Recent Articles

Lead Generation for Small Business CRM

Lead Generation for Small Business CRM

Lead Generation. Did you know that you can add contacts to BigContacts directly from your website?

Many people use their web site to collect sales leads. Others use their web site to have people sign up for newsletters or join a new service. You can take this customer data directly into BigContacts without having to retype it. And it is extremely easy. Just configure a few settings on the ‘admin’ page in BigContacts and POST the data from your form to BigContacts.

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CRM Best Practices: Capturing Leads By Optimizing The CTA Button

CRM Best Practices: Capturing Leads By Optimizing The CTA Button

Yesterday we discussed how important your landing pages are for lead generation. But of course, generating leads will be difficult to impossible if your visitors never find your landing pages to begin with. So today’s post about best practices for capturing leads on your website will focus on getting them there. Here’s what you should keep in mind about your call to action buttons.

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Improve Your Lead Management with CRM Software

Improve Your Lead Management with CRM Software

Fresh leads are the lifeblood of any business – provided you can convert them into paying customers, of course. Your ability to do that depends in large part on how you cultivate and manage those leads.

If you’re trying to maximize your conversion rate, it’s time to consider implementing lead management with CRM software. This software allows you and your sales team to quickly recognize where a given lead is in a sales funnel, and take action to usher them towards a buying decision.

If you’re looking to better manage your leads and prospects, here are a few reasons why CRM software is exactly what you need:

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Complete Customer Lifecycle Lead Nurturing with CRM Software

Complete Customer Lifecycle Lead Nurturing with CRM Software

The goal of your marketing and sales teams is to generate and cultivate leads. It sounds simple, but any marketing expert will tell you that it is actually a rather complex task. Putting out relevant and engaging content across all customer touch points requires a keen eye to detail, an enthusiastic and energetic nature, a copious amount of creativity, and more than a little luck.

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Connect Webforms, Surveys & More to Your BigContacts CRM Account

Connect Webforms, Surveys & More to Your BigContacts CRM Account

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 choose to have BigContacts automatically create a new sales opportunity to put them in sales pipeline as a new lead
  3. Finally, you can choose 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 123FormBuilder 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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Sales Pipeline Management with CRM Software

Sales Pipeline Management with CRM Software

The idea of a sales pipeline is a relatively new way of visualizing the sales process. Many companies are still uncomfortable with the idea and many feel they are not good at managing their sales pipelines. According to a survey with the Sales Management Association, nearly two-thirds of executives feel their management of their sales pipeline was ineffective. Many executives waste a lot of time staring at pipeline metrics but don’t know how to make the knowledge pay to improve sales performance.

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