Send2CRM
Connect Salesforce to all your websites
Streamline lead capture, qualification and personalization
Send2CRM is the ultimate sales solution for lead capture, Salesforce lead intelligence, creating website behavior-based marketing segments, and sales-driven personalization. Effortlessly capture and convert leads, gain valuable customer insights, create targeted marketing segments, and deliver personalized experiences to drive conversions. Send2CRM adds value at every stage of the customer journey.
Next-Generation Sales Intelligence
Capture visitor behavior in salesforce from all your websites
Personalize content on each site and capture visitor behavior
Push web form entries and visit behavior to Salesforce
Automate lead qualification, prioritization and assignment
Personalize web content from Salesforce
Deliver sales and chat messages to returning website visitors
Get notified when key visitors return to the site
Create segments and campaigns based on website behavior
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.
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
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.
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.
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
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.
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.
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.
See how Send2CRM can work for your teams:
Sales
Send2CRM is a powerful software 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.
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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.
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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.
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We have several Send2CRM packages available:
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