Page 4 - 9 Nifty Tips To Optimize Web Forms

9 nifty tips to optimize web forms

TIP #1 Connect your

TIP #
web form with CRM.

Why should you wait until a fair number of leads are

collected and then transfer them to a CRM system?
Getting a bunch of leads at once is difficult to manage.
But if you get them one at a time, it is much easier to

assign them to the sales reps, add tasks, schedule calls,
and start following up right away.

Use web forms that are well connected to your CRM and
get the data straight into the CRM database.

You can relax without a tiny bit of doubt on the accuracy
of the data that is captured from the web form and is
accessed by your sales reps.
In ZCRM - Web forms

TIP #2 Provide links and hints

to fill fields.

Often people are reluctant to give away information,
especially when email address, contact numbers, etc. are
involved. Provide a link to the privacy policy and assure Full name Phone no

them that the information is safe with you.
Email id *
Hints on the information such as the data and time format,

phone numbers with or without the area code, are very
useful to maintain your CRM with clean data. It ensures
that all the data is collected in the same format and also
In ZCRM - Help links or texts
helps the visitor in filling up the details.
for the fields

Zoho CRM Resources 4