Web Forms

Designed for non-technical users, Web Forms simplify the process of capturing leads or other customer information into your CRM system. By adding a user-defined web form within customer-facing web sites, Web forms directly import campaign responses into Total Enterprise CRM.

Your marketing team decides what kind of information they would like to capture in each form to ensure useful information is handed off to sales people for follow-up.

With Total Enterprise CRM, this can easily be made to interact directly with the CRM system, in real time. This means when a potential customer fills in an enquiry form, the data goes to the CRM immediately. Using workflow it is then possible to automate tasks based on the data that has been filled in on the webform.

How it works

1. The user completes a form on your (or an affiliate) website.
2. When they press the "Submit" button, the information is sent to the CRM system.
3. The data is stored in the CRM database. This can trigger a sequence of business rules (workflow) to automate follow up tasks.

The data is available, immediately and automatically, to users of the CRM system.

Business Benefits

• Automate lead import from Web into CRM
• Reduce the need for technical resources in creating web forms
• Presents all fields and values from the Leads module
• Offers design flexibility and lowers IT time in marketing support

What can webforms be used for?

• Contact Forms - Customer contact through the website can automatically create a lead/prospect and a "Call" item. Send the customer a customised "Dear Mike, Thanks for filling in our contact form" template email.
• Support Forms - When a customer fills in a support enquiry, create a ticket in CRM, send them a confirmation and assign it to the appropriate technician for follow up.
• Google Landing Pages - If running a google advertising campaign, create an opportunity when someone completes a web form and link that opportunity to the google campaign in CRM so you know which campaigns are bringing you business.
• Affiliate Marketing - Give affiliates web forms to go on their website to collect customer details - secure in the knowledge that no leads will get lost and they will be correctly associated with the right affiliate inside the CRM.