Synergy Marketing Announces Synergy!LEAD Update on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace, Enabling Instant Insights into Form Issues
Key facts
- Synergy Marketing Announces Synergy!LEAD Update on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace, Enabling Instant Insights into Form Issues
- Synergy Marketing released an update to Synergy!LEAD on Salesforce AppExchange, introducing an "Access Report" feature. This enables B2B marketers to visualize form drop-offs and input errors, facilitating PDCA cycles to improve conversion rates.
- Source: PR Times
- Date: March 31, 2026
Direct answer
Synergy Marketing released an update to Synergy!LEAD on Salesforce AppExchange, introducing an "Access Report" feature. This enables B2B marketers to visualize form drop-offs and input errors, facilitating PDCA cycles to improve conversion rates.
- Citation
- Synergy Marketing Announces Synergy!LEAD Update on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace, Enabling Instant Insights into Form Issues (March 31, 2026), PR Times
- Source
- PR Times
- Date
- March 31, 2026
Synergy Marketing released an update to Synergy!LEAD on Salesforce AppExchange, introducing an "Access Report" feature. This enables B2B marketers to visualize form drop-offs and input errors, facilitating PDCA cycles to improve conversion rates.
📋 Article Processing Timeline
- 📰 Published: March 31, 2026 at 20:00
- 🔍 Collected: April 1, 2026 at 13:39 (17h 39m after Published)
- 🤖 AI Analyzed: April 21, 2026 at 08:18 (474h 39m after Collected)
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/
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/
FAQ
What is the new 'Access Report' feature in Synergy!LEAD?
It visualizes the number of accesses after form entry, the number of drop-offs, and the number of input errors, helping to identify issues for improving CVR.
What problems does this feature solve?
It identifies the causes of drop-offs after reaching a form in BtoB marketing (such as error fields) and enables the formulation of improvement strategies.
On which platform is it available?
It is available as a complete Salesforce application on the Salesforce AppExchange.