Salesforce is the world’s leading customer relationship management (CRM) platform that provides a central space to manage data. For this reason, it comes as no surprise that top companies are choosing Salesforce for customer-related strategies like generating leads and conversion practices.
Salesforce forms help businesses by collecting, storing, and monitoring lead data in a single location. Join us in the article below as we take a look at this Salesforce feature and provide some tips for conversion strategies and lead generation in Salesforce that can boost the productivity of your teams.
Salesforce Lead Generation Process with Forms
With Salesforce, you get a range of advanced tools. Some of them can be used to speed up your lead generation processes. Creating forms in Salesforce is one of the methods that can support you in this area.
We recommend building forms and integrating them with your Salesforce database to speed up the collection of lead data. Here is a quick look at what a lead generation process with forms for Salesforce looks like.
1. Design your Forms
With Salesforce, you can build forms that are tailor-made to the requirements of your project. Then, you can embed them in a website or landing page. That’s not all! You can share the Salesforce form on any of your social media platforms or through an email campaign.
You don’t want to miss out on using Salesforce forms, as they can be used to collect lead information like:
- The name of a lead.
- The lead’s email address.
- The phone number of a lead.
- The name of the company where the lead works.
- And more!
2. Connect your Forms to Salesforce
If you are not using Salesforce to produce a form, you will need to integrate it with your CRM platform once it has been created. Web-to-Lead forms can be integrated with Salesforce, as the CRM platform connects well to many 3rd-party apps.
Once your form has successfully connected to Salesforce, your lead data can be synced and saved automatically in your CRM platform for further analysis which aids conversion strategies.
3. Capturing Leads with Forms
The next step occurs naturally. You will find lead data submitted to Salesforce when a person fills out your form. This lead data is stored in Salesforce as a new lead record. It will contain all the information related to the questions that you supplied on the form. So, hopefully, you have requested details like name and email address from your lead.
Sales and marketing professionals will grab the lead data found in Salesforce and follow up with these individuals in different ways to try convert them to customers.
4. Speed up Lead Engagement
You don’t want your sales and marketing teams sitting and monitoring Salesforce for leads to pop up 24/7. For this reason, we recommend that you set up rules in Salesforce for assigning and routing leads. You can use factors like location and industry to help configure rules.
Once your configuration has been applied, the right marketing and sales agents automatically receive notifications to follow up on leads that relate to their unique skills and expertise to begin conversion tactics.
5. Care for Leads
Salesforce can also be used to manage and nurture the relationship you have with leads, which supports converting them to customers.
Salesforce provides tools that support automation for email-based workflows and drip campaigns, so it’s easy to see why the world’s favorite CRM platform is a popular choice for engaging with leads.
6. Monitor Leads through the Customer Journey
Salesforce also has unique analytic tools to monitor the success of your lead generation strategies, such as collecting lead data with forms.
Use these analytic tools to study the conversion rates of your leads and other metrics like sourcing leads to gain insights into your overall business efforts. These studies will help you prune and revise future lead-generation strategies to be more consistently successful.
7. Make the Most out of your Marketing Tools
To streamline your generation processes even further, you want to connect Salesforce to all your marketing platforms that have automation tools. This step is essential if you have multiple marketing tools and need to sync lead data between all of them.
Linking Salesforce up to your custom marketing systems can automate processes from end to end and give you access to the most state-of-the-art lead-scoring tools.
Strategies to Maximize Leads with Salesforce Forms
To get the most leads out of forms from Salesforce, you need to pay attention to a few factors:
- The design of the form.
- The location or channels that the form is distributed.
- At which point in the sales or marketing process can you find Salesforce form integration?
Salesforce Web-to-Lead Forms
Web-to-Lead forms from Salesforce are a common tool used by trailblazers to collect data from online visitors. These Salesforce web forms are placed on websites and can automatically transfer lead data to a Salesforce database.
It is a quick method to get more leads from Salesforce forms. We suggest designing intuitive forms that are easy for leads to comprehend with direct instructions. This can be accomplished by keeping your forms short and to the point with only necessary questions.
Create Contact Us Forms on Your Website
You might also want to consider where your forms are placed, like on a website or a landing page. A common form type that is set in a website is a Contact Us form. These types of forms are made up of questions that request leads to provide details like their name and email address.
Contact Us forms give leads visiting a website a chance to communicate directly with a business. When you embed a salesforce form in a website, ensure that this location is the best spot for collecting the most lead data.
Automate Salesforce Lead Nurturing Processes
You can also integrate Salesforce forms with other sales and marketing platforms. These software connections automate lead-capturing and follow-up processes for teams.
For example, your platforms can collect data from forms, push them to Salesforce, and then direct leads to a specific sales or marketing agent for the best engagement.
For these workflows to be implemented successfully and automatically, you need to know when to integrate Salesforce form data into your systems.
Use LinkedIn Lead Gen Forms
LinkedIn has about 1 billion users! For this reason, it is a great place to generate leads. If your specific business need is to use LinkedIn Lead Gen Forms rather than Salesforce Forms, that’s okay. You can use LinkedIn Lead Gen Forms to generate leads for your Salesforce database from advertising campaigns.
Some cool benefits of choosing LinkedIn for lead generation are that its features work well on mobile devices, and they have simple lead conversion processes.
Titan Forms: Salesforce Form Builder for High-Quality Leads
LinkedIn is not your only option for collecting lead data for Salesforce. Titan Forms is a powerful app that gives customers a Salesforce forms builder.
With Titan Forms, marketing and sales professionals can create custom forms in Salesforce that are pre-filled with data from your CRM databases to make collecting information from leads lightning-fast.
Titan also provides conditional logic to ensure that your forms are engaging but also concise to increase submission rates. You will be happy to hear that Titan is not just a form builder and can be used to automate any business process for Salesforce, as it works with any object in real-time.
With a rating of 4.96 out of 5 on the Salesforce AppExchange marketplace, we recommend you check them out.
Salesforce Forms for Lead Generation & Conversion Strategies
Thanks for reading our article on Salesforce Forms and how to use them effectively to generate more leads and convert them into customers. We covered a standard process for collecting leads through Salesforce Forms and offered some tips on how to use these dynamic tools to maximize lead generation. We ended the article with two alternative options to Salesforce Forms in case you had specific business needs.
We hope we have inspired you to start building forms that integrate with Salesforce and are able to automatically collect lead data for your sales and marketing teams, enabling them to focus on nurturing and converting them to customers.
