Your company website receives traffic constantly with users entering and exiting web pages without interaction. You could be missing out on valuable leads by not including web-to-lead forms. Every visitor to your website is a potential lead, they are interested in your business and you could have something on offer that could fulfill their needs. This turns your website into a web-to-lead capture resource instead of solely a marketing tool. Keep reading to find out how to implement web-to-lead Salesforce forms in your company websites to start capturing valuable lead data.
What is a Lead?
Let’s get started with the basics, what exactly is a lead? A lead is any potential customer or client that has shown interest in your product or service. This is why using your website as a lead generation tool is a great option as the visitor has already expressed interest in your company. Lead management in Salesforce is an essential part of your sales process.
During the lead generation process, the lead’s details are captured in Salesforce as a record. Your sales team can engage with the leads, guide them through your sales process, and convert them into paying customers.
Salesforce provides tools for lead management so you can accurately and effectively track each lead. Lead management includes prioritizing leads based on lead source, level of engagement, and demographics. As your leads move through the sales process they can be converted into opportunities for sales or disqualified if they are unlikely to be converted into customers.
Capturing the details of quality leads helps save your sales team time as there are fewer leads to disqualify so they can focus on guiding those valuable leads through the sales process.
What Are Web-to-lead Forms in Salesforce?
Salesforce web-to-lead forms capture leads directly from your website and automatically input the data in your Salesforce CRM system. Here’s a quick rundown of how your SF web-to-lead forms typically work:
Create your lead gen form using Salesforce’s tools or you can visit the AppExchange for a third-party option. Include fields to capture information from your website visitors, for example: name, email, and phone number.
Embed your web-to-lead form on your company’s website.
Your visitors can complete the form and all leads are captured in your Salesforce. Your form will typically create a new record with all the related collected data making it easy for your sales team to follow up with the leads.
Design workflow automation to trigger specific events depending on the data submitted through the web form.
Your Salesforce web-to-lead forms can turn your website into a lead-generation tool providing your sales team with several quality leads to guide through the sales pipeline.
Salesforce Web to Lead Forms Features
Salesforce lead generation forms offer several features to help you with your lead conversion journey. We’ve summarized a few of the key features for web-to-lead in Salesforce forms:
Customizable forms to gather specific information from web visitors. This means you can tailor the form to your specific needs and the type of data you need to capture.
Validation rules to ensure that captured data meets certain criteria, maintaining the data integrity of your CRM system.
Pre-filled form fields with default values or data pulled from cookies to enhance the user experience when submitting their information.
CAPTCHA functionality to prevent spam submissions.
Email notifications to alert sales teams when lead details are captured in Salesforce.
Seamless integration with Salesforce CRM with all data captured on your form being directly synced to your data system.
Salesforce web-to-lead forms and numerous third-party solutions can assist your business in capturing, managing, and nurturing leads directly from your website.
How To Create Web-to-Lead Forms In Salesforce: Short Guide
Creating web-to-lead in Salesforce should be a straightforward process. We’ve created a quick guide for you to follow when configuring your Salesforce web forms.
Log into your Salesforce account and navigate to the web-to-lead in Salesforce setup.
Enable the web-to-lead function and follow the prompts.
Generate the HTML code that will be used to embed the lead capture form on your website.
Customize your form fields to include all the information you need to collect from your leads.
Create your validation rules to ensure that your collected data meets certain criteria. For example, all emails and phone numbers must be valid.
Configure CAPTCHA, this is an optional step, enabling this feature to prevent spam submissions on your form. Salesforce offers built-in functionality.
Save and generate your embed code. Copy this code snippet.
Navigate to your webpage and copy the HTML code into the page. Ensure you choose a high-traffic webpage to get the most out of your form. You don’t want to over-saturate your website with an embedded form on every web page so choose your pages wisely.
Test your form to ensure that it works correctly. Submit a test lead through your form ensuring that your validation and CAPTCHA rules are successful.
Monitor your form and manage your leads. Ensure that visitors are receiving follow-up information after providing their details and make any tweaks to your forms as needed.
By following the above steps, you can create your web-to-lead forms in Salesforce to capture valuable leads.
Online Lead Generation With Salesforce Web-to-lead Forms
Creating and integrating Salesforce web forms is a great way to generate leads using your website. Turn those visitors into valuable data and give your talented sales team a break from the manual lead generation process. These Salesforce leads have already expressed interest in your business, making the qualifying process easier saving your team time and effort. We recommend you place these forms on high-traffic pages on your website to ensure you generate the most leads from your forms. Consider automating the follow-up process to further qualify your leads to assist your sales team so they can focus on closing deals and building relationships with qualified leads.
