Industry: All Industries
Technologies: Dynamics 365 Sales
For most businesses, lead tracking can be a real problem. And for some franchise businesses without the traditional list sources to attract new business, managing the lead funnel takes on a whole new level of importance.
In today’s web driven society, most of your new business leads will probably be gathered from social or web locations. Whether it is a contact form on your website or a tweet directed to your new business team, there is generally some manual process involved in getting it from that location to a place where it can be worked and tracked. It generally involves someone being responsible for checking a special mailbox or lead details being sent directly to someone who then manually enters it in your CRM (or worse, on an Excel spreadsheet to be tracked).
In any case, the process is filled with holes where your valuable lead can quickly fall through.
The solution to this problem is as simple as configuring a couple of free WordPress apps and Microsoft Flow, which is a standard product you probably already get as a part of your Office 365 subscription.
While there are several WordPress apps with the ability to pass contact form data, we chose ContactForm7 and ContactForm7 to API just for the fact they are incredibly easy to use and so widely distributed. The ContactForm7 to API plugin allowed us to take the contents of the ContactForm7 form and send it as a JSON string to any application we chose. Since there is not an easy way to get that information into Dynamics 365 for Sales directly from WordPress, we utilized cloud based Microsoft Flow as the intermediary.
With the ContactForm7 and ContactForm7 to API installed on our WordPress site, we configured the Microsoft Flow’s Request connector to listen for any JSON POSTS from our website. When a POST is received, we use the Dynamics 365 for Sales connector in Flow to create a new Lead record with the information collected on the website form.
Because this integration utilizes cloud based webhook technology, the creation of the Lead is almost instantaneous and requires no user involvement.
As most leads being submitted are your first interaction with a potential customer, this can be a true demonstration of how well your company conducts business. This can be a great boost of confidence to your prospect. And by eliminating the dependency on any one person, you eliminate the delays, data transfer errors, or possibly even the total loss of the lead, as is often the case with the manual process.
Since the leads are being created almost instantaneously, this can produce a faster response from your team and possibly a greater chance of winning the business.
If you reflect on your own personal experiences when completing contact forms, I think you will find as I have, the fastest to respond will generally have the greatest opportunity to win the business. I know I personally use web contact forms when I am searching for new vendors and use the promptness of response as a key indicator of how I can expect my experience to be if we do ultimately engage in a business relationship. For those companies who simply don’t respond or respond days later, it is almost an immediate disqualification.