SDI Website & CRM Integration
A need for an intricate form structure with complete CRM integration is what led San Diego Instruments to elevator in 2009. We spent significant up-front time going through the quote process, determining what needed to occur at each step to both reach SDI’s end goals and to make sure as many people as possible make it through the full form.
The beauty of the completed site? It’s visual simplicity. Never will a visitor be overwhelmed by the behind-the-scenes mechanics of the quote form, as they only answer a few questions at a time working their way through the tree. The entire process is also integrated with the company’s CRM, allowing business development to follow up quickly and avoid asking questions twice.
