![]() ![]() Follow these easy steps to prep your Salesforce instance to handle special lead information, automated email follow-ups with new leads, automated assignment of new leads, and more. Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day. Official Documentation: Guidelines for Setting Up Web-to-Lead Get familiar with Sales Cloud PRM, a turnkey PRM app to make it fast and easy for companies to provide partners with everything they need to sell-all in one place. Learn to embed a web-to-lead form that captures information from interested partners. Trailhead: Automate Onboarding with Sales Cloud PRMĮasily build a custom page highlighting your partner programs with clicks, not code. Leveraging email through Salesforce can reduce context switching, which helps reps stay focused on their leads and deals without toggling to a different application. Let your users send email from Gmail and Office 365 through Salesforce for easier communication with contacts captured via web-to-lead. Leverage the power of automation by setting up Salesforce to assign leads to the right owners based on criteria, such as where the lead is located, which industry they’re involved in, or the type of products they’re interested in. Leads created via web-to-lead are, by default, owned by the administrator who set up the intake form. This step-by-step guide to setting up criteria-based lead assignment rules in Salesforce is great for assigning new leads captured using web-to-Lead. ![]() Build an automated pipeline of quality leads for your sales teams. Salesforce’s automated lead scoring can take incoming leads from web-to-lead and score them based on factors including demographics (company size or industry) or actions the person has taken (visited your website, downloaded an e-book, or filled out a form). Learn to automatically route quality leads to your sales reps by setting up lead scoring to work with web-to-lead. Trailhead: Direct Your Reps to the Best Leads Some of these resources also touch upon important related topics, including data management and handling email from within Salesforce. We’ve gathered up some great resources so you can learn more about web-to-lead in Salesforce. From there, you can redirect visitors to other pages on your site, send automated email follow-ups, and start them on customer journeys. The information is automatically stored in new lead records in your Salesforce install, and the lead can then be scored, qualified, and routed to sales reps. Salesforce lets you easily create web-to-lead forms that capture information about visitors to your website. Web-to-lead: The process of using a website form to capture visitor information and store that information as a new lead in Salesforce. This marketing and sales technique is called web-to-lead. A well-designed form can capture key information about visitors, including demographics and specifics about their interest in your products and services. That’s where forms come into play.ĭirecting visitors to a form on your website where they enter information about themselves and their interest in your offerings is an easy and powerful way to turn them into leads. You can make the most of your web traffic by turning visitors into new leads for your marketing and sales teams to work. Once they’re on your site, don’t just let them visit once and leave. Attracting visitors to your website is a critical part of digital marketing. ![]()
0 Comments
Leave a Reply. |