best-performing version to the rest of your segment using our performance analysis system.
It's simple: you define the test sample and the test period in advance. Then you determine the winner, and the rest of the target audience receives the winning e-mail.
Lead scoring
Now, track the progress of your contacts through the various stages of your conversion funnel by setting up point groups, which means creating different scoring rules for groups you've defined. This is particularly useful in a strategy where you want to implement scoring based on different products or interests of your consumers.
Lead management
The lead management feature is evolving with a brand new conversion tracking graph. Track the progress of your prospects to know exactly which stage of your conversion funnel they are in. You will also be able to discover how long they typically take to move to the next stage.
Upcoming Webmecanik Automation features
Lead staging
Lead staging feature is the best tool to measure your conversion stage by stage in your conversion funnel. From anonymous visitors to customers, it helps you measure your transformation and conversion rates.
We are completely redesigning the UI of this feature to provide to our users with the best in class Lead Staging statistics and best practices.
Landing page builder
In 2023, we launched a new page builder that didn’t meet the same enthusiasm and requirements. That is why we are currently working and plan to launch within 2024, a completely new Landing Page Builder made from the same UI as our world-class Email Builder.
Easy to use, plenty of new blocks, new modern templates, you will love using our new builder.
Form style builder
Inserting a marketing automation form into your website is usually a painful experience. This is because the form has no integrated style and your website style (CSS) may not target default form components (inputs, buttons, etc.).
Webmecanik will create an easy to use UI in your application to help you design your forms, without any developer or front-end skills to finally get the best looking form once you embed it in your web pages.
No hassle, no time, and the best looking marketing automation integration on your website.
Organization by folder
Especially for our most active users with hundreds of emails and campaigns, sorting the information in the software can be overwhelming!
In 2024, we will introduce a great and new way of sorting your campaigns, forms, segments and all marketing automation elements.
You will have the opportunity to group and sort the different items by folders and eventually archive them once you are done.
Statistics enhancements
Most of our users are aware that Webmecanik Automation has one of the most advanced access to analytics data from the UI or API.
Finding and visualising the most important data can be tricky.
We listened to your feedback and realized that we needed to put the most important statistics and graphs in the right place in the application. Don’t worry about the important KPIs, they are going to be displayed in the right place.
Whatsapp Business
Integrating WhatsApp into your marketing automation software is a game-changer for any business looking to skyrocket their customer engagement and satisfaction.
It's a cost-effective way to automate customer support, send timely updates and nurture leads without ever coming across as “impersonal”.In the digital age, integrating WhatsApp into your marketing automation software isn't just smart; it's essential to staying in touch with your customers. This integration gives them the instant, convenient service they expect and deserve.
AI
Sending time
Imagine being able to deliver your message at the exact moment when your audience is most likely to engage. It's as if you could predict each contact's preferences!
This approach allows your messages to stand out in a crowded inbox or message list, increasing open rates, click-through rates and overall engagement.
It's not just about sending mass messages, it's about being on target with precision and making every communication count.
By analyzing past behavior, your marketing automation software can predict the optimal time to deliver the message, ensuring your content resonates more and conversions increase.
Email subject generator & TESTING
Introducing an AI-powered feature that automatically generates multiple versions of email subject lines and seamlessly integrates them into an A/B testing process. It’s like having a marketing genius at your fingertips.
This innovative approach takes the guesswork out of crafting the perfect subject line, a crucial element that can make or break your email campaign's success. Imagine the ability to effortlessly test multiple options, each optimized for engagement, without spending countless hours brainstorming and manually testing.
This is precision targeting and optimization on autopilot!
By harnessing the power of AI, your marketing campaigns become smarter and more adaptive, learning from every interaction to continuously improve performance.
This means higher open rates, better engagement, and ultimately, a significant increase in conversion rates. It's about combining the art of persuasive writing with the science of data analytics to deliver results that truly move the needle. With this capability, your marketing team can focus on strategic initiatives while the AI handles the heavy lifting of optimization.
Webmecanik Pipeline
Latest Webmecanik Pipeline features
Synchronization with Webmecanik Automation
A 360-degree view of your contacts
Synchronization between our two software gives you a deep understanding of your prospects and customers. This feature merges your sales and marketing information for a comprehensive view. You benefit from powerful and easy automation to grow your business hand-in-hand with your marketing team. Create customized communications (emails, SMS, notifications, etc.) that turn your prospects into loyal customers. Your teams save time and are more relevant in their customer relationships.
Relationship network
The network relations feature changes the way you visualize and manage connections between your businesses. By establishing links and indicating relationships between them, you gain an accurate map of interactions and interdependencies. This allows you to understand not only each business individually but also how they fit into a broader network. Imagine a family tree for your businesses, providing insights for your business and marketing strategy.
Document management
With Webmecanik Pipeline, we increase your productivity by making it easier to access information about your leads. Imagine being able to regroup all important documents directly to an opportunity, activity, or contact record, and instantly find them in your action feed. No more wasted time searching or asking a colleague for the necessary files when they already left for the weekend! Before a meeting or call with your prospect, simply glance at the associated documents. Everything is there, clear and at your fingertips, to better prepare you and make every interaction a success.
Contact and company filters
Optimise your prospecting lists with simple filters for contacts and companies. You can target effectively by filtering your data according to the activities and opportunities associated with each contact or company. Use our predefined filters to get quick and easy views: sort by activity status (overdue or completed), opportunity outcome (won or lost), current opportunity status, expected close date, and even owner. This feature allows you to refine your approach and focus your efforts where they matter most, making your prospecting process both faster and more efficient.
Monthly view of opportunities
Get a panoramic view of your opportunities with the monthly view of your sales pipeline. This feature allows you to visualize and forecast the performance of your opportunities month over month, giving you a clearer perspective for planning and adjusting your strategies.
Statistics
Webmecanik Pipeline's statistics are there to shed light on your performance. Track opportunities, forecast revenue and intuitively evaluate sales performance. Measure sales activity and task allocation for optimized management and informed strategic decisions.
Custom activities
With the custom activities feature, you can transform your tasks into a more dynamic and organized experience. Give it a unique name, choose a cool pictogram and a dedicated color for each type of activity. It's like giving your daily routine a makeover to make it more fun and customized!
List activities
Visualize and manage your activities more effectively with the list view. This feature allows you to mark activities as completed or overdue, filter according to various criteria, link them easily to associated contacts and companies, and even edit or delete activities en masse. Everything is organized to save you time and make things clearer!
Calendar synchronization
With calendar synchronization, you can merge your Google or Outlook calendar with Webmecanik Pipeline. Select the calendars and activities to synchronize, view important details directly in your appointments, and easily invite participants from Webmecanik Pipeline. All your scheduling in one place!
Mobile App
You can download it now on your mobile store!
Use the mobility, convenience, and power of our CRM mobile app to empower your sales team like never before. It's time to break free from the constraints of the office, take your sales efforts to the next level, and deliver results that truly impact the bottom line. Let's harness the power of mobile technology to drive success wherever your sales journey takes you!
Upcoming Webmecanik Pipeline features
Advanced filters
The launch of our advanced filtering and saved views functionality radically transforms our CRM software, giving your sales team instant access to the information that is critical to their success. This innovation allows data to be efficiently sorted to focus on key opportunities, simplifying the sales process. By customizing and saving views based on defined criteria, the team has instant access to the data they need, optimizing the time spent interacting with prospects and minimizing information management.
Multi-pipe
Implementing different pipelines for different teams dramatically streamlines your sales process and provides unparalleled flexibility. Each team can customize their pipeline to reflect their unique sales cycle, strategies, and objectives, moving away from the ineffective one-size-fits-all model. This ensures optimal workflow, targeted lead focus, and more efficient sales efforts.
Dedicated pipelines improve opportunity visibility and management, allowing teams to pilot their sales journey with unparalleled precision and agility. This fosters better tracking, forecasting, and team collaboration, aligning everyone on the same goals with tools tailored to their specific needs.
This innovation is not merely an improvement; it’s a revolution on how teams interact with their sales pipeline. It introduces a customized, efficient, and powerful method to achieve sales excellence. Embrace this leap in sales technology with our CRM's latest feature and witness your teams achieving unprecedented success.
Email archiving
The upcoming feature in our CRM allows the addition of an email in CC (carbon copy) of sales emails, automatically copying and recording these communications in the contact's timeline. It’s a major leap forward in ensuring seamless integration of communication histories. This feature simplifies the way sales teams manage their interactions, ensuring that every touchpoint with a prospect or customer is captured and easily accessible.
Zapier connector
Zapier’s integration with our CRM is a powerful move that dramatically increases the efficiency and automation capabilities of your sales and marketing workflows. Zapier, known for connecting over 3,000 apps and automating workflows, now seamlessly integrates with our CRM, opening up a world of possibilities for streamlining processes and enhancing productivity.
This integration means that your CRM can now effortlessly communicate with the vast ecosystem of apps within Zapier's network. Imagine automating data entry from email marketing tools directly into your CRM, synchronizing contact information with accounting software, or triggering follow-up tasks in project management apps—all without manual intervention. It's about creating a highly customized, automated workflow that fits your unique business needs, saving time and eliminating the risk of human error.
AI
Email sum up
The integration of AI, specificallyLarge Language Models (LLMs), to summarize email histories in our CRM is a significant step toward increasing efficiency and time management for sales teams. This innovative feature succinctly captures the essence of long email threads, providing salespeople with quick, accessible insights without having to review each message.
This capability provides an instant view of key points and context from a customer’s communication history, enhancing follow-up preparation and ensuring that sales reps are informed and ready for meaningful engagement. It's about empowering your team with the necessary knowledge at the right moment, minus the information overload.
The AI-powered summary tool revolutionizes sales efficiency, allowing teams to focus more on building relationships and closing deals rather than administrative tasks. It represents a smarter way of working, with technology undertaking data analysis so t salespeople can focus on what they do best: selling.
Smart email template
Introducing an AI-driven feature that pre-writes emails for salespeople, tailored to each contact's email history, preferred tone, and next planned actions. It is set to revolutionize sales communication. This tool leverages CRM data to create personalized, contextual messages that deeply connect with each recipient, acting as a personal assistant that understands not only the history but also the nuances of each relationship.
By analyzing past interactions and communication tones, the AI generates emails that meet contacts' needs and preferences while supporting the sales strategy and future steps. This promotes consistent communication and increases outreach effectiveness, whether nurturing leads or closing deals. The pre-written emails save hours of writing and research, moving conversations forward in a style that is true to the salesperson, providing a significant strategic advantage.
