Holistic view of customer interactions with your business

Event tracking is the process of collecting information about a lead’s actions when they land on your website—pages visited, links clicked, resources downloaded, etc.—and a customer’s engagement with your product.

But why is event tracking even important for sales teams? By tracking your website visitors, you get a visual idea of what leads are looking at on your website, where they are in the buying journey and how likely they are to purchase your services. Identifying leads’ buying intentions helps businesses communicate better with them by enabling sales reps to sell with context.

Event tracking software integrate with your website and product to capture visitor activity and customer engagement. But, CRM software like Freshsales have the capability to intelligently track activity by user, and chronologically arrange their activity in a timeline to the relevant record in the CRM. So you can track events and manage your sales in one place.

Freshsales CRM comes with built-in event tracking feature designed for your sales team to make the right call, and move leads through the sales funnel faster.

Know your web visitors

Your website is your customer’s first touchpoint with your business. The potential to know what a lead does on your website gives sales reps the opportunity to sell effectively. Freshsales for Web integrates your Freshsales account with your website, and captures information visitors submit on your web form and creates them as lead or contact in Freshsales. It tracks the pages they visited and how many times, and content downloaded in an activity timeline view. Sales reps can know when each action was performed right from the CRM software. Segment activities by type to see specific actions, and start having meaningful conversations with your leads.

Track user engagement

Website aside, understanding how users use your product help businesses continually improve features and services to match customer needs. It can help sales reps identify cross-sell opportunities and enhance engagement to increase brand stickiness. Freshsales for Web also tracks in-app user interactions and logs them to their activity timeline in the CRM software. You can select a date range and see how users are engaging with your app. Get insights about customer engagement directly from Freshsales. You can also use events to configure lead scoring to know your hot and cold leads.

Filter by event and run campaigns

Organizing and filtering out data in your CRM software helps businesses plan their sales and marketing efforts accordingly. Segmenting market by lead or contact interactions with your business offers insights to analyze their patterns and personalize your efforts. For example, you can know who haven’t subscribed to your blog, and use the data to run a “subscribe to blog” campaign targeted only at them. In Freshsales CRM, effortlessly filter your leads and contacts by events to know engagement groups. You can filter by event done, not done, done in the last week or month, and count for each event. You can also save this filter view for future reference. To perform bulk actions on the filtered group of leads or contacts, simply click the select all checkbox, and only records that meet the filter criteria will get selected. Next, you can perform a series of activities—bulk email, bulk assign, merge, update field, delete and even add them to a sales campaign—right within your CRM software.

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