From Click to Client: How Website–CRM Integration Speeds Up Onboarding

As we know, building an attractive Forex Website alone will not work to get a client base in this highly competitive virtual landscape. For a quick and effective transition of a click to client, an excellent Website-CRM Integration is highly recommended. As soon as a client visits your website, your chances of getting a potential client are increased. But if you do not have a CRM system to back the website, you miss the faster and smoother onboarding process.

Here, we will show how a website-CRM integration can accelerate the process of click to client and increase your conversion rates, establishing a next-level customer satisfaction.

Client Onboarding has to be quick:

The clients these days expect very quick and on-the-spot responses. A broker can not waste time responding to any inquiry, or the client would check the same services with another one. Faster capture of any lead is required because once the client changes their mind, it will be difficult to get the business.

Understand Website-CRM Integration:

To capture and process leads at a certain pace, you need a connection of your website forms, chats, and client cabinets with a Customer Relationship Management (CRM) software. Such integration helps sort real-time inquiries with immediate effect. Integration between the website and CRM allows a quick follow-up of every potential lead.

How the Website-CRM Integration helps with faster onboarding:

1. Catch a client as and when he visits your website:

As soon as the visitor fills in their details on your website form, it gets captured directly in your CRM. No need for traditional manual data entry here. So you save time, and your sales or support team gets instant information about each lead in real-time. You can set some default welcome emails as per your workflow and send automated emails to the clients. No chance of skipping any potential business.

2. Automated Onboarding Workflows:

As soon as a new lead arrives, the automated workflow of the CRM would get a signal and start processing the lead. The workflow must include various welcome emails depending on the requirements of the client, Email for setting up an account, sharing details of a demo call or credentials, automated KYC documents collection, etc.

3. Customized sales and support approach:

Apart from the default workflow, the CRM would provide important insights like the client’s specific interests in the Forex market, based on which you can customize the communication and offer specific services accordingly.

4. Sales Cycle becomes short and sweet:

Because of the instant reaction upon data and the automated workflows, the time to reach a client and convert it to business will be reduced. CRM-Website integration would bring the client on board within hours.

5. Lead tracking and reporting become easier:

With website-CRM integration, broker can easily keep track of all the lead sources and their interests, preferred services, and language, etc. Keeping track of the time taken to convert each lead would assist you in being more precise and effective next time.

Here, we take an example to understand the flow of a Website-CRM-generated lead.

Suppose in a Brokerage firm, a potential client visits the site, reads about the services and offers, drops details in the form, then comes the CRM integration’s turn. The CRM would work as per the flow below:

• Receives the client’s data in real-time.

• Sends an automated welcome email giving details for account login

• Initiates KYC document requests based on the compliance workflow

• Assigns a dedicated team member as account manager for personalized support.

• Upon a successful KYC process, the client can start trading within hours.

Such a hassle-free environment would increase the confidence of the client and develop faith in your brand. With CRM-Website integration, you can increase your rate of lead conversion and minimize your sales team’s efforts.

What to do to achieve a high-class Website-CRM Integration?

• Select a CRM that supports such integration. Go for the one that offers built-in or API-based integrations.

• Make sure all your website forms and chatbots are well-connected to the CRM. This can be done using embedded forms or APIs.

• Automation is the key. If you have defaulted the onboarding process along with workflows, emails, and assignment of tasks, then you are good to go.

• Observe and Improve. Use the CRM's insights and analyze how it is working and where you need improvements, and strategize accordingly.

Need help in converting a website visitor into a loyal customer? At PheasanTech, we work on providing speed, precision, and customization. Connect with us at www.pheasantech.com and witness the seamless transformation of converting inquiries into potential clients, and boost your business. WhatsApp us for more information.