Send2CRM Insights

An investment management company partnered with FuseIT to overcome challenges in lead tracking and sales engagement. Through a Send2CRM trial, they gained deep visibility into customer behaviour, enabling smarter sales conversations, improved lead qualification, and more personalised website experiences.

Sales gurus strongly promote the role that sales intelligence plays in revenue growth but where does the intelligence come from? Typically these are the CRM, LinkedIn, Social Media, blogs, public records, news, and press releases. Unfortunately, none of this is real-time intelligence, or the what, when, where, why, and how in the context of your product. For that, we need website intelligence - a rich collection of up-to-the-minute sales intelligence relevant to the visitor's needs.

In the era of data-driven decision-making, businesses are increasingly recognizing the importance of having unified customer information – be it the intelligence associated with an individual or a holistic view of all customers. However, the persistent challenge of data silos can hinder this quest for a comprehensive understanding, particularly in the dynamic landscape of the web. This article explores strategies to effectively battle data silos and realize the full potential of your customer journey.

In the fast-paced landscape of modern business, the journey from prospect to profit is no longer a linear path. It's a dynamic process that demands a strategic and holistic approach to revenue generation. That's where revenue enablement comes in - a big change in thinking that goes beyond just helping sales. It's not only about uncovering new opportunities but also about smoothly guiding them through the entire customer journey to maximize profits.

Sophisticated corporate customers today expect more than just generic marketing messages; they have largely become immune to slick pitches. They need to know with particularity whether the products they are researching on your website can solve the problems their enterprise is facing.

Send2CRM provides outstanding intelligence and new ways for Salesforce teams to interact with leads and prospects on the company website. For example, by leaving a personalized message for an important visitor. Send2CRM enhances the sales team experience and customer journey at every step.

Managing leads from multiple websites can be a complex and frustrating process, especially when each site uses different technologies and integration methods to connect with Salesforce. This challenge is especially daunting for enterprises that operate numerous websites concurrently, leading to a tangled web of disparate systems that can drain valuable time, resources, and budget. The end result is inefficient processes that hinder sales and business growth. This article proposes a solution to streamline the lead management process and achieve seamless integration with Salesforce, regardless of the website technologies used.

So many CMS vendors still don't understand the massive value of providing sales teams with the behavior of website visitors. This intelligence is incredibly useful in a CRM lead record and a "Must Have" for any organization that wants to actively support its own sales team.

Sales teams thrive on lead intelligence, but where does it come from? One powerful source is the company website—specifically the browsing behavior of leads before they became a lead! Website behavior reveals an up-to-the-minute snapshot of the visitor's state of mind, both in the present and back in time to when the lead first visited the site. Send2CRM is a connector that captures website activity and sends it to a Salesforce record, but this is just the beginning.

Enterprise website features don't always require an enterprise system at an enterprise cost. Advances in browser technology are changing the landscape as we speak. Instead of using cloud-based middleware or server applications for implementing website personalization, a simpler alternative is now available, and it works across all web platforms. This article is a brief look at how these advances simplify the key aspects of personalization - data storage, workflow automation, and integration.

The technophiles are running rife! Hardly a day passes without a new technology vision being announced. These often reflect genuine industry trends but can also be marketing hype. Some current web-related examples are MACH, Composability, DXC, and JAMstack. These buzzy terms address the "how", but not the "what", and businesses can easily get caught up in technobabble and forget the core objectives.

Website technologies may be more clever than you think. In the 1990’s websites always looked exactly the same, no matter what. The only way to change the content would be to use a technology expert. Clearly no clever intelligence here.

At FuseIT we spend a lot of time focused on how to attract new business using web forms. This short commentary shares what we have learned using Sitecore websites but it also applies to sites using other technologies.