Managing leads from multiple websites can be a complex and frustrating process, especially when each site uses different technologies and integration methods to connect with Salesforce. This challenge is especially daunting for enterprises that operate numerous websites concurrently, leading to a tangled web of disparate systems that can drain valuable time, resources, and budget. The end result is inefficient processes that hinder sales and business growth. This article proposes a solution to streamline the lead management process and achieve seamless integration with Salesforce, regardless of the website technologies used.

The Wish List

Before proposing the solution, let's up the ante by saying we also want the latest enterprise features and some challenging requirements:

• Salesforce integration must be identical across all site technologies 
• Sites can be pointed at different, or multiple, Salesforce instances using the same App
• Must handle complex web forms built with any web technology
• Forms can be mapped to Salesforce leads, contacts, or any other object
• Form submissions don't create duplicates. Returning form submitters create Salesforce updates
• Must push website visitor behavior to the Salesforce record to provide sales intelligence
• Must provide reportable data in Salesforce e.g. list hot leads based on pages visited
• Must support dual-mode personalization
  • Mode A: The website can self-personalize visitor content based on their behavior to date
  • Mode B:  Website personalization is overridden by the values of nominated fields in Salesforce
• Must create in-page or popup messages for returning visitors, driven from Salesforce
• Must be easy to transfer the technology to another site without data loss 
• Must be cost-effective and represent real value

Further, the solution must use existing and widely known technologies and not require third-party databases or systems that introduce unwanted complexity i.e. the solution must be simple yet very effective.

The Solution

This level of incredible flexibility requires some clever thinking. Send2CRM is a website-to-Salesforce integration that meets these stringent requirements. Built by FuseIT, Send2CRM is the culmination of 12 years experience in the website-to-Salesforce integration space.

Capturing website leads and pushing visitor website behavior to Salesforce is part of our DNA. Send2CRM can also personalize the website from Salesforce, empowering your Salesforce team to customize website content, enhance customer experience and increase sales. Send2CMS turns the wish list into a fait accompli.