Brokers, Harness the Power of your Data Through Pipedrive CRM
Imagine generating tonnes of new leads and clients on your website daily, but losing them because you were unable to capture their data or too busy to enter the information into a CRM.
Not so great for growth, is it?
If you want to gain a competitive edge over your colleagues in the world of finance brokerage, you need an efficient means of collecting relevant data about your leads and clients. The ideal tool for you, based on our expertise in these types of recommendations, is either Pipedrive Web Forms or Cognito Forms.
Find out how you can seamlessly integrate data from these forms into Pipedrive CRM.
From Your Web Pages into Pipedrive CRM â Capture Data with Ease
Many organisations use a tool called web forms on their websites. It allows your website visitors to send you information, like entering their details on a contact page or filling out requirements in a loan form. The benefit of using these web forms is their ease in seamlessly integrating with your CRM, keeping you updated about leads and prospects.
For a visitor, they serve as a means of interaction with your brokerage company. For you, theyâre a data collection tool for gathering details like address, marital status, desired loan amount, amount of income, Proof of ID and other information needed for marketing.
With the right tool, such as Pipedriveâs Web forms, or Cognito forms, you can populate all this information into a single location like Pipedrive CRM. Pipedrive then helps you analyse this data, notifies you to act upon certain data and triggers any automation or tasks that surround it.
This workflow automation enables you to provide an excellent customer experience for the client and seamless data storage for yourself.
Hereâs How it Works:
When your preferred web form software captures data for a prospect, it stores it directly in the Pipedrive CRM. Immediately, the prospect can receive an automatic âthank youâ email reply and inserts their details into a newsletter marketing journey that you have designed for new prospects.
On your end, you receive a notification to follow up with your prospect, a process thatâs made easy since you can access the entire history of the new client in one place.
More importantly, after the prospect becomes a client youâll need them to complete application forms. The process may be complex, but with your web forms integrated into Pipedrive CRM, youâll get a form with all the clientâs data in one place. This form can be edited, and modified at a later date.
This all-encompassing form will populate all the documents needed for an application, including their Driverâs license, and bank statements, into your central source of truth â Pipedrive CRM.
How Your Web Form Integrations Should Serve You
If you already use contact forms, landing pages or web forms, are you maximising their full capacity? Your forms should seamlessly integrate with your existing workflow, making lead capturing and management efficient and easy all while keeping you ahead of the game in the finance world. See how:
Must Be Versatile Enough to Fit Your Needs
It should be easily customisable to match your branding, accept images or PDFâs and be a good user experience. Form software should be tailorable to meet your industryâs specific needs, ensuring a seamless and consistent user experience.
Should Seamlessly Integrate With Your CRM
Your forms should integrate seamlessly with your CRM, gathering lead data and automatically feeding the data into specific fields or notes. It should also segment the lead and trigger notifications, labels, and have automations to ensure lead nurturing.
Should Keep Customer Data Highly Secure
Of course, security is a major concern for finance brokers, especially because of the nature of your work. You shouldnât have to worry about security problems or data leaks with your web forms. Web forms that work with Pipedrive CRM are proven to be secure.
Capture Relevant Data with Pipedrive CRM
Data empowers you to serve your clients better and more efficiently. This helps you gain your clientsâ trust, which is crucial for your career as a financial professional. You need an efficient tool that simplifies the data collection process for you. Pipedrive CRM is the ultimate solution for seamless data gathering and an improved customer experience.
Need help transitioning to Pipedrive? Weâre an Elite level Pipedrive partner with expertise in the financial sector, and weâve helped many professionals like you leverage the game-changing tool that is Pipedrive. So, reach out to us today, and let our team of experts show you how to use Pipedrive CRM to harness the power of data in your finance brokerage firm.
Operations Manager at Motii, she will help you supercharge your business through Pipedrive. Organise your sales process and have the data you need to grow.
The buzzwords arenât going away. But as business leaders, our job is to cut through the noise, to spot the fluff, act on the real stuff, and turn the AI hype into hard results.If your team is still just scratching the surface of AI, now is the time to start testing, exploring, and integrating. Not because itâs trendy⌠but because the businesses who understand and act now are more likely the ones that will win later.Still unsure? Let me know which terms still feel fuzzy or what you would like to see demystified.
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