TT – Jotform and Lead Conversion

If the key to keeping your business thriving is to have a healthy sales pipeline, then you will be on the lookout for any lead generation tools available.

A great way of capturing data is by using a Contact Us type of webform on your website. One of the best tools out there for building forms is Jotform.

Using the Jotform integration with OpenCRM you can capture form submissions into the Leads module, assigned to the right sales person. This means that none of those prospects slip through the cracks but land directly into the hands of your sales team. What’s more as those people have expressed an interest by filling a form in themselves, this is so much better than any cold calling technique as your leads are already qualified.

Using a custom view on your Leads or Activities module you can ensure that the newest Leads appear right at the top of your sales person’s list of records to action, to help keep them front and centre of attention.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

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