From the Web to Your CRM System

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Starting from a Request a Quote type of form in the CMS...

Simple web form

This is a simple example of a form in the Joomla CMS.  You don't want to ask too much information up front, as it might put off your prospects.

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Filling it out returns the custom "Thanks" text...

You can say whatever you like here- "We'll get back to you", a timeframe, invite a phone call, whatever you like.

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A Lead is automatically created in SugarCRM

You'll see this Lead on your Dashboard page if you are displaying the New Leads widget, which is a default.

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The lead record contains the details from the CMS form

Now you can contact the lead.  If there is an opportunity, you can promote the lead to a Contact, enter the opportunity details, and start tracking it as part of…

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What We Do

We specialize not just in "design" of web pages or visual presentation schemes, but in Information Architectures (IA).  We see a web site not just as a "brochure", but as the hub of your company's interaction with the rest of the World.

One basic example of IA is the comparison between a standard static HTML web site (non) architecture, and using a Content Management System (CMS), a defining feature of which is the use of a database as the repository for content.  This allows the CMS script to assemble each "page" on demand.   This has many benefits, and delivers almost unlimited possibilities to the web developer.  Some examples:

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Welcome

 

"Graceful Technology" is easy to purchase, install, and operate, and keeps your total cost of ownership (TCO) to a minimum.

Our powerful, flexible, nearly maintenance free technology platform liberates you from technology worries so that you can

focus on your mission.

 

We and our partners deliver solutions to your needs, including:

 

A Functional Web Presence

Customer Relationship Management (CRM) Systems

Payment Processing

 

Saved over $100,000 a year

I tasked Ken with a critical component of my company's product, starting with 'make vs. buy'. He capably handled every aspect of the job, including setting up new business relationships, testing the procedures he developed by doing some update projects, negotiating great deals with data vendors, and helping to select and train the staff member to run the system he had created. We saved over $100,000 a year, and produced a superior product for our customers."

  • Dave Krikac
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