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Send2CRM

Identify and Qualify Opportunities and Create Customized Connections

Overview

  • Connect Salesforce to all your websites using any technology without third-party hosting, giving you control, reliability, and security over your systems and data.

  • Capture web form submissions from multiple websites and consolidate them into a single Salesforce instance. Push web form entries directly to new or existing Salesforce records.

  • Capture the behavior of individual website visitors to understand their interests, level of engagement, etc., and disclose this information in their Salesforce records.

  • Personalize your web content by leveraging browsing intelligence, dynamically adjusting the content to enhance engagement.

  • Automate lead qualification, prioritization, and assignment using Salesforce workflow by appointing lead scores to page visits or other website behavior.

  • Get notified when key visitors return to the site, enabling sales to re-engage at the optimum time and provide targeted support

  • Create segments and targeted campaigns based on visitor behavior to engage high-interest leads and prioritize engaged leads for better conversion rates.

  • Engage with your visitors through messaging directly integrated with Salesforce. Capture valuable conversations and sync them with your Salesforce records, ensuring no opportunity goes unnoticed.

  • Guide leads to relevant web pages during sales calls, enhancing their experience, simplifying the conversation, and improving conversion rates.

Send2CRM is the ultimate sales accelerator. It seamlessly integrates your website's content management system (CMS) with Salesforce CRM, empowering Sales and Marketing teams to capture leads, leverage invaluable prospect insights, streamline sales processes, and craft personalized journeys, all within Salesforce! Send2CRM Connector is required. Please visit that listing and install it before installing Send2CRM. 30-DAY FREE TRIAL Send2CRM will automatically stop working after 30 days. To continue, please contact sales@fuseit.com

Categories

Business Needs
Analytics
Sales Intelligence
Websites
Industries
Education
Financial Services
Government
Personas
Executive
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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    This Send2CRM Connector package is a prerequisite for Send2CRM. Once installed, proceed with the installation of Send2CRM, available in the AppExchange listing.