Salesforce Web to Lead Best Practices

Salesforce web to lead can generate a huge impact on your business or company as it enables you to optimize the leads of your company. When a visitor visits your website and enters some basic information such as their name, email address, or company name, you can make use of this information as it enters into your systems.

These are leads of your company which must be optimized in the best possible manner. With the help of the Salesforce web to lead tool, the user’s information can be utilized in the best possible way.  In order to use this tool, you only need to create an account and customize the fields that you wish to include on your form. The HTML code will be generated instantly and can then be integrated into your webpage by the third party or web masters. When this code is in its proper place, you can manage, respond and map leads in an efficient way.

Benefits of Salesforce Web-to-Lead

Sorting leads

You can sort your leads in an efficient manner depending on the way you have customized your web to lead tool. Your leads will then generate automated response to the visitors of your website. These leads will then be kept for your selection. You may customize these leads on the basis of product, location, industry, or annual revenue. These different fields can be added in your tools by one simple mouse click with web to lead form. After these leads are sorted, these will land in their designated queue and will be sent to relevant salespeople.

Tracking and Integration

You may require the help of a specialists for integrating the HTML code in your webpage. After these codes are hard coded in your webpage, the visitors can enter the information directly into your webpage. This also enables your web to lead tools to get integrated with the larger system of Salesforce. In this way you can easily track your leads starting from the initial reporting stage to the closing.

This tool is very beneficial as it enables you to capture valuable leads and customize the lead fields that you want your visitors to fill in. It enables you to get vital information regarding the visitors to your website so that you can sort these leads. The fields that you require your visitors to fill in depend on your need. If you limit the number of fields, you will have to bear the risk of fewer completed visitor forms.

The lead source of Salesforce picklist is used in conjunction with standard Salesforce campaign. It is used for creating a new field either from web to lead, bulk uploads, or manually. The lead source should be on the top category like mass email, web or trade show. More information is available on send mass email salesforce page.

You can even use different forms for every campaign and source combinations which should be specified while creating lead forms. Then you can link the campaign lookup field with that of actual Salesforce campaign for enabling Salesforce web to lead.

Learn how to merge leads in salesforce and Ensure the Best Possible Results for Your Efforts.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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