Send2CRM

Improve your website visitor engagement, generate more leads for your Salesforce team, and provide them with insights into the behavior of each visitor on the site.

Send2CRM collects website form data and visitor behavior and makes it available in Salesforce. Sales and support agents use this intelligence to better understand each visitor. This greatly improves interactions and enables targeted messaging. As conversations advance, agents can further improve engagement by driving website personalization from the visitor's Salesforce record. Send2CRM provides benefits for everyone.

Capture

Capturing the behavior of website visitors in Salesforce makes the magic happen!

Send2CRM turns anonymous website visitors into known customers in Salesforce. First, map any web form to Salesforce. Send2CRM lets you create (or update) leads, contacts, cases, or any other type of record. When a visitor submits a web form, Send2CRM pushes form field values to Salesforce and makes the visitor's web behavior available to Salesforce agents revealing insights into their state of mind and purchasing readiness.

Analyze

Website activity is vital intelligence to sales, marketing, and support teams!

Send2CRM pushes the browsing behavior of each website visitor to their Salesforce record e.g. pages visited, number of visits, visit durations, time/date of the last visit, visitor location, how they arrived on the website, and more. This provides far more information than the values submitted in a web form. This powerful insight intelligence generates sales confidence, enables more targeting options, and optimizes sales conversations.

Connect

Driving content to the website during sales calls improves the conversation!

While on calls, agents can present any web page relevant to the conversation on the website. Typically this is quickly showing a product page, FAQ page, competitor's page, route map, appointment calendar, download link or any other web page. Send2CRM lets the agent drive the real-time personalization directly from the visitor's Salesforce record. Live content delivery is guaranteed to impress customers and is a great way to enhance a sales or support conversation.

Personalize

Personalize content and deliver custom messages to returning visitors!

Send2CRM can deliver targeted web content directly to a visitor's browser in two ways, (1) from the browser based on their visit behavior so far, or (2) driven by an agent from their Salesforce record. The latter is ideal for tailoring web content that reflects the visitor's stage in the sales cycle. Agents can create and popup custom messages in a visitor's browser from their Salesforce record. A typical message might be, "Great talking to you. Please call me any time on X-XXX-XXXX".

Close

Detect when a visitor has returned to the website and follow up to address their reasons!  

Send2CRM can notify Salesforce agents if a visitor returns to the website. Returning visitors indicate renewed interest and this could warrant a follow-up call. In some cases, agents can close a sale on a live call. Send2CRM can allow the exchange of contracts on the website itself. Uploads to a Salesforce record are via a web form while downloads to the visitor are via a custom website link created in the visitor's Salesforce record.

Interested in knowing more? Tell us about your challenges and find out how we can help.