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Automate Lead Collection On Your Website With Salesforce

As we work with existing or potential salesforce customers, we have found Salesforce’s Web-to-Lead feature to be one of the least utilized. Available in the Group, Professional, Enterprise, Unlimited, and Developer Editions, Web-to-Lead lets you gather information from your company’s website and automatically generate up to 500 new leads a day.

Below is a step-by-step guide for the basics of setting this up for your business. You should have access to the following prior to beginning:

  • Either you are a System Administrator for your Salesforce organization or you can get help from one.
  • You are a webmaster for your company’s website or you can get help from one.
  • Basic knowledge of HTML and CSS is helpful in making your web form look pretty.

STEP 1

To begin, navigate to Setup>App Setup>Customize>Leads>Web-to-Lead. When you click on Web-to-Lead you are brought to the below screen where you can begin setup. Setup includes editing Web-to-Lead settings and creating the Web-to-Lead form based upon the Lead fields you want in your form.

Salesforce Web-to-Lead

Salesforce Web-to-Lead Settings Page

STEP 2

Click on the Edit button to set the basic settings. Web-to-Lead Enabled must be checked in order for this feature to function. Then specify which Salesforce user will be the Default Lead Creator. When the Lead is created from a form being submitted on your website, this user will be set as the Lead owner. If however you have Assignment Rules enabled, the Lead owner may change based upon the criteria in your assignment rules. Finally, you should set a Default Response Template. This is a email template that is sent automatically to the person completing the web form based upon the email address they supply. Depending on the edition of Salesforce you have, you can use Auto-Response Rules to vary the email template that is sent depending on defined criteria.

STEP 3

Now that the settings are complete, it’s time to Create the Web-to-Lead From. The first step is to pick the fields you will be using in your web form. You can use standard and custom fields. All Available Fields are list and simply select the ones you want and click the Add arrow to move them to the Selected Fields list. Then you will want to specify the web page location the person with be taken once they submit your web form. This is often referred to as your “thank you” page.

Salesforce Web-to-Lead

Salesforce Web-to-Lead Form Builder

After you click Generate, you will be give the necessary HTML code to insert into your website. If you are not the webmaster for your website, give this code to someone that has access to edit it. The code includes basic instructions and debugging capabilities for testing. If everything is setup correctly you should be able to submit the form from your website and within a few minutes you will see a new Lead in your salesforce CRM.

If you are using WordPress to manage your website, try WordPress-to-Lead.

For questions about this process and any other Salesforce capabilities, contact Collabrax today.

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16.Apr.11 Cloud Computing, CRM, Salesforce.com Comments (2)

7 Benefits of Cloud Computing for Small Businesses

Cloud Solutions for Your BusinessAs a small business owner, you might be hearing a lot of buzz about cloud computing. It’s the name given to a number of business tools you access online via your laptop, desktop or mobile phone. From email programs to time-tracking software to bookkeeping solutions, the cloud computing world is full of online tools for startups and small businesses. It’s like self-service for the Internet—you use what you need and pay as you go.

This setup has the potential to change the way your start-up or smaller company does business. Consider these seven benefits:

  1. Save Money – Cloud solutions are all about choices. You select the program and options you want, and pay a one-time fee or purchase services on a subscription basis. You save money because you don’t have to buy software packages with a lot of bulk your business will never use.
  2. Storage Options that Grow with You – Small businesses just don’t need terabytes of storage. So, get access to extra space as you grow into it. For example, Dropbox is a storage solution that gives you access to your files from anywhere. You can get up to 2GB of storage for free. If you need more, 50GB and 100GB options are available for purchase.
  3. Skilled Technical Support – If you are a little leery of getting started because you’re not a technical whiz, you needn’t be. Cloud computing companies offer customer support. It’s cheaper than hiring your own IT guy, and you get help from someone who specializes in the product instead of one person trying to keep up with the entire technology industry.
  4. Nothing to Update – You don’t have to buy updated versions and waste time installing the upgrade yourself. As new products and enhancements are rolled out, you gain immediate access the next time you log on.
  5. Access from Anywhere – Perhaps one of the most convenient features of cloud computing is that you and your employees can access your files, email, calendars, and programs via a secure login from anywhere you have an Internet connection. Desktop, laptop, and mobile devices are supported for most cloud computing programs.
  6. Reduce Your Carbon Footprint – An added bonus of cloud computing is that it can reduce your carbon footprint when compared to traditional services.
  7. Do Business Like the Big Guys – With professional bookkeeping, invoicing, calendar, time-tracking, and many other tools, you have all the resources the big guys do from the start. You can operate a profitable, professional business without ever looking like a fledgling start-up.

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13.Feb.11 Cloud Computing Comment (1)



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