Efficient Marketing and Sales Collaboration
Align Marketing and Sales Efforts for optimal results.
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Marketing
Turn site visitors into new customers with appealing offers and simple lead generation forms. Thank your visitors instantly and send form data directly to any CRM.
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Sales & Leads
Get to know your prospects. Use sales forms to set up appointments with prospects and convert leads into opportunities. Instantly assign new leads to sales team members so prospects get the information they need, quickly.
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KEY MARKETING BENEFITS
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Generate Leads
Turn your online assets into new business opportunities by adding simple lead generation forms to your website. Easily gather visitor information and grow your contact database.
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Grow Attendance
Simplify event registration with custom forms, automatic responses, attendance tracking and seamless payment processing for ticket sales.
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Increase Customer Satisfaction
Keep your customers happy by making it easy for them to get in touch with you.
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Get to Know Your Customers
Create quick surveys to find out how your customers view your brand, products and services.
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Follow Up Fast
Use automated replies and internal notifications to follow up with every prospect.
KEY BENEFITS FOR SALESPEOPLE
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Get the Facts
Customize sales inquiry forms so you get the information you need from prospects.
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Set Up Appointments
Make it easy for prospects to schedule an informational call with your sales team when it’s convenient for them. Automatically book time in your sales reps’ calendars by integrating forms with the third-party apps your sales team uses.
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Send Data Where You Need It
Create multi-step application processes to better evaluate candidates. Implement a quiz and even request uploads of relevant samples directly within application forms.
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Keep team Members Focused
Easily assign new leads to sales team members to ensure complete coverage, and automatically notify reps of new opportunities.
