New Visual Form Designer Released for Microsoft Dynamics CRM
Web2CRM enables non-technical users to get Web site visitor data into Microsoft Dynamics CRM quickly.
Lenexa, Kan.-based CRM Innovation LLC has introduced Web2CRM, a Software Services application for Microsoft Dynamics CRM 4.0 that enables non-technical CRM users to create a form for their Web site to get visitor data into their CRM system. It eliminates the need to cut and copy form data received by email and then manually paste it into CRM.
With Web2CRM for Microsoft Dynamics CRM, non-technical CRM users can create Web forms to collect and send data to their CRM system. Use it to capture new leads, for the registration page of webinars, to collect information before releasing white papers, or to allow customers to enter service cases on your Web site. Web2CRM can create any record type in CRM: leads, cases, custom entities, or system entities. Forms are designed with the software’s Visual Form Builder.
Web2CRM is offered as a Software Services solution for which CRM Innovation hosts all the technology necessary to design, present, and process form data. The solution works with all implementation scenarios of CRM 4.0, including online, on premise, and partner hosted.
Annual subscriptions are $495 per CRM organization, which allows subscribers to publish forms for any CRM entity; there is no charge per form submission. Hosting for the form is also included.
CRM users are presented with an intuitive visual form designer interface to easily drag and drop fields from a facsimile of their CRM forms into a designer area from which they publish the form. Form processing occurs on the CRM Innovation hosted server so no code changes are required on the client’s CRM server. The company’s Web site designer can link to the form via a hyperlink, place the form reference in an iFrame, or use the “carry code” option to place the form html tags directly into their Web page. There is no special coding that needs to be placed on the Web server; it’s server platform independent.
The visual form designer uses Microsoft Silverlight 2.0 to present a WYSIWYG environment so no programming knowledge is required. The finished form has data validation embedded in it to help ensure that only valid data gets pushed into the CRM system.
Several form layouts and styles are available based on best practice form design standards. Users may also select the custom styling option to match their current Web site look and feel.
The CRM Innovation Software Services environment is built on Microsoft Windows Server 2008, SQL Server 2008, and Silverlight 2.0 with redundancy and fallback support. A seven-day free trial is available. For more information, go to http://crminnovation.com/web2crm.asp.
