This is the first article in our brand new series about OnePageCRM and Sales Ecosystem / Marketing Automation. We will explain how to automate Lead generation, Lead nurturing and some other sales procedures - all of that using OnePageCRM!
Marketing automation helps us to automate some processes that leads to a purchase. It doesn't matter if we run a small service company or a large online shop - dealing with potential clients, preparing them for purchase (nurturing them) is always time consuming and expensive. We all want to have a pre-evangelized person that comes to our store (online/offline), ready to purchase. At that point the person should know that your store offers what he/she needs - they might have some questions, but all you have to do is confirm the image of your services / products, he/she already created in his head. But how to evangelize potential clients when your conversation with that anonymous crowd starts and finishes at your website? Is it possible to identify your potential clients by name and evangelize him? And finally is there a way to sync everything with your OnePageCRM system? Read on to find out.
Start with basics - Lead Generation
Let's say you managed to generate traffic to your website. Potential Customers visit your homepage, read about products and services, advantages over other products. I am a**uming you already have a contact webform on your website. Someone fills it out and submits - but what then? For most of the cases, you (or someone in the office) receive an email with visitor's data, have to type it into OnePageCRM, a**ign new task to selected person, set deadline...ufff - lot's of things to do, lot's of stages that may interrupt the whole sales process. And we want to scale our business without additional big costs! It means the whole process should happen in the background, automatically. To solve that problem let's integrate your submit form with OnePageCRM. This way you (or selected team's member) will have all client's data already in CRM system just after web form has been submitted. And you will be surprised how easy it is!
Lead Generation
IMPORTANT: A Person that submitted your form (the Lead) is waiting for the offer and will not wait forever. Note that this is the first and most important contact with your potential customer - either love (at least affection) at first sight or just disappointment.
You have at least two choices:
Use Wufoo forms with OnePageCRM.
Wufoo (wufoo.com) is a great app that allows you to create any kind of webform (even payments) without HTML or CSS knowledge - just drag and drop! So that's the best choice for companies that don't have submit form yet or don't have web developer on board to use our API for integration. Once the form is created all you have to do is paste two lines of special code into your website to display selected form. You do it just once - even if you update your web form in the future, you make all the changes within Wufoo and the form on your website will be updated automatically. Finally, with a few clicks, you link that webform to your OnePageCRM account.
If you need any help with the OnePageCRM/Wufoo integration, click here to watch our short video tutorial.
Connect your Webforms Through OnePageCRM's API
If you have a developer onboard and you really love your existing webform you can link one to OnePageCRM using our API - it doesn't require any additional software or application hence there is no additional cost. The only downside is that even for slightest update you will always need developer‘s for help.
If you need more information regarding our API click here
What Then?
Once your submit form is integrated with OnePageCRM all the visitor's data will be automatically transferred to OnePageCRM just after they submit them. And, what is also important, they will be a**igned to selected person with predefined sales action and due date (e.g. ASAP). You will also know how many people submitted your form (to finally know conversion rate!) since all the leads could have e.g. “HomePage” lead source a**igned.
You can of course have several webforms live (e.g on special landing pages created for online advertisements and adwords, remarketing sites, social media). So next time we will show you how to create multiple landing pages (without coding!) for different campaigns and link them to OnePageCRM. It mean that finally you will know ROI and conversion rate of each of your marketing actions.If you have any questions regarding described process let me know!