Next, I will give some practical operation methods for the synchronous demand of sales leads and marketing leads respectively:
[method 1: filling the form on web page+ excel statistics]
This is the most traditional way. Enterprises adopt the unified landing page and guide WeChat followers to the web page to fill in information from pushed WeChat articles or official account menu. The marketers get the contact information of followers from the customer database and send them to the sales repre; or use Excel sheet to record and import into CRM to wait for sales automation. However, due to the lack of followers’ relevant information, the marketers can not identify the followers corresponding to the sales lead, and can not start the nurturing efforts.
Advantage: no additional investment(cost)
Disadvantages: manual operation, unable to nurturing on WeChat
[method 2: filling the form on web page + CRM automatic synchronization of customer information]
On the basis of method 1, the sales leads collected by the web pages are automatically synchronized to CRM to reduce the labor input. But the issue of how to matching sales leads with the same WeChat followers has still remained.
Advantage: marketers don’t have to synchronize leads manually
Disadvantages: cannot to do the the customers nurturing on WeChat
[method 3: filling the form on web page + CRM automatic synchronization of customer information + followers information]
On the basis of method 2, leverage Parllay WeChat-CRM to integrate the web page and CRM, and the followers still need to link to the web page from WeChat to leave their contact information. Parllay will record the information of followers, and synchronize the important information filled in by followers from the form on the web page with CRM. For followers, their experience will be the same as method 2, but the benefits are the marketers can smoothly and quickly find the correspoding followers from Parllay, and for the sales repre, not only can they see the contact information of the followers, but also the interaction behavior of the followers on WeChat (such as QR code scanning, etc.)
Here, Parllay also provides two other 3rd-party synchronization methods:
1.Use the open API of Parllay WeChat-CRM, to integrate with your any 3rd-party systems, and obtain all information of WeChat followers synchronously;
2.Parllay WeChat-CRM has built-in integration with HubSpot. Marketers can directly view various information of the followers in Parllay and HubSpot, it’s a feature that comes with Parllay-WeChat CRM Enterprise version and without any additional developmentefforts.
Advantage: follower identification and leads synchronization are completed automatically without manual work
Disadvantages: using the method proposed in 3 (1) requires your technical team to do some technical work based on Parllay’s API;
[method 4: followers leave messages in WeChat OA + CRM automatic synchronization]
This method is the most popular and the best for the customer experience. Customers only need to leave their phone numebr or email address directly in your WeChat official account, then Parllay WeChat-CRM can directly synchronize all the followers’ information to HubSpot CRM.
Advantage: The sales leads from followers are fully synchronized automatically to CRM without any manual operation. HubSpot CRM is free and supports automatic synchronization of salesforce CRM
Disadvantages: marketers need to be familiar with using Parllay WeChat-CRM and HubSpot CRM.