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Get Website Visitor Data into Microsoft Dynamics CRM Really Fast

August 22nd, 2010 Computer Eucation No comments

Lenexa, KS (PRWEB) March 25, 2009

CRM Innovation has released Web2CRM a Software + Services application for Microsoft Dynamics CRM 4.0 that enables non-technical CRM users to create a form for their website to get visitor data into their CRM system. It eliminates the inefficient cut & copy of form data received by email and then having to manually paste that into CRM.

With Web2CRM for Microsoft Dynamics CRM non-technical CRM users can easily create powerful web forms to collect and send data to their CRM system. Use it to capture new leads, registration page for webinars, collect information before releasing white papers, or allowing customers to enter service cases on your website. Web2CRM can create any record type in CRM: leads, cases, custom entities, or system entities. Design them all with our easy to use Visual Form Builder.

Web2CRM is offered as a Software + Services solution where CRM Innovation hosts all the technology necessary to design, present and process the form data. This solution works with all implementation scenarios of CRM 4.0 - On Line, On Premise, and partner hosted.

Annual subscriptions are 5 per CRM organization which allows subscribers to publish forms for any CRM entity and there is no charge per form submission. Hosting for the form is included.

“CRM Innovation is excited about Web2CRM because it makes getting data from a company website into Microsoft Dynamics CRM so easy even a non-technical person could do it,” said Jerry Weinstock, President & CEO of CRM Innovation.

The CRM user is presented with an intuitive visual form designer interface to easily drag and drop fields from a facsimile of their CRM form into a designer area and then they publish the form. All the form processing occurs on the CRM Innovation hosted server so that no code changes are required on the client’s CRM server. The company’s website designer can link to the form via a hyperlink, place the form reference in an iFrame or use the ‘carry code’ option to place the form html tags directly into their web page. There is no special coding that needs to be placed on the website server, it’s server platform independent.

The visual form designer uses Microsoft Silverlight 2.0 to present an intuitive WYSIWYG environment. Thanks to the visual designer no programming knowledge is required. The finished form has embedded in it data validation to help insure that only valid data gets pushed into the CRM system.

Several form layouts and styles are available to the user based on best practice form design standards. Additionally, the users can select the custom styling option to match their current website look and feel.

The CRM Innovation Software + Services environment is built on Microsoft Windows Server 2008, SQL Server 2008 and Silverlight 2.0 with redundancy and fallback support.

Watch videos, see screen shots and read the manuals for Web2CRM

Start getting website visitor data into your CRM system today with our free Web2CRM 7 day trial today.


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