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Send2CRM

Website to Salesforce Solution

Identify and Qualify Authentic Opportunities and Create Customized Connections

In today's digital era, fostering authentic relationships is paramount, as human connections are often overshadowed by screens. Prospects seek personalized experiences, swift access to information, and prompt responses. Yet, scattered lead data and diverse customer needs can pose challenges for sales and marketing teams.

Send2CRM is the ultimate sales accelerator. It seamlessly integrates your website's content management system (CMS) with Salesforce CRM, empowering Sales and Marketing teams to capture leads, leverage invaluable prospect insights, streamline sales processes, and craft personalized journeys, all within Salesforce!

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Next-Generation Sales Intelligence



Integrate Salesforce with any website 



Capture visitor behavior and personalize content across one or multiple websites



Push web form entries and visit behavior to Salesforce



Automate lead qualification, prioritization and prioritization


Personalize web content from Salesforce


Chat and deliver sales messages to returning website visitors


Get notified when key visitors return to your website

 


Create segments and campaigns based on website behavior

A Game Changer for Sales

Greatly enhance your sales productivity

 

Customer profiles

Gain Lead Insights

Capture the behavior of individual website visitors and disclose it in their Salesforce record. Gain valuable insights into your prospect's browsing history, interests, and engagement level.

Notification in Salesforce

Improve Your Speed to Lead

Push web form data and browsing behavior to Salesforce and automatically create new leads or update existing ones. Receive alerts when an important visitor returns to the website, enabling sales to re-engage at the optimum time and provide targeted support.

Accelerate Lead Qualification

Accelerate Lead Qualification

Appoint lead scores to page visits or other website behavior. Automate lead qualification, prioritization, and assignment using Salesforce workflow. Auto-funnel leads to targeted marketing campaigns.

Optimize Customer Journey and Engagement

Personalize Individual Website Experiences

Drive personalized website content, chat, and messages from Salesforce and capture the responses of returning web visitors. Utilize web channel communication for personalized messages, crafting a seamless omnichannel experience.


 

A Turning Point for Marketing

Boost lead generation and brand throughout the customer journey

 

Create 360° Customer Insights

Analyze your visitors' interactions, behaviors, and touchpoints within Salesforce and access the activities of individual visitors and the combined behavior of all visitors. 

Optimize Customer Journey and Engagement

Optimize Customer Journey and Engagement

Track website browsing behavior to indicate visitor interest and other web behavior. Dynamically adjust the content to match these preferences throughout the customer journey and boosting engagement.

Segment Your Target Audience

Define and Segment Your Target Audience

Create new marketing segments based on website behavior. Link your campaigns to email automation systems like Marketing Cloud and Pardot. Track email click-throughs and update the website browsing behavior in Salesforce.

Marketing and Sales Alignment

Improve Marketing and Sales Alignment

Ensure alignment with the sales teams who operate within Salesforce. Eliminate data silos and prevent data overload by seamlessly integrating form data and web behavior into Salesforce records. 

30-Day Free Trial

We offer an obligation-free opportunity to explore all the features and discover how Send2CRM can improve your pipeline. Visit Salesforce AppExchange and start a free 30-day trial. 

Go to free trial 

See how Send2CRM can work for your teams:

CMS-CRM connector for Sales teams

Sales

Send2CRM is a powerful solution that allows businesses to collect and share website behavioral intelligence with their CRM sales team. With this data, sales professionals can qualify leads faster, personalize their approach to customers, and tailor website content to increase conversions and revenue.
Learn more ...

CMS-CRM connector for Marketing teams

Marketing

Send2CRM provides granular website behavior data that enables marketers to better understand their audience. Marketers can use the behavior to personalize website content so it better aligns with their customers' interests, resulting in more engagement and conversions.
Learn more ...

CMS-CRM connector technology

Technology

Send2CRM collects website behavior and shares it with your CRM sales team, regardless of the web technologies you use. This intelligence lets sales professionals qualify leads faster, personalize their approach to customers, and tailor website content to increase conversions and revenue.
Learn more ...

We have several Send2CRM tiers available:

Send2CRM Advanced



Gain insights into browsing behavior, personalize website experiences, utilize advanced segmentation, and track returning visitors

Send2CRM Advanced Plus

Includes Advanced features +


Control websites from Salesforce and message returning visitors

 

Send2CRM Enterprise

Includes Advanced Plus +


Empowers large-scale websites (>50,000 daily visitors) 

 



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