Why You Must Experience Web To Lead Form In SugarCRM



Why? Why every business must experience the Web to lead form in SugarCRM? What is it? What can it do for you? How can you use it? If you have these questions in mind, you are at the right place.

Firstly You can check out this Video Tutorial on How to create Web to lead Forms in Sugar.

I am gonna answer each of these questions here.Starting from why businesses need it. PROFIT GENERATION. The major reason. Today, every entrepreneur aspires to supercharge the revenue and looks for ways to extend client database and maximize the opportunities. This wish remains a wish for people who sit back and dream putting no effort to rationalize it, but the aspiration can turn into the triumph of success for those who take the initiative. The Web to lead form is one easiest way of going about it. If you are a SugarCRM user, you are lucky. As SugarCRM is a contemporary CRM solution that keeps changing with the changing needs of the business and the environment. The web to lead form is the built-in feature of SugarCRM.  You can create a campaign-specific forms not only for the website, but other online locations as well. So,

What is Web to Lead Form and How does it Work?

As the name suggests, the web to lead form is a form you can place into your website. Providing a basic template for branding, this form acts an ultimate lead acquisition solution that capture leads from the website. It has the capacity to boost your sales marketing related activities. It is a plain HTML form that is embedded into the website with some pre-defined fields, say the First name, last name, email, and so on. Using Sugar’s web to lead form, you can allow your visitors to submit their basic information and become a lead in your Sugar Instance. Once submitted successfully, this form transfers the lead information to SugarCRM through mapping. The feature does render the automatic assignment of leads through little customization. This is the basic functionality provided by the Web to lead form of SugarCRM and it can be customized to no boundaries. The most sought after customizations are:

Customize Form’s Layout, Style, and Design:

Every business is different. You cannot fit a square peg in a round hole. Similarly, you cannot use one form to the diversified business scope. To cater to this individuality, SugarCRM lets the user customize the layout, style, and design of the form under the business‘s requirements. You can choose fields from the provided list or can use all fields. The form lets you play with the colors also.

Automates Leads Assignment

The next step after lead creation is follow up. To follow your lead, you have assign lead to your sales Reps. This assignment process can be automated. You can also insert a scheduler to automate the assignment of leads using the Algorithm that distributes the leads (generated from the Web to lead form) equally among the set list of Sales Reps. This is so that every lead is attended and turned into an opportunity.

Adding Filters:

To determine the ratio of leads coming through the web to lead form or other source, you can add filters into the Web to lead form. This functionality can further be customized to analyze the complete referral path of the lead.

This is all about the Web to Lead form. Now, as far as your role is concerned, you can get your web to lead form customized the way you want. I have provided you some basic information about some of the customizations. If you have any other in mind, discuss it with us. We can transform your idea into a practicality.

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