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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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Why Choose a CRM Solution?–5 Benefits to Consider

Why Choose a CRM Solution?–5 Benefits to Consider

For as long as there have been businesses and customers, there have been strategies aimed at keeping clients happy and loyal to a certain product or service. But as business processes have evolved and technology has begun to play a major role in how businesses interact with their clients, customer relationship management (CRM) has become a more pressing matter. Today’s customer demands a higher level of engagement throughout the entire customer lifecycle. Fortunately, this demand can be satisfied with a solid CRM software solution.

The basic aim of CRM software is to provide technologies to help you manage and analyze customer interactions and data from the initial customer contact forward with the purpose of improving relationships, increasing customer satisfaction, increasing customer retention, and ultimately, driving sales growth upward.

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