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CRM Solution

What Is The CRM / Form Submission Databasing Solution?
The CRM / Form Submission Databasing Solution is our custom solution which includes tools that allows administrators to view contact and RFQ submission activity, as well as important details such as where the user was referred from and the entire page path they took on your website.

The CRM / Form Submission Databasing Solution

The CRM / Form Submission Databasing Solution keeps record of all contact information for easy export to Excel or other databases from submissions in the CRM / Form Submission Databasing Solution.

 

The CRM / Form Submission Databasing Solution shows the Google search terms used that resulted in a submission conversion. This page also shows how many times that same query resulted in a conversion.

 

When viewing form submission details, you are able to view what information was submitted, what Google search term led the user to your site, and also what path the user took before and after submitting the form.

 

There are two different export options, one for exporting the email addresses of the users who have contacted you by way of form submission, and the other allows you export all of their information (name, company, phone, city, st, zip, email address, and the date of contact submission).

You can click “Select All” on the export tab and copy and paste the data into Excel or any other spreadsheet or database software you utilize to filter or sort as needed within.

 

 
   
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