An Integrated Environment
Information collected in forms, surveys and landing pages can be tightly integrated with Salesforce:
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Create Information You can use completed forms, surveys and landing pages to create information. Example: A web landing page to create a Lead. |
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Update information You can use completed forms, surveys and landing pages to update any information. Example: A form emailed to a prospect to update the status and details of an Opportunity.
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Multiple pieces of information Uniquely, Clicktools for AppExchange can be used to create and update multiple pieces of information from one form. So, expanding on the examples above; Example: A web landing page that not only created a lead but also linked the new lead to an existing campaign capturing a status. Example: A form emailed to a prospect that not only updated the opportunity but also updated the Contact record (perhaps with updated contact details) and created a task/event against the opportunity. |
[An Affordable environment >>]
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