Send2CRM, our new CMS to Salesforce connector, is now available on the Salesforce AppExchange. This achievement is a testament to our commitment to delivering innovative solutions that enhance customer and sales experiences.  Send2CRM is a sales accelerator providing rich and actionable up-to-the-minute intelligence on inbound leads. It collects, collates, visualizes, and assigns credit to key sales and marketing touchpoints as each lead progresses through the pipeline toward conversion.

Why the Excitement?

Intelligence is crucial to sales success. It provides insights that sales teams use to identify hot leads, improve sales pitches, personalize email engagements, identify follow-up timings, and promote complementary products to name a few. By far, the most effective source of intelligence is website behavior.

"Capturing web intelligence is akin to having a covert recording of the lead's thoughts while they engage with your product and brand"

The breakthrough in innovation is getting this intelligence into Salesforce. Conceptually unequaled,  Send2CRM is a platform that integrates multiple websites with Salesforce, empowers sales teams with actionable intelligence, and provides a suite of tools to ramp sales revenue. Send2CRM is poised to revolutionize how web intelligence drives sales conversions.

Send2CRM's launch on the AppExchange included passing the Security Review. This validated FuseIT's security-first approach and endorsed the platform's innovative use of technology to avoid the need to store personal data on any third-party system.

Unified Data with Streamlined Insights

Send2CRM can consolidate the browsing behavior of the same individual visiting different websites into a single Salesforce lead or contact record. This provides sales with a holistic view of the customer's behavior, interactions, and preferences. With unified data, organizations gain a comprehensive understanding of each customer's digital journey, enabling them to effectively tailor their sales approaches and strategies.

Dual-Mode Personalization

Send2CRM can personalize web content on multiple websites independently, or each can be driven directly from Salesforce. By leveraging the insights into visitor behavior, organizations can craft unique and engaging content, increasing the likelihood of conversion. Analyzing visitor interactions and preferences empowers sales teams to deliver timely and relevant messages that resonate with potential clients.

Form Data Capture and Website Intelligence

The days of sending only the web form values to Salesforce are over - it is essential to send the visitor behavior at the same time. Send2CRM maps web forms to Salesforce, automating the pushing of web form values and visitor behavior directly into Salesforce. This reduces the errors introduced by manual entry, accelerates lead qualification, and creates a myriad of unique insights into the lead's state of mind. The data capture is seamless and efficient.

Effortless Lead Qualification and Automation

Send2CRM takes the guesswork out of lead qualification. The visitor behavior and engagement patterns quickly reveal each lead's level of interest and intent. Salesforce rules can be used to automate the lead-scoring process optimizing sales efforts and maximizing efficiency. Rules can also identify, qualify, and assign leads based on specific behaviors, ensuring they are prioritized for rapid follow-up.

Seamless Content Personalization

Send2CRM can tailor website content at any stage in the buying journey. By integrating Salesforce data with website interactions, organizations can dynamically adjust web content to match the lead's specific interests relevant to where they are in the sales cycle. This enhances customer experience and drives conversions.

Based on the visitor's location, culture, time zone, market segment, or any other captured intelligence, entire sections of web content can be swapped in or out by the sales team.

Extended personalization using tags is also a powerful feature. Driven from the visitor's Salesforce record, tagged content can be spotlighted to draw the visitor's attention to relevant information.

Targeted Sales Messages

For returning website visitors, Send2CRM can deliver personalized sales messages. In response to spoken and digital interactions, Send2CRM enables sales teams to craft messages that resonate with each individual's unique profile. The messages can appear as in-page text, persistent chat, popups, or a communications page that tracks the bi-directional exchange of messages. This personalized approach fosters a sense of connection and trust, again, increasing the likelihood of successful sales interactions.

Real-Time Visitor Notifications

Being in the right place at the right time is crucial for sales success. With Send2CRM, sales teams receive notifications when key visitors return to the website. Armed with this real-time information, sales reps can initiate timely follow-ups to provide valuable support and guidance precisely when it's needed. This proactive approach enhances customer engagement and ensures that no opportunity goes unnoticed.

Segmentation and Campaign Precision

Campaigns based on visit behavior (visit count, recency, applied segment, goals, or other site behavior) yield higher engagement rates and improved conversion outcomes. Send2CRM enables the creation of targeted segments based on behavior, allowing for more precise campaign strategies. By tailoring messages, organizations can deliver content that resonates with each group's urgency, interests, and preferences.

Send2CRM on AppExchange

Two Send2CRM listings are on the AppExchange. Send2CRM Essentials is a Salesforce wizard that enables web forms to be mapped to Salesforce records, e.g. leads or contacts. The package also captures website visitor behavior and makes it available for website personalization. The second listing, Send2CRM Professional, populates Salesforce with the visitor's browsing intelligence, and a license upgrade to Send2CRM Advanced lets Salesforce teams message, and drive website content back to the website.