Use Surveys and Forms for Lead Generation

While lead forms are a great way to capture the contact information of your prospects, they may not collect other critical details. Also,  static lead forms on your website may get outdated and require extensive website maintenance to remain up-to-date as your organization’s lead generation program changes.

To keep up with the dynamic nature of your lead generation program, use SurveyVista as a platform that supports dynamic surveys and form-based data collection.

How to Use SurveyVista for Lead Generation

A lead is an entity that has expressed interest in what your organisation is selling by sharing initial contact information. Leads are potential clients, and ultimately lead to higher revenue for your business. Therefore, generating more leads should always be a priority. This can be done in a number of ways:

  1. Optimise your webpages for call to action
  2. Engage directly by using live chats or help centres where every query is correctly dealt with
  3. Send personalised emails for your contact groups
  4. Identify the target audience for your webinars and customise your content to solve their problems
  5. Organise contests where prizes are announced in exchange for friend references or social media sharing

Use SurveyVista to create Web Forms for Lead Generation

You can create well-designed, user-friendly forms for lead generation quickly and easily using SurveyVista. Our user guide provides detailed instructions on how to configure a form best suited to your needs. SurveyVista provides you with an array of features that can provide exclusivity to your forms and make them effective for generating leads:

  • Multi-language support
  • Design customisation to match your organisation’s branding
  • Default templates for landing and thank you pages
  • A wide range of supported question types that can help you collect email addresses, links, ratings, NPS scores and more

Use SurveyVista as Email Marketing tool for Lead Generation

Email marketing remains an effective strategy for lead generation even amidst newer, expensive marketing strategies. There is a high degree of comfort attached to the use of email and you also cannot ignore the universality of email as a marketing tool.

With SurveyVista, designing lead generation surveys becomes easier and more efficient. Once you’ve integrated an initial survey that captures contact information to your website, you can send out secondary surveys to these email addresses or your contacts/leads in Salesforce in one go. Refer to our free guide for detailed instructions on configuring surveys and sending them to multiple email addresses.

How to Use SurveyVista for Nurturing and Converting Leads

A marketer’s job does not end when a lead is generated. Nurturing a lead is equally important, especially when your lead value is high. By using SurveyVista, you can reach out to your lead contact within no time via a system-generated survey that asks all the right questions to kickstart the process of conversion. 

Webforms used for lead generation can capture basic contact information. But when you’re looking at something more than just an email address, using surveys makes a lot more sense.

With surveys you can go beyond the lead’s name and job title, and actually dig deeper to find out how close they are to their purchasing decision, what kind of product or service are they actually looking for, what is the problem they’re trying to solve, or what kind of content you can provide them to facilitate their decision making.

You could also use a combination of surveys; start with a short and quick one which captures the absolute essentials with general questions, and follow it up with a second or even third personalised survey that asks relevant questions.

Some important questions you can include in surveys are as below:

  1. Target the “why”. Why is the lead buying, selling or moving?
  2. What kind of timeline is the lead looking at? How soon are they likely to make a decision and what kind of process do they follow for this?
  3. What are the lead’s pain points?
  4. How often would the lead like to hear from you? What is their preferred mode of communication?

The Right Time to Approach a New Lead

The single most important thing to do once a lead is generated is to contact them as quickly as possible. The quicker you are to respond, the higher the chance of making a favourable first impression and closing a deal with them. With every passing minute post lead generation, the prospect’s interest in your company dips further.

With SurveyVista, you can configure an automated process that fires,

  • a lead qualification survey every time a new lead is generated
  • a lead qualification survey every <n> days to keep the lead engaged and warm
  • a customer satisfaction survey every <n> days to make sure your customers are happy and engaged

You can therefore capture your lead’s attention at the first available opportunity, with all the data related to the new lead, including the survey response, remaining within the same Salesforce ecosystem.

The right survey with the right kind of questions will help you build a solid, lasting relationship with your leads.

Use SurveyVista to Send a Lead Qualification Survey When a New Lead Captured

So you’ve created the right set of questions and identified the parameters for qualifying a newly generated lead. All you need to do now is design the survey in SurveyVista and configure it to fire the survey when a new lead is created in your Salesforce CRM. Here is how you can do this.

Use SurveyVista to Send a Customer Satisfaction Survey with NPS Questions

As more and more of your leads convert, you will need to measure customer satisfaction and loyalty. NPS surveys are a great way to do this, and these can be created easily in SurveyVista.

The Net Promoter Score basically indicates the level of willingness that your customers possess for recommending your company’s products or services to others. Through this score, you can gauge the overall satisfaction level of your customers.

Once you’ve identified your NPS question, you can design the survey in SurveyVista and configure it to fire the survey every <n> months to your customers to measure customer satisfaction. To understand this better, refer to our user guide.

As you have seen, SurveyVista can help you streamline and improve your lead generation program with dynamic surveys and form-based data collection.