#Lead Conversions토론 중인 항목 0개

Hi Trailblazers,

I'm exploring ways to improve lead management and customer engagement for a transportation service business that relies heavily on online inquiries and booking requests.

Our website generates inquiries for airport transfers, corporate transportation, and private chauffeur services. As the number of inquiries grows, we're looking for a better way to organize leads, track customer interactions, and ensure timely follow-ups without relying on manual processes.

We're currently evaluating Salesforce and would love to learn from others who have experience implementing it for service-based businesses.

A few questions for the community:

• What is the best approach for integrating a website with Salesforce for lead capture?
• Which Salesforce products or features are most useful for managing customer inquiries and bookings?
• How do you automate follow-up emails and customer communication after a lead is submitted?
• What dashboards or reports do you use to monitor lead quality, response times, and conversion rates?
• Are there any recommended workflows for businesses that receive appointment or reservation requests through their website?

For context, this is the website we're looking to connect with Salesforce and optimize for lead management.

I'd appreciate any advice, best practices, or real-world experiences you can share regarding Salesforce implementation, automation, and reporting.

Thank you for your insights! 

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@Piyusha Pilania @Bhavin Patel @Eric Mauriello @Divs Chauhan @Pray Patel @Ines Garcia @Bhavin Patel @Patrick Brinkman @Ana Paula Oliveira 

Hello, we are in the Lightning platform. I've noticed that when we click the convert button in leads it doesn't allow us to tie the lead to an existing contact and/or opportunity. I did some research online and found that there is a way to have a pop-up screen that allows you to search for an existing account, contact, and oppty or create new for any of them. For some reason I can't figure out why this is. Do person accounts need to be enabled? The first screenshot shows what our button looks like in current state. The second screenshot shows what we're hoping to get. Thank you!

#Leads  #Lead Conversions  #Converted Leads  #Sales Cloud