At the inaugural Washtenaw County SalesForce User Group on May 30, 2012, The Whole Brain Group will be presenting what we do best: “Turning Web Visitors into Salesforce.com Leads.” Our team manages the Sales Cloud with Salesforce.com in order to streamline leads and provide an efficient process to convert a prospect into a client.
In a lot of small businesses, there’s no clear process for managing leads, and many people have cobbled together a manual process (usually involving spreadsheets and sticky notes) that works fine when there’s only one person responsible for sales or when the number of leads being managed is small. But as a company grows, the number of leads increase, and more people become responsible for sales, these processes frequently become a barrier to sales success.
Using a Customer Relationship Management System like Salesforce allows a sales team to manage data in a central location, track leads, and integrate directly with a web contact form. For example, a visitor on our website clicks a call to action button (like the orange “Get Started” button you see in the upper right), which leads them to a Contact Us form. After the visitor completes the form, the information is transferred directly into Salesforce which sends a notification to our sales team. All members of the sales team now have centralized access to the same information, can monitor leads, develop opportunities, and generate reports. Access to the data is also available using a mobile device. The seamless process works like magic, but really it just takes a little know-how.
When we create WordPress websites for growing businesses, we install a plugin that captures selected contact information from the request form and feeds it directly into the Open Leads section of SalesForce. It does require some coding on the website, but if you need assistance we’d be happy to help!
Managing the sales cloud with Salesforce provides us the ability to:
manage leads and contacts in one location
permits leads to be shared amongst the team
assign or reassign opportunities to different members of the team
set reminders for follow-ups
track the emails and documents associated with the account
manage the accounts to track sales and sent invoices
access information by multiple team members
access sales information via mobile device
run reports at any point in time to track leads, opportunities, sales and more
We have also customized Salesforce beyond the basics so that we can manage the account after the sale. We track details in the cloud such as a website client’s annual hosting and maintenance, attendance at webinars and training, and more. The dashboard and reports are also helpful in weekly sales/marketing meetings in order to track our metrics.
Salesforce allows the flexibility to effectively manage your data as your business develops. We invite you to learn more by connecting with us or attending the event:
May 30, 2012: 4 PM – 7 PM
Washtenaw Region Salesforce.com User Group Meeting
Topic this month is “Turning Web Visitors into Salesforce.com Leads”.
Join us at the Sandler Training – Ann Arbor office (501 Avis Dr.) for discussions with other Salesforce.com users on this and other topics (come ready to discuss your business issues and Salesforce.com solutions). Register here.