Synergy Marketing, Inc. announced an update to its fully integrated Salesforce application, Synergy!LEAD, on the Salesforce AppExchange, allowing customers to newly track form access counts, drop-offs, and error rates. With this update, it is now easy to check the number of accesses to a form and the number of transitions to the completion screen. Because users can also check the details of errors, it is possible to run a PDCA cycle to review fields with frequent errors on forms with transition issues, ultimately increasing the response rate.
About the Synergy!LEAD 'Access Report' In B2B companies, it is common to set form registrations for document requests, inquiries, or meeting requests as conversion points for lead generation measures. To find the bottlenecks hindering these conversions, marketers daily analyze the number of accesses to websites and transitions to forms using Google Analytics. However, drop-offs frequently occur 'after transitioning to the form.' The newly released 'Access Report' is a new feature that visualizes user behavior after entering a form to identify the presence of deterrents in conversions. In addition to the number of accesses and transition rates from the input screen to the completion screen, this feature makes it easy to grasp the content and number of errors occurring in each field of the form. This enables a comprehensive visualization of user movements from website entry to successful lead acquisition, strongly supporting marketers in planning improvement strategies.
Specific Use Cases User Flow Screen: Identify bottlenecks such as drop-off rates within the form. Error Details: Extract specific problem areas from the error occurrence status in each input field. Overview: Analyze chronological trends in access counts, etc., to detect the timing and signs of issues. By conducting these processes seamlessly end-to-end, it becomes possible to smoothly execute everything from the early discovery of issues in forms to the formulation of improvement hypotheses.
About Synergy!LEAD https://www.synergy-marketing.co.jp/cloud/synergylead/
FACT BOX
- Source: PR TIMES
- Category: New Product
- Organizations: Salesforce
- Products / services: Synergy!LEAD / Salesforce AppExchange