Managing Sales Leads in Big Contacts

+ Collecting Sales Leads

Did you know that Big Contacts has support for webforms? Do you have a form on your website for people to request a whitepaper or maybe sign up for your newsletter? You can forward this form first to Big Contacts where the person who filled out the form's info will be used to create a new contact in the system. When this new contact is added, you can assign a task (follow up sales call?) and/or create a sales opportunity to track the lead. After the contact is added and the task and opportunity are added, the form data is passed on to your site so you can collect the data if needed or simple display a thank you page. If you created an opportunity, you can then tie this lead into your ...

+ Marketing Automation

Big Contacts has a module called Autopilot which allows you to create marketing campaigns. It is keyed off of the sales opportunity pipeline. You select a pipeline stage, the number of days in that stage, and then an action. Maybe you are collecting sales leads form a form on your website. Use Big Contacts webforms to add the contact and create a sales opportunity. Then configure Autopilot to send out an email every few days to tell the prospect about some great features of your product. By 'dripping' on your prospects on a regular basis this way you are sure to see more business.