I want to be able to send forms to contacts to collect or update fields on a company or contact. Since I already have some contact or company data the fields that already have data should be pre-filled using a custom URL as part of the email / text / etc.
Use case example:
- As an account manager I want to ask clients to update their mailing address for holiday gift mailings
- As an account manager I want to ask clients to provide their tshirt size so that we can send out shirts
Currently, sending a form to a group of contacts with these sorts of use cases has the following drawbacks:
- Contacts must re-enter data that we already have for them or their company
- Contacts end up duplicated because of re-entry typos and other reasons
- Companies end up duplicated because of re-entry typos and other reasons
- Customer satisfaction is lower
Thanks for considering. This would be a huge differentiator among CRMs.
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