5 Advantages of using CRM-based Forms

A common problem that often rears its head in Sales critical marketing forms is their failure to send the correct information to the right people.

The solution: Managing the forms through a CRM like HubSpot, MS Dynamics or similar.

Using a 3rd party CRM solution makes sense, as they are a dedicated team committed to improving, maintaining and testing things like mission-critical forms for sales and marketing teams.

Here are 5 reasons why we should use CRM Forms for sales and marketing collateral across various assets.

  1. Single source of truth: If you already use a CRM system and need to collect data related to your CRM data, using forms within the CRM can streamline data integration and make it easier to maintain a single source of truth. Custom forms might require more extensive integration work.
  2. Cost: Building custom forms can be more expensive regarding development time and testing.
    CRM forms are typically included as part of the CRM package, which can be more cost-effective if they meet your needs.
  3. Security and Compliance: Evaluate your security and compliance requirements. CRM systems often have built-in security features and compliance measures, saving you time and effort compared to implementing these on custom forms.
  4. Maintenance and updates: Custom forms require ongoing maintenance and updates. CRM forms are typically maintained by the CRM provider, reducing the burden on your development team.
  5. Time Constraints: If you have a tight timeline for your project, using CRM forms can help you get up and running quickly, as they are readily available within the CRM system.

It’s worth considering a CRM-based solution, especially when you have 5 or more websites that could be using the same contact/sales forms. Or if you need to constantly create new forms for multiple campaigns spread across various media publications.