Overview
Explore how the integration of Squarespace with Salesforce helped streamline lead management for DHI Northern Irelands while resolving storage issues as well
What You Need to Know
Squarespace is a CMS to create beautiful websites and online stores. While offering a powerful form builder, its storage is limited and hence the integration to a robust CRM like Salesforce is required.
Why It Matters
Efficient lead management is crucial to prevent missed follow-ups and disorganized data, improving sales team efficiency and increasing conversion rates.
What HIC Did
HIC Global Solutions integrated Squarespace with Salesforce for DHI Northern Ireland, automating lead capture and ensuring synchronization with Google Contacts and iPhone Contacts.
Overview
Explore how the integration of Squarespace with Salesforce helped streamline lead management for DHI Northern Irelands while resolving storage issues as well
What You Need to Know
Squarespace is a CMS to create beautiful websites and online stores. While offering a powerful form builder, its storage is limited and hence the integration to a robust CRM like Salesforce is required.
Why It Matters
Efficient lead management is crucial to prevent missed follow-ups and disorganized data, improving sales team efficiency and increasing conversion rates.
What HIC Did
HIC Global Solutions integrated Squarespace with Salesforce for DHI Northern Ireland, automating lead capture and ensuring synchronization with Google Contacts and iPhone Contacts.
About The Client
DHI Northern Ireland, part of the global DHI Medical Group, specializes in advanced hair restoration techniques for men and women. With 46 years of experience and 62 clinics worldwide, DHI provides a range of hair restoration services and products.
Through hair restoration, they have been committed to changing the world by introducing new technologies, innovative techniques, and products that enhance health and well-being for all hair loss patients while also setting the highest safety and training standards for the field.
About The Client
DHI Northern Ireland, part of the global DHI Medical Group, specializes in advanced hair restoration techniques for men and women. With 46 years of experience and 62 clinics worldwide, DHI provides a range of hair restoration services and products.
Through hair restoration, they have been committed to changing the world by introducing new technologies, innovative techniques, and products that enhance health and well-being for all hair loss patients while also setting the highest safety and training standards for the field.
Challenges Faced
DHI Northern Ireland’s team used Squarespace as their Content Management System (CMS) for their website and online store.
However, they faced difficulties in managing leads efficiently due to the following challenges:
Siloed Lead Data
With leads being captured through Squarespace forms, the data remained isolated within the CMS, hindering a comprehensive view of the lead pipeline and making it difficult to track and nurture leads effectively.
Lack of Lead Prioritization
Without a centralized system to manage and prioritize leads, the sales team struggled to identify and focus on the most promising opportunities, resulting in potential revenue leakage.
Missed Follow-ups
Due to the lack of automated reminders and notifications, the sales team often missed timely follow-ups with leads, potentially resulting in lost opportunities and diminished customer experiences.
Limited Scalability
As the business grew, manually managing leads and customer data from Squarespace became increasingly cumbersome and unsustainable, posing a bottleneck for future growth.
Challenges Faced
DHI Northern Ireland’s team used Squarespace as their Content Management System (CMS) for their website and online store.
However, they faced difficulties in managing leads efficiently due to the following challenges:
Siloed Lead Data
With leads being captured through Squarespace forms, the data remained isolated within the CMS, hindering a comprehensive view of the lead pipeline and making it difficult to track and nurture leads effectively.
Lack of Lead Prioritization
Without a centralized system to manage and prioritize leads, the sales team struggled to identify and focus on the most promising opportunities, resulting in potential revenue leakage.
Missed Follow-ups
Due to the lack of automated reminders and notifications, the sales team often missed timely follow-ups with leads, potentially resulting in lost opportunities and diminished customer experiences.
Limited Scalability
As the business grew, manually managing leads and customer data from Squarespace became increasingly cumbersome and unsustainable, posing a bottleneck for future growth.
Challenges Faced
DHI Northern Ireland’s team used Squarespace as their Content Management System (CMS) for their website and online store.
However, they faced difficulties in managing leads efficiently due to the following challenges:
They were facing issues with
- Siloed Lead Data
- Lack of Lead Prioritization
- Missed Follow-ups
- Limited Scalability
With leads being captured through Squarespace forms, the data remained isolated within the CMS, hindering a comprehensive view of the lead pipeline and making it difficult to track and nurture leads effectively.
Without a centralized system to manage and prioritize leads, the sales team struggled to identify and focus on the most promising opportunities, resulting in potential revenue leakage.
Due to the lack of automated reminders and notifications, the sales team often missed timely follow-ups with leads, potentially resulting in lost opportunities and diminished customer experiences.
As the business grew, manually managing leads and customer data from Squarespace became increasingly cumbersome and unsustainable, posing a bottleneck for future growth.
Solutions Offered
To address these challenges, DHI Northern Ireland partnered with HIC Global Solutions, who implemented the following solutions
Salesforce-Squarespace Integration
An integration was established between Squarespace and Salesforce, enabling website building using Squarespace’s templates, creating workflows, and sending leads from Squarespace to Salesforce.
Automated Lead Generation
Whenever a user fills out a form on the DHI website (Welcome Page, Direct Hair Implantation Page, or Contact Us Page), the Salesforce-Squarespace Integrator captures and creates leads in Salesforce with the information provided by the user.
Lead Customization
The leads were saved as Google Contacts and synced with the respective iPhone accounts, ensuring that the sales team had access to customer information even when receiving calls.
Solutions Offered
To address these challenges, DHI Northern Ireland partnered with HIC Global Solutions, who implemented the following solutions
Salesforce-Squarespace Integration
An integration was established between Squarespace and Salesforce, enabling website building using Squarespace’s templates, creating workflows, and sending leads from Squarespace to Salesforce.
Automated Lead Generation
Whenever a user fills out a form on the DHI website (Welcome Page, Direct Hair Implantation Page, or Contact Us Page), the Salesforce-Squarespace Integrator captures and creates leads in Salesforce with the information provided by the user.
Lead Customization
The leads were saved as Google Contacts and synced with the respective iPhone accounts, ensuring that the sales team had access to customer information even when receiving calls.
Solutions Offered
To address these challenges, DHI Northern Ireland partnered with HIC Global Solutions, who implemented the following solutions
The solutions which we offered to them
- Salesforce-Squarespace Integration
- Automated Lead Generation
- Lead Customization
An integration was established between Squarespace and Salesforce, enabling website building using Squarespace’s templates, creating workflows, and sending leads from Squarespace to Salesforce.
Whenever a user fills out a form on the DHI website (Welcome Page, Direct Hair Implantation Page, or Contact Us Page), the Salesforce-Squarespace Integrator captures and creates leads in Salesforce with the information provided by the user.
The leads were saved as Google Contacts and synced with the respective iPhone accounts, ensuring that the sales team had access to customer information even when receiving calls.
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