Generate Lead in Salesforce from your website

By | January 4, 2016

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 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.

Generate Lead in Salesforce from your website

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.

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Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions for Cloud CRM such as  Salesforce integration with Sage X3Sage 100 and Sage 300.  We also offers best-in-class Cloud CRM Salesforce customization and development services to business partners and end users.

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