內容簡介
UpiCRM: 創建聯繫表單資料庫，從您所有的表單、伺服器和社交網絡活動中獲得潛在客戶，使用 UpiCRM 集中管理、分發、跟蹤、收集和保護所有來自各個網站的聯繫表單、來源和記錄。使用高級的 GDPR 功能，匯總多個網站的潛在客戶，自動將潛在客戶分配給您的團隊成員和聯盟伙伴，與 CRM 系統、Web 服務和 Google 雲端硬碟集成，還有更多功能！
入站潛在客戶來源：
所有 WordPress 聯繫表單的資料庫
Contact Form 7
Elementor Forms
Wp-Forms
Caldera Forms
Ninja Forms,
CForms,
Gravity forms
更多表單...
社交網絡廣告潛在客戶活動
Web 服務
Google Sheets
Excel
其他 UpiCRM 安裝: 使用 UpiCRM 潛在客戶匯總解決方案從所有網站收集潛在客戶。
出站潛在客戶路由和目的地:
E-mail – 高級和強大的電子郵件規則、自定義模板、輪詢等。
其他 UpiCRM 伺服器 – 從多個網站發送和收集潛在客戶至單個 UpICRM 伺服器。
Web 服務: 發送潛在客戶到任何第三方目的地: ERP、CRM、電子郵件行銷解決方案等。
Excel – 將您的潛在客戶匯出到 Excel / CSV。
專業的附加功能：
Social Networks leads - 從社交網絡潛在客戶活動將潛在客戶導入 WordPress - 通過 UpICRM 进行管理、記錄、警告和分發
Google Sheets 集成 - 從 Google Sheets 將潛在客戶和記錄導入 WordPress UpICRM
查看視頻 - 示例 - UpICRM - 設置和功能：
完整的生命週期管理：
UpICRM 統一的潛在客戶資料庫展現了管理全部潛在客戶生命週期的新能力。
接收新潛在客戶 - 跟蹤流量來源，將潛在客戶路由至指定人員，對每個潛在客戶進行狀態管理，直到完成流程。
未來版本將包括更多升級和功能！
團隊合作：
UpICRM 提供最有效的團隊合作手段，允許將新潛在客戶分配給團隊中的任何指定職能 - 銷售、營銷、管理層和服務提供商，同時由管理團隊跟蹤潛在客戶管理過程。
分析、監控和跟蹤：
UpICRM 提供最先進的分析和效益測量能力，通過將流量來源與每個潛在客戶關聯，以及利用 URL UTM 標記機制，允許您從营销渠道开始收集、报告和分析管理的营销活动。
儀表板和KPI:
使用 UpICRM 儀表板快速了解您当前的漏斗和预测。不需要無止境的試算表、手工报告或混淆和愤怒的管理人员。只需为管理团队提供方便访问的数据即可。
外掛標籤
開發者團隊
② 後台搜尋「UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.」→ 直接安裝（推薦）
原文外掛簡介
UpiCRM: Create contact form database for leads from all your forms, servers, Social Networks leads campaigns, use UpiCRM to centrally manage,distribute, track, collect, and protect your all leads forms all sources and entries from all websites.
Use the advanced GDPR features, aggregate leads from multiple websites, distribute leads automatically to your team members and affiliates, integrate with CRM systems, webservices, and Google drive – and much much more!
Inbound Leads sources:
Database for All WordPress conctact forms
Contact Form 7
Elementor Forms
Wp-Forms
Caldera Forms
Ninja Forms,
CForms,
Gravity forms
More forms…
Social Networks ads Leads campaigns
Web services
Google Sheets
Excel
Other UpiCRM installation: collect leads from all your sites with UpiCRM lead aggregation solution.
Outbound Leads – features, routes and destinations:
Email – advanced and powerful e-mail rules, customized templates, round robin and more.
Other UpiCRM servers – send leads and collect leads from multiple sites on a single UpiCRM server.
Web-services: send your leads to any 3rd party destination: ERP, CRM, email marketing solution etc.
Excel – export your leads to Excel / CSV.
Pro Add-ons:
Social Networks leads – import leads from Social Networks leads camapains into WordPress – manage, record, alert, and distibute with UpiCRM
Google Sheets integration – import leads and records from Google sheets to WordPress UpiCRM.
See video – example – UpiCRM – setup and features:
Complete Lifecycle Management:
UpiCRM unified leads database unfolds new capabilities for managing the lifecycle of all leads.
Receive new leads – track traffic sources, route lead to the designated person, manage status per each lead, up to the closing of the process.
Future versions will include further upgrades and features!
Teamwork & Collaboration:
UpiCRM provides the means for the most efficient teamwork, by allowing new leads to be assigned to any designated function of your team – sales, marketing, executives, and service providers, while keep tracking the lead management process by the management team.
Analytics, Monitoring and tracking:
UpiCRM offers the most advanced capabilities of analysis and effectiveness measurements, by attaching the traffic source to each and every lead, as well as utilizing the URL UTM tagging mechanism, in order to allow you to gather, report, and analyse the marketing activities you manage, starting right from the investment in a marketing channel.
Dashboards and KPI’s:
Gain instant knowledge of your current funnel and predictions with the UpiCRM dashboard.
No more endless spreadsheets, manual reports or confused and angry managers.
Simply provide your executive team with an easy access to the real-time, easy to understand UpiCRM dashboard.
Muti-server envorinment:
UpiCRM can act as an aggregator of leads from multiple / remote web sites.
Adanced User/roles hirerchies:
UpiCRM is designed to work in a multi-user / global organization environment, with up to 5 tiers of users, per your choice / definition.
Aggregate leads from all your WordPress sites to a single lead management server:
Arbitrary section
ANALYSIS, TRACKING, MARKETING EFFECTIVENES WITH UPICRM
The Challenge: Tracking leads from actual traffic source – campaigns, referring sites, search engines etc., through the complete life-cycle of every lead, and creating the full picture about your marketing effectiveness.
UpiCRM supports URL tagging used for identifying traffic sources to a web site.
Note: Please read more about URL Builder provided by Google. (link)
Basically what this means is that if you tag all your inbound traffic in compliance with the UTM tagging rules, UpiCRM will attach the traffic source to each and every lead received.
In addition, UpiCRM will also attach the HTTP referrer parameter to every lead, so you’ll be able to track the source per every lead in your database.
On the bigger picture: With UpiCRM you will be able to analyze the effectiveness of all your marketing activities and traffic sources, both on a single lead basis, and up to a complete reporting and analytics information.
The way to achieve this is simply by adding the built-in fields – ‘HTTP referrer’, ‘Campaign Source’ (utm_source), ‘Campaign Medium’ (utm_medium), ‘Campaign Term’ (utm_term) , ‘Campaign Content’ (utm_content), ‘Campaign Name’ (utm_campaign) – to the default “View leads” table.
Alternatively, simply export all data to excel in order to create your own views and analysis.
Pro Add-ons:
Google Sheets integration – import leads and records from Google sheets to WordPress UpiCRM.
