9 Nifty Tips to Optimize your Web Forms for Lead Generation

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web formIn the marketing department of the Zillum Furniture and Furnishing company…

Bob, the product marketer – “Lisa, I’ve got this idea! How about we build a landing page and put up a web form? Visitors can sign–up to receive notifications on the great deals and discounts we offer on furniture and furnishings.”

Lisa, another marketer – “That’s great but why would people want to give you their information? We need to offer some incentives.”

Bob – “I’ve a solution for that too. We can offer interior design advice, free of cost!”

Lisa – “Cool… interested people would definitely leave their contact details and we can follow up to get a deal with them.”

Do you have such conversations at your workplace too? Are you trying to figure out a way to convert the traffic to your web page into quality leads? Lead generation, as we all know is simply about attracting people to your business. You could start a campaign, advertise, participate in trade shows, or conduct webinars. All this to get people interested in your product, just enough to persuade them to know more about it!

You can take these efforts a step further by using a good web form builder. And if the form builder has a WYSIWYG editor, you can just drag and drop and create web forms in minutes!

Take a look at some tips on setting up a good web form. Along with them are hints on how to implement them using Zoho CRM. Read more

3 Easy Steps for Embedding Zoho CRM Web Forms in Facebook Pages

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If you follow our

page, you would have noticed a “Request a Demo” link on the left hand side. Refer to the visual at the right.

This was the result of one of our experiments on how to use Zoho CRM in the social frontier. A Facebook fan page is certainly a great way to engage your prospects. It doesn’t stop there… How do you collect information from these visitors? With Zoho CRM web forms, you can!

Zoho CRM web forms
can come in handy when you want to gather information from your web page visitors. The details are automatically pushed to your CRM account on submission.

Getting the form in your web page takes almost no time. It is as simple as create > edit > save. Take a look at the below presentation. These are the steps that we followed for embedding the ‘Request a Demo’ form in our page.

A very big thank you to Kenji Saegusa, a Zoho CRM fan, who posted this query in our fan page. Your question inspired us to try this out.

If you are using Facebook for marketing, then Zoho CRM web forms can help you capture leads directly from your company’s Facebook page. Try embedding forms in your Facebook pages and tell us about your experience.

And, yes, in case you need a demo of Zoho CRM, you can always fill the form and submit. We’ll get your message!

Learn more about Zoho CRM Web Forms; here are a couple of related links.

Capture Leads from your Google Sites with Zoho CRM Web Forms
Capture Contacts from Blogger.com to Zoho CRM

For more such updates and to share your suggestions, do connect with Zoho CRM on



Custom CRM built using Zoho Creator: A video case study

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Tod Maffin is a keynote speaker from Vancouver, Canada. A thought-provoking digital marketing analyst, he is the COO and senior strategist at tMedia Strategies. Adding to the many hats he wears, Tod is also one of the podcasting pioneers of Canada. We came across a

 from Tod which said he built his custom CRM entirely on the

Zoho Creator
 platform. That piqued our interest and we asked him about his Zoho Creator CRM app. Tod had an interesting story to tell. 

He was using a CRM system (non-Zoho), exclusively made for keynote speakers. But he soon realized that not all speakers have similar requirements and he didn’t need a full-fledged CRM. He felt he was paying $100 a month for a good many features he never used (in addition to the few ones he did like). Luckily, he stumbled upon Zoho Creator. He then built a custom CRM using Zoho Creator, consisting only of those features he needed. Tod says the web forms that link to his website and the automatic notification emails he get, are helping him get more speaking contracts. (but we believe, more than his custom built CRM, it’s his energetic and jargon-free presentations that are getting him those opportunities!) Not just that, Todd uses his Zoho Creator

 to build a line of applications for his personal needs as well. All this saves him a lot of money.

We asked him if he’d like to share his story with the Zoho Creator community and he was more than happy to shoot the above video testimony for us. Thanks, Tod.