Online CRM Part 3 - Saving Web Leads Into Your Online CRM

Before we implemented Workbooks Online CRM, one of the prerequisites that we had for a new CRM system both for our own use as well as a system to install for our customers was to have the ability to capture details of enquiries submitted via our web site directly into the CRM system. Before installing Workbooks, we were using a Formmail system hosted by our ISP that simply sent an email containing details submitted from the web form to a specified email address. As a system it worked, but it meant that we had to manually copy and paste details submitted into our old CRM system.

Automatically Web Leads Into Your CRM

Installing Workbooks Online has allowed us to automate that process. We simply use the Workbooks form scripts to capture enquiry details as part of our web pages. We specify the information to be collected, and the lead information is automatically collected by the Workbooks system and allocated to the appropriate person.

You can see one of the forms that we use below:

Enquiry Form Screenshot

You can also see a brief overview on the Workbooks.com Web-To-Lead capability in the video below:

Automate Your Sales and Support Processes

Apart from sales leads, we are in the process of deploying the Web Lead Capture capability to capture support / customer service requests. For customer service / support applications, Workbooks will automatically generate a support reference that can be used by our customers to track progress on support cases raised.

Deliver Better Customer Service

If your company runs both sales and support operations, one of the resulting benefits of installing Workbooks is that it will provide your sales and support staff with visibility of all contact that your sales, support and customer service staff have with your clients and customers. Everyone is therefore fully informed of everybody else’s discussions, which can result in the ability to provide a better level of service to your customers.

Is your company’s productivity suffering from the need to re-key information between one business process and another? If so please let us know. We would welcome the opportunity to find out more about how your business works so that we can establish whether we can help your company to work more productively by implementing Workbooks.