10 Interactive Forms Builders for Surveys & Lead Generation
Lead generation is the main focus of sales and marketing teams. But not all leads are created equal. The quality of your leads directly impacts the effectiveness of your sales process.
Specifically, every business needs sales qualified leads to succeed. Unqualified leads can be a waste of time and resources.
Yet, generating sales qualified leads is no walk in the park. According to MarketingSherpa’s data, B2B marketers say generating high-quality leads is their number one challenge.
So how do you draw in leads who are more likely to convert? In this guide, we will provide valuable insights on generating high-quality leads that are more likely to convert into paying customers.
A sales qualified lead (SQL) is a prospect who has shown a high level of interest in your product or service and is likely to become a paying customer. These individuals or businesses have moved past the initial stage of your sales cycle and have taken specific actions that indicate their readiness to make a purchase.
To understand sales qualified leads better, let's take an example. Imagine you own a software company that develops project management tools. A website visitor who casually explores the features of your software is considered a lead.
However, a sales qualified lead example would be someone who not only explores the features but also signs up for a free trial, attends a product demonstration or requests a personalized quote. These actions demonstrate a higher level of engagement and indicate that the lead has a genuine interest in your software.
A Marketing Qualified Lead (MQL) represents a potential customer who has shown significant interest and engagement with a company's marketing efforts. MQLs have interacted with the company's website, subscribed to a newsletter, downloaded valuable resources such as whitepapers or ebooks or attended webinars.
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The key difference between MQLs and Sales Qualified Leads (SQLs) is that MQLs are not quite ready for direct sales engagement. Instead, they require further nurturing and education to guide them along the buyer's journey. The marketing team continues to provide relevant content and engage with MQLs, aiming to qualify them further and convert them into SQLs.
A Sales Accepted Lead (SAL) refers to a potential customer evaluated and accepted by the sales team as a viable prospect. SALs meet the sales team's initial qualification criteria after the marketing department identifies and nurtures Marketing Qualified Leads (MQLs).
SALs differ from SQLs as they undergo an initial evaluation by the sales team to ensure they meet specific criteria for further sales engagement. SALs are passed from marketing to sales for direct sales interaction and nurturing, with the ultimate goal of converting them into customers.
An Information Qualified Lead (IQL) is a potential customer who has provided specific information about themselves, often through form submissions or interactions with chatbots or customer support. This information can include details like name, job title, company size or specific pain points they are experiencing.
IQLs are typically early-stage leads who have shown some interest in your product or service but have not yet reached the level of engagement required to be classified as an MQL or SAL.
Unlike SQLs, IQLs may not have extensively engaged with the company's marketing materials or met all the criteria set by the sales team. The sales team engages with IQLs, understands their specific requirements, and provides the information to guide them closer to becoming SQLs.
Qualifying sales leads is a crucial step in the sales process. It involves assessing the readiness and potential of a lead to become a paying customer. While it may require some time and effort upfront, the benefits of qualifying leads are significant and can impact your success.
By qualifying leads, you can focus your time and resources on those most likely to convert into customers. This helps optimize your sales efforts, allowing you to prioritize and allocate your resources effectively.
Qualifying leads enables you to tailor your sales approach to meet each lead's specific needs and preferences. Understanding their pain points, budget, timeline, and decision-making authority allows you to customize your sales pitch and provide relevant solutions.
Sales qualified leads have a higher probability of converting into paying customers. By identifying leads that align with your ideal customer profile and have a genuine interest in your products or services, you can increase your conversion rates and ultimately boost sales.
Qualifying leads helps save resources on unqualified or uninterested leads. By focusing on high-quality leads, you can avoid unnecessary expenditures on leads that are unlikely to convert, resulting in cost savings for your business.
When you qualify leads, you have the opportunity to build stronger relationships with potential customers. Understanding their needs and providing personalized solutions can establish trust, credibility and rapport, leading to long-term customer loyalty.
Lead scoring is an important tool that can contribute to the decision-making process when classifying leads into categories such as SQLs, MQLs, SALs and IQLs. It involves assigning a numeric value or score to each lead based on various factors, such as their level of engagement, demographic information, behavior and fit with the ideal customer profile.
For example, a lead with a high lead score indicating strong engagement, relevant demographic fit and expressed interest may be classified as an SQL. On the other hand, leads with lower scores may be classified as MQLs or SALs. This indicates they require further nurturing and qualification before being ready for direct sales engagement.
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Converting MQLs to SQLs is a challenging yet critical objective for any business looking to increase conversion rates and boost revenue. One powerful approach to accomplish this is using lead scoring techniques.
So, let's discuss how you can quickly turn your MQLs into SQLs using lead-scoring techniques.
Start by establishing the criteria you will use to assign scores to the leads. This can include demographics, firmographics, engagement level and specific actions the leads take. Work in collaboration with your sales and marketing teams to ensure that the criteria align with the characteristics of your ideal customer.
Once your criteria are established, assign numerical values to each criterion to create a scoring system. For example, assign a higher score to leads from target industries or leads who have attended a webinar or downloaded a relevant e-book. The scoring system should reflect the level of engagement and the potential value of the lead.
Invest in a lead scoring tool or software to effectively manage and automate the lead scoring process. These tools can help you track and analyze lead behavior, assign scores based on predefined criteria, and provide insights into lead quality. Popular lead-scoring tools include HubSpot and Salesforce.
Visme's integration with HubSpot and Salesforce provides enhanced lead-scoring capabilities. By connecting Visme with these CRM platforms, sales and marketing teams can seamlessly sync lead data and activity.
This integration enables lead scoring based on engagement with Visme content, such as presentations, infographics, and interactive visuals. As leads interact with Visme-generated assets, their engagement data is captured in HubSpot or Salesforce, allowing for more accurate lead scoring.
Continuously monitor and track lead behavior to gain insights into their engagement level. Use the lead scoring tool to record and update scores based on new interactions or actions taken by the lead. This will ensure that lead scores remain accurate and up-to-date.
Establish sales qualified lead criteria that designate when an MQL becomes an SQL. Once a lead reaches these criteria, it signifies that they have shown enough interest and engagement to be passed on to the sales team for further qualification and follow-up.
Set up a system to trigger the handoff automatically or establish a clear process for manual handoff.
Effective lead scoring relies on close collaboration between sales and marketing teams. Regularly communicate and meet to review lead scoring criteria, evaluate leads, and refine the scoring system based on feedback from the sales team. This alignment ensures that both teams are on the same page and working towards the common goal of converting MQLs into SQLs.
Visme's collaborative design features provide a powerful solution for sales and marketing teams to work together effectively. With Visme, teams can collaborate in real-time on marketing materials, presentations and other visual content.
Features like live editing, commenting and feedback allow sales and marketing professionals to communicate, share ideas and make revisions quickly.
Watch the video below to see how the feature works.
Now you know how to turn an MQL into SQL using lead scoring. But you’ll need to calculate the conversion rate from MQL to SQL to understand how well your lead generation strategies are working.
Here's how you can calculate this conversion rate:
1. Define the Time Period: Determine the specific period for which you want to calculate the conversion rate. For example, you may measure it monthly, quarterly or annually.
2. Determine the Metrics: Identify the metrics needed to calculate the MQL to SQL conversion rate. You will need two key pieces of data: the number of MQLs generated during the specified time and the number of those MQLs that were successfully converted into SQLs.
3. Calculate the Conversion Rate: To calculate the conversion rate, divide the number of SQLs by the number of MQLs, and then multiply the result by 100 to get the percentage.
Conversion Rate = (Number of SQLs / Number of MQLs) x 100
For example, if you generated 150 MQLs during a specific month and 60 of those MQLs became SQLs, the sales qualified lead formula would be:
Conversion Rate = (60 / 150) x 100 = 40%
The resulting conversion rate indicates that 40% of the MQLs were converted into SQLs during that particular time period.
With Visme's vast selection of customizable templates, businesses can confidently create eye-catching content that resonates with their target audience and helps convert SQLs into paying customers.
MacKenzie , Economic Research Analyst at Greater Memphis Chamber, shared her positive experience with Visme's creative templates:
“I personally had experience with similar applications before Visme and found their tools weren’t as user-friendly as Visme, and their tools didn’t handle data very well. They didn’t provide the solution I really wanted.”
Now, let’s talk about the templates.
Let's begin with the buyer persona template. To attract and convert leads effectively, the first thing you need is a clear profile of your ideal customer. This template assists in creating that persona by capturing their demographics, preferences and pain points.
Utilizing this template allows you to present these details in an appealing format. This enables you to better target and engage leads who align with your customer persona, significantly increasing the likelihood of converting them into sales qualified leads.
Visme's analytics tool provides real-time data on the performance of your content. You can identify and target your ideal customers by collecting data and generating insights.
With the help of Visme analytics, you can collect crucial information, such as unique visits, IP address, location, organization, total time spent and more. This data will further help you create an improved buyer persona and many other sales collateral.
Read this article to learn about building your buyer persona and choose from 30+ customer persona templates from Visme’s library.
The competitive analysis template helps you evaluate your competitors' strengths, weaknesses and market positioning. Understanding the competitive landscape allows you to identify unique selling points and value propositions that differentiate your offering.
With this information, you can focus on leads who have expressed interest or dissatisfaction with competitors. This helps you score leads more precisely by leveraging competitive advantages.
The presentation template includes slides for significant competitors, statistics, competitive landscape and more.
Customize it using Visme's free online presentation maker to fit your needs. Visme comes with a tool called Presenter Studio that offers a range of features to help you give presentations confidently.
With Presenter Notes, you can keep track of talking points and prompts. The asynchronous presentation allows for self-paced viewing, while features like audio recording, animations and interactivity create engaging experiences.
Visualize the entire customer journey, from initial contact to conversion, using this customer journey map template. Mapping out each touchpoint and identifying potential barriers will help you optimize your lead nurturing efforts. This will further help you tailor your messaging to move leads further down the funnel.
The template encompasses all the stages of the customer journey map and highlights the relevant touchpoints, providing a comprehensive understanding of the customer journey.
Surveys can be a valuable tool for lead identification. This template present survey data, enabling you to gain insights into your target audience's preferences, pain points and behaviors. This helps you identify and prioritize leads who align with your ideal customer profile.
The template is designed to help you present the results of your product pricing survey using easy-to-understand pie charts. With Visme's user-friendly pie chart maker, you can effortlessly customize the charts to match your preferences and requirements.
Additionally, Visme offers a diverse selection of data visualization tools that you can use to visualize any data. Choose from 30+ data widgets such as progress bars, radial gauges, population arrays and more.
To help you visualize more extensive data sets, Visme offers 20+ types of chart and graph templates that you can customize according to your needs.
A sales funnel infographic template visually shows the different steps in the sales process, from generating leads to converting them into customers. With this template, you can easily see where your leads are in the sales funnel. By segmenting leads based on their progress and scoring them accordingly, you can prioritize your efforts more effectively.
This helps in nurturing leads, turning them into sales qualified leads and ultimately converting them into paying customers.
Use this template or choose from many other funnel chart templates and customize them to create your sales pipeline.
A sales pitch is an excellent tool for nurturing sales leads as it provides a focused and persuasive presentation of your product or service. It allows you to tailor your message to address the specific pain points and needs of SQLs, demonstrating how your offering can solve their challenges.
The sales pitch deck template is a valuable resource that helps you create visually appealing and compelling presentations. It provides a structured framework to showcase key benefits, features, success stories and pricing, enabling you to engage and convert SQLs effectively.
Visme offers a range of compelling pitch deck templates that are visually stunning and customizable. These templates provide a professional and captivating design, making it easy to create impactful sales presentations that impress and engage your audience.
According to HubSpot, 13% of marketers use case studies in their content strategy, making it the fifth most popular type of content.
Case studies create empathy and relevance by showcasing a specific problem, actions taken and outcomes. They allow individuals to connect with others' experiences and imagine themselves in similar scenarios.
Use this case study template to present real-life examples that best resonate with your sales qualified leads and convert them more effectively. Take advantage of the bold colors, eye-catching graphics and relevant images that help make the case study visually appealing.
Visme offers a wide range of design elements, including vector icons, 3D animated graphics, illustrations, shapes and lines. You can use these elements to enhance your content's professional and visual appeal, making it more engaging and visually impressive.
Additionally, Visme provides an extensive stock photo library where you can find various images to incorporate into your content. Whether you need business-related visuals, nature scenes or anything in between, the stock photo library has got you covered.
If you have a specific image in mind that you can't find anywhere else, Visme's AI image generator is at your service. Simply provide a prompt or description of what you're looking for, and the AI-powered tool will generate customized images, abstracts, icons or drawings based on your instructions.
A whitepaper is a highly effective content format for identifying and nurturing sales qualified leads. It provides valuable insights, research and industry expertise. The in-depth nature makes it appealing to leads actively seeking authoritative and comprehensive information.
By offering a whitepaper, you can attract leads genuinely interested in their industry or specific subject matter, allowing for targeted lead scoring and nurturing.
The whitepaper template simplifies the creation process, providing a structured framework to showcase expertise and engage leads effectively.
Want to give your sales team a clear approach to attracting and winning over clients? Equip them with a sales battlecard.
A sales battle card is a visual guide that helps salespeople systematically and consistently identify, engage and convert leads. It acts as a checklist that can be used in-person or digitally for the entire sales process: from prospecting to closing deals.
Customize the sales battlecard template to the specific needs of your business, including data from your CRM and marketing automation software. This will ensure the sales team has the most updated information to close deals faster.
Need help in crafting clear and concise text for your sales battlecards? Visme's AI Writer is a powerful tool that can greatly benefit sales teams when creating content for sales battlecards.
With the AI Writer, you can generate text for the battlecards quickly and easily, ensuring that the information is clear and concise. This feature saves time and allows teams to focus on other essential tasks.
Effectively communicate your product's features, benefits and use cases using Visme's explainer video templates. These templates help you create a compelling video that's easy to follow and visually appealing.
The templates are designed around a specific product type, such as an app, website or physical product. You’ll get the elements needed to explain each component in detail while also showing how users can interact with them.
You can use them as sales content, customer support or marketing materials. They work wonders for nurturing and converting sales qualified leads into paying customers.
Elevate the visual appeal of your explainer videos and make them more engaging by using Visme's text animation features.
It offers a range of dynamic effects and transitions that can enhance your content. Captivate your audience with eight different animation styles and effectively convey your message.
A strong brand identity helps lead identification by attracting leads who align with your visual brand, allowing for more targeted lead scoring based on brand affinity.
This template will assist you in defining and aligning your brand's visual elements, such as logos, colors, fonts and imagery. Consistent branding enhances brand recognition and attracts leads who resonate with your brand identity.
Visme's Brand Wizard tool empowers you to create and customize your branding elements effortlessly. You can save and apply brand colors, select brand fonts, and design unique logos, ensuring consistent and professional visual representation across all your content.
This feature streamlines the branding process, allowing you to easily create cohesive, visually appealing designs that align with your brand personality.
Read this article about creating your branding kit in Visme, or watch the video below to learn more.
Visme offers a user-friendly, no-code web form builder that helps create irresistible forms for lead generation. With Visme's form builder, you can easily design and customize forms to capture valuable information from your website visitors.
Whether you need basic lead generation forms, in-depth applications or customer surveys, Visme's form builder covers you. The forms created using Visme are visually appealing and interactive, which can help improve your conversion rate by up to 207%.
The simple interface of Visme's form builder allows you to create various forms, such as newsletter sign-ups, lead magnets and demo request forms.
In addition to creating the content listed above, Visme can help your sales team with many other critical tasks, from collaboration to project management. Read our comprehensive guide to learn how Visme can help you close more deals.
Hopefully, this article provided insights into sales qualified leads and their role in effortlessly converting leads into paying customers. We explored the process of converting MQLs into SQLs using lead scoring and introduced 12 templates for effective lead identification and conversion.
Now, it's time for you to take action. Streamline your lead generation process by leveraging Visme's versatile templates, user-friendly interface and collaboration features.
Create visually stunning content that grabs your target audience's attention and effectively identifies and nurtures leads toward becoming SQLs.
In addition to the tools and templates, Visme Forms enable you to capture leads by providing your target audience with an engaging sign-up experience.
Sign-up for Visme's sales account and start creating your new lead-generation content.
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