Lead Generation with Contact Forms for Any Industry or Cloud
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Contact forms are crucial for collecting information from online visitors interested in your products or services. Go one step further by transforming this data into actual leads that are transferred and stored in your Customer Relationship Management platform.
What is Lead Generation in Salesforce?
If you are already using Salesforce, you would greatly benefit from all your potential lead data automatically collected from your web form and pushed to the CRM platform directly.
Follow us below to discover how two businesses in different industries created a Contact Us web form to convert visitors into leads with their data pushed and organized in Salesforce with absolutely no manual work and zero code!
2 Types of Salesforce-Focused Businesses
The first business use case discussed is a medium-sized B2C business that sources organic coffee beans from over 15 local farms and supplies various roasts to online customers. It operates in the e-commerce industry.
The second use case that benefited from a web form that converts online visitors to leads is a B2B wholesaler in the manufacturing industry. The wholesaler provides coffee machines and accessories at reasonable prices to other businesses that need bulk purchases or rentals.
“We have noticed many new visitors on our website looking for extra information about coffee beans, our prices, and products on offer.“
Sales Representatives
Required Lead Generation Services
The e-commerce business was delighted with the hype around its product and its website’s popularity. However, the only way that online visitors could contact the company was through the business email displayed on the Contact Us page.
Although the email address was a quick fix for communication between the e-commerce business and its customers, the employees at the company became overwhelmed with the volume of emails arriving.
“At this point, many of these messages were quickly converting to spam. I spend a huge chunk of my day sifting through emails to check if they are legitimate before adding lead gen details to Salesforce.”
Hubert Velazquez Product Merchandiser
On the other hand, the wholesalers’ challenge was evaluating new or potential clients. The wholesalers already serviced customers, which were big-business restaurants, corporate venues, and hotels. Online visitors were occasionally small businesses or even individual customers who would query product prices and eventually not purchase a bulk order.
“We are looking for an easy way to assess new clients quickly.”
Molly Hunter Sales Coordinator
Salesforce Web Form Requirements that all Businesses Want
Even though these two businesses are different (B2B versus B2C) and operate in various industries, their Contact Us pages and web form requirements are identical.
Take a look at the criteria merged below from these two companies to help them acquire leads seamlessly in Salesforce with no code:
Digital HQ: The Bygone Manual Processes
The e-commerce business originally had a Contact Us web page that listed their company details neatly. Even though this tactic was successful, the e-commerce business received numerous emails that must be read before entering valid information into Salesforce.
The e-commerce business knew it could automate this manual process but was intimidated by the thought of using code.
The wholesaler had a different problem: their original process of attracting new customers was also providing their details on their website. However, instead of vast emails coming through, the wholesaler was dealing with screening customers. The wholesaler is a B2B business and found that they spent quite some time responding to online visitors who were different from their target audience.
After some time on the Salesforce AppExchange store, both companies found Titan. Take a look at what Titan has accomplished for the e-commerce business and the wholesaler in under 3 weeks!
Titan Solutions for Successful Leads from Anywhere
Titan created a web form for both the e-commerce business and the wholesaler, which converts online visitors into leads in Salesforce. The simple forms for online visitors to fill out include the following fields for collecting data:
When the online visitor clicks the Submit button after completing the web form, Titan creates a lead record in Salesforce. Simple! The online visitor then receives a Thank You for Submission notification pop-up, and the web form is cleared of all text and re-set for usage.
What does this look like in Salesforce? An admin will now see that an Open Lead is created with the following data captured from the Contact Us page:
Additionally, an admin can drill further down into their Open Lead record and find the following details submitted to Salesforce as well:
Want to know more about leads? Read out What is a Lead article!
Titan’s Best Kept Secret: Logic with No Code!
Titan ensured that some logic was added to the Contact Us web forms for the e-commerce business and the wholesaler. This logic looks for an existing lead in Salesforce when data is entered into the web form.
“If an existing lead is found in Salesforce, Titan adds the data as a request in the Activity History as a task for us. If a lead is not found in Salesforce, Titan creates a new one.”
“This logic extends to accounts and contacts, too. There is no need for our teams to create a lead, but we can create a task under an existing account, opportunity, or contact record! Titan helped us face our automation problems head-on!“
Gino Blair Sales Assistant
No Code Logic to Amplify Work Processes
Want to know how to generate leads? This is how!
When an online visitor fills out the contact forms, Titan checks the First Name, Last Name, and Email fields. If these criteria match existing leads in Salesforce, Titan will not create a new lead from the data submitted in the form.
However, if the data entered into the web form does not match the criteria for an existing lead record in Salesforce, Titan will create a new lead in real time.
In Salesforce, admins can easily view their existing leads that have calls logged under the Activity tab! Opening up a specific call will provide all the comments submitted by the returning lead.
Titan can also assist in assigning leads to the correct customer support agent by simply analyzing your Salesforce data.
The e-commerce business and the wholesaler have found the automation and lead generation strategies supplied by Titan super convenient for tracking customer support, evaluating potential new customers, and organizing data in Salesforce.
Delivering Successful Results with Titan for Salesforce
Titan managed to support and help different lead-generation businesses in two industries. Take a look at some of the key results obtained from contact forms for websites.
E-Commerce Coffee Business
Coffee Machine Wholesaler
Introducing the Titan Platform for Salesforce
Can you relate to any of these business use cases? Titan has Salesforce solutions for all scenarios and industries! Achieve zero manual workflows and automate your processes with Titan today. Contact us by visiting us for a demo on one of the links below to extend your digital experiences with Titan!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
