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Educational Website Lead Form Enhancement and Salesforce CRM Integration

The client offers university academic programs and is having trouble managing the large number of student inquiries. They need an easy way to capture and handle these leads. Discussed an idea about placing a lead form in a hero position on the website to make it easy for students to find and fill out. The form will include more input fields to gather detailed information. The goal is to implement a streamlined lead capture and management system that ensures all inquiries are effectively handled, improving the overall enrollment process and enhancing the user experience for prospective students.

Cost For Educational Website Lead Form Design Enhancement and Salesforce CRM Integration

Customization Cost

1000+

Key Problems for Owners Need

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    High Volume of Inquiries: The client is overwhelmed by the large number of student inquiries, making it difficult to manage leads effectively.

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    Optimize UX for Lead Capture Enhancement: Current methods for capturing student leads are not streamlined, leading to missed opportunities and delays in response.

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    Poor Lead Management: The client lacks a system to efficiently track and prioritize student inquiries, resulting in disorganized and ineffective lead handling.

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    Limited Automation: There is no automated system in place to respond to inquiries or update the status of leads, increasing the manual workload.

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    Inadequate Data Analysis: The client lacks tools to analyze inquiry data, hindering their ability to identify trends and make informed decisions about their enrollment process.

Job Approach Summary

1. Relocate Existing Lead Form

  • Change the position of the existing lead form to improve visibility and accessibility for prospective students.
  • 2. Enhance Contact Form

  • Add additional fields to the Contact Form 7 to capture more detailed information from inquiries, such as program of interest, preferred start date, and any specific questions.
  • 3. Integrate with Salesforce CRM

  • Integrate the website form with Salesforce CRM to streamline lead management.
  • Map the website form fields to the corresponding fields in Salesforce to ensure seamless data transfer and accurate lead tracking.
  • 4. Maintain User Experience:

  • Ensure that the updated form and any new fields match the existing website styling to maintain a consistent user experience.
  • Test the updated form for usability and responsiveness across different devices and browsers.
  • 5. Testing and Deployment:

  • Conduct thorough testing of the form's new position, additional fields, and Salesforce integration to ensure all features work seamlessly.
  • Deploy the changes to the live website and monitor performance, making adjustments as necessary.
  • 6. How To Training:

  • Provide training for staff on using the new form and Salesforce integration.
  • Offer ongoing support to address any issues and ensure smooth operation of the new system.
  • Existing Website Help

    Custom Wordpress Development

    Assisted a client in customizing their existing website to better align with their unique needs and preferences.

    Contact Us
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      Advanced Form Customization: Integrated advanced forms tailored to their specific needs.

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      CRM Integration: Integrated a Customer Relationship Management (CRM) system to streamline customer interactions and data management.

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      Premium SMTP Services: Set up premium SMTP services for efficient and reliable email communication.

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      Final Review: Ensured all customizations met the client's expectations and ready to support for any future adjustments.

    Our Google Reviews

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    google

    I have trusted iWebDone with numerous business websites and remain impressed with their great communication, support and partnership. I consider them an essential part of our team and have recommended them to numerous other companies who have reported the same high quality service and feedback.

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    Paul Pearce

    President | GreatDemo

    my humble opinion could be helpful to future clients of iWebdone. Simply said, this is a highly talented team with a young, energetic spirit thats willing to take what they can efficiently handle. I had a transitional project that needed a rapid turnover and these guys delivered. Well done guys.

    fabio_redivo

    Eric Odero

    Command Health Informatics

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