CRM Lead Creation Guide

  • Updated

Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline.

Your Customer Relationship Management (CRM) system helps you measure your sales activities and provides visibility into your sales pipeline. However, a native integration between Act-On and your CRM gives you complete visibility of your entire sales and marketing funnel from the point a lead enters the top to when the opportunity is won and they become your customer.

You can leverage the Act-On form to automatically send your Contact Us form signups to your CRM.

  1. Go to Contacts > Standard Field Names
  2. Start adding basic field names like First Name, Last Name, Title, and Company
  3. Add custom field names like Behavior Score, and Lead Source
  4. Continue to add more as needed
  1. Connect your Act-On account to your CRM
  2. Go to Contacts > Standard Field Names
  3. Click the Optimize For CRM button
  1. Connect your CRM to Act-On under Settings > Connectors > CRM.
  2. Click Content > Forms.
  3. Create a new form, or edit an existing form.
  4. Enable the box for Sign-ups to 'CRM' (Act-On will show the name of the CRM in your account that connects to Act-On).
  5. Click 3. Finish, and save your form.

The form push to your CRM is just the beginning! Programs provide you with even more flexibility on which leads are created in your CRM.

  1. Click on Settings > Data Management
  2. Under Recurring Synchronization, set the CRM synchronization schedule.
  3. Under Field Selection, select the data fields that you wish to import for leads, contacts, opportunities, accounts, campaigns, and owners up to the allowable number of fields per CRM.
  4. Click Save at the top of the page.
  5. To run a sync immediately, click the Sync Now button.

Segment Your List

  1. Click Contacts > Other Lists > Form Submissions.
  2. Hover over the list, and click the drop-down arrow.
  3. Click Create a Segment.
  4. Enter a name for the segment.
  5. Choose a Method to be used to create a segment.
  6. Click Save.

From the Program Flow tab:

  1. Drag the Create in CRM step into your program.
  2. Hover over the step and click Edit.
  3. Select how you would like to create new records and if you would like to update existing records.
  4. Click Submit.

Find out how your activities have impacted your pipeline! Gain insight on which activities generate leads, opportunities, and revenue.

To use the Revenue Impact Report:

  • Have an integrated account with either Salesforce, Microsoft Dynamics or SugarCRM.
  • Have the CRM connector authenticated using a user that can access the Leads, Opportunities and Campaigns fields.
  • Have an 'All Leads' CRM list imported in Contacts > Marketing Lists. If your account does not already have an 'All Leads' list imported from your CRM into Act-On, you will need to set it up:
    1. Go to Contacts > Marketing Lists, and click the Import button
    2. Select All "Your CRM" Leads
    3. Set the sync settings of this list to pull your CRM Leads data as often as you need it to be refreshed (e.g., daily). Click the list to display the menu and select Import/Export > "Your CRM" Sync Setup and click the Schedule button to select the desired sync schedule.
  • Set up a recurring sync on the Data Management page. The fields that are pre-selected are the fields Act-On reads to provide you with accurate reporting.

To view the Revenue Impact Report:

  1. Click Reports > Revenue Impact Reports
  2. On the top left of the report, you can select the date granularity (Quarters or Months) and use the arrows to go previous and next date periods.

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