Digital transformation is a much-talked-about concept, and one that most employees are embracing. This infatuation with digital is not disinterested.
When appropriate, the digitization of processes frees employees from time-consuming tasks with little added value, thanks to the automation of these actions: the use of a software package to execute a process determined upstream by project managers.
And a professional software package like CRM can address the automated management of submissions made by Internet users in forms published on company websites and landing pages (promotional web pages).
1. Forms and CRM
You have a website and capture sales opportunities via web forms: contact, quote request, but also brochure downloads and other lead magnets (see our article on this subject).
You can save your sales team the hassle of copying and pasting contact details and messages from submissions received via these forms by connecting the forms directly to Vtiger CRM's databases of prospects, contacts and marketing lists.
This article deals with a possibility offered by Vtiger CRM to those who run a website equipped with forms powered by specialized form generators such as Gravitiy Forms or Jotfom without having to modify their website.
Many other alternatives for connecting your web forms to your Vtiger CRM exist, such as generating forms directly from the Vtiger CRM or automating the interpretation of incoming emails by the CRM are available and will be the subject of dedicated articles in the coming weeks - subscribe to our LinkedIn newsletter to make sure you don't miss them.
By taking this step, you activate a benefit that is immediately felt by all employees in charge of customer relations and support.
2. Why do some webmasters prefer to use form generators?
CMS - Content Management System - type websites such as WordPress, Joomla and others usually include form creation functionality right from the start.
However, with the multiplication of mobile terminals, web formats and uses, we can see that forms, to remain effective tools for capturing contacts and opportunities, need to be high-performance: both in terms of display quality and the quality and variety of questions to be asked.
If your contact forms include conditions, dependencies or calculations, the default forms offered on websites are incompatible with this level of quality.
You can either call on a developer to design custom forms for you, or use a form generator system, which has the advantage of being flexible, easy to use and easy to update over time.
OPEN CRM Solutions recommends Jotformour forms partner for over four years.
3. How to connect these forms to your CRM: activate the Zapier connector
Once you've opted for a form generator and your forms are published on your website, connect them to Vtiger CRM using a Zapier connector, which acts as an integrator.
Zapier is an application solution created in 2011 that connects over 4,000 applications.
This tool, which OPEN CRM Solutions has been using for several years, frees the company from the development budget associated with custom integration by a developer, and is quick to set up.
4. The VTIGER key
Here is the process that applies to a company that holds a VTIGER license and is supported by OPEN CRM Solutions:
4. What's next?
Take a look at your own organization, and see if you could benefit from automating the digital relationship with your prospects and contacts by connecting your website to your CRM and creating qualitative interaction scenarios.
Do you have any questions? Would you like to find out more?
Send us a message or book a free coaching session with Safyatou to find out more.
