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Improve the Handling of Website’s Touch Point to Capture Sales Leads

September 9, 2019 @ 6:00 pm - 8:00 pm

Meetup: Brandon & Riverview

Many small business owners ask, “How do I efficiently handle website sales leads, so they don’t cool off, and how do I reduce the effort to close them?”

When a small business is without a well-defined process, many sales opportunities fall between the cracks. The result is a loss of potential revenue. Many times, the paperwork to closes sales is misplaced or thrown away, and the customers’ sales history is often forgotten.

Opportunity Management is the step by step process of bringing sales leads through the Sales Pipeline as a recorded history of closed business, as well as, different sales dispositions of opportunities that generate revenue or the ability to learn more about how to win business for the small business. Also, a practical and proven process can enhance the small business’s ability increase revenue with automation such as quicker notification, automatically send an invoice, revealing metrics, etc.

This session shows and discusses the build out from the WordPress Website’s touch-point to an easy-to-use and robust process to handle sales leads. We discuss in detail the end-to-end process starting at the website’s online form, quick quote, email or phone call to the Customer Relationship Management system to the backend-office. This month’s meetup is an interactive session with Q & A and includes plugin setup and demonstrations and a live walk-through of the process.

Our meetup covers Gravity Forms, Gravity Forms Zoho Add-on, Zoho Forms Plugin, and Zoho Mail plugins at the WordPress Website. The session expounds on Zoho capabilities to implement a practical and easy-to-use Opportunity Management, Customer Relationship Management, Financial Back-end Office, and more.

The session includes the demonstration and live walk-through of sales lead creation via the WordPress Website, lead distribute and manage to the sales force, setup and integrate of WordPress Website with Gravity Forms add-on for Zoho CRM and Zoho Forms and contrasting the differences.

Our guest speak for this session is Dennis Schrand from SchranTech Solutions, a Tampa based I.T. Solutions Firm and Zoho Partner. Dennis will present and demonstrate the end-to-end process of these solutions at Brandon’s WordPress Meetup on September 9, 2019.

Please RSVP for this session asap, if you plan on attending.

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September 9, 2019
6:00 pm - 8:00 pm
Event Category:


Bloomingdale Regional Public Library
1906 Bloomingdale Ave
Valrico, FL 33596 us
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Brandon WordPress Meetup