3 Ways to Turn Your Website Into a Lead Generation Machine

Nowadays every business has a website and it also becomes the main source to generate leads for your business. But the problem begins with getting the revenue from the website.

Not surprisingly, many customers will visit your website to check products/services at some point. It is crucial that you are giving them the right experience and that incentivizes them to visit your store, ask for more information, or make a purchase. 

It sounds cool, but many small businesses aren’t optimizing their website to its full potential. So, let’s dive in and get you more leads. 

Content Matters

The first thing you need to worry about is your website content because good content sets your website apart from the masses and delivers the right information to your customers. Website success depends on its content. In other words, content wins the wallets of your customers.

all other components are just a secondary support role for your website like Visuals, videos, etc. Design itself does not help you in selling.

The content of your website should be according to marketing research. First, you create a persona for your website thinking about your high-value customers, so you can easily target them. 

The main key of a successful website is having clear, relevant, and rich content that delivers the right message to your target audience, which helps you to engage them and persuade them to take action.


As you develop a story to engage with the audience on your website, now you provide the audience to take action! To start the process you should add some CTAs on your website so the audience can access these items which are given after submission to CTAs like, Request a Demo Offers, Guided Tour, and ROI Calculator. You can add as many offers as you want to add on the CTAs; it all depends on your needs.  

Now that you have set up your CTAs look at each step of your story and match your CTAs to your story steps. By doing this you will be delivering relevant, contextual opportunities for your users to engage with you. Sometimes that’s going to be your highest value CTAs, other times it’ll be an offer to expand on the topic you’re discussing.

The idea here is you need to make sure to develop varied CTAs and to position them in places that make sense for where your users are in their journey and to make sure they further the story you’re telling.


As forms are the best way to collect information about your audience, Pardot will allow you to create a progressive profiling form where you can ask some specific fields on the first form submission then ask to fill some different fields each additional time a prospect comes back. 

If you never use progressive profiling then you should try it! By using progressive profiling you can ask for different fields each time a prospect sees your forms.

The difference between a first submission and additional submissions can be drastically different with progressive profiling. Take our forms for example:

By using progressive profiling and fitting our CTAs into our story you’ve been able to see a 27% form completion rate on your site

If you need help setting up the Pardot, you can get in touch with us here.

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Configure Search Results in Lightning Experience

Select which fields users can see, filter on, and sort by on the search results page. You can also choose which field is shown as the secondary field in instant results. Finally, you can create profile-specific layouts for unique profiles in your org. The search layout that you configure applies to global and lookup searches.

The search results layout for an object determines:

  • Which field appears as the secondary field in instant results
  • Which fields are shown in a record’s instant results preview
  • Which field is shown in a recommended result
  • Which fields are shown as columns on the search results page
  • Which fields can be filtered on the search results page

To customize search results layouts and create profile-specific layouts in Lightning Experience, use Search Layouts (1).

For each unique profile in your org, you can create search results layouts for individual objects. Only objects with customizable layouts support profile-specific layouts. Users who don’t have a profile-specific layout assigned to them see the default search results layout. In Lightning Experience, you also can access layouts for Salesforce Classic.

To customize layouts for Salesforce Classic, use Search Layouts for Salesforce Classic (2). These layouts are only for Salesforce Classic and include the Lookup Dialogs, Lookup Phone Dialogs, and Search Filter Fields layouts.

Note: Users can’t customize the search results layout, so consider asking them which fields they need.

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Auto Add Fields to Custom Report Types

It’s time-consuming to add new custom fields to your reports, especially when you have many custom report types. Now with Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based on that object. When you create a report from the custom report type, all the custom fields are right there for you to add to your report.

Steps To Enable the Feature

From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings. Select Auto add new custom fields to custom report type layouts and then click Save.

You can now add new custom fields to a report built from an existing custom report type from the Fields pane in the report builder. All custom fields for the Salesforce object are automatically included in the Fields list, and you can drag any of them to the Columns list.

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Use Einstein for Service To Get Faster Recommendations

Improve case accuracy and completion by removing the guesswork involved in completing case fields. Einstein Case Classification recommends, selects, or saves field values on new cases based on historical case data. Agents see predictions in the Service Console in Lightning Experience and Salesforce Classic.

We know that every minute counts. If you have the Try Einstein version of Einstein Case Classification, Einstein now recommends field values just once to the agent, right after the case is created. Enable quick text for your org so that your users can insert predefined messages. Quick text streamlines work for service agents and sales reps.

Where do recommendations appear?

To view Einstein’s recommendations on a case, click Get Einstein Recommendations in the Lightning Service Console.

Depending on your setup, case classification recommendations appear in one of two places in the Lightning Service Console:

  • Case Details related record component
  • Einstein Field Recommendations component, whose standard title is Case Classification

How do I view recommendations? Click Einstein Recommendations Available to apply Einstein’s recommendations. Fields with recommendations appear with a green dot, and the text at the top of the component changes to Einstein Recommendations Applied.

Note: Recommendations typically appear right after the case is created, though there can be a slight delay during high-traffic times. You may need to refresh the page to see them.

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Run a Welcome Campaign with Pardot

In marketing automation, emails are the best way to target your prospects as per their activities on your marketing asset, you can trigger relevant, personalized emails for each prospect based on their action.

For example, when a prospect signs up for a blog newsletter, the action of signing up triggers a welcome email and after that you can start a journey program with them.

Follow these steps to create a Welcome Journey program for new subscribers.

Step 1, add a competition action on form, choose action add to List, and select a list for the subscriber which you want to add after fill-up the form.

Here you can check the Screenshot of Completion Action

Note, this process will add prospects to the list when they fill-up the form.

Step 2, Now, create an Engagement Program and select that list as a Recipient list in the program.


  • Suppression List: This will allow you to add those prospects list which you do not want to include in your journey.
  • Send email during business hours allows you to send emails on specific times or you can skip that part.
  • Allow prospects to enter the program more, this option will allow prospects to re-enter into that program if they exist by clicking on the unsubscribe link.

Here you can check the screenshot of the Welcome Journey Program

Note: You can add as many actions, triggers, and rules in your program as per your needs.

If you need help setting up the Campaigns, you can get in touch with us here.

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5 Reason Why Should You Use Landing Page

Why do you need a separate page that redirects the web visitor when they click on calls to action or any link? It is also time-consuming to create separate pages for all of your products/services. Still, why you need a landing page?

But the fact is landing pages are designed to frame a content offer in a much more targeted way than a general page, also it is an indispensable part of marketing for lead generation.

The main reason to choose a landing page, it is promotional or product-specific pages that are focused on a single goal. This goal matches the intent of the ad or email visitors clicked on to reach your page.

Here’s why landing pages are important? A few reasons you should consider.

1. Generate More Leads:

Landing pages are critical in helping you to generate leads, the process starts from qualification and then moving them through your sales process and converting into new customers.   

Surveys show that by sending them to dedicated landing pages you can capture leads at a higher rate, rather than sending the traffic to your homepage. the Landing page is the simplest, and most useful way to generate more leads for your sales team.

Landing pages specially designed to get visitors exactly what they want with the least amount of friction possible. You need these to turn visitors into leads. 

2. Form on Landing Page:

Forms are the major component of almost every landing page. lots of people, asking visitors to provide a long list of information on the form. As the best practice for higher conversion, always make sure to ask for a little information.

Here you can take an example,

If you are not planning to call the prospect then no need to ask the phone number to fill-out. 

Are you planning on visiting their website? No, then you don’t need their website address.

Are you planning on qualifying them with revenue, employee numbers, or industry? No, then you don’t need any of those fields on your form. 

Data shows that with more than three fields in your form, conversion rates drop dramatically. Keep these fields to a minimum, especially if these are early buyer journey offers. 

3. Collect Prospect Demographics:

The main reason to create a landing page is that your visitors provide you the information in order to get access to that specific file or offer. By going through the landing page, visitors must fill out a form, and by having the information of leads you can contact them.

The demographics information gives you the data which helps you to understand your leads and you can target them as per their needs, and activities. By using that information your sales team has more information which helps them in conversations and improves sales.

While using the word demographics, the really meant is landing pages are excellent vehicles for qualifying leads before they even get to sales.

4. Track Activities:

Activities on the landing page are easily tracked, and it can give you the proper view like, how prospects are engaged with your landing page and what files they download. 

You can track activities on the landing page like conversion rate of the page, exit or bounces from the page, time spent by the prospect on that page, and a number of leads generated from the landing page.

Also, you can compare your landing page to each other and you can have the result of which landing page performance is better. Since every company, every industry, and every visitor is essentially different–having your own benchmarks is much more important than running a Google search and comparing your performance to general landing page performance. 

5. Testimonial Proof:

Client testimonials are the proof of your company’s services, it makes an impact on peoples, so always remember to add the testimonials on your landing page so the people are more likely to convert if they see other people like them.

Include testimonials, videos proof, picture of customers, and their names who have had a great experience with your services. That would make a great impact on the new customer.

If you need help setting up the Landing Page, you can get in touch with us here.

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