Deploy a Professional Lead Nurturing Solution

This is an example of a professional lead nurturing solution built using our components with no development needed.

At BPA, we defined nine formatted HTML email templates to nurture our inbound leads. These emails contain static text and images plus dynamic content based on the product the visitor selected when submitting a trial form on the BPA web site. Email templates are stored in a SharePoint document library within BPA CRM.

Lead nurturing email templates in BPA CRM

Image: Lead nurturing email templates in BPA CRM

Preview of an email template including merge fields

Image: Preview of an email template including merge fields

Once a visitor submits a trial form from our web site, the contact and organization details are automatically added to the Accounts and Contacts list as a Lead in SharePoint CRM site.

At this point, a workflow starts and will send a welcome email to the visitor. The workflow is a simple SharePoint Designer workflow triggering a BPA Action to Send Email. During the first month following the trial request, the workflow will send several emails, guiding the visitor to discover our products and solutions.

Sent emails are automatically tracked within the Activity Stream in the BPA CRM and linked with the visitor contact and organization details.

Emails are tracked in BPA CRM and linked with the related visitor contact and account

Image: Emails are tracked in BPA CRM and linked with the related visitor contact and account

In the contact detail page, the sales persons can see when and how many times the emails were opened by the contact person. Based on this information, sales persons can prioritize calls.

Email open rate details with BPA CRM

Image: Email open rate details with BPA CRM

Inbound leads are tracked in a visual system with BPA CRM. Colors will help the sales person to follow-up with leads.

Visual lead pipeline with BPA CRM

Image: Visual lead pipeline with BPA CRM

The whole process is fully automatic and happens completely in SharePoint.

Do you want to test the lead nurturing process live? No problem, just ask to request a trial here.