Scenario: A potential advertiser visits your website looking for your rate sheet or a media kit and would like more information. They go to your "contact us" page and are faced with a list of reps or email addresses. They call, maybe their English isn't great, they try to give you the name of the business, already you're three minutes into the call just getting their contact info.
Solution: Did you know that you can using a quick web form that adds links directly into Relationals as leads? An interested party can quickly provide their information, it immediately gets added into Relationals, and whatever lead assignment policies you have apply. Capture their name, email, phone number, business, address, even a product type their interested in. They can fill your lead sheet for you! Your rep can just pick up the phone, contact the customer, and provide that extra bit of service to close the deal.
To build your Web Lead form, you'll need rights to customize the Relationals lead object and a little help from your web content team.
- Go to Setup and under Customization, select Standard Objects.
- Click on Leads.
- Click the Web Leads Sub-tab.
- What you'll see is a form where you can select fields from the Leads tab that will be included in your form.
- You can also specify a landing page after someone submits a lead. Usually, this is a thank you or confirmation page.
- You can also specify what will be entered as the Lead Source value. The default is "Web Lead," but maybe you have a specific campaign you want to identify it with such as "Job Fair (Web Lead)." You can enter that as the lead source.
- Click Generate HTML. This produces HTML code which you can give to your web team to include in your "contact us" page. They can customize the code to fit the styling on your website.
You can have as many web leads as you want on as many pages of your website as you want. If you want to identify where they come from, change the Lead Source accordingly.
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