Marketing Leads Captured Online
Your sales and marketing leads can be captured directly from your web site into your CRM using our web-to-leads forms. This means new leads are created from visitors to your web site and can be assigned to your sales team, or you can add them to an automated campaign.
For example, you can capture a new enquiry from your web site which creates a new record with their contact details in your CRM, recording when the form was completed and setting up a task for a one of your team to contact them.
Multiple Settings for Marketing Leads
Furthermore, you can set up multiple web-to-lead forms where each processes the marketing leads differently. For example, a contact form on your web site might use one transaction setting to allocate the contact to a sales person with a task created to call the enquirer back; whereas another transaction might be a simple subscription request that allocates the contact to your marketing team, e.g. a newsletter sign-up box.
Using web-to-lead forms lets you easily track your new marketing leads and helps you run your campaign management.
Mailing & Consent Lists
In compliance with the EU’s General Data Protection Regulation (GDPR), Mailing & Consent Lists allows you to capture consents automatically from your web site forms and keep an auditable record of the transaction in the CRM account.
Similarly, if you are also using our Customer Service Software module, you can set up online forms for your customers to complete with any service requests. In this instant you might create a service ticket that is allocated to your support team to follow up. As a result, you’ll be able to follow up more quickly, so keeping your customers happy.