Web lead form to CRM leads database

How to create the web lead form

Web lead form to CRM leads table

Customers interact with you at multiple touch points. They phone, they mail and increasingly they drop a note with their message on your website.

It’s best to provide a structured form to gather feedback or enquiries. But having done that, what should you do with the inquiries that come in. Most web forms will generate an email back to you including the text of response. Those need to be sorted and enquiries need to be marked to the right executive for follow up.

So, we decided to eliminate the email.

Now you can use your Saleswah CRM account to create a lead form and embed the code directly on the page of the website where you want the form to appear. Any submission on the form is securely inserted as a lead into the database.

Once in the database, the Saleswah lead management process takes over. You get an instant alert (on email, browser or even on the mobile app). So, you can get to work on it right away. Qualify the lead further, assess interest level and either reject it or accept and move it further down the funnel.

 

Everyone sells: make collaborative sales easy

How do your prospective customers contact you first?

  • At the board number, where a receptionist picks it up? Or, a dedicated sales number?
  • Do they send an email to a marketing mail box published on your website?
  • Do they ask the service technician or similar unrelated to sales personnel, for a sales assistance?
  • What about website “Contact us” forms? Visitors who left their visiting cards in your trade fair booth? Customers who came to attend a seminar?

The answer to the question really is, “Most if not all the above”.

In an ideal world, everyone in your company must sell- in the less than ideal world, in which we live, you need to make it easy for your sales-people to get leads and convert them.

Capture –> Assign –> Convert

It is a collaborative process. Sales needs help from other functions. Start by putting together a process of sales opportunity capturing by everyone. Saleswah CRM is a sales collaboration software; it helps precisely in this and tracking those leads down the funnel of every single individual sales person.

Prospects are not predictable. They may choose any of the above methods. How you deal with the incoming stream is going to determine how many turn from prospects to customers. Prospects do not just call you; they call your compeition as well. Who will get back faster; and with the right and most compelling response?

First things first, do you have a way to capture all the leads in all the touch points?

Is your receptionist able to log a sales lead directly into CRM? And, know that it will be instantly assigned to the right sales person and the sales person will receive the details on he mobile on SMS?

Think about it. Why wait till the competition salesman has already been to the prospect? Get Saleswah Basic now for everyone in your company who has anything to do with client interactions.

CRM at Hanover Fair or at Pragati Maidan

Why participate in trade-fairs, if you have no follow up plan?

Have you ever participated in one of the large trade fairs? I mean, actually stand behind the counter? Man the booth?

What’s your takeaway from the fair? More awareness for your brand and/ or products? Hopefully. Some good partnerships signed up? Perhaps. A few large orders? Maybe. But, if you are in a competitive market and new customers are your lifeblood, then quickly having your visitors turned over to your sales people to follow up is important.

In a nutshell, that is what Saleswah Basic  does.

Think about it. Your prospect came to your booth, spent time looking at your exhibits and then,  either filled out a form or dropped his card in the fishbowl. If you wish to make an impact, sell to him when the visit is still fresh in his mind; not a week later, when the sales team gets handed out these “leads”.

How about following up the same day? How about calling his mobile as he is leaving the fair-ground, seeking an appointment to meet?

You sell automotive car seat covers? And you have tens/ hundreds of dealers? What if you could directly send the sales lead to the dealer best placed to serve him? What if, you did it right in front of the customer and told him, “the Monday after, when you go back to Cochin, please land up at this store where I have already made an appointment for you. And, someone will call you to confirm”. And, someone actually does?

Whether your customer is best served in Cochin or Cologne, Begusarai or Budapest, a delay in passing on the lead to your sales team is not going to help anyone.

Except perhaps the competition. Get Saleswah! Try for a month, absolutely free.