Salesforce Forms to Generate High Quality Leads
Hawk-eye editor with a passion for trailblazing Salesforce experiences
The Forms from Salesforce offering is one of the most popular features from the #1 CRM and can be used for an astonishing variety of use cases. In this article, we will check out how Salesforce can streamline the lead generation process and help you get quality leads that will take your business to the next level.
Forms used for Salesforce lead generation isn’t all sunshine and rainbows or smooth sailing. Later on, we will examine some of Salesforce’s most serious limitations and why you might want to think twice before making it your first choice for lead generation with forms.
Salesforce: So How Do Forms for Lead Generation Really Work?
Setting up your forms in Salesforce for lead generation is relatively simple and includes going through the usual process of navigating to the app or getting your nearest Salesforce Admin to ensure it is enabled. After this, you simply need to make a new form, design its layout using drag-and-drop, set up the form fields to suit your needs, and adjust relevant settings such as whether your form is public or private or if you want spam removed. After this, you are ready to configure lead capture in Salesforce by ensuring that the desired fields in your form are properly mapped to your Salesforce leads and contacts. This makes sure that all lead data submitted is properly stored in your CRM.
After following these short steps you can go ahead and publish your lead form. You can then monitor and analyze form data and performance over time to see if your conversion rates are what you want them to be. If things are not working out as they should then you will know quickly and can implement changes to make the lead form and lead generation process more seamless.
How to Generate Leads in Salesforce with Forms
The greatest benefit of using Salesforce Forms for your lead generation is real-time integration with the Salesforce CRM. This nukes the pain and strain of manual entry and consolidates all lead data in one central location where you can automate several actions such as lead nurturing and following up on crucial prospects.
So now we have the basics out of the way, why not look at some real-life examples of how Forms can be used for lead generation in Salesforce? Read on below for our top 5 use cases:
Our Top 5 Form Use Cases for Salesforce Lead Generation
Create “Contact Us” Forms
Want potential leads to reach out? Easily create “contact us” forms on your website. This empowers your visitors to reach out directly with custom requests and questions. All this information can be routed directly to your star sales team so that they are fully equipped to make direct contact with potential leads fast.
Informative eBooks and Whitepapers
Does your organization publish interesting and informative material such as educational eBooks or useful whitepapers? In this case, it’s a great idea to require site visitors to fill out a lead form if they want to download this material. It is a win-win situation: visitors get a stimulating read while you get valuable lead information. In Salesforce, all lead information can be analyzed and used to generate intuitive dashboards and reports so you can make informed decisions on the Salesforce lead generation process.
Registration Forms for Your Next Webinar
Build an event registration form for your next webinar using the forms feature in Salesforce. On one hand, you will have a clearer picture of who is attending your next online event and on the other, you will start to rack up juicy leads. The great part about having this lead information stored in Salesforce is that you can automate lead data entry and also key follow-up actions such as lead nurturing processes.
Maximize Newsletter Subscription
Make the most out of subscriptions to your company newsletter or emails by ensuring you collect the personal details and contact information of all your subscribers. With this data fed right back into Salesforce you are in a great place to launch custom marketing campaigns and product registrations directed at potentially high-value leads.
Engaging Market Research Survey Forms
Don’t live in the dark wondering what your target audience feels about your product. Instead send out survey forms for market research purposes to figure out exactly what potential leads think about your product, what they like and don’t like, and top suggestions for improvements. All this information is fed back into Salesforce where you can get personalized insights on individual types of leads in Salesforce or market segments.
The Flipside of Forms for Lead Generation with Salesforce
While the forms feature from Salesforce can be super handy when it comes to lead generation, it is not necessarily “all that”. In fact, it has a few disadvantages that you should be aware of before you start to use these Salesforce lead generation tools. For one, customization is limited, especially if you want to implement particularly complex logic or specialized layouts and design work. Similarly, this feature is not a walk-in-the park for non-technical users. Getting your form to work, so you can reap the benefits of Salesforce workflows and automation, is going to require some set-up. And if you are not familiar with Salesforce and aren’t a tech guru, you might face big blockers.
Salesforce is also not so hot at integrating forms with third parties so you might have to choose between using this feature and your favorite workflow solution. This decision might leave you wanting to ditch the tool to find a solution that works seamlessly with your preferred apps and platforms.
Given that the Salesforce tool is not a dedicated form builder or platform, it isn’t super easy to use when you want to manage your form data and view trends. You might be left feeling stuck and confused: overwhelmed by seemingly endless form submissions from prospective leads.
Is there an Unbeatable Salesforce Alternative for Forms?
We thought you would never ask! Here at Titan, we make forms fully integrated with Salesforce, and our no-code form builder can accommodate limitless customization options, any kind of advanced field, or conditional logic and enables you to seamlessly gather lead data without any kind of development experience or technical know-how. Quite simply anyone can use Titan’s powerful form capabilities to gather important lead information, store it in Salesforce, and automate interventions, insights, and follow-ups. We combine the data-driven capabilities of Salesforce with an intuitive and easy-to-use setup. Why not reach out today?
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.
