Email Marketing and Marketing Automation for Microsoft Dynamics CRM | CoreMotives, A Silverpop Company » Web Forms

CoreMotives integrates CAPTCHA for Microsoft Dynamics CRM web forms

Rhett Thompson — Sun, 04 Dec 2011 00:00:08 +0000

We are excited to announce our new “slider” CAPTCHA to protect web form data integrity submitted into Microsoft Dynamics CRM. A captcha is a validation test used on web sites to make sure that the data being submitted is actually coming from a human and not a malitious automated bot or script. We all know our CRM data is sacred, so this feature is key to preventing abuse and data contamination.

The CoreMotives captcha is elegant and simple. Try it below – just use the slider to unlock the form! Studies show that traditional captcha’s severly impact conversion rates because the required text input can be so difficult – leave it to CoreMotives to offer this clever alternative.

To see a full list of features we offer for creating web forms and surveys for Microsoft Dynamics CRM, go here.

More people trust CoreMotives for marketing automation with Microsoft Dynamics CRM than any other solution. What are you waiting for? You could be live with CoreMotives in 15 minutes, contact us to get started.

Want to know more about CAPTCHA? Read the Wikipedia article here: http://en.wikipedia.org/wiki/CAPTCHA

Why File Sharing Matters

jeff.marcoux — Fri, 16 Sep 2011 01:28:38 +0000

Have you ever wanted to let your web visitors not only fill out a form but upload files? And more than that, have those files be stored under their record inside of your CRM system so that your sales reps and customer service reps can easily reference those files?

Showcasing work, sharing templates, submitting a resume or order form, prospect information, and support help are just a few of the many ways you can now leverage the CoreMotives File Upload feature in Web Forms.

Often times a web form is simply not enough. You need more information than what is available through the fields on the webform – a screen shot of a support problem, resume submission for applicant tracking, contract agreement and tracking logged under a contact or lead record. The new file upload feature in CoreMotives Webforms allows visitors to upload a file when they fill out a form. An online form can be greatly reduced in length and complexity (thus increasing the likelihood that web visitors will fill it out) when the information can be submitted in a file.

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The uploaded document is then saved as an attachment against the Contact or Lead record in CRM.

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When you use the CoreMotives File Upload feature for your web forms you are now able to easily:

- Create an application form for employment and upload resumes

- Use your web form for support help and have clients upload screen shots

- Enable prospective vendors to share their work portfolios with you

- Track files directly under contact and lead records

New Possibilities – CRM Web Forms

Rhett Thompson — Wed, 25 Aug 2010 23:43:06 +0000

New Possibilities

Campaign Responses
Marketing Lists
Notification E-mails
Web Hooks

CoreMotives has opened a whole new world of possibilites with extended web form capture functionality. We think you’re going to love what we’ve done for Dynamics CRM - see below.

Marketing Lists

Form submits add people to your Marketing Lists.

It’s easy to know who submitted forms, and simple to execute follow-up activities because marketing lists are automatically updated.

Campaign Responses

Campaigns are now linked to form submits.

Campaign Responses provide a vital link between Contacts, Leads and Campaigns. Plus, they open the door for downstream workflows and powerful reports.

Notification Emails

Your team is notified with each submit.

An email message with the content of the form submit and a handy link to the CRM record is now triggered upon form submit.

Web Hooks

Execute custom code.

For the developers, you can now programatically execute custom C#, PHP, etc. code upon processing.

Converting Annonymous Visitors

Web Forms and Web Intelligence are Better Together.

If you are using Web Intelligence to track visitor behavior, we remind you that web forms play a crucial role in converting and matching Contacts and Leads to known CRM records. Leverage web forms as part of your training, webinar, newsletter, etc. process to detect, track and target prospects. One of the best features of CoreMotives web forms is that you can see all previous and future web history after a form is submitted.



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Are Registration Forms Killing B2B Software Marketing?

Rhett Thompson — Fri, 05 Mar 2010 01:30:00 +0000

The trend among B2B marketers seems to be a requirement that a person fill out a web form in order to download material, or watch a product demo online. The questions is why the requirement, and is this wise because of the drop off in collateral engagement?

A large part of what is driving B2B marketers to force forms is management’s requirement that marketing prove its worth. If you spent $30,000 on Google AdWords last month, in this economy, you’d better have something to show for it. If you force a form, the thinking is that you gather contact information for sales and marketing to close deals.

Today it seems most B2B firms require you to use your “real” company email address when filling out a form. I.e., you can’t use your Gmail or Hotmail address to get the white paper. This is another point of drop off in the process because so many of us don’t want someone nagging us for the next six months because we submitted a form.

How many times has a site asked you to fill out several forms during one session? Maybe I want to look at a video, and also read a paper – but do I want to fill out two forms? As a marketer, I may already have a decent size database of contacts – maybe I already know this person. But because you have disparate data stores, and no technology in place, you look sillyto your prospect and your sales team because you can’t automatically connect, leverage and deduplicate what you may already know.

There are Visitor / Download tracking technologies that can help B2B marketers deal with these issues. Without the person filling out a form, these work by tracking what a person downloads, how they arrived and many other aspects of visitor behavior. Yes, the person is anonymous, but if I am an effective marketer, at some point in the process, I will compel you to reveal a bit about yourself. At that point, these technologies connect all the dots and serve the sales team a highly qualified lead, complete with a full history of previous interaction (and future interaction).

Rhett Thompson
CoreMotives, LLC

This originally appeared as part of my thread response in the LinkedIn group “Technology Marketing Community”: http://bit.ly/bdKwbE & MarCom Ink: http://bit.ly/9lhqAW