Website Lead Capture
Capturing website leads into HawkSoft is effortless
Your website is one of your most powerful lead capture vehicles. You can easily import those leads into HawkSoft, assign to staff for follow up, and kickstart your sales and relationship-nurturing process. HawkSoft becomes your sales and marketing CRM. And because of our system’s automatic documentation capability, every email, phone call, and interaction with leads is tracked.
We use the integration with HawkSoft to receive quotes from our website. It seamlessly imports directly into HawkSoft CMS.
How website lead capture works
The following steps outline a one-time setup where you will upload some programming code to the server that hosts your agency’s website. The whole process takes less than 15 minutes.
- Connect your website lead capture form with our CMSMTF Tagged File Format.
This guarantees that every time a lead is captured, someone in your office will receive an email notification with our CMSMTF file as an attachment. This person on your team can then review and qualify (or disqualify) the lead. This step guarantees that the data that you import into HawkSoft is a qualified lead.
- Import the lead into HawkSoft by double-clicking on the CMSMTF file you received by email.
This will automatically launch HawkSoft and begin the import process. If a duplicate client file is found with the same name or email address as the lead you are trying to import, you will receive a prompt allowing you to merge certain data from the lead into the existing client file or create a new client file. This ensures duplicate client files aren’t created.
- Ready, set, go! Kickstart your sales, marketing, and relationship nurturing efforts.