Improve Lead Capture with Workbooks CRM and 'Web2Lead'

Attention Workbook CRM Users!  Hope you can join us on our next short Workbooks training session on Thursday 7th September at 10am.  This FREE online event will cover the Web2Lead feature.  This is great solution for integrating your web site to Workbooks for Lead Capture!

 

Session will last approx 15 minutes and there's plenty of time for you to ask us questions.

 

Save your spot now at:
https://attendee.gotowebinar.com/rt/6244329273476112991

 

Here are some potential benefits that a "web 2 lead" feature in Workbooks might offer:

1. Automated Lead Capture: It can automatically capture lead information submitted through web forms on your website. This eliminates the need for manual data entry and ensures that leads are promptly added to your CRM.

2. Faster Response Times: With real-time lead capture, your sales team can respond to inquiries and leads more quickly, increasing the chances of converting them into customers.

3. Lead Segmentation: The feature might allow you to segment leads based on specific criteria, such as the source of the lead (e.g., website form, social media, email campaign). This can help you tailor your follow-up and marketing efforts.

4. Lead Nurturing: You can set up automated email sequences or workflows to nurture leads over time. This can help build relationships and guide leads through the sales funnel.

5. Lead Tracking and Analytics: A web 2 lead feature might provide insights and analytics on the performance of different lead sources and campaigns, helping you optimize your marketing efforts.

6. Integration: It may integrate seamlessly with your website and other marketing tools, allowing for a streamlined lead management process.

7. Lead Scoring: Some CRM systems offer lead scoring capabilities, where leads are assigned scores based on their behaviour and interactions. This helps prioritize leads for follow-up.

8. Data Quality: Automated lead capture can reduce the risk of data entry errors and ensure that lead information is accurate and up-to-date.

9. Customization: Depending on the CRM, you may be able to customize the web 2 lead feature to match your specific lead capture and data processing needs.