Powering New Customer Insights

Power up your sales team with real-time actionable intelligence

Unlocking business success is more than just collecting sales intelligence - it's about effectively sharing it with those who benefit from it. Acquiring and distributing intelligence cultivates collaboration, empowers individuals, improves sales performance, and ultimately fuels business innovation and growth.

FuseIT Sales Intelligence Platforms disclose trapped lead intelligence, let sales teams control website content, leave messages for returning visitors, detect visits, and more ... turning anonymous website visitors into valued customers.

The Problem

Vital sales intelligence is trapped in the browsers of your website visitors. It reveals up-to-the-minute insights into the visitor's state of mind, interests, priorities, engagement level, likelihood to convert, geographic location, pages visited, length of time on each page, and much more.

Unbelievably, this is not getting to your sales team!

The Solution

Provide the sales team with a plethora of real-time intelligence. They use this to qualify, prioritize, and segment leads, and critically, prepare for sales calls. We then enable sales to control website content, leave messages for visitors, and detect their return. Leveraging rich visitor intelligence will transform how you engage with customers, driving success to your entire business.

Problem

Solution

Feature Connector

Catapult your sales performance to new heights! Send2CRM captures website visitor intelligence, makes it available in Salesforce, and lets sales adjust web content and leave personal messages on the website throughout the visitor journey.

Personalize website content then capture form values and visit behavior to start the magic!

Turn unknown website visitors into valued customers in Salesforce! Engage and excite them with personalized web content that drives them straight to your call to action.

Map your web form to Salesforce leads or contacts. When a visitor submits a form, the field values and behavior are sent to Salesforce. Done! Sales can now see revealing insights into the visitor's state of mind and purchasing readiness.

Analyze website activity - vital intelligence to sales, marketing, and support teams!

With the browsing behavior of each website visitor in their Salesforce record, agents have much more information than what was submitted in the web form e.g. pages visited, number of visits, visit durations, time/date of the last visit, visitor location, and more. These powerful insights generate sales confidence, enable more targeting options, and optimize sales conversations.

Drive content to the website during sales calls to captivate your audience!

While on live calls, agents can present web pages relevant to the conversation. Typically this is to show a product, FAQ, route map, appointment calendar, download link, or some other web page. The agent drives these personalizations directly from the prospect's Salesforce record. Live content delivery is a great way to impress customers and enhance a sales or support conversation.

Personalize content and deliver custom messages to returning visitors!

Deliver targeted web content directly to a visitor's browser in two ways, (1) based on their visit behavior so far, or (2) driven by an agent making changes to their Salesforce record. The latter is ideal for tailoring web content that reflects the visitor's stage in the sales cycle. Agents can even pop up personal messages in a visitor's browser - an entirely new way to communicate.

Detect when a visitor has returned to the website and follow up to answer questions!

Returning visitors indicate renewed interest and this warrants a follow-up. Agents set a flag on the visitor's Salesforce record to notify them when a visitor return to the website. Send2CRM enables contracts to be exchanged on the website. Visitors can download contracts via a custom website link, and upload signed contracts from a web form, all controlled by the visitor's Salesforce record.

Track the activities of customers to identify new opportunities and proactively respond to potential problems!

Send2CRM continuously updates Salesforce records with the website behavior of customers who revisit the site. Using the updated visit behavior, personalized content is displayed to facilitate upselling, cross-selling, and other messaging