One feature that has been available for some time now is Instant Feedback. This is a closed-loop feedback mechanism that works by embedding a question in an email, and updating the recipient’s lead or contact record in real time when he/she responds. It’s a gem that deserves more attention.
Here’s an example:
You would start by creating a custom field in (let’s say) the lead record that will receive the response. In this example the custom field, with name When Expect To Buy, is a picklist created in the Salesforce Setup area under Customize Lead Fields.
With this in place, it’s a simple matter to embed the question in an html email. In the html editor Instant Feedback tab, you would make selections something like this.
You would then set the insertion point by clicking where in the email body you want the questions to go, and then click Insert. The question would then appear in the email, with a look as follows:
Although they look like radio buttons, they are actually links which, when clicked, update the lead record in real-time.
This is a ‘self-service’ feature, the advantages of which should not be missed.
- The effort required to make changes in lead records is eliminated – the prospect does this for you
- It provides an opportunity for interaction, which interested prospects and customers appreciate
- It can take advantage of the ‘Check Before Send’ feature to move a prospect or customer to another rule more relevant to his/her needs
- It can be used to automatically segment your database – without you lifting a finger!
This is automation at its best, and it has been used effectively by many users. Is this something you would be interested in?
At this juncture, with the start of a new year and the relaunch of this website, it may be useful to take a look at the history of BizConnector since its appearance in 2005, to relate it to its offshoot ‘Lead Follow-Up’ on Salesforce.com, and in a future post, to describe its expected evolution and roadmap.
BizConnector started off as ‘a web-based email communication tool that enables ‘contextual interaction’ with recipients, addressing the needs of companies seeking to cultivate their customers and grow their businesses by using the latest web technologies to manage marketing campaigns in an intelligent way’. Essentially, it was a mass-emailer with interactive ability – a trail-blazer in many ways.
The original BizConnector had a place for business rules, but it was the development of Lead Follow-Up – a marketing automation app on Salesforce AppExchange – that featured real-time business rules as its core architectural foundation. As the name implies, Lead Follow-Up was built – with a more restricted vision than the original BizConnector – to address the needs of marketers to nurture leads and prospects. Integrated deeply with Salesforce.com through the API, its basic modus operandi is to use events in Salesforce data to trigger ‘drip marketing’ campaigns and workflows. It was expanded to attach not only to Leads, but to Contacts, Accounts, Opportunities, Tasks, Events, and Cases. And it incorporates features such as landing pages and a closed-loop feedback mechanism that makes it a powerful tool, despite its apparent simplicity.
BizConnector can now be described, at its core, as a (Near) Real-Time Business Rules Engine for small business. With the development of ‘channels’ that can be used for business rule triggers and actions, BizConnector now has the ability to connect with external systems and applications, be triggered by events outside Salesforce, and pull content from multiple sources. Channels are open-ended, and can be developed by third parties. And the forthcoming BizConnector API, to be announced, will provide a platform for new and exciting applications.
Please visit here again for more information about the BizConnector roadmap.
To start off 2012 right, BizConnector is relaunching with a new website. We know that BizConnector is a hidden gem, and we want to let more people know about the amazing value BizConnector offers to small businesses! Our fresh new look symbolizes the fresh wave of small businesses who are just now beginning to realize the potential of lead and customer nurturing and who need a solution that fits their size and budget. Nobody else offers the overall value that BizConnector does.
The new look is just the beginning though, as we plan on making quite a number of changes in 2012 as we grow and improve our services. Here are some of the things you can expect to see from us over the coming weeks and months:
- Website behavior integration – Follow up with leads based on how they interact with your website.
- Document workflows – Do you have complex document workflows? BizConnector can help you automate your workflows and get higher document completion and submission rates.
- Phone integration – Integrate voice calls into your CRM seamlessly.
- Much more…
Contact BizConnector today to learn more about what we’re doing, schedule a product tour, and start converting more leads into customers!
Have a Happy and Healthy New Year!