Connect Webforms, Surveys & More to Your BigContacts CRM Account

Posted by BigContacts on Fri, July 3, 2015 @ 04:10 PM


For years, we've offered our customers the ability to connect their existing webforms to their BigContacts account.  While our webform connector allows for a great deal of customization, it requires that you know someone with a basic knowledge of HTML.  They insert some HTML code into your webform and use a special webform URL and key to automatically create a new contact record and load all sorts of information that you are capturing on your webform on your website.  In addition to loading all this information, you have several other options to automate your process. 

  1. You can choose to have BigContacts instantly assign a task and email to followup on the new lead
  2. You can chose to have BigContacts automatically create a new sales opportunity to put them in sales pipeline as a new lead
  3. Finally, you can chose to have BigContacts automatically generate a single email reply or an entire series of emails to be sent to this new lead

All of this is amazing stuff and can do great things in helping to automate parts of your business, but may be more than some need and for others may be a challenge if they don't have access to someone that knows HTML.  We've partnered with 123ContactForm to allow anyone to easily create and embed a webform, survey, order form etc directly into your website or even your email signature to easily capture and load leads into your BigContacts account.

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Managing Sales Opportunities with CRM Software

Posted by BigContacts on Thu, July 2, 2015 @ 10:49 AM


Your CRM software performs a number of functions and has plenty of advantages, but have you thought about using it to manage sales opportunities more efficiently?  You want to follow your potential sales from the very beginning--when you have a lead--to the very end, when you close the sale (whether successfully or otherwise).  A few tips for using your CRM software as efficiently as possible: 

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The Advantages of Lead Nurturing with CRM Software

Posted by BigContacts on Tue, June 30, 2015 @ 02:27 PM

When you have a lead on a potential customer, you want to make sure you follow that lead as far as it will go, ultimately transforming them from a lead into a customer--hopefully a happy customer who will bring their purchasing needs to you in the future.  Lead nurturing with CRM software has a number of advantages over other methods, many of which make it well worth the investment. 

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Increase Customer Loyalty with CRM Software

Posted by BigContacts on Mon, June 29, 2015 @ 02:57 PM


Companies interested in using Contact Management software as a tool to drive growth of a client base and profitability across their entire enterprise must carefully consider how the software can be configured to most accurately capture valuable customer metrics as well as streamline marketing and sales strategies to integrate seamlessly with existing business processes. If this sounds like a large job to handle, it is.

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Managing Sales Opportunities More Efficiently with CRM Software

Posted by BigContacts on Fri, June 26, 2015 @ 09:30 AM


Your CRM software performs a number of functions and has plenty of advantages, but have you thought about using it to manage sales opportunities more efficiently?  You want to follow your potential sales from the very beginning--when you have a lead--to the very end, when you close the sale (whether successfully or otherwise).  A few tips for using your CRM software as efficiently as possible: 

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Measuring ROI for CRM a Difficult But Valuable Process

Posted by BigContacts on Thu, June 25, 2015 @ 09:27 AM


When a company is considering the purchase or upgrade of a CRM system, there is often a disconnect between the perceived value and the real value of CRM solutions. Because CRM does not directly lend itself to easily quantifiable analysis, it is often difficult to determine the ROI from using CRM software. The true ROI for the use of CRM software is not always readily apparent, and must be measured over a span of time. It cannot be measured by a standard cost analysis alone. Nor can it be thought of in purely mathematical terms. That being the case, what are some factors to consider when trying to calculate ROI for CRM solutions?

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CRM Benefits The Customer Experience

Posted by BigContacts on Wed, June 24, 2015 @ 01:28 PM


A surging trend across industries of all classifications - both domestically and internationally - is the renewed focus on the concept of customer experience. Customer experience does not have a specific, iron clad definition; the concept varies widely depending on product, service, and targeted demographic.  However, customer experience does revolve around common themes.

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Email Marketing and Spam--The Good, The Bad, and The Ugly

Posted by BigContacts on Tue, June 23, 2015 @ 10:36 AM


When people hear the term "Email Marketing", the thought "Spam" is not usually far behind. However, the truth is that effective email marketing and spam are worlds apart. How can you ensure that your potential and existing customers do not consider your email offerings as spam?

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A Guide to Lead Nurturing with CRM Software

Posted by BigContacts on Mon, June 22, 2015 @ 01:00 PM


Quick: what is lead nurturing? Even experienced marketers sometimes struggle to define this concept, which has become a buzzword in our world of digital, inbound marketing. But in reality, it's quite a simple process. In fact, we'd argue that lead nurturing has been around as long as sales and marketing strategies.

How can that be? Because lead nurturing, in essence, is as simple as taking a potential customer and guiding them toward the actual sale.

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How Real Sales People Use Sales Automation Software

Posted by BigContacts on Fri, June 19, 2015 @ 10:55 AM



When a company begins to use sales automation software, there is sometimes an initial reluctance on the part of a sales team to take advantage of some of its best features. There may be mutterings of "Real sales people don't need software to do their jobs for them."

The simple truth is, sales automation does not replace the vital work of a committed sales team. Rather, it enhances their skills, sharpens their focus, and helps them optimize lead response with their own brand of genius.

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