Every website would like to know who their visitors are. Its like at on the corner shop the shopkeeper wants to know you better so they can cater to your requirements better and have the right products in the shops that would be a win win situation for both of you. The shop can procure fast moving products and you do not need to go far away to get your products.
You could take inputs from your customer through form submission on you website to inject it into your CRM to get leads and potentially establish trends projections and forecast thru the CRM like Salesforce.
There are several form compilation tools available however the most popular ones are Google forms and FormAssembly. The are the top 2 tools which I would like to share my learning about in this article.
FormAssembly has been an essential tool that could spin up a form quickly and work particularly well when skilled developers are at a premium, and smart admins are available. It provides an easy to use online form builder for businesses. Integrate with Salesforce with our seamless web to anything solution.
FormAssembly allows you to send attachments to Salesforce from your Web-to-Case and Web-to-Lead forms, and supports forms set up to collect customer submissions. The use-cases for FormAssembly form are:
Back up form fubmissions into Salesforce Notes
Create Leads & Update Contacts if one already exists
Set up new Accounts, Contacts, and Opportunities all at once in Salesforce using FormAssembly
Create client onboarding forms linked with Salesforce
Quickly create a form to populate any Salesforce object
Update information in Salesforce without a Salesforce license using FormAssembly
Another option is Google Forms, it started as an survey administrative tool for data collection between clients and internal cross-department teams. However, it has now become a full-featured forms tool that comes free with your Google account.
You can add standard question types to support Web-to Form and Web-to-Lead features, drag-and-drop questions in the order you like, customize the form with simple photo or color themes, and gather responses in Forms or save them to a Google Sheets spreadsheet.
It could be easily branded for your company and used to view and analyze data collected for subsequent action. It is well-suited for not only small populations but larger groups and will support the compilation of medium - complexity data sets.
The different usecases where google forms could be used are:
Add or Update a Lead in Salesforce on a New Response in Spreadsheet in Google Forms
Add or Update a Contact in Salesforce on a New Response in Spreadsheet in Google Forms
Add or Update a Custom Object in Salesforce on a New Response in Spreadsheet in Google Forms
Add a Response in Google Forms on a New Custom Object in Salesforce
Add a Response in Google Forms on a New Lead in Salesforce
Add a Response in Google Forms on a New Contact in Salesforce
Add a Response in Google Forms on a New Opportunity in Salesforce
Add a Response in Google Forms on a Updated Opportunity in Salesforce
I have shared a basic comparison matrix between he technologies in my post @ LinkedIn.
However best to get your individual requirements assessed by experts in this area as there is no set formula here and one size doesn't fit all. The IT industry is a business where its all about custom tailor made solutions!
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