Automatically sync your leads with the LinkedIn Lead Gen Forms + UGRU Financial CRM integration

LinkedIn Lead Gen Forms is a solution that helps you drive high-quality leads from your Sponsored Content campaigns on Linkedin. These ads are particularly useful thanks to a design optimized for mobile devices. According to LinkedIn, 80% of involvement with sponsored content takes place on mobile devices. This creates a barrier when it comes to lead generation, because many users will not take the time to fill out a form.

This tool is handy to use because LinkedIn Lead Gen Forms allows you to acquire quality leads using pre-filled forms with LinkedIn profile data. This presents new opportunities to grow your lead generation strategy.

Being able to request more information from our leads, without drastically lowering the conversion rate, is undoubtedly a good reason to use LinkedIn Lead Gen Forms. This LinkedIn Lead Gen Forms feature gives you the ability to collect more data without damaging conversions, but also to choose which type of information to manage and create advertising campaigns accordingly. Furthermore, with the Lead Gen LinkedIn modules, the modules are automatically filled with information in users' LinkedIn profiles, thus eliminating the extra work that the user had to do manually. For example, if you want to run an ad on LinkedIn promoting a free download from your website, every user who clicks on that ad will see the Lead Gen module. For example, if you want to run an ad on LinkedIn promoting a free download from your site Web, every user who clicks on that ad will see the Lead Gen module.

UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.

The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.

Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.