Wizard Systems

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.

 

 

Businesses: Use this time effectively. 9 TOP Tips

We are living in exceptional times.  We don’t know how long this situation is going to last.  One month, 2 months, 3 months.  Who knows?  One thing is certain, we will come through this and businesses still need to operate and stay afloat right now, so that when we are on the other side of the crisis, we can take full advantage of surely the positive upturn in business opportunities.

What do we do in the meantime?  You and your colleagues may well be at their home locations, observing social distancing and the restrictions on movement in your region.  We can’t just vegetate and sit and watch Netflix all day.  We have to keep our business going, support your customers and prepare for the new start.

So, what strategies can we put in place?

1. Keep supporting your customers and clients. Depending on what market sector you are in, there maybe little chance of selling.  However, it’s critical we support our customers. Do you have a system right now to manage your customer support activity – to easily and sometimes automatically manage and track interactions by email, your website, twitter, facebook, etc?  If not, or you want to review how you manage customer support, contact us at Wizard Systems.  We have some great solutions.  Low in cost and you can start using them right now!
2. Keep up the communications and messaging. If anything, we should be ramping up the level of communications by email, webcasts and social media.  Your CRM system may have a built-in email marketing feature or may link with popular systems like MailChimp.  You have to get the message out that you are still there, and you’re available for support.  Be OMNIPRESENT - depending on your market sector and the demographics of your audience, use email, your website, twitter, YouTube, vimeo, twitch, facebook, instagram, pinterest, messenger, and whatsapp to extend your reach and messages.
3. Who is on your site right now?  Following on from communications, use website tracking tools like Gator Leads (available through Wizard Systems), Pop up windows on your website and website chat widgets to help start new relationships and maintain existing ones.
4. How big is your list?  - How many subscribers do you have on your various platforms - paid or fee.  So, for example, how many subscribers do you have on your email mailing list?  Work now on building that list and work on retentions.  It's useful now and going forwards when things get back to some normality. 
5. Use the ‘downtime’ as a chance to learn more about the systems you use in your business. So please contact Wizard Systems (sorry about the plug!) about our CRM solutions and the different training options we have for online classes and online workshops, with video support.  No need to travel of course and we can handle many attendees at once.
6. Keep your CRM and other critical applications maintained and up to date. The last thing you want is that when things get better and you access your systems, you start getting issues for whatever reason.  SO, make sure you’re on the latest versions.  Keep up to date and don’t let your maintenance and support contracts lapse or expire.
7. Are your systems non-cloud, i.e. installed on your PC or Network? Get them in the cloud to make them easily accessible in a secure way. We have a great solution at Wizard Systems to do this.  It’s easier than you think.
8. Automated Responses: What if a customer contacts you, say via email, and for whatever reason you don’t have the resource to respond.  Many systems now have ‘automations’ and ‘workflow’ to record these interactions and perform some automated steps for the response – e.g. send an acknowledgment message back to the customer and send an alert to an employee.
9. Try new systems.  Got some spare time?  Why not take out a trial or demo of new systems and add ons to your existing systems.  Wizard Systems can help you!

Stay safe.

Are you ready for GDPR compliance in your CRM system?

It seems that a lot of businesses are starting to take a real interest in the new legislation due to hit May 2018. There is a lot of information out there and also there are a good number of professionals offering services to audit compliance. My advice is to start soon and get familiar with what is expected from you as a UK business, especially if you are a small business that cannot afford those professional services. I have seen the proposed fines, which does focus the mind somewhat and also confirms that you cannot afford to ignore it. From a CRM point of view I am helping many customer with their requirements in preparation.

The legislation really points to 6 main principles that I think should be focused on. You must understand and assure your own compliance in these areas.

1. Personal information shall be processed lawfully, fairly and in a transparent manner
2. Personal information shall be collected for specified, explicit and legitimate purposes
3. Personal information shall be adequate, relevant, and limited to what is necessary
4. Personal information shall be accurate and, where necessary, kept up-to-date
5. Personal information shall be retained only for as long as necessary
6. Personal information shall be processed in an appropriate manner to maintain security

Read more.....

 

 

Workbooks Users no longer have to wait for a developer to build an integration....

There is no need to keep waiting for developers to build the integrations you wish for.

Workbooks can communicate with Zapier (www.zapier.com), a tool that makes it possible to connect the apps you use and get more out of your data, thus allowing you to automate tasks between online apps. This will allow you to be able to use complementary apps side by side in the way you want.

How does it work?

Zapier is a web automation tool where you can build Zaps that can automate specific parts of your business. A Zap is a blueprint of a predefined task that you want to run over and over again. Zaps work by using 'Triggers' and 'Actions', allowing you to tell Zapier 'When this happens in this app, do that in another app'.

•The Zapier Triggers are controlled by Triggers and Webhooks within Workbooks. The 'Workbooks Trigger' listens for any change in Workbooks that meets a specific criteria, and uses a Webhook to send the relevant information to the 'Zapier Trigger'.
•The Zapier Actions collect the information sent from another app and use the Workbooks API to carry out the necessary steps within Workbooks.

Supported by over 500 applications, it is possible to mix and match Triggers and Actions to automate tasks that previously had to be carried out manually. This can aid in speeding up workflows and increasing efficiency and productivity.

Requirements

Zaps are very lightweight and easy to set up, so there are only two things needed to start creating your very own;

1. An active Workbooks account

2. A Zapier account

What Zap Templates are available?

We currently have the following Zap Templates available. We recommend that you read our Settings up Zaps page to find documentation for each of these, and to learn how to set up Zaps with Workbooks. Alternatively clicking 'Use this Zap' below will take you to Zapier's website to start creating the Zap.

• Add new Facebook Lead Ad leads as new people in Workbooks CRM
• Create Google Drive folders for new cases on Workbooks CRM
• Copy new posted invoices from Workbooks CRM to Xero
• Create new Sales Leads in Workbooks CRM from Wufoo Form Entries
• Create new Basecamp Projects when new cases are raised in Workbooks CRM

Learn how to link lead forms on your website to Workbooks CRM

We're running a short online training course on Wednesday April 13th covering how to use the web form integration with Workbooks CRM to easily track and respond to leads.  We will cover:

• Introduction and brief overview of Lead to Prospect/Opportunity
• Customise Fields on the Workbooks Lead screen
• Create a Web Form to collect the correct information
• Test your New Web to Lead form and discuss other uses
• Using Reports and Dashboards to monitor your leads

There is a £50 cost to attend the course (£50 per company so you can have as many attendees as you wish), or you can use one of your 'Admin Credits' if you subscribe to our Admin Support Service.

Please register first at