If you run a WordPress blog or website, then you’ve probably got a “contact us” page to capture new leads. Excellent, that’s a great start. But what happens to those leads that come in from your site? You probably get an email sent to you, which you filter, respond to and then wait for a reply. You’re probably pretty busy, so if they don’t get back to you, then it’s unlikely that it’s going to turn into a deal.
How handy would it be if all your website contact form submissions appeared magically in a contact management system, with all the relevant information already filled out for you? Even better, let’s send the visitor a welcome email, perhaps even instructions for the next step that they should take. When you have time, you visit your system, pick up the leads, and immediately you have all the information you need in front of you. If they’ve contacted you or bought from you before, then it’s easy to see what’s going on, who’s spoken to them and what their relationship is with your company.
It’s really easy to keep your new lead stack under control.
Just install the Pearl plugin for WordPress, and your contacts will be captured directly into the CRM software. The plugin is a really simple, yet uber-powerful tool, available from WordPress here. It inserts a Pearl Smartform into your blog or website, which you control from within your Pearl account.
Some of the awesome features are:
- Tag incoming contacts
- Assign contacts to staff members
- Send an automated email reply
- Send an SMS to yourself or a team of staff members
- Trigger emails to yourself or your team
- Add as many fields as you need, including custom fields
- Set “required” options
- Add as many different forms as you need to your site
Want more information? Visit our WordPress plugin page now.
Smartform on your WordPress site
Tags: CRM, integration, smartform, website, wordpress
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