Cookie Tracking

Increase your sales by integrating your website with monday.com. Automatically update your leads, deals, or contacts with key activity logs every time they visit your website, download a PDF, or sign up for a webinar. Receive instant notifications for assigned sales reps and access scorecards to easily identify which leads or deals are most likely to close.

Why?

We developed this solution because it’s crucial to have this functionality integrated into your CRM system.

With cookie tracking and real-time updates, your team will always be informed. This allows them to quickly decide when to contact a lead or an existing customer returning to your website, possibly to explore additional offers. They receive an instant notification and can call them right away!

Do you have a potential major client registered for a webinar or seminar? Your sales rep will get a notification and can start planning their engagement immediately.

Benefits

Increased Sales Efficiency: Automate updates and notifications, reducing manual data entry and freeing your sales team to focus on closing deals.

Timely Engagement: Receive instant notifications about key activities, enabling your salespeople to engage with leads and customers at the right moment.

Enhanced Customer Insight: Track and log key activities such as website visits, PDF downloads, and webinar registrations to gain deeper insights into customer behavior and interests.

Improved Team Coordination: Keep your entire team updated with real-time information, ensuring everyone is on the same page and can collaborate effectively.

Proactive Customer Contact: Identify and reach out to returning customers who might be interested in additional offers, enhancing customer loyalty and upselling opportunities.

Prioritize High-Value Leads: Use scorecards to easily identify and prioritize high-potential leads, ensuring your sales efforts focus on the most promising opportunities.

Better Event Planning: Get notifications when potential major clients register for webinars or seminars, allowing your salespeople to plan their engagement strategies in advance.

Increased CRM Value: Seamlessly integrate this solution into your existing CRM, enhancing its functionality and adding more value to your sales processes.

How it works

01. Website Visitors

The initial “trigger” for this solution is activated as soon as a new visitor lands on your website. Our systems immediately check if the visitor is stored in the cookie or not.

If the visitor is not found in the cookie, no data is sent forward. However, if the visitor is stored in the cookie, the data is sent forward.

02. Search in monday.com

Next, we use the information from the cookie to search in monday.com among leads, deals, contacts, and similar records.

03. Create / Update an Item

If a matching lead, deal, or contact is found in monday.com, the relevant item is updated with the new activity data. If no match is found, a new item is created in the appropriate category to ensure all activity is tracked and actionable.

04. Create a New Activity

Next, we create an activity on the item’s personal contact card. If the contact is in the leads, deals, or other boards, this is automatically synced and can be accessed from a single place, the contact card.

– If the person only visited the website, we log an activity for the website visit.

– If the person downloaded a guide, we log an activity for the download.

– If the person registered for a webinar or seminar, we log an activity for this.

05. Update Scorecard

Once we have logged all relevant activities, we update the scorecard. This helps us easily identify and prioritize the most promising leads and deals. In this example, a website visit is worth 5 points, a download is worth 15 points, and a webinar/seminar registration is worth 15 points.

Talk about cookie tracking and other solutions with me

With me, you can discuss everything from solutions to integrations, automations, monday.com, and costs. Contact me directly or fill in your details, and I will get back to you.

Eddie Blomkvist

Implementation Consultant
eddie@solosap.com