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Ediware Technical

An overview of B2B prospecting tools: what should you keep?

Finding new customers has never been so complex. Between emails, calls, LinkedIn, databases and automation tools, it’s easy to get lost. Every week, new software appears, with seductive promises: “multiply your appointments”, “automate all your prospecting”, “save time and customers”. The result? We test, we change, we stack… and we end up with a dozen tools that are poorly synchronized, little used, or too expensive.

But prospecting doesn’t have to be a gas factory. What you need is a coherent selection of simple, well-integrated tools, adapted to the way you work.

In this article, I’d like to take a look at what’s what. Let’s take a look at :

  • mistakes to avoid,

  • the real criteria for choice,

  • and above all, a typical technology stack for your company’s size.

Our aim is to help you build a solid, scalable and truly useful ecosystem of tools.

1. The real problem: too many tools, not enough results

Today, there are hundreds of tools available for prospecting. There’s something for everything: finding contacts, sending emails, making appointments, analyzing clicks, tracking calls… Each solution seems indispensable. And when you’re looking for performance, you tend to want to try everything.

But the more tools you add, the more complicated your daily life becomes. You have to create accounts, learn how to use them, connect them… and hope they work together. Very quickly, you find yourself spending more time managing your tools than talking to your prospects.

The real problem isn’t the lack of options. It’s the excess. Too many tools, too many notifications, too many dashboards. The result: a scattered sales team, reduced visibility, and actions that lack impact.

It’s not a question of multiplying software, but of choosing the right ones. The ones that bring value, that integrate well, and that really serve your objective: to get in touch with the right prospects, at the right time, with the right message.

2. The wrong ideas

Faced with this multitude of tools, many companies are looking for the simplest solution. And that’s only natural. But some approaches, even if they seem logical at the outset, turn out to be counter-productive in the long run.

First mistake: choosing solely on the basis of price.
An inexpensive tool may look attractive. But if it doesn’t integrate with your other software or lacks essential functionality, you’ll end up wasting time… and money. Conversely, a tool that’s a little more expensive, but well adapted to your needs, can quickly become profitable.

Second mistake: multiplying ultra-specialized tools.
Some software does one thing very well: finding emails, sending LinkedIn messages, detecting visitors to a site… But if you have to use five different ones to manage a single campaign, you’ll lose clarity. And so will your teams.

Third mistake: changing tools with every new fad.
There will always be a new “revolutionary” tool. But changing too often prevents you from establishing real prospecting routines. And the more you change, the more you have to train your teams, recreate your models, and reorganize your processes.

To sum up: it’s not by piling up tools or chasing after new ones that you’ll get more results. What’s needed is consistency and simplicity.

3. The real solution: a coherent, scalable ecosystem

Efficient prospecting doesn’t mean automating everything or doing everything by hand. It means setting up a fluid organization, where each tool plays a precise role and integrates naturally into your way of working.

The right approach is to build a coherent technological ecosystem. In other words, a set of tools that communicate with each other, match your business methods, and can evolve with you.

For example, there’s no need to choose an ultra-powerful CRM if you’re just one or two prospectors. It’s better to have a simple tool that’s quick to learn, but capable of enriching itself over time. Similarly, if you’re sending out email campaigns, make sure that your database is well linked, that clicks are tracked, and that leads are automatically forwarded to the right person.

A good tool isn’t one that promises the most features. It’s the one that fits into your daily routine, saves you time, and helps you keep better track of your prospects.

Finally, think long term. Your needs today will not be your needs tomorrow. Choose solutions that can grow with you, without calling everything into question at every stage.

4. Theory: the fundamentals of an effective stack

To structure your prospecting, it’s useful to classify tools according to their role. There are generally four main categories. Each one corresponds to a key stage in the sales process.

a) The 4 tool categories

  1. Data tools
    These are used to identify your targets: B2B databases, enrichment tools, scraping or API connectors. This is where it all begins. Successful prospecting depends on data quality.

  2. Engagement tools
    These enable you to get in touch with your prospects: emailing, LinkedIn, SMS, phone calls or automated sequences. The challenge: create a link, with the right message, at the right time.

  3. Follow-up tools
    They help you organize your prospecting: CRM, reminder diaries, scoring, action alerts. Without structured follow-up, opportunities go by the wayside.

  4. Analysis tools
    They measure your results: dashboards, conversion rates, lead attribution, campaign ROI. They enable you to improve what works… and abandon what doesn’t.

b) The right criteria for choosing your tools

To make the right choice, three criteria are essential:

  • Integration: a good tool should be able to connect easily to your CRM or mailing tools. The less you have to copy and paste, the more efficient you’ll be.

  • Scalability: can the tool keep up with your growth? Can it be used by several people? Can you upgrade to a higher version without starting from scratch?

  • Support and familiarization: a tool that looks powerful on paper, but that nobody understands, won’t do you any good. Check that the interface is clear, that you can learn quickly, and that support is responsive.

c) Don’t confuse purchase price with real cost

Finally, it’s important to distinguish between the cost of acquisition and the cost of use. A tool may seem affordable… but if it takes several hours a week to use, or if you have to hire someone to run it, it quickly becomes expensive.

Conversely, software that costs a little more, but saves you time and improves your conversions, can become very profitable. So the real indicator to look at is the cost per qualified lead, not just the monthly subscription.

5. Practical: the right stack for every company size

Not all tools are made for all structures. A freelancer has different needs to an SME or a major corporation. That’s why it’s important to adapt your technology stack to your size… and to your means.

a) Self-employed and very small businesses (VSEs)

When you’re one or two people in charge of prospecting, the priority is simple: to be as efficient as possible. There’s no need to multiply software.

A typical stack for VSEs could be limited to 3 or 4 tools:

  • A reliable B2B database (such as Dataprospects),

  • A simple, high-performance emailing tool,

  • A mini CRM to keep track of exchanges,

  • And possibly an appointment scheduling tool (Calendly, for example).

The aim here is to maximize useful time: less tool management, more time to call or follow-up with the right prospects.

b) SMEs

As soon as several people are involved in prospecting, the question of coordination becomes central. The tools need to be well integrated, and everyone needs to have a clear view of progress.

An effective stack for an SME generally includes :

  • A CRM connected to all acquisition channels,

  • Aprofessional emailing tool with automated reminders,

  • A shared appointment scheduling solution,

  • Connectors to circulate information (Zapier, Make…),

  • And if possible, a dashboard to monitor results.

The key word here is fluidity. Your tools should save you time, not waste it.

c) Large companies

In larger structures, the stakes change: high data volumes, multiple teams, complex processes… So we need to think in terms of centralization and governance.

Key accounts often need :

  • A centralized CRM to manage all customer relations (Salesforce, Microsoft Dynamics…),

  • A marketing automation tool linked to databases (Ediware, for example),

  • A lead scoring and attribution system,

  • Advanced reporting tools,

  • And sometimes even data enrichment orcommercial AI solutions.

The aim here is to structure, automate and analyze on a large scale. But beware: the more complex the stack, the greater the need for training and support. Without it, even the best tools can become ineffective.

6. Extension: technological evolution roadmap

Putting the right tools in place is all well and good. But knowing when and how to upgrade them is even better. Because your needs will change over time: more prospects to handle, a growing team, more complex campaigns… Your stack needs to keep pace.

Step 1: Launch with the essentials

Initially, focus on what saves you time right away:

  • A tool for collecting contacts,

  • Basic CRM,

  • A reliable contact channel (emailing, telephone or LinkedIn).

Keep it simple. The aim is to get started quickly and see results within the first few weeks.

Step 2: Connect and automate

As soon as you have a little volume, remember to circulate the information automatically. This avoids forgetting and wasting time:

  • Synchronization between emailing tool and CRM,

  • Automatic scheduled reminders,

  • Notifications when clicked or answered.

Tools such as Zapier, Make or native platform integrations will save you precious time without technical development.

Step 3: Analyze and optimize

Once your machine is up and running, you can start measuring in detail what works:

  • Which channels generate the best leads?

  • Which campaigns generate the most responses?

  • Which salespeople convert best?

This data will enable you to readjust your strategy and invest where the return is greatest.

Step 4: Large-scale customization

When you have reached a good level of maturity, you can integrate more advanced tools :

  • Behavioral scoring,

  • Personalized content based on prospect profile,

  • Multichannel sequences,

  • AI for qualification or prediction.

But beware: these steps are only useful if the fundamentals are solid. There’s no point customizing if your data is poorly qualified, or analyzing if your teams don’t use the tools on a daily basis.

In short, the best prospecting stack is one that evolves with you, seamlessly, without excessive complexity, and always at the service of your business objectives.

To conclude

Prospecting doesn’t have to be complicated. It just needs to be structured.

In a market saturated with tools, those who succeed are not those who have “the best software of the moment”. It’s those who have built a coherent, easy-to-use environment, perfectly aligned with their way of working.

Instead of looking for the miracle tool, ask yourself the right questions:

  • Is my data reliable?

  • Do my messages arrive safely?

  • Can I keep track of my actions… and my results?

If the answer is no, start there. Then evolve your stack, step by step. Incorporate what saves you time. Remove the clutter. And never forget that tools are no substitute for a clear strategy. They only make it more effective.

It’s not about having lots of tools. It’s about using the ones that are really useful to you.
And Ediware comes out on top in this respect: a platform that’s simple to use, yet comprehensive enough to adapt to all company profiles – whether you’re self-employed, an SME or a large corporation.

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Ediware

Customer winback: how to turn attrition into opportunity

In marketing, the talk of loyalty has been around for a long time, yet most budgets are still spent on acquisition. According to several studies, winning a new customer costs “five to seven” times more than keeping an existing one. And this difference has widened even further as media buying costs and online competition soar.

But the value isn’t just economic: a customer who has returned after a voluntary departure often has an average basket 10-20% higher than the cohorts who have remained loyal, because they have compared your offer with that of competitors. In this article, we take a look at concrete ways to turn churn into a revenue channel:

  1. Mapping the customer lifecycle.
  2. Detect signals of discontent.
  3. Understanding the causes of churn.
  4. Build a profitable win-back strategy.
  5. Measure and automate to sustain results.

1. Mapping the customer lifecycle: prevention rather than cure

Real prevention starts with a detailed mapping of the entire customer journey, from the first visit to the post-cancellation repurchase. Take a SaaS vendor:

At each of these stages, a specific health signal is monitored:

Step Critical signal Usual tipping point
Discover bounce rate & scroll > 65% bounce rate indicates poor targeting
Free trial activation rate (key function executed) < 20% ⇒ need guided onboarding
Initial subscription weekly frequency of use < 1 session/week after 30 days = latent risk
Upmarket adoption of new features stagnation > 90 j suggests a lack of perceived value
Renewal average support response time > 12 h ? service perception deteriorates
Reconquest time since cancellation > 6 months: more costly recontact, segmentation required

To avoid multiplying isolated alerts, companies weight these indicators in a health score. The principle: each metric is normalized (0-100), then weighted according to its proven influence on retention (by logistic regression or simple empirical calculation). For example: 30% frequency of use, 25% activation of new features, 20% speed of support, 15% NPS (Net Promoter Score or Customer Satisfaction Index), 10% up-to-date invoicing.

When the score drops below the critical threshold (often 60/100), a workflow is triggered: in-app tutorial, proactive call to the CSM, or free upgrade offer. Stripe reports that it has reduced its voluntary churn by 14% by intervening only when the score falls below 55, rather than flooding all customers with generic reminders.

In short: map, choose a single pilot indicator for each stage and aggregate everything into a single score. It’s this combination that turns winning back customers from a “plan B” into an automatic, measurable reflex.

2. Detect the weak signals of an unhappy customer

Dissatisfaction never explodes without warning; it first rustles around quietly. On an e-commerce site, we’ll see: an increase in “product return” filters, fewer finalized shopping baskets, or an NPS (Net Promoter Score or Customer Satisfaction Index) score halved after an interface redesign.

To capture these clues :

  • Centralize CRM and customer service: calls, chats, tickets and tweets in a single file.
  • Launch post-purchase micro-surveys (two questions are enough).
  • Analyze tickets semantically; the rise of the words “too expensive”, “disappointed”, “bug” triggers an alert.

A response within 24 hours to a public complaint halves the probability of departure. The faster the response, the cheaper the subsequent win-back.

2. Detect the weak signals of an unhappy customer

A customer never slams the door without first leaving their mark. On an e-commerce site, these traces can take the form of a product return rate that climbs two points, an add-to-cart rate that stagnates while traffic increases, or an NPS (Net Promoter Score or Customer Satisfaction Index) score that halves after an interface redesign. It’s often a drop in time spent on the app or an explosion in tickets – a sign that onboarding has not been understood.

There are three steps to transforming this background noise into a usable alert:

  1. Unify relational data
    E-mails, calls, chats, tweets, in-app surveys: everything must converge towards the same contact record in your CRM. Without this 360° vision, you run the risk of treating each interaction as an isolated incident, when in fact it’s the same annoyance that’s escalating.

  2. Install an ultra-light post-purchase thermometer
    A micro-survey of two questions (satisfaction + main reason for rating) triggered 24 hours after delivery is enough to take the temperature. The response rate exceeds 35% when the questions fit on a single mobile screen – enough to constitute a representative sample without creating customer fatigue.

  3. Screen tickets semantically
    A simple model (sentiment analysis + keyword detection “too expensive”, “disappointed”, “bug”) classifies messages by degree of urgency. As soon as a ticket crosses the critical threshold, it goes into priority queue and a Customer Success Manager receives a Slack notification.

Measured impact: responding publicly (networks, reviews) within 24 hours halves the risk of leaving at the next renewal. At one telecom operator, the churn rate for customers who received a response in less than an hour fell from 3.2% to 1.5% over the following quarter.

4. Build a win-back strategy focused on value, not automatic discounting

Winning back a customer is not a matter of last-chance spam. It’s the work of a surgeon: understanding the pain that led to the departure, responding to it credibly, then proving that the perceived value once again exceeds the cost. The method is built around four pillars – segmentation, message, orchestration, framing – illustrated below by the real-life case of a French telecom operator.

4.1 Segment ex-customers finely

The database of 12,000 quarterly cancellations was first enriched by CRM: declared reasons for leaving, call history, level of seniority, average basket. Three groups emerged:

  1. Price seekers: leaving after a price increase.

  2. Functional disappointments: recurring technical problems, network speed or coverage.

  3. Silent inactives: low usage over the last six months, no complaints.

Why this granularity? Because successful win-back campaigns achieve return rates of between 20% and 30% only when the message matches the real motivations for leaving.

4.2 Adapt the message rather than “throw away” a discount

  • Locked-in price for 12 months for price seekers, accompanied by an unbiased comparator showing the savings achieved.

  • Video demonstration of new features (Wi-Fi 6, instant e-SIM) for the functionally disappointed, with an invitation to a technical webinar.

  • Personalized summary of loyalty points and unused data for inactive customers: a reminder of the dormant value they leave on the table.

The content is first sent by rich email; if there is no click within 72 hours, an SMS summarizes the offer in one sentence, then an advisor calls as a last resort. This multi-channel orchestration meets the responsiveness expectations of consumers, 79% of whom want feedback within 24 hours on digital networks and channels.

4.3 Frame the offer to keep it profitable

Marketing capped the discount so that it never exceeded the average margin recovered in six months. The result: no margin-destroying windfall effects, and a clear business model for the finance department.

4.4 Measure the impact, not just the number of accounts reopened

  • Reactivated accounts: 2,430 (20% of target base).

  • Incremental annual income: €1.3 million, or 8% of monthly net sales.

  • Negative rebound (< 90 days): 9%, proof that the value proposition is now aligned.

The lesson to be learned: an effective win-back strategy is more than just “20% off for everyone”. It begins with a diagnosis, continues with a hyper-contextualized discourse, is executed in a multi-channel sequence, then piloted on a dedicated P&L to verify that we are creating – and not destroying – value.

5. Measuring success: more than just a “reopened account

Counting gross reactivations is tempting: the higher the number, the more successful the operation. But this is an optical illusion. A win-back campaign is only profitable if the returned customer stays long enough to cover, then exceed, the cost of winning back. Two indicators make the difference:

  1. The “LTV prime” (LTV)
    We calculate the lifetime value of the customer after his return, over twelve months, and compare it with the total cost of the campaign that reached him (creative, routing, incentive, human time). In the case of the telecom operator, each customer won back generated an average of €167 in margin over the following year, compared with €145 for a subscriber who had never left: win-back therefore creates +€22 in net value per customer.

    LTV ( Lifetime Value )-sometimes called Customer Lifetime Value (CLV)-represents the total net revenue a customer generates for the company over the entire duration of the relationship.

  2. The negative bounce rate
    This is the proportion of customers who have been won back but cancel again within 90 days. Above 15%, it’s a sign of a poorly calibrated offer: we’ve bought short-term numbers, not fixed the root cause. In our example, the negative bounce is capped at 9%, so the value proposition has really evolved, not just been “sold off”.

To keep track of these two metrics without getting lost, a monthly dashboard is all you need: line up the number of accounts reactivated, the revenue streams generated month by month and, opposite, the cumulative acquisition costs specific to the campaign. After three months, you can see whether the cumulative margin curve exceeds the cost curve; after twelve months, you can confirm structural profitability.

In practice

  • If LTV falls below the level of a customer who has never left, reduce the discount and step up onboarding.

  • If the negative bounce exceeds 15%, go back to the post-subscription interviews: your product still doesn’t solve the pain you’ve expressed.

Measuring win-back in this way turns a marketing “hit” into a measurable financial asset. You’ll know exactly when to speed up – or slow down – your win-back programs, and you’ll be able to demonstrate that, when properly managed, win-back can cost less and yield more than traditional acquisition.

All in all

Attrition is not just a “product problem”: it’s a symptom of a punctual misalignment between promise and experience. By mapping the customer lifecycle, tracking the whispers of the dissatisfied customer, identifying the mechanics of customer churn and then deploying a scripted and measured customer win-back program, the company can transform a leak into a source of growth.

Winning back customers requires rigor, speed and personalization, but it’s always cheaper than convincing a stranger. The next time your dashboard reports an increase in unsubscribes, think of it as a dormant portfolio of opportunities, ready to be awakened by the right conversation, at the right time.

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B2B email-marketing Design Ediware Miscellaneous Technical

Attract and convert new customers with the right emailing software

Finding new customers is a constant challenge for B-to-B entrepreneurs, and email-marketing is emerging as an effective lever for achieving this. 🎯 This easy-to-implement and accessible tool enables you to communicate directly with prospects, establish initial contact and, ultimately, turn them into customers.

To harness the full potential of email marketing, it’s essential to use well thought-out techniques tailored to your audience. Good email marketing software will help you automate, personalize and analyze your campaigns for measurable results. 🎯

In this article, we present three strategies to help you attract and convert new customers: prospecting, referrals and strategic partnerships. Whether you’re just starting out or looking to improve your existing processes, these techniques will give your customer acquisition a real boost.


1. Why email marketing is essential for acquiring new customers

1.1 Figures that speak for themselves

Email marketing remains a powerful tool, widely used by B-to-B companies. Here are a few statistics to illustrate its impact:

Statistics Source
📈 Average open rate for commercial emails: 21.33%. Campaign Monitor (2022)
💰 Average ROI: 42:1 DMA (2022)
🌍 4.3 billion email users in 2023 Statista (2023)

Unlike social networks or SEO, where algorithms can sometimes limit your reach, emails reach your recipients directly. 💌 With the right emailing software, you can segment your audiences, personalize each message and maximize the effectiveness of your campaigns.

1.2 A flexible, measurable channel

What makes email marketing so effective is its flexibility. You can :

  • 💡 Send out regular newsletters to keep in touch with your prospects and customers.
  • 🛍️ Launch one-off promotional campaigns to boost sales.
  • 🤖 Set up automated sequences to guide your prospects through the buying journey.

Another important advantage is that everything can be measured. The tools integrated into emailing software enable you to monitor the performance of your campaigns in real time. So you know what’s working, what needs to be improved and how to adjust your next actions. 📊


2. Email prospecting: how to build trust

2.1 Segment your lists to maximize impact

A well-executed prospecting campaign starts with precise segmentation of your lists. 🎯 It’s important to classify your prospects according to criteria such as their sector of activity, position or level of commitment.

With the right email marketing software, this step is simplified thanks to automatic segmentation options. You can, for example, send specific messages to decision-makers or operational managers, depending on your objectives.

2.2 Write engaging emails

An effective prospecting email should capture attention right from the subject line. 📨 Take the time to work on your wording so that it’s clear and captivating.

For example:

  • ❌ Bad: “Discover our services.”
  • ✅ Bon: “How to save 20% on your budget with these solutions.”

Content should also reflect real added value. Present a solution to a concrete problem or benefit, then invite your recipient to take action via a precise and attractive CTA (call to action).

2.3 Analyze results for improvement

It’s essential to evaluate the performance of your emails to improve your campaigns. 📈 Emailing software enables you to track key indicators such as open rate, click rate or conversion rate.

Key KPI Target to reach
📬 Opening rate > 20 %
📲 Click-through rate > 3 %
💳 Conversion rate > 1 %

This data will enable you to understand what captures your prospects’ interest and test different approaches to maximize your results.


3. Use sponsorship to turn your customers into ambassadors

3.1 The power of digital word-of-mouth

A referral program can be a real growth driver for your business. 👥 Thanks to satisfied customers who become ambassadors for your brand, you benefit from digital word-of-mouth that boosts your credibility with new prospects.

Example of a sponsorship offer:

  • 🏆 The sponsor receives a reward, such as a discount or voucher.
  • 🎉 The referral benefits from an exclusive opportunity to discover your products or services.
3.2 Automate sponsorship with emailing software

With email marketing software, you can automate the management of your program. This includes:

  • 🔔 Sending invitations to customers to participate in the program.
  • 📬 Reminders to inactive sponsors to boost their commitment.
  • 📊 Real-time performance monitoring, such as the number of recommendations made.
3.3 Inspiring case studies

Example: Dropbox
Dropbox has used a simple but effective referral program to boost its growth. The result? A significant increase in their subscriptions, simply by offering a clear benefit: more free storage for every referral.

Dropbox program Result
💾 Sponsor reward 500 MB free storage space
📈 Growth generated +60% registered users

4. Strategic partnerships: a solution for expanding your audience

4.1 Identifying the right partners

A successful partnership is based on brand compatibility. 🤝 The idea is to collaborate with a company that shares similar values, but doesn’t compete directly with your business.

4.2 Co-create high-impact campaigns

Joint campaigns enable us to pool our strengths and reach new audiences. Here are a few examples:

  • 🎯 A special offer exclusive to customers of both companies.
  • 📧 A series of emails highlighting your complementary services.
4.3 Track and optimize your efforts

As with all your campaigns, emailing software helps you track the performance of your partnerships. You can measure the number of leads generated, click-through rates and, of course, conversions.


5. Measure and continuously improve your performance

5.1 Monitor key indicators

Metrics like open, click and conversion rates are valuable indicators for fine-tuning your campaigns. 📊

Indicator Recommended target Importance
📬 Opening rate > 20 % Measures the interest generated by your email subject.
📲 Click-through rate > 3 % Evaluates engagement with your content.
💳 Conversion rate > 1 % Indicates whether your call to action is effective.
5.2 Test and adjust your emails

Thanks to A/B testing, you can experiment with different approaches: email objects, formats, calls to action. 💡 This approach ensures that each campaign is better optimized than the last.


Email marketing is a powerful solution for attracting and converting new B-to-B customers. 🎯 Thanks to well-thought-out strategies such as prospecting, sponsorship and partnerships, you can accelerate your customer acquisition in a sustainable and measurable way.

By combining these techniques with the right email marketing software, you can save time and improve your results. Now all you have to do is put these tips into practice to turn your prospects into loyal, satisfied customers. 🚀

Categories
Ediware

The benefits of sub-accounts and user management

Good user and sub-account management is essential for optimizing productivity and ensuring data security in your company. In this article, we’ll explore in detail the benefits of Ediware’s “sub-accounts” and “user management” modules, and how they can transform the way you work.

What is user management?

User management involves creating, managing and organizing individual logins for each member of your team. Instead of sharing common logins, each user has their own personalized access, with specific permissions based on their role. This includes the possibility of configuring access rights for particular functionalities such as campaign editing, contact access, or mailing management.

What is a sub-account?

A sub-account is a separate account, totally isolated from the main account. It has its own list of unsubscribes and hard bounces, as well as a specific credit allocation. This allocation, which is a portion of the main account’s overall credit, is managed via the interface or API. Sub-accounts can be used to compartmentalize activities and manage resources independently for different teams or customers.

I. The benefits of user management

Greater safety and control

  • Personalized access: by creating personal logins for each member of your team, you can define precisely the access they need. This prevents unauthorized users from accessing sensitive information. For example, a member of the marketing team may have access to campaign tools, but not to financial data.
  • Reduced security risks: not sharing logins considerably reduces the risk of security breaches. Each action can be attributed to a specific user, enabling account activity to be tracked and controlled. If a problem occurs, it’s easier to identify and correct the source. 🔒

Organizational efficiency

  • Centralized administration: managing users from a master account means you can delegate responsibilities while maintaining an overview of all activities. This simplifies day-to-day management and ensures effective coordination between teams.
  • Smooth multi-account access: your users can easily access multiple accounts and sub-accounts without having to log out and log back in. This improves the productivity and responsiveness of your teams, especially in environments where users need to change accounts frequently. 🏃‍♂️

Flexibility and customization

  • Specific permissions: you can configure access rights for each user according to their roles. For example, some users may have permission to create and modify campaigns, while others may only be able to view reports. This customization ensures that every team member has the tools they need to do their job effectively.
  • Administrative roles: administrators have full rights to manage the account, making it easy to manage permissions and access according to your company’s evolving needs. They can add or remove users, modify security settings and supervise all operations.

II. The benefits of sub-account management

Insulation and independence

  • Sub-account partitioning: each sub-account is completely isolated from the main account. This means that unsubscribe and hard bounce lists are specific to each sub-account. This separation ensures that data remains clean and relevant for each sub-account, improving campaign efficiency.
  • Separation of resources: sub-accounts receive a credit allocation which is a portion of the main account’s overall credit. This allocation can be managed via the interface or the API, offering great flexibility. Shipments made by the sub-account are deducted from the overall credit, allowing you to control and limit the resources used by each sub-account. 📊

Personalization and branding

  • Customized logo and branding: you can replace the Ediware logo with your own logo in the sub-account user area. What’s more, all references to Ediware, including technical support contact details and documentation, can be hidden. This allows you to fully customize the user experience and reinforce your brand identity.
  • Consistent user experience: by offering a uniform, professional user experience, you reinforce your brand identity and ensure consistent interaction with your customers. This personalization can improve customer satisfaction and loyalty. 🌟

Module management

  • Custom modules: you can define which modules are accessible for each sub-account. Options include emailing, SMS, API, landing pages, contact lists, automation, segmentation and more. This flexibility allows you to tailor the available functionality to the specific needs of each sub-account.
  • Default settings and customization: in the account management section > settings > default modules, you can define default rights for new sub-accounts. These settings can be adjusted for each sub-account individually, ensuring granular management of access and functionality.

Sharing and collaboration

  • Resource sharing: from the main account, you can share contact lists and templates with sub-accounts. Sub-accounts can import these lists into their campaigns without modifying them. An encryption option is available, enabling sub-accounts to use contacts without being able to retrieve unencrypted emails.
  • Optimized collaboration: by sharing resources in a secure, standardized way, you facilitate collaboration between different teams or customers. This ensures consistent use of shared resources, improves campaign efficiency and strengthens cohesion between teams. 🤝

All in all

Ediware’s “sub-account” and “user management” modules offer flexible, secure and personalized management of your various accounts and teams. These powerful tools enable you to optimize your organization, improve security and deliver a consistent, professional user experience.

Ready to transform your team and resource management with Ediware? Contact our technical support team for more information and assistance. Together, we’ll take your business to new heights! 🚀

Categories
Ediware

Newsletter April 2023

Hello,

Here’s what’s new for Ediware this month.

Functionality to discover

🔑 Your data is precious. To make your account on the Ediware platform as secure as possible, we advise you to activate double authentication on your space. Go to “Account management” then “Account security” to activate double authentication.

If several of you log in to your account, share the QRCode with your colleagues.

This system is compatible with all authentication applications: Google authentificator, Authy, 1 Password, etc…

Article of the month

📃 3 reasons not to base all your lead generation actions on inbound marketing

This article we published on the “Webmarketing&Co’m” website explains why you should combine email prospecting with your inbound marketing strategy.

👉 Read the article on Webmarketing&Co’m

Replay of our last webinar

🎬 5 keys to a successful B2B prospecting email campaign

We’ll give you tips and examples specific to B2B prospecting:

👉 improve your opening rate by optimizing your subject line and pre-header

👉 the minimum structure of good prospecting content points to check for a convincing call to action

👉 improve transformation by checking your landing page

👉 build or acquire a high-performance contact list

👉 S ee the video on Vimeo

RGPD certification

🏅 Ediware has been awarded the Privacy Protection Pact label for the year 2023.

The Privacy Protection – Pact professional label is a declarative and engaging initiative launched in 2019 by DMA France. It enables Data Marketing organizations meeting the requirements induced by the General Data Protection Regulation to value their respectful and secure approach to personal data. For more information, visit the DMA website.

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Ediware

Partnership with Florence Consultant for emailing training courses

Ediware has partnered with Bruno Florence, an email marketing expert and founder of Florence Consultant. He offers training courses to improve email marketing skills. He has created Email Academy, a training platform offering 7 courses dedicated to email marketing to help companies improve their emailing campaigns and increase their sales.

Upcoming Email Academy training courses cover topics such as:
– Selling through emailing: Optimize your emailing and campaigns to generate more sales on e-commerce sites.
– HTML email development: Optimize HTML email coding to ensure better rendering, reduce content filtering and optimize campaign performance.
– Improving the deliverability of email campaigns: What are the best techniques for increasing the inbox delivery rates of your email campaigns?
– Learning responsive design in HTML: How to use adaptive and responsive design techniques to improve emailing performance?
– The use of data science and data marketing for emailing: Statistical and mining techniques are becoming essential for optimizing emailing campaigns.

These training courses aim to:
– Increase the performance of your emailing campaigns.
– Write messages that trigger more clicks.
– Renew your creativity in email subject lines.
– Optimize HTML coding of emails.
– Understand the rules of HTML coding for email marketing.
– Understand, measure and organize your email campaigns.
– Use adaptive techniques and responsive design to improve email performance.
– Better segment and analyze customer behavior across all contact channels.
– Implement statistical and mining techniques to optimize your email campaigns.

The courses are run by Bruno Florence, an experienced trainer renowned for his knowledge and expertise in email marketing. The courses take place in Paris and are tailored to the needs of companies of all sizes and in all sectors.

If you’d like to improve your email marketing skills and optimize your email campaigns, check out Email Academy’s upcoming training courses by following this link: emailing training. You’ll be able to boost the performance of your email campaigns and increase your sales.

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Ediware

Ediware awarded Privacy Protection Pact 2022 label

For the fourth year running, Ediware has been awarded the Privacy Protection Pact label.

The Privacy Protection Pact professional label is a declarative and engaging initiative launched in 2019 by DMA France. It enables Data Marketing organizations meeting the requirements induced by the General Data Protection Regulation (GDPR) to value their respectful and secure approach to personal data. For more information, visit www.privacyprotection-pact.org

The label covers :

  • Data protection policy and individual rights
  • The presence of a Data Protection Officer (DPO)
  • Treatment traceability
  • The relationship between controller and processor
  • Company security policy
  • Location of personal data
  • Testing and updating internal/external processes
  • Training and ongoing monitoring of personal data protection
  • Cookie management policy.

This status gives us the opportunity to make a major contribution to improving the entire data value chain, in particular by recommending that our customers and partners follow our respectful approach to personal data.