Depending on the volume of inquiries you get from your website, it might make sense to automatically pull those inquiries directly into Sage CRM.  Not only does this eliminate duplicate entry and provide a better experience for the submitter, but it also provides you with exact measurements over how many you received within a time frame as well as how they were distributed.

Typically, there are 3 parts to this project. 

  1. We create an attractive form that your website people can post into an iframe. This sends submissions directly into Sage CRM.
  2. We set up a workflow to control the progression of the lead within CRM.
  3. We configure any related reports and dashboards.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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