Differentiating website forms in CRM

[Steve Lavigne]

We use Autobase as our CRM/ILM and Cobalt as our website provider. Unfortunately, we have no way to differentiate statistically via form volume or closing ratio the various forms on our website. I also have a similar issue with another website provider in that I only see their name as a source, even though we receive leads from a local auto dealership marketing group and also for a local credit union (both hosted by this provider).

I have spoke with both web providers and they have said that Autobase should provide a solution. Autobase says that the web providers should change source information. I realize that this is an issue with various interpretations of the ADF format.

Do you have the same issue with your CRM? Have you solved this issue?

 

[DrewAment]

This is TOTALLY up to your website provider, as any CRM can only parse the ADF/XML doc based on what is received. The problem is that most website providers use a generic form processor that tags all the provider fields the same.

In the most basic form you need to have your website provider change the provider field, as this is the field that most CRM's pull from to create the "source". In its most basic code, it would look something like this (if you were using Cobalt):

<provider>
    <name part="full" type="business">Cobalt - Quick Quote</name>
</provider>

Where 'Quick Quote' would be replaced for each form type (Make Offer, Price Request, etc) If they will do that for each form...great! Good luck with Cobalt!

 

[mattwatson81]

There is a provider source and service tag both in the ADF XML. It is up to the website vendor and CRM vendor both based on how they use the fields. We have made some changes in the past to improve the lead sources of certain lead providers for this very reason.

 

[Jason Walter]

I have run into the same issue in the past with some of my lead sources. They both work for you! They can make it work. Both need to work together to get the issue resolved.