Customer-Centric Business: How to Elevate Your Operations with CRM-Integrated Web Forms

Published 12. 12. 2023

Some companies focus on increasing the number of visitors to their website but then fail to provide them with an adequate service. Especially for small businesses, every customer should be holy. One way to process new leads faster and more professionally is to link your company's web form and CRM.


If you are not using a web form on your website yet, it is about time to get started. Imagine a restaurant that does not have its menu outside for customers to see it before entering. Potential customers should easily access information without unnecessary barriers.

Web forms are the go-to tool for small and medium-sized businesses. It's the most common tool for capturing new leads.

lead capture tool stats

The second most popular option is the use of live chat. While they enable direct communication, managing them can be a hurdle for small businesses.

Dedicated personnel are often needed to handle the communication and relay information to the sales team (this very often applies to web forms too). This is where connecting your website with CRM comes to the rescue.


Say Goodbye to Manual Data Transfer

Many companies save their outputs from the forms in Excel, Google docs or they leave them in the web administration, leading to a tedious and error-prone process of copying data for wider access.

Investing in a CRM system that seamlessly integrates with your website eliminates the need for such manual duplication, ensuring data accessibility without errors.

This way, the data from the web form are available to anyone who needs to work with it. And without the need for copying, which also opens up space for typos and so on.


No More Delays in Response Time

Copying data from a web form to a spreadsheet takes time, but avoiding it may not seem like a necessary or significant improvement to some companies. However, there's another critical aspect that should not be overlooked—the speed of response to the web form.

When sales reps have to wait for the form inquiries, it's not just inconvenient for them; it also means the customer is left waiting. During this waiting time, customers might explore alternatives from competitors, potentially costing the company valuable business every hour.

Connecting web form with a CRM reduces customer waiting to a minimum. This way, data from the web form is automatically stored in the CRM, accessible to everyone involved, and you have the flexibility to decide when to process the request.


sales rep


Efficient Sales Management

There are many sales reps who are great at dealing with customers but weaker at keeping their agenda. If such a sales rep goes on a longer vacation, for example, and their colleagues are supposed to cover for them, sometimes they can even get mad when searching for important data.

Sales management is clear in CRM. In every business opportunity you will find the necessary contacts and communication. But the sales rep must, of course, create the deal first and fill it with all kinds of information. And this is sometimes a problem with those who struggle with organization.

Connecting web forms to CRM removes the burden of manual deal creation, capturing essential details from the form directly. All you have to do is define the important fields in the form and the potential customer will usually fill in the name, email or phone, and these will be saved in CRM as part of a new business opportunity.


Maximize Business Opportunities

Web forms are powerful tools for generating business opportunities. Integrating them with CRM not only reduces response times but also enhances the overall management of opportunities. To boost the number of inquiries, strategically place forms where customers need them, such as on landing pages or in promotional emails.

In conclusion, the benefits of connecting your website with CRM extend beyond data efficiency. It improves customer responsiveness, optimizes deal management, and maximizes the potential of business opportunities. Embrace this integration to elevate your online business experience.


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