Custom Form for Prospect Creation Extension
Struggling to streamline your lead generation process? We designed a custom solution for one of our clients using SuiteCommerce Advanced.
Learn how Jobin & Jismi have transformed their lead capture strategy using a custom extension that simplified data capture along with improving their marketing efforts, thus boosting engagement and conversions. Here's how we did it.
Problem Statement
One of our clients reached out to Jobin & Jismi seeking consultancy for enhancing their SuiteCommerce Advanced (SCA) website. Their primary objective was to refine the lead generation process. They needed an efficient way to fetch prospect information directly from their website, and then automatically sync it with their NetSuite system.
Additionally, the client also sought a solution that would be flexible and adaptable according to the specific business requirements.
What We Suggested
Our experts came up with a Custom Form for Prospect Creation extension to suit the client’s requirements. The extension best fits wholesale and/or B2B SCA websites. This solution focused on:
• Create prospect records in NetSuite automatically by fetching data from the SCA website. One can create a custom form in the background with the details fetched from the website.
• Capture lead information, such as Record ID, name, email, and phone number from the website and automatically sync with NetSuite. These details will be stored in NetSuite with a “Prospect in discussion” status.
• Using these details, the admin will be able to send emails to the respective user. The admin will receive timely updates related to the creation of prospects in the account.
• Allowing admin to customize form fields as needed to capture relevant information from the seller.
• Enabling the client to customize the extension tailored for their specific operations.
• Provision of collecting prospect data through a user-friendly form on their website, which might be specifically tailored for their operations.
Customer Success
The custom form extension was successfully implemented, resulting in significant improvements for the client:
Prospects were automatically created in NetSuite with the status “Prospect in discussion,” allowing the sales team to focus on nurturing leads instead of manual data entry. The admin received timely notifications for each new prospect, ensuring no lead was overlooked.
The data collected was stored for future marketing campaigns, helping the client target their outreach more effectively.
- Seamless integration of the custom form extension with the client’s SuiteCommerce Advanced website.
- Enhanced lead generation by automating the process of collecting and storing prospect data.
- Improved marketing strategies through the ability to customize data fields for targeted outreach.
- Streamlined the process for customers to submit their details, increasing engagement.
- Can customize the data points based on specific requirements.
Way Forward
The successful implementation of the Custom Form for Prospect Creation extension has provided the client with a robust solution for managing their leads. Moving forward, we recommend exploring further customizations to refine data collection fields and enable more advanced analytics for their marketing campaigns.
This extension is apt for SCA websites that sell goods or services in bulk (wholesale or B2B). As the name indicates, it enhances the reselling process of the SCA website. With this extension, users can create various fields to fetch information from the seller.
Want to optimize your lead generation process on your SuiteCommerce Advanced website?
Would you like to implement a custom prospect creation extension for your website? Jobin & Jismi is here to assist you by developing tailored solutions to streamline your business operations. Contact us today to learn how we can help elevate your eCommerce platform!
