Page 7 - 9 Nifty Tips To Optimize Web Forms

9 nifty tips to optimize web forms

TIP #7 Reply back with

TIP #
personalized emails.

Walking into a nearby cafe, if you hear “Good Evening! What

would you like to have?“. That would sound very “usual”.

Who does not like a personal touch - “Hello! Welcome to
the Coffee Shop. Would you like to try out the ‘Drink of the Hello! Melinda...

Day’ – Iced Coffee Slush with a hint of orange?”

Sending emails to acknowledge the requests sent by your
leads is a good practice to nurture leads, but making it

automatic is no fun. Add a personal touch to your emails
and set the right note for customer relationship and sales.
Let your customers know that you’re genuinely trying to In ZCRM - Automated
help. personalized emails or
Auto-response Rules.

TIP #8 Assign records automatically to

TIP #
sales reps for quick follow-ups.

Your leads may fill up a form to find out more about

your product, or to download a white paper or ebook.
Whatever the case maybe, the question here is – How
long does it take for your sales reps to follow-up on the
leads and get back to them? There are various ways to

connect to the leads or prospects, but the timing needs
to be right.

If it takes too long, then you need to revisit the lead
management and follow-up process. Grab the opportunity In ZCRM - Assignment Rules

and don’t make your leads wait for long. Create a simple and follow-up tasks
workflow to assign and route the leads to the sales reps for record owners
for quick follow-ups.

Zoho CRM Resources 7