For most new prospects or returning customers, your website serves as the front door to your business. It typically features a vibrant layout with images, company information, and product or service details. However, it rarely integrates with your back office system.
Most leads from websites are directed to users’ inboxes instead of a CRM system. This isn’t due to a lack of technical options but rather a lack of technical awareness. CRM users know that follow-ups to website leads should be scheduled in their CRM or appear as new opportunities in their pipeline, but many don’t visualize how this works beyond their inbox.
To complicate matters, most prospects visit and engage with business websites after hours. Yet few businesses incorporate web forms, online appointment settings, or chat services into their websites that feed leads into their CRM. Those who do often use third-party programs that send notifications to already overloaded inboxes.
Imagine if your website could automatically schedule follow-ups with your staff in your CRM, accessible from their desk or phone. Picture all leads organized into groups in your database for easier review and additional marketing touches. Envision those engaging with your online chat services having a scheduled follow-up in your CRM, with a detailed log of the chat under their contact record, so your team is better informed of their needs.
The good news is Act! users can stop imagining because all these services are available with Linktivity, designed to optimize your lead management and enhance each prospect’s journey with your company.
The best part is we’ve bundled them to make them accessible to all Act! users. Here are the details:
- Link2forms Team Edition: Create calls-to-action on your website with dynamic web forms that capture and distribute leads to your CRM users, fueling your pipeline with new opportunities.
- Link2calendar Team Edition: Publish your team’s availability online, allowing prospects to book appointments at the earliest opportunity.
- Link2chat Team Edition: Engage all users in the chat process by notifying the appropriate people when relevant inquiries are made online. Accounting questions go to accounting staff, technical inquiries to technical support, and so on. No tiresome AI engines or a single employee expected to know answers for all departments. (Link2chat is scheduled to be released on October 29th)
These programs work synergistically. For example, Link2chat incorporates Link2forms to capture customer feedback, and Link2forms can use Link2calendar to convert leads to bookings more effectively.
