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Send2CRM Professional

Send2CRM Extension Package

The Send2CRM Professional Salesforce package extends Send2CRM Essentials by revealing website behavioral intelligence in Salesforce and tracking returning visitors. When licensed to Send2CRM Advanced, the package extends this further, allowing sales teams to control websites from Salesforce, chat with visitors, and leave messages for them when they return.

A Game Changer for Sales

Send2CRM Professional boosts lead generation and brand on every visit:

  • Capture the behavior of individual website visitors and disclose it in their Salesforce records
  • Provides sales with invaluable insights into each prospect's browsing history, interests, and engagement level
  • Automate lead qualification, prioritization, and segmentation

  • Monitor the interactions of prospects with the website during the sales journey

  • Receive alerts when an important visitor returns to the website, enabling sales to re-engage at the optimum time and provide targeted support


Powerful Customer Engagement

Send2CRM Advanced enhances everyone's experience:

  • Drive website personalization from Salesforce, enabling sales to adjust the web content based on the visitor's stage and other lead settings
  • Live chat with known or unknown visitors directly from Salesforce. Capture conversations in their Salesforce record
  • During sales calls, drive leads to relevant web pages, enhancing their experience, simplifying the conversation, and improving conversion rates
  • Leave targeted personal messages for returning visitors creating a seamless omnichannel experience
  • Share calendars, documents, videos, and privileged content to selected visitors

Contact us for pricing inquiries or book a demo

Quote request    Book a Demo

Website integration with dual-mode personalization

The ultimate way to support your sales team.

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