Chapter 8

Capturing Leads to Build Your CRM Database


check Determining how to get leads

check Pulling leads in through your website

check Tracking campaigns through IDs

check Using sign-up forms on your website

check Filling in contact information

check Automating processes

Capturing leads and getting them into your CRM is of utmost importance for growing your business. Your contacts are the most valuable part of your business, because your relationship with those contacts drives your revenue and your growth. Whether you are a B2B or B2C company (or both), you want to maximize the chance of gathering qualified leads.

Tracking marketing campaigns and using integrated tools such forms to add new leads into your CRM is critical to growth and efficiency. Whether you ask leads to fill out a form or you automatically gather their data from partners, that data must be easily accessible to your sales and marketing ...

Get CRM For Dummies now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.