Using Salesforce Web to Lead Correctly

Salesforce web to lead conversion is a tricky thing to manage. When looking for this, after seeing the hype it’s gotten, you probably expected this to be some kind of specific technology you could get some tutorials for and be fine after that. Much to your chagrin, it is in fact a goal accomplished through a series of techniques and technologies.

Salesforce web to lead conversion is all about having the right apps for Salesforce which can conduct BI reconnaissance on information from the internet about what customers are saying and doing.

Along with this, also adding applications to it which can work with retargeted marketing can allow Salesforce to track visitors, and help you watch their customer experience from the time of need creation, and be ready for them when they return.

With this technology, the trick is really in knowing what to watch, where to watch from, and how to mind your ethics in this because a lot of it is about lurking after they initially become aware of you.

I’ve debated before the ethical issues regarding retargeted marketing, as it does technically invade privacy, and with some businesses, it can cause significant embarrassment if misapplied.

So, know again, how far to go with this, and be sure the customers know it’s being done. This is basic plausible deniability.

Along with this, tie in with good retargeting services which can smartly place the ads so that it’s convenient for them to return without their experience being disrupted for their curiosity.

Now, there’s another aspect of this, that being the initial lead creation by awareness and need creation. This is also able to be helped by Salesforce, which has apps that can generate information, help social media engagement, and also track marketing and advertising campaigns, which means that your initial creation of a customer experience will be effective and noticed.

Along with this, tying in email marketing like MailChimp or AWeber, which both work well with Salesforce, increases outreach, and can get yet more people to make that initial visit, becoming leads, or returning leads if email is subsequent to a first visit.

There are a number of other ways to do this, and while a number of apps have promised to make this a single click process, they never work of course. With the technology above, and a close eye on the channels we mention here, you can conduct the bringing in of leads from web potentiality pretty effectively.

There is no magic wand or easy button, unfortunately, to make this possible, and while Salesforce has many great apps and tie in solutions to add things which make life easier, lead generation isn’t an exact science, but a wisdom and skill of using many sciences and technologies.

Salesforce web to lead conversion is tricky, and I’m sorry if the lack of a killer app to handle this is very disappointing. But, what can you do? The technology to make this work is there, you just need to know how to use it. In the future, it’ll get easier as these things homogenize, but you’ll be ok, I promise.

Amanda McDonald
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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