Send2CRM seamlessly connects all your websites with your CRM. Leverage automation & AI, real-time customer insights, and dynamic website personalization all from within Salesforce to boost your sales conversion rates and shorten your sales cycle.
Native Salesforce applications deliver superior performance and reliability by operating directly within your existing ecosystem, eliminating the complexity and latency of external integrations.
Unlike third-party solutions that require constant API maintenance and risk data synchronization issues.
Send2CRM provides your website seamless access to your Salesforce data in real-time while maintaining your security protocols and governance rules.
Knowing a prospect's state of mind enables sales representatives to plan for calls and personalize communications. Send2CRM delivers website intelligence directly into your CRM for agents to take action and pave the way for a warm outreach.
Website personalization is a proven approach to boosting website conversion rates, but is often seen as expensive and difficult to achieve. With Send2CRM it no longer needs to be hard. You can focus on attracting and nurturing potential customers while driving qualified prospects into the sales funnel.
Capture the behavior of individual website visitors and form data, and push it to Salesforce records. Gain valuable insights into your prospect's browsing history, interests, and engagement level. Send2CRM automatically creates new leads and updates existing ones. Form mappings are quickly created and updated in Salesforce. Map to single or multiple Salesforce records e.g. leads, contacts, cases, or multiple objects related to each other.
Prioritize the most relevant events and behaviors to ensure your sales team focuses on the metrics that are crucial to their sales objectives. With Send2CRM, your sales team can decide which website events to highlight - whether it's individual visit details, page views, goals, segments, email click-throughs, or custom highlights. This understanding of what captures a visitor's attention empowers your team to tailor their approach and messaging for more effective lead nurturing.
Send2CRM enables you to view the overall web behavior of all visitors in the dashboard. For example, it shows the number of recent unique visitors, number of recent visits, how many pages were viewed, and other vital statistics. By analyzing website behavior across all leads, you can identify patterns and trends and determine which channels and sales tactics are most effective.
Send2CRM sends alerts when an important visitor returns to the website, enabling sales to re-engage at the optimum time and provide targeted support. Teams can better prepare for sales calls, as the Salesforce lead record shows their specific web behavior and form data captured by Send2CRM.
Regular outreach (email) campaigns can be personalized based on web behavior. Create campaigns based on visit frequency, recency, and behavior to engage high-interest visitors. Prioritize leads showing strong engagement for better conversion chances. Reach out promptly while their interest is high, and offer incentives that match their interests for maximum impact.
Use website behavior data to showcase your customers' individual needs and interests. Adjust your web content to match the buying stage of the visitors and other lead settings.
Deliver targeted web content (images, text, etc.). Land visitors to a relevant or targeted landing pages. Personalize content throughout the sales process.
Achieve deeper engagement using web channel communications. Leave individual messages for visitors on web pages and track their responses in Salesforce. Create a 'wow' factor by delivering dynamic content during sales calls, such as linking to shared calendars, route maps, and offering upsell and cross-sell products.
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