A business website is a great place to collect contact information. When someone fills out your “contact us” form, signs up for your newsletter, or adds a comment on your blog, they are giving you important info. Are you bringing that information into your small business’s CRM software by integrating your website and crm? You should be!
Don’t let the information you collect from your website sit off in a corner by itself.
With that information in your CRM, you can build context on your contacts as they move from interested lead, to avid reader of your newsletter, to loyal customer who provides great feedback on your blog. With our integrations into Formstack, MailChimp, and Disqus, you can take the information you collect on your website and put it to good use as you build your customer relationships.
Collect Contact Info from a Formstack Web Form
Formstack is a great tool for building really custom web forms. You can choose exactly which fields you want to include and then grab a little code to place the form on your website.
Generally, when people fill out your form, you can get the info emailed to you or see it in a spreadsheet. But with Formstack’s integration with Batchbook, you can bring that vital contact info right into your CRM. From Batchbook, you can assign tasks for follow up, add contacts to lists based on what information they provided you, and take the next steps in the relationship.
For instance, every day you can check a Batchbook list to see which new contacts requested a quote. You can then give them a call and get the ball rolling.
Import MailChimp Subscribers and See if They Are Reading Your Newsletter
MailChimp is an excellent solution for managing your email list. By placing a newsletter sign up form on your site, you can automatically pull people in to your list and start talking to them via your email.
Wouldn’t it be nice to see if a contact is on your newsletter list before making a sales call? You can do that with our integration with MailChimp. Even better, you can see which emails a contact has received, and whether those emails were opened or not.
This kind of information is helpful as you work with a contact throughout the sales and customer service process. It will also help you identify champion customers. If you see a contact who is reading every email, you can click our Champion star, which will remind you to pay special attention to them (after all, they are paying special attention to you)!
Add People Who Leave a Comment to Your CRM
If you take comments on your website, Disqus can help you manage them and make them look good. Comments are great for interaction and feedback from your customers (and they aren’t just for blogs; try adding comment boxes to your product pages).
When a customer makes a comment, you don’t want to leave it stuck on your website. With our Disqus integration, you can import people who leave a comment and then view their most recent comments across all Disqus sites. You can also save comments to your communication history, so the rest of the team can see what’s being said online.
Being able to bring commenters into your small business CRM is helpful because these people are often good at engagement. They will comment because they love something or have a question. Either way, you should be building out deeper relationships with them. You may be able to start great relationships with internet savvy influencers who comment on other blogs and may write one of their own. These are good friends to have!
Don’t let the information you collect from your website sit off in a corner by itself. Bring it all into Batchbook, where it can add context to your relationships and help you provide a better customer experience.