Let’s say that you’re selling custom made hoodies like my friend Vincent at Starsmade.com. Until recently, Vincent used to display a pretty old school Google form on his website (I will spare you the screenshot), which fed a Google Doc, listing all the requests from potential clients in a traditional XL-like table, later processed line by line. The Google form wasn’t really appealing, requesting all the details from a long single page, with some questions requiring special efforts from the visitors (like for instance choosing the position of an illustration on a hoodie from an illustrated table, then typing the reference manually in a text field, hum hum…). So I suggested to Vincent first of all to get rid of his unappealing Google form & the attached Google Doc and design a great looking Typeform.
Typeform is definitely the best form creation SaaS out there. The previous generation of form creation was led by folks like Wufoo (I’ve been using them for years), JotForm or Gravity Forms but Typeform has brought the “form industry” to a all new level. As they appropriately state on their home page, “asking questions should be easy, human and beautiful”. And believe me, they’re living up to their promises. The forms you will create with Typeform are simply gorgeous and the UX they offer, i.e. a step-by-step process to fill out the forms, is unprecedented, a genuine trademark. Take a look at one of the forms we designed for Starsmade (it’s in French).
Then comes the Zapier magic. Zapier.com can basically link all sorts of data captured via various channels (Typeform but also the other form creation tools) to your CRM / helpdesk platform, a Google Drive or Dropbox folder or even repackage the data and display it elsewhere. You can create custom recipes between tens of applications (if A then B) via a simple dashboard. It’s basically API programming for dummies (so it’s perfect for a non-coder like me). For those of you who knew IFTTT, it’s the same kind of concept but with a more pragmatic / business-oriented purpose. The type of recipe I created in the past with IFTTT was more: “post a status update to my Facebook account every monday at 8 AM”, uber-geeky stuff.
I simply connected my Typeform account to Zapier and then my Trello account to Zapier. In 2 minutes.
And I made a quick recipe which creates a card on Trello in a specific list (column) when a form on Typeform has been generated. You can choose which form fields you want to import, how and where you want to display them on Trello and you can even create a check list on the fly for Trello from Zapier (+ also assign the card to one of the members attached to the target list). So basically I created a board on Trello with a first list/column which receives the leads from various Typeform sources (we have for instance a form for sales representatives, another one for college students, a short version, a longer one, etc). Then I created on Trello further lists for the next steps in leads processing (a “first call ok” list where leads are moved when they’ve been called by an agent, a “not reachable” list where leads are moved if they were unreachable or a “troll list” when some are simply trolling (yes, it happens)) and then lists for the last steps leading to sales completion. The cool thing on Trello is that you can subscribe to specific lists and get browser + email notifications when someone comments on a card, moves a card to another list, etc. It’s an amazing way to follow the journey of your leads as they are processed by your team. The current setup for Starsmade is totally free on Trello. They could upgrade to a paid account if they need more storage or some of the premium features.
If you want to go to the next level and direct your leads to a platform which enables your sales agents to directly call the leads via VOIP while offering all the features you would expect from a modern CRM, I would suggest either Close.io (starting at $59 per month per seat) or GetBase.com (starting at $25 per seat). Close.io offers plans incl. unlimited calling (from $99 US-Canada and $149 International) whereas GetBase offers you $1 of call credit then bills with rates based on the Twilio pricing (Twilio providing their voice service). A few years ago, I had to set up my own contact centre system which cost me thousands of dollars + calls whereas now you can be up & running in minutes with an amazing platform incl. a full blown CRM for less than $100 per month… This is just mind blowing! What a great time to be an entrepreneur.
So to wrap it up, I created the lead gen form using Typeform, connected to Trello via Zapier. The whole set up cost = $20 per month ($240 annual plan) for Typeform incl. an unlimited amount of forms / visits / leads + $15 per month for Zapier (it’s even free for less than 100 zaps/transfers per month) and so far $0 for Trello (they would deserve a payment from us). $35 per month. If you know how much a developer would charge you per hour to create a platform offering the features of those 3 services, you will immediately get that it’s a total bargain, recouped with your first sale.
I also love using Typeform on adsy when I need to collect data from visitors after creating a build-up with an adsy micro website.
Here is an example, again for Starsmade: http://www.adsy.me/9n6fXI30KN The flow is totally seamless on mobile, a great UX.
PS: I have only 2 complaints to raise against Typeform: 1° no custom domain support, so it’s difficult to use them straight for adwords campaigns since you have to declare the Typeform.com domain in your ads to comply with Google TOS (or embed a Typeform on your website but then you’ll face issues with mobile embeds since Typeform behaves better in standalone mode on mobile) 2° currently no possibility to add a tracking pixel code on the success page (after completing the form), probably because Typeforms are single-page apps whereas other form providers have a separate success page / pop up. Typeform confirmed to me they’re working on both issues.
photo credit: Unsplash.com – Michael Hirsch