CRM Integration: What Should Happen to an Inquiry?

Forms are available, but the source of inquiries and the composition of the request is lost. Before you change a website or launch a promotion, it is worth understanding the reason and assessing how it affects inquiries. Below are guidelines for the first inspection and a decision involving the contractor.

Check it out

Check the transmission of contacts, login pages, commodity items, consent to processing and notifications to the manager. First of all, look at the pages that are related to sales. Record the current path of a person: from query and go to the site to contact with the company. This will make it clear where new content, interface refinement or technical fix is needed.

How to approach a solution

A good page is judged by whether it helps to take the next step: select a configuration, request a calculation or contact a specialist. After the changes, it is important to check the work of forms and transfer inquiries, otherwise the improvement of the interface will not get into sales. We will set up a clear route of the lead and check it with test inquiries together with the sales team.

What to order in Post-Effect

We will discuss the task and agree on the composition of the service "Site Integration and CRM". After the initial assessment, we will name priority work and prepare an estimate with a clear result of each stage. Give a link to the problem page and an example of leads that you would like to get more often.