Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.