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CRM Automation, Lead Generation, Make your business work smarter, Productive Improvements,

6 Min Read

Automating Website Lead Capture and CRM Contact Record Creation

Website Lead ManagementTask Centre - Web Leads to CRM

By automatically importing inbound leads into your CRM application that have been generated from a website registration form or contact us mechanism, you completely eradicate costly, repetitive administration and improve sales team performance.

Orbis Software and its global partner community have collaborated to deliver the drag and drop functionality you need to quickly and simply integrate inbound website leads with your Saleslogix CRM application.

The Problem:

Inbound website leads represent the most valuable opportunities but they generate a great deal of repetitive CRM data entry, can be missed by sales team members and create a management reporting headache for the sales team.


The Solution:

TaskCentre for Saleslogix can automatically import inbound website leads into your CRM system based on your business rules, set CRM activities for sales team members and monitor activity statuses.


Integrate inbound website leads with your CRM

For the sales and marketing team the contact us or registration form on the company website is a double-edged sword. It is a valuable source of inbound leads but it creates a great deal of repetitive CRM data entry to record and process the lead.

TaskCentre for Saleslogix can automatically parse inbound email leads generated from your website, interrogate your CRM solution to identify if the contact exists and then create a new account or contact record.


Integrate websites with web services or systems

Organizations are now realizing the significant commercial value of publishing data from internal applications or external web services to their company website. Yet a significant barrier to this being achieved is the complexity and cost of integrating multiple data sources and services.

TaskCentre removes the barrier of bespoke development by providing a graphical drag and drop, code free interface to integrate practically any data source with your company website(s).


Automate and enforce the follow-up process

Integrating inbound website leads removes repetitive data entry but it is just the beginning of the lead management process. Indeed, the next step for many companies is activity setting and monitoring. Sadly, in many cases this is left to the individual sales members and they can prejudge a lead and act accordingly.

Triggered by the creation of a new record or account TaskCentre can automatically create a follow-up activity based on your business rules e.g. locality of lead. TaskCentre can also send a notification to managers when leads have not been followed-up in an agreed time period.


Want to learn more about the benefits of Website Lead Capture with TaskCenter for SalesLogix?


Related Articles:

Automated Lead Management - TaskCentre as Virtual Assistant

Lead generation planning and activities...

What can Business Process Management (BPM) with Saleslogix Do for Me?


Topics:   CRM Automation Lead Generation Make your business work smarter Productive Improvements

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