Web2Lead™

Your website is one of your most important marketing and company assets. It is the first place your prospects learn about your company, and it is often the best resource to capture their contact information. Whether you capture website visitor leads through contact forms, requests for more information, or resource downloads, the Web2Lead solution is designed to help ensure that all of your website visitor leads are transferred into your Microsoft Dynamics CRM system automatically.

The Customer Dynamics Web2Lead Solution streamlines this process by entering web-captured leads directly into Microsoft Dynamics CRM. Microsoft Dynamics CRM Workflow can be used to notify CRM users that a lead has been received and route lead to the appropriate person for follow-up. This automation will greatly cut the time from lead entry to response.

The Web2Lead Package includes a combination of software and services that are deployed to fit your current website. Customer Dynamics will create a web form that is tailored to fit the look and feel of any website, including layout, font, color schemes, and logos. A single Web2Lead form can be used to capture the specific interest each visitor has, such as a request for more information, request for a demo, or a white paper download. As web leads are captured, Web Statistics can be passed along with the Lead data into the CRM system for later analysis and review.

Spend more time responding to leads and following up on inquiries instead of managing and transferring data between systems. Web2Lead Brochure

Features:

Select any combination of CRM lead form fields, including default fields, user selected, and custom attribute fields.
Specify which fields require user input.
Forms are tailored to fit your website look and feel, including: Layout, Font, Colors, and Logos.
Automatic assignment and notification of new Leads via Workflow.
Single forms can be used for multiple purposes such as: Info Request, Download Brochure, and Contact us.
Choose defaults for any number of values back into CRM (ie Lead Source can be set to “Web”, Category can be set to “Info Request”, etc )
Web Statistics can be captured and entered into CRM for later analysis.