Training: the power of combining CRM and marketing automation
Why this training?
Your CRM and marketing automation software are valuable on their own. Linking them together will multiply their power! In this training module, you’ll get an overview of these two tools and their environments, followed by the 4 good reasons to synchronize them.
Training objective:
Understand why it is important to synchronize CRM and marketing automation software.
What’s on the agenda for this module:
- Good reason no. 4: take care of your data
- Overview of CRM and marketing automation software
- Good reason no. 1: help your sales team
- Good reason no. 2: satisfy your customers
- Good reason no. 3: bring harmony to your teams
Training outline
Overview of CRM and marketing automation software.
Quickly review the basics on the purpose and ecosystem of your two tools, and let’s see together how they can be synchronized.
Harmony within your teams.
Make your teams happy to work together! Facilitate communication between your sales and marketing teams and make their lives easier
Satisfy your customers.
Improve your sales and after-sales relationship. Send the right message to the right person at the right time thanks to the data collected in your CRM and marketing automation software.
Take care of your database.
Standardize your database by synchronizing your two tools. Keep only up-to-date data in your database that your teams can leverage.
Who is the training on combining CRM and marketing automation for?
The Webmecanik Academy training module on combining CRM and marketing automation is intended for sales teams as well as marketing.
Prerequisites: basic knowledge of marketing or sales and customer relationship management – the company being trained has a website and the teams being trained are in roles linked to customer relations or marketing. Use of the Webmecanik Pipeline or Webmecanik Automation software.
Teaching methods
Through the Webmecanik Academy method, you will train using different educational formats (video, quiz) based on the theoretical discovery of the CRM and marketing automation environment (vocabulary, use cases, etc.) and the direct application of these concepts to your company in the form of exercises and practical work.
These digital formats allow you to progress at your own pace.
Instructors
The instructor(s) are specialists in new technologies and in the Webmecanik Automation and Webmecanik Pipeline software. They have sufficient hands-on experience with the tool to teach it. Most of them also teach students as part of degree programs.