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What level of integration between Webmecanik Pipeline and Webmecanik Automation?
4 min read

What level of integration between Webmecanik Pipeline and Webmecanik Automation?

Webmecanik Pipeline, our French CRM software, optimizes the centralization and analysis of customer and prospect interactions. Webmecanik Automation, our marketing automation software, automates marketing campaigns to send the right message to the right person at the right time and through the right channel. Webmecanik offers you an all-in-one solution thanks to the integration of the two tools Webmecanik Pipeline and Webmecanik Automation with the goal of improving your marketing and sales performance.

Features of Webmecanik Pipeline

Webmecanik Pipeline, our CRM solution, offers a range of features to optimize contact and company management. 

The software allows you to customize and effectively track your sales activities. You can centralize and manage your sales prospecting directly from your CRM, while also keeping your customer loyalty actions in mind.. Synchronization with Google Calendar and Microsoft Outlook ensures smooth coordination of your activities. The software facilitates collaboration between sales and marketing teams while simplifying document management within the CRM. Before synchronizing the two tools, it is important to configure the database of your marketing CRM software.

Role and impact of Webmecanik Automation

Webmecanik Automation is designed to efficiently generate, convert, and retain leads. It allows you to: 

  1. Segment your audience?
  2. Automate your marketing campaigns?
  3. Strengthen your customer relationship by fostering loyalty?

With this tool, create personalized and automated marketing campaigns, including targeted email campaigns thanks to lead nurturing. You have the option to use various communication channels to reach your target audience (SMS, notifications, pop-ins…). You can even assign a score to your contacts using our advanced scoring feature. The CRM software also offers the ability to perform A/B tests, allowing you to refine your marketing strategies and improve your customer relationships. Finally, Webmecanik Automation makes it easier to analyze your results and your return on investment (ROI), helping you make informed decisions to improve your marketing performance. If the subject interests you, we recommend this article on webinar integration with marketing automation 

Benefits of the integration between Webmecanik Pipeline and Webmecanik Automation

Your data is centralized in real time across the software, with no risk of duplicates. By combining sales and marketing information, you will be able to learn more about your prospects and customers. 

Why benefit from the winning duo, CRM and marketing automation?

The combination of our two software solutions will allow you to automatically obtain more hot leads, and you will also be able to convert your prospects and customers more quickly. 

Once again, give yourself the power of a tool that sends the right messages at the right time (automatically) through the right communication channels. ?

Bidirectional synchronization 

All the data present in Webmecanik Pipeline and Webmecanik Automation is standardized. This data is an advantage for your sales team as well as for the marketing team. The information entered by the sales team enables the marketing team to run targeted and segmented campaigns. The data initiated by the marketing team is an advantage for the sales team because it allows them to identify hot leads. It is therefore easier for a salesperson to adapt their pitch when speaking to prospects or customers. 

Data synchronization and workflow

Thanks to synchronization, you simplify your work. You centralize your customer data and keep it up to date. This helps your sales and marketing teams. They work more efficiently, they can target prospects and customers in an optimized way. It also improves the management of your marketing campaigns. You boost their efficiency and create a better experience for your customers, while saving resources.

Synchronizing Webmecanik Pipeline and Webmecanik Automation gives you access to the data present in both software solutions in one single place. You keep an eye on the information stored in Webmecanik Pipeline and the new trends captured by Webmecanik Automation. This unification simplifies the management of your contacts and companies. Little extra: at Webmecanik, we ensure data security in France ??.

To discover all the benefits of synchronizing your automation software and your CRM

Configuration and setup of Webmecanik Pipeline and Webmecanik Automation 

It’s very simple! Our Webmecanik Pipeline software is natively synchronized with its sibling Webmecanik Automation. You will simply have to decide whether or not you use all the features depending on your strategy.

Whether it is your first time or a new synchronization, we recommend carrying out an audit and mapping of your database so you can ask yourself the right questions beforehand. This will allow you to determine the contacts and data you need for your marketing operations and identify which contacts are still active.

By adopting Webmecanik Pipeline and Webmecanik Automation, you choose an all-in-one solution that enables you to be effective in your marketing and sales strategies.

Webmecanik Pipeline offers you a range of features for optimal management of your contacts and companies, while Webmecanik Automation automates your marketing campaigns. 

Together, they form an all-in-one tool that improves not only efficiency, but also the management of your marketing and sales resources, as well as your customer relationships. You work more efficiently, not harder!?

Finally, Webmecanik integrates effectively with other CRM software.

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