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Everybody wins with Send2CRM!


Empower sales and support agents with web interaction capabilities to dramatically improve customer engagement. Energize conversations by presenting targeted web content and relevant messaging. Use Send2CRM to create contextually-aware conversations and markedly improve conversion rates. To learn more please contact us.

Website Administrators
  • Map and connect any new or existing web form to submit directly to Salesforce

  • Capture web behavior in Salesforce

  • Implement dual-mode personalization. Enable client-side auto-personalization and/or control personalization from the visitor's Salesforce record

  • Very simple setup (similar to Google Analytics)

Unknown Website Visitors
  • Enjoy an improved experience with client-side auto-personalization

  • Highly reactive web performance

  • Web content that better addresses their needs

  • Faster responses to web form submissions

Known Website Visitors
  • Enjoy an improved experience with personalization controlled form their Salesforce record

  • See personalized messages and reminders from their Salesforce agent

  • Be quickly directed to any web page by Salesforce agents 

  • Upload or download specific documents under the direction of a Salesforce agent

Salesforce Agents
  • Review new and updated Salesforce records created by web forms 

  • View visitor web behavior in their Salesforce record

  • Share the website behavior with platforms like Salesforce Marketing Cloud and Pardot

  • Convert leads during sales calls (and link the website behavior to their record)

  • Set a flag to receive a notification if a visitor returns to the website

  • Create and display reminders in a visitor's browser

Website integration with dual-mode personalization

The ultimate way to support your sales team.

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