Web-To-Lead Forms to Match Business and Personal Needs

web to lead image
web to lead image

How important it is for you to communicate with your friends and colleagues? How important it is for you to closely interact with your customers and prospects?

Technology has made lots of advancement these past few decades and one of which is the introduction of social media and social marketing. Getting in touch with your friends and interacting with your customers have been so easy, since they could easily be reached on-line.

Unlike before, there’s no need for you to print out fliers to promote your business. Unlike before, you no longer need a postman to deliver and receive your mails. Since most of the people are updated with the current trends, it is important to maximize the opportunity to interact with them closely through the channels where they are, most of the time, available.

It is not surprising that Salesforce would be able to help you achieve this goal. As an online CRM tool, Salesforce offers wide variety of functionality and features that could help you interact and collaborate with your customers; easily promote your products; and easily create a portal where your friends could easily contact and get in touch with you.

Web-to-Lead could help you maximize your online marketing strategy. Web-to-Lead is a Salesforcefunctionality that would allow you to generate HTML codes that you could integrate with your website in order to create an online form where your customers or viewers could fill-out to easily get in touch with you. Each submitted form will automatically create new Salesforce record and a notification email would also be sent to you.

Here are the easy steps needed to get started with the Web-to-Lead functionality:

1. Determine your Default Lead Owner. Your Default Lead Owner will automatically own newly created Leads from your online form and would be notified every time a Lead is created. To assign a Default Lead Owner: Name | Setup | Customize | Lead | Settings | Edit.

2. Generate a Web-to-Lead form: Name | Setup | Customize | Lead | Web-to-Lead | Create Web-to-Lead Form | Determine the fields that would be available in the form | Specify the return URL | Click Generate

3. You could also create an Assignment Rule to automatically route the newly created Leads on specific queues depending on your criteria.

4. Integrate Web-to-Lead form into your website.

For business purposes, your Web-to-Lead form would make it easy for your customers to get in touch with you because they don’t have to manually send you an email; they could easily contact you by just filling out the form. You could also easily determine which of your prospects or customers need to be contacted immediately because they could be sorted by queues. A report could also be generated to know how effective your ad is; how many prospects are inquiring; and how many customers do you currently have.

For personal purposes, these web-to-lead forms could be integrated into your blogs (Tumblr, Blogspot, WordPress, etc.). This would allow your followers to easily get in touch with you. If you’re a site administrator, it would be easy for you to respond to each visitor, because again, all submitted forms could be assigned to a specific queue depending on your assignment rule.

If you would like to know more about Web-to-Lead forms; specifically, customizing your HTMLcodes and integrating it into your website, please feel free to get in touch with us by emailing us at info@cloudjedi.com or fill out our online form at http://www.cloudjedi.com/contact/.