A CRM and a marketing automation solution: these are two tools you are familiar with for managing your contacts. The first is intended for the sales team, the second for the marketing team. Result? The level of information is not always the same for these two teams, which does not make each side’s tasks any easier. With YellowBox synchronization between CRM and Webmecanik Automation, your contacts and their information are standardized.
YellowBox CRM is a Dimo Software product: it is therefore 100% French, from its design to its hosting. Experts in the CRM field for more than 24 years, they are suited to all sectors and getting started with the solution is very quick.
Webmecanik Automation is a French marketing automation solution. Based on open-source technology, the software aims to support the marketing team and the sales team. It is useful from the first contact through customer follow-up.
To address a new target, personalize messaging, and increase upsell sales, marketing automation proves very effective. The synergy with the CRM is a real strength: you avoid the many Excel spreadsheets that connect your teams to transfer your data securely.
How YellowBox CRM & Webmecanik Automation synchronization works
Synchronizing YellowBox CRM with Webmecanik Automation standardizes the management of leads, contacts, and companies in both directions. You will have the same information across all your teams in real time. You will also have the essential statistics to assess your marketing and sales strategy. It is no longer just an open rate or a conversion rate; you have a global view of the journey of your prospects and customers.
The added bonus of the integration between YellowBox CRM & Webmecanik Automation: Choosing the destination table for your contacts
In your YellowBox CRM, you sort your leads by tables, including contacts and leads. With this synchronization, you can choose the destination table for your Automation contacts. This way, your sales team directly has all the right information in the right place that your marketing team has obtained thanks to Webmecanik Automation.
