If you are like most people with a business website – your contact form is linked to your email account. Someone fills in their details on your website after seeing your ad on AdWords/Google My Business/Search and then the form is sent to your email. You receive the email – look over their details and either email them back or give them a call. You go back and forth and eventually you either close the deal or they go somewhere else.
Depending on the industry you’re in – the sales cycle for a new lead can be extra long – and it’s all too easy (and I will put my hand up as being guilty of this) to simply forget about a lead who is not looking to make his decision until some time.
Just because someone leaves an enquiry on your site doesn’t mean they’re ready to buy right away – they could still be doing their initial research.
So this lead comes to you – you speak to them and then other things come up – other projects – perhaps even other sales opportunities and eventually this lead gets forgotten.
If this resonates with you – just know that 48% of SALES PEOPLE (we’re not even talking about self employed businesses but people that are actually paid only to know how to sell) don’t follow up with prospects.
So this brings us to the importance of having a CRM. Most likely you have heard of CRM’s in the past – I have used them before – however I’ve never really written much about it. In the past I used Zoho CRM – a free solution that while it made me feel good to have a CRM – it didn’t really make that much of a difference in my life.
However this all changed with the release of HubSpot CRM – this is a user friendly CRM that is not only the best CRM I have used – but is completely free! A price you can’t really beat. There are so many great features in this CRM – and I would highly recommend checking it out.
While HubSpot CRM is awesome the issue is how to get a lead into it through your contact form so that you can then nurture it and not forget about it, categorise it and track your correspondence with it.
Anyway HubSpot CRM does provide a Web to Lead form however the issue is that – on the free version of HubSpot CRM this standard Web to Lead form has HubSpot branding on it – I love HubSpot CRM but I don’t want to advertise them on my website – plus it shows people that I’m a little cheap with my CRM.
The solution is to use QuForm 2 – a WordPress plugin – setting this up is so easy so below I will give you a guide on how to do it as well as some general tips on Contact Forms on your site.
Install QuForm 2 On your WordPress Site
As a client of mine you will receive this plugin as standard – however you can also purchase it here: https://codecanyon.net/item/quform-wordpress-form-builder/706149
The plugin costs $29USD – however this is a small price to pay to remove the branding from your site.
Sign up for HubSpot CRM and Activate the Marketing Extension
This is something that is not as straightforward as you would think. Signing up for HubSpot CRM is easy and you can find the sign up link below:
However I had difficulty setting up the Marketing Extension – which you can see the HubSpot ticket for below:
Long story short – after signing up for HubSpot CRM simply install the HubSpot Form Builder plugin (don’t worry even though the name of the plugin is ‘Form Builder’ you won’t actually be building any forms with it – it’s only to setup the tracking code so it can pick up the results of QuForm)
And follow the instructions to setup the HubSpot tracking code for your website.
Now I have no idea how HubSpot does this – it’s very impressive – but after you add the tracking code to your website – which involves installing the ‘Contact Form Builder for WordPress – Conversion tools by Hubspot’ plugin‘ and then logging in through the plugin which will then add the tracking code to your website.
You don’t have to integrate the QuForm with HubSpot at all – the tracking code takes care of all that for you.
One Quick Bonus Tip for Forms
One quick bonus tip – if you have a form on your site make it redirect to a success page after it’s submitted.
The reason for this is that if you do that you can actually track where your enquiries are coming from in Google Analytics (which is another topic). Many forms I see the user fills int he details and the form has an AJAX message saying ‘Form Has Been Sent’ – however if you are doing organic search optimisation or simply have multiple promotion channels using Analytics to track the source of your leads is really important.
And you know what’s great about Analytics – it’s free too! (Yes I love free stuff).
Nurturing leads is so important – and if you don’t have a follow up system in place – or your contact forms are just going to your email and then dissapearing beneath all the other correspondence – and you don’t have a CRM system integrated with your site you could be losing a ton of money. Making a habit to follow up with your leads is so important – and now that a great tool like HubSpot CRM is free – and there’s a way to integrate a nice looking form with it – there’s no reason why you shouldn’t be doing it.
As a new client – ask me about linking your new (or current site) with HubSpot CRM using QuForm. In fact here’s a QuForm below – let me know what you are currently having challenges with and I’ll get back to you to assist.