No more manual lead capture ! If your marketing and sales team needs to manually update spreadsheets and import data into the CRM , impacting service time, it’s time to make this process more efficient.
Having a diversified strategy, such as creating a real web, through forms, persuasive landing pages and other resources, will allow you to retain valuable information from your potential future customers – and all in a way that respects LGPD standards.
We know that doing all this is not easy. That’s why we’re going to show you how the Bitrix24 platform and some strategic applications can facilitate this capture and also make the relationship with generate leads opportunities much easier to manage.
Keep reading this article to discover 6 ways to capture leads to enrich your CRM pipeline and at the end, see an advanced tip as a bonus!
1) Telephone
If you have a virtual number in Bitrix24 and have already integrated your telephony, you can configure the platform to automatically capture the lead when someone calls your company.
To configure, go to the Telephony > Configure Numbers > CRM integration tab. There, all options are available for you to configure according to your strategy.
You can also let your team assess whether the contact is a generate leads and click on the screen to save the information in the CRM , if you prefer each case to be analyzed separately.
You can also enable call recording, and you can track the entire journey of your lead until they become a customer.
2) Email
Many companies have a mailbox set up for their sales team, and advertise through channels such as Google campaigns or their own website, for example.
Contact that comes through this email address can automatically create a lead for you!
Basically, Bitrix24 reads the title of the received email, the text and the sender, and registers this data in the CRM.
Using the tool, you can automatically distribute the lead to your support team.
However, be careful: we do not recommend that all sales emails be configured to generate leads. As this could duplicate contacts and result in a polluted database in your CRM. Choose a single email to centralize incoming leads.
3) Capture forms
Providing a form is one of the most efficient ways to capture leads. You can do this with just a few clicks and with high customization, not only in the layout, but in how this lead will be treated in your CRM.
You can insert forms on your website and landing pages for a wide range of purposes.
The platform also offers the option of capturing data progressively. For example, you ask for a name and email address in the first form. The lead enters the data, and in the next opportunity, as they progress through the journey with middle east mobile number list for information previously provided.
This makes the forms shorter, which is an extra incentive for the generate leads to leave their details. Nowadays, no one wants to fill out so much information to gain access to the content provided by companies, so this strategy becomes very effective.
4) Chat
Most people prefer to contact the support team directly and have conversations in real time, without having to wait for a later response.
This option is not usually offered by CRMs in an integrated way. Therefore, the Bitrix24 chat generate leads capture strategy is very interesting.
By inserting chat icons on your website or landing pages, you enable this immediate contact and lead qualification: focus and agility to sell more automatic leads from the conversations generated.
To communicate in real time with your customers, you can connect a live chat in the Contact Center in three ways: on your public page, on your external website.
In the last two options you need to add a widget, but the tool operates in the same way.
The customer sends a message in the chat;
SDRs process the inquiry, and if the customer is not yet registered in the CRM, a lead or contact is created.
5) WhatsApp
WhatsApp is used by millions of users, especially in Brazil, so you cannot ignore it as an important lead capture channel.
Although popular, not all CRMs make this option available automatically.
In the lead capture strategy with WhatsApp, you can make a widget available on your website to contact people through it, or even provide the number.
When you receive a message, you can create a generate leads through this aleart news contact. Your team will provide support and the entire conversation history will be automatically saved within your Bitrix24.
You can also use our application, created specifically for use in Bitrix24. With PowerZAP WhatsApp API , you will not only create a lead in the CRM, but you will also be able to record the entire interaction in the contact card. This is done automatically while your salespeople are interacting with the opportunity in the Bitrix24 support chat.
It also allows you to have automations and use communication through the platform. Responding to the lead through cadence flows, enriching the lead experience.
6) Social Networks
Social networks continue to be important channels for capturing contacts. Imagine that you are running a campaign on Facebook or Instagram, or even on any other social network that has a connection with Bitrix24.
From the moment the lead sends a message through the fan page, Instagram direct message or fills out a form in a Facebook ad, this contact will automatically arrive in your Bitrix24.
And the best part: the marketing team no longer needs to use social media apps to establish a conversation with leads, you use the Contact Center distribution channel in Bitrix24 as a tool.
>> Read also: Bitrix24 automations, integrations with Facebook and Miro, news in Br24 applications and more!
You can connect your profiles to Bitrix24 Open Channels, and thus respond to messages generate leads the platform’s Messenger.
The interaction would occur like this:
Your lead sends you a direct message on your Instagram profile. Here your salespeople can capture some more information during the conversation to complete the lead registration in the CRM.
7) ADVANCED BONUS: Lead capture using API
This tip is a more advanced way to create leads.
If you use tools like MailChimp, RD Station Marketing, ActiveCampaign or others. You have the possibility to integrate with Bitrix24 via API.
To do this, you need to create a webhook, which will provide the parameters you need to fill in to integrate the platforms.
If you don’t have a developer who can do this for you, we suggest you talk to our team for help. Use low-code integrators, such as Zapier and Integromat . With them, you can configure the application without needing to understand programming, quickly and easily.
By integrating the platforms, you can send the leads that are already in your database to Bitrix24. You can distribute the contacts to your sales team so that they can continue providing service.
Start capturing new leads right now!
With the Bitrix24 platform and the applications available in the marketplace, in addition to having a complete and intelligent CRM. You can also centralize all conversations between your opportunities and sellers in just one place.
In addition to these 7 options, you can standardize the calls. You can distribute them to your team using several different criteria. Such as one call at a time, by queue, randomly, or even check if the team is online.
And the best part? Everything follows the rules stipulated by the LGPD and also the GDPR, which regulates data internationally.
Increase the efficiency of your sales machine! Talk to one of our experts and find out how implementing in your sales operation can help your company go further!
Do you have any questions about how to generate leads in Bitrix24? Leave a comment or fill out the form so our experts can help you!
