We’ve recently recieved quite a few inquiries whether it’s from our Google ad words or from our email campaign. We made the mistake of not marking the records from the email campaign in Salesforce ahead of time. Because we only collect a phone number, email address, and name, we’ve have to do a little creative tracking on the backend for Salesforce. Through the email address if it’s not a personal account, we can probably guess the company’s website address for the rest of the information from their physical location to what their business entails.
After we’ve entered all the information into Salesforce, we assign a salesrep to follow through with the lead. Recently, we’ve had some tough records that we couldn’t figure out so we’ve resorted to just forwarding the email notification we received from an inquiry and hope that after the initial contact, the salesrep would create the new record in Salesforce. Of course, that doesn’t always happen with everyone’s busy schedule so then we have to just keep tabs on them through our own record of the collected email notifications.
There may be an easier way, of course we’ve thought about forcing the potential customer to fill in more of the neccessary fields; However, industry statistics show that if there are more than 3-5 fields to fill in, the recipient would just close out the browser and walk away. On the Google ad words landing page, we decided to make additional fields optional, but it seems that everyone is just filling in the mandatory fields. In any case, it’s great that we have this problem of managing responses, we’ll just have to wait and see how they all pan out, no one has fallen through any cracks yet as far as I know.
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