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Send2CRM Connector

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! 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
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Marketer
Sales Representative / Manager
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Person Accounts
Salesforce Shield
Lightning App Builder

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    Send2CRM seamlessly integrates your website's CMS with Salesforce CRM, empowering Sales and Marketing teams to capture leads, gain insights, streamline sales, and tailor personalized journeys, all within Salesforce!