Contact forms need CRM integration

A must read for CEOs and better managers Leadership management and sales conversion process

Gone are the days when websites were just a form of digital Yellow Pages, simply displaying business information, contact number, and email address. Websites today have become a place for visitors to take action instantly. Potential site visitors, being interested in your products or services, would like to communicate with your business through the site’s contact forms. Customers are very impressed when they are contacted promptly and the chance of closing a deal with them is always high.

If your business belongs to the real estate, education or manufacturing sector, there is no other choice for you. You must have a file A website with an integrated CRM contact form To improve lead engagement and sales conversion.

A survey conducted among HelloLeads CRM users indicates that around 17% of sales-qualified leads generated for their business are obtained from website contact forms.

Here are the top 5 reasons why you need to get a file Integrated CRM Web form for your business

1. Get customer data instantly:

By default, web forms send an email to your website admin with a table containing lead details or an excel sheet on an hourly, daily or weekly basis. These methods aren’t instantaneous, don’t give you the best sales results, and eat away at your team’s productivity. using a file CRM Integrated website contact form, you get structured data at hand and you simply need to take care of your sales activity. You can save 250 hours per year by automating website data capture.

2. Greet them immediately with email and text messages

Immediately sending a welcome email or text message, followed by a call within a few minutes, will increase your conversion rate by 25% and get that close to converting. CRMs have an option to send a personalized welcome email or text message (SMS), each time a new lead is added. what you are waiting for, Open an account now Get an integrated CRM web form right away.

3. Communicate with Prospects and Customers Quickly:

Did you know that customer potential is inversely proportional to response time? The more time you take to respond, the less potential the customer will have. Get the data into your CRM, specifically a Mobile CRM It automatically brings lead data to your hand and helps you connect with them instantly. Maintain standard message templates within your CRM to avoid delays in sending messages to potential customers.

4. Assign leads to your sales team and follow up to nurture them

The total sales conversion for any business is the collective effort of the sales team. Lead Distribution in CRM renders Sales operations Smooth, defines a clear funnel to conversion, and helps the sales team achieve their target with defined scope. Follow-up reminders help your sales team to regularly nurture leads and convert them into customers.

5. Track leads more efficiently

Whether it’s a closed win or a closed loss, you need to get a deeper insight into your leads’ journey. Team performance reports, lead conversion reports, and activity leads in CRM Help the business develop their marketing and sales strategy to generate more sales in the business.

Which all business sectors compulsively need integrated CRM web forms and why?

1. Real estate companies

  • You get leads through website forms and landing pages more often
  • You have to impress potential clients with a warm welcome
  • You must nurture leads with a properly scheduled follow-up
  • You must have a path for all connections

2. Manufacturing companies with in-house sales team

  • Your customers learn from your websites and contact you from there
  • You need to collect the exact product of interest from them and store accordingly for further action
  • Prospects should be assigned appropriately to your sales team based on their choice of product or service
  • You need to keep a comprehensive track of every possible web query
  • You need to measure performance Sales Team As part of total quality improvement

Set up a process to automatically capture structured lead data with CRM. Help sales executives focus on lead nurturing and the conversion process.


Hello, I am the author of an article entitled Contact forms need CRM integration which was published on January 9, 2023 at Best CRM Software

Related article

Leave a Comment