A tool for tracking sales opportunities

Gestion des opportunités commerciales

Webmecanik Pipeline allows you to easily manage your leads and track your sales opportunities, as well as your customer base at a glance. Create multiple sales pipelines to tailor your CRM to your different teams, activities, offerings, or sales processes. Then personalize the information and steps of each pipeline to structure your conversion funnel and efficiently convert your sales opportunities with targeted actions.

Managing sales opportunities

With Webmecanik Pipeline, you collect the information on your sales opportunities (or leads). You customize the information fields you want to display in your opportunities card to include the essential questions in your qualification process and add all the stakeholders for each of your opportunities. With one click, you have access to all the information about the contacts and companies linked to your lead.

In addition to the usual information about your opportunities, you can add documents and track sales actions in your activity feed. This will give you a quick view of the tasks planned to convert your lead.

Managing multiple sales pipelines

Not all of your sales processes are the same. With Webmecanik Pipeline, create multiple sales pipelines to organize your opportunities by your teams, offerings, activities, or different sales cycles.

This way, each team can track its opportunities in an environment suited to how it works, while keeping all sales activity centralized in a single CRM.

Personalize your sales pipelines

Adapt each pipeline to your sales organization by defining your own steps and statuses. Your CRM will then reflect your sales cycle precisely, from the first contact to the close of the opportunity.

This way, your salespeople have a clear view of their opportunities and progress and know which actions to take at each stage.

Converting sales opportunities

Create sales actions directly in Webmecanik Pipeline for each of your leads. That way, you convert them into sales opportunities faster. Integrate your CRM into your day-to-day and manage your opportunities in one place. You can track the evolution of your deals, their values, their probabilities of success, as well as the expected closing dates.

Good organization is essential to keep your sales tool up to date. That’s why our CRM software was designed to simplify your tasks and easily visualize what you still need to do.

With Webmecanik’s CRM software, we doubled the number of leads handled by each sales representative thanks to features that enable personalization for our profession and integration into our application ecosystem, while keeping things very simple.

Jean-Charles Desmons
Admissions and Enterprise Relations Director – Groupe Emineo Education

An intelligent summary of your sales opportunities 🪄

From your opportunity card, AI analyzes the history of interactions and the information from your opportunity to highlight the key elements and generate a clear, actionable summary. In one glance, you’re ready to engage your prospect with the right information.

Tracking leads for sales opportunities

Every salesperson must actively track their leads. That’s why, in addition to structuring your business opportunities, you can easily track your prospects and customers using the activities and information you have available: log your emails, plan actions to report what happened, and attach documents so you don’t lose any interaction.

Customer tracking

The information about your contacts, as well as their deals, available in Webmecanik Pipeline, allows you to set up customer tracking. This customer relationship management helps strengthen engagement with your accounts and boost future sales. Set up regular reminders to stay in touch and ensure your customers’ satisfaction and loyalty.

With an advanced segmentation system, you can target the contacts that match your criteria to prepare your sales actions!

Download the Webmecanik Pipeline feature card

Why choose Webmecanik for sales opportunity management?

Optimize the sales conversion of your contacts by managing and tracking your sales opportunities and your leads with the Webmecanik Pipeline CRM. Start for free today to improve your customer tracking and drive your company’s growth.

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Adopt the CRM that boosts your sales efficiency

With Webmecanik Pipeline, centralize your data, track all your sales actions, and never let a sale slip away again. While giving your sales team more performance and peace of mind!

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