Adobe Business Catalyst Websites

Lead Management

  • Main Features of Lead Management

    • Build any number of customer inquiry Web forms
    • Easily add your Web forms to a Web page hosted at Online Business Console or any other hosting company
    • Use customizable business workflows to setup notifications via email or SMS when customers enquirer
    • Use the Customer Report Generator to dice and slice your customer database
  • Integrated Customer Database

    • Grow your customer databased every time your customers subscribe or interact with your website
    • Keep a history of all past customer inquiries
    • Allow customers to view their past inquiries via secure "member only" areas
    • Allow customers to keep their details updated via secure "member only" areas
    • View on a per customer basis details on every action they've taken on your site
    • Customize and extend the Customer Database to suit your business
  • Web Form Builder

    • Build customer inquiry Web forms without any programming
    • Add any number of custom fields to your Web form to suit your business
    • Automatically captures and populates every inquiry in your customer database
    • Use built-in business workflow framework to automate follow-up, set reminders and escalation rules. Choose to be notified via email and/or SMS.
    • Report on Web form submissions including custom fields and easily export to Microsoft Excel
    • Allow customers to upload files within Web forms
    • Allow real-time credit card processing within Web forms, e.g. process donations (All-in-One solution only)
    • Allow refer-a-friend functionality within Web forms
    • Add Image Verification to Web forms to stop spam submissions by bots
    • Allow customers to subscribe to one or more campaign lists within Web form
    • Automatically subscribe customer to a Secure Zone upon submission of a Web form
    • Easily add Web form to any Web page hosted at GB or elsewhere
    • Customize the landing page customers see after submitting an inquiry
    • Customize auto responder email sent to customers after they make an inquiry
  • Lead Management Reporting

    • Sophisticated customer reporting framework.
    • Filter on any system or custom field
    • Save any report and run later
    • Export any report to Microsoft Excel for further analysis