I’m sure as a small business you’re always looking for more ways to increase your sales, which means you need an easy (and efficient) way to fill your sales pipeline with qualified leads. This is why we’re excited to tell you about the Method Web to Lead App — a simple, effortless way to collect sales leads online.
What is it?
The Web to Lead App allows you to create web forms to collect information on prospective customers and have the information saved in Method:CRM. The most popular use of web to lead forms is for generating sales leads through a ‘Contact Us’ page on a website.
How Does it Work?
When the web to lead form is filled out, the information is automatically saved in your Method:CRM account and your staff are notified of the new lead, which ensures potential business doesn’t slip through the cracks, and every lead receives your attention in a timely manner.
Why should I be psyched about this?
The Web to Lead App helps grow your sales by increasing the number of qualified leads your team can connect with each month. A web to lead form lets you take advantage of business opportunities by giving potential customers a way to put up their hand and let you know they’re interested in your product or service. Without a web to lead form you’re losing out on potential business.
And because your team is immediately notified when someone fills out your web to lead form, your team can also close more sales. A study found that companies who contacted leads within an hour were 60 times more likely to qualify leads than companies that took 24 hours or more.
Lastly, the streamlined process of the Web to Lead App saves you time. You no longer have to start your day sorting your company email inbox and manually documenting leads in spreadsheets. With web to lead forms, everything is in one place. Your leads and opportunities are automatically created, follow-up activities are automatically assigned, and your time can be better spent on more productive tasks.
How do I get started?
This app is part of Method's Sales Pipeline Pack. If you don't already have this Pack enabled, it is an additional $10/user/month.
1. From your Method Dashboard, click the Setup tile on the Web To Lead App. This will open your preferences screen.
2. Enable your web to lead form by clicking the check box.
3. Assign a user to this form. Every time a lead is created using this form, this user will be the one notified, and assigned the opportunity and two activities, including the follow-up activity.
For the full step-by-step ‘How-To’, check out our Web to Lead documentation or check out our Web to Lead Video Tutorial.