Send2CRM

In Salesforce, an agent views the sales intelligence to quickly qualify, prioritize, and assign the lead to a salesperson. A workflow is often used to automate this. Now a sales-qualified lead (SQL), the rich source of up-to-the-minute sales intelligence is a gold mine of pre-sales information. The salesperson makes the call

During the call, the salesperson wants to show the visitor more information. The URL of the information is added to a lead field in the visitor's Salesforce record. This immediately populates a link on the website. The visitor is told to click on the link and is driven to the information page. The visitor is taken to several more pages - a custom healthcare plan, a competitor's website, a Google route map, and a look at the salesperson's online appointment calendar. Finally, the salesperson mentions that a message will be left on the website for the lead

After the call, the salesperson changes some lead status fields and this causes Send2CRM to personalize the website to promote a PPO health plan, the plan that most interested the lead. The landing page is also set to the PPO health plan so the key information is immediately and easily accessible. Finally, from the Salesforce record, the salesperson creates an in-page message to summarize the conversation and invite the lead to call back on a personal phone number

In the Salesforce lead record, the salesperson checks a "Visit" checkbox. This notifies the salesperson if the lead returns to the website (and views the in-page message). Returning visitor notifications are useful follow-up reminders as they flag continuing or resurging interest and indicate an availability timeslot

The salesperson uses Send2CRM to track the activities of the customer and identify new insurance opportunities and proactively respond to problems. The visit behavior can be a trigger to promote upsell or cross-sell products, or bundling deals. The salesperson can use messages to remind customers of the personal relationship they have established