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Resources for users and administrators

Global Hero Book People Global Hero Small People

Free Trial Form

We offer a mechanism for users to generate scripts to be plugged into their form to capture leads and funnel it into mPonics database.

  • Person goes to company website and fills out the “Free Trial” form through their registration
  • First Name
  • Last Name
  • Company Name
  • Job Title
  • Email Address
  • Phone Number

 

  • Upon submitting the form, person receives instant access to a trial version of the service/product
  • In CRM, Person is created as an Open Lead (based on assignment rules set up in CRM, this lead is assigned to either a marketer or sales person) with “Lead Source” field set as “Free Trial”.
  • A task is created for the Open Lead owner with a due date of free trial duration end date that triggers an alert/email for the lead owner to follow up
  • Upon qualifying the lead, the lead is converted to either tie back to an existing account or a new account is automatically created if not yet in the CRM with this contact now tied to it

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