By providing a platform to create custom forms and surveys, MakeForms empowers sales teams to streamline their processes, collect valuable data, make informed decisions, and a pathway to drive revenue growth.

MakeForms offers a variety of features that are essential for sales teams, such as conditional logic, custom branding, and data organization. Sales teams can now create forms that are tailored to the needs of each client or prospect with these features, ensuring that they receive relevant information only. With the additional ability to share or embed forms, sales teams can easily distribute them via email, social media, or website.

Whether you’re looking to streamline your lead generation process, collect customer feedback, or manage internal workflows, MakeForms can help you achieve your goals. With its user-friendly interface and robust features, MakeForms is an excellent choice for any sales team looking to improve their communication channels and drive revenue growth.

7 Best Practices for crafting highly effective Online Sales Forms through MakeForms:

Keep it short and sweet:

Sales prospects are busy people, and they don’t have time to fill out lengthy forms. Keep your forms short and to the point to increase completion rates.

Use clear and concise language:

Make sure your questions are easy to understand and avoid using jargon or technical terms that may confuse prospects.

Include relevant fields:

Only ask for information that is necessary for your sales process. Including irrelevant fields can make prospects feel like their time is being wasted.

Use conditional logic:

Conditional logic allows you to tailor forms to each prospect’s unique situation, making it more likely that they will provide accurate and relevant information.

Provide clear instructions:

 Make sure your prospects know what they need to do to complete the form and include clear instructions if necessary.

Offer incentives:

Consider offering a small incentive, such as a discount or free trial, for completing the form to increase completion rates.

Test and optimize:

Continuously test and optimize your forms to improve completion rates and gather more valuable data.

By following these tips, you can create an online form that is user-friendly, professional, and effective in capturing data.

The types of questions to include in a sales form:

  • Personal Information: Name, email address, phone number, job title, and other relevant details.
  • Company Information: Company name, industry, size, location, and other relevant details.
  • Demographic Information: Age, gender, income, and other relevant details.
  • Sales Interests: Products or services of interest, specific features or benefits sought, purchase intent and timeline.
  • Event Information: Questions about attendance at events, conferences, webinars or demos.
  • Feedback and Suggestions: Questions asking for feedback on the company, products, or services.
  • Marketing and Sales Channel: Questions about how prospects or customers found the company, and which marketing or sales channels were most effective.

Types of Forms used in the Sales Industry

Contact forms

Get basic information from potential customers to start a conversation and follow-ups.

Lead generation forms

Receive information from potential customers to produce quality leads for sales.

Order forms

Get customer data and order specifics to process sales.

Payment forms

Gather payment data to handle sales transactions.

Referral forms

Request comments from happy consumers to increase your lead generation through word-of-mouth.

Event registration forms

Get information from attendees for sales events or webinars.

Product feedback forms

Ask feedback from customers on products to inform future sales and marketing efforts.

Market research surveys

Accumulate data from a sample population to inform sales strategies and tactics.

Competitor analysis surveys

Collect data on competitors to inform sales strategies and tactics.

Customer satisfaction surveys

Get customer feedback to guide your sales and marketing operations.

Net Promoter Score surveys

Get data about customer loyalty to help direct your sales and marketing efforts.

Pre-event surveys

Prior to a sales event, conduct tests from attendants to guide your sales strategies and tactics.

Post-event surveys

Get participant feedback following a sales event to inform upcoming marketing and sales initiatives.

Sales call feedback forms

Ask sales professionals for feedback on sales calls in order to inform future sales plans and strategies.

Partnership inquiry forms

Gather data from potential partners for business development opportunities.

Sales Inquiry Form

Collect information from potential customers who express interest in a product or service.

Sales Lead Form

Collect contact information and other details from potential customers who may be interested in their products or services.

Sales Quote Form

Provide potential customers with an estimated price for their products or services.

Sales Order Form

Collect information from customers who are ready to make a purchase.

Sales Feedback Form

Collect feedback from customers after a sale has been made to improve the quality of products and services and to enhance the overall customer experience.

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