In a general business process, each company has their website with product information that they are offering and other software like CRM for maintaining their leads. When any user visits your website and if they are interested in any of the product then they need to fill the Product Inquiry Form with some basic information on like Name, Address, and Email etc. These inquiries are maintained separately in the website data. To maintain these inquiries into a CRM as lead, it can be a manual process to enter the same leads in the CRM.
If you are using Salesforce as a CRM then, there is a way to integrate website related inquiries to Salesforce.com using a feature called “Web-to-Lead”. In order to use this feature, you just need to login to your Salesforce and generates the “Web to Lead” form with required custom fields. It will generate the simple HTML form and you need to hook up into your website inquiry form. So, whenever the form is filled, the record gets automatically created in Salesforce as a Lead.
Benefits of Web-to-Lead Functionality
- Minimize manual work –If we use this tool then it automatically minimizes the manual work and it is beneficial to the company.
- Easy Lead Management –As these leads (potential customers) are getting directly created in Salesforce with some beneficial information like Lead source, city, country, product. You can manage these generated leads more efficiently and differentiate as well based on different categories (By City, By Country, By Product and By Lead Source). You can also add the other parameters whatever you wanted to add. You can assign these separated leads to the corresponding regional salespersons for further tracking and convert them as a valuable customer/opportunity for company business.
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at email@example.com. We will be glad to assist you.