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Senta now integrates with PracticeWeb

23rd Jul 2020
Brought to you by
senta
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PracticeWeb and Senta graphic

PracticeWeb designs and builds beautiful websites for accountants. Lead generation is one of the main objectives of their websites, which is why PracticeWeb now integrates with Senta to improve the customer experience for the accountancy firms’ prospects and improve their first impression.

Once a prospect finds an accountant’s website and provides their data, Senta sends the information directly from the firm’s website into the practice management software, immediately triggering the practice’s onboarding process and automated workflow.

This saves time, removes friction and improves the user experience for the prospect, who receives a prompt response - which keeps them moving down the funnel towards the point where their business has been won.

"Integrating our platform into Senta's practice management system is a game-changer. 

Our business is all about helping accountants convert website visitors into leads. Now, those can go directly into the CRM to kick off the onboarding process. It's not only more efficient from the practice's point of view but also increases the chance of every customer having a great experience as they move through the buyer journey."

Mike Crook, Managing Director PracticeWeb

 

Why did we integrate with PracticeWeb?

PracticeWeb clients previously had to take the data their clients submitted to their website forms and re-enter them into Senta. This manual upload was duplicating effort, making the process slower than with an automated integration. 

Some firms were also creating detailed forms on Senta and then capturing the data as they talked with potential clients through them. The new integration between Senta and PracticeWeb removes this burden, saving clients time and improving the prospect’s experience when contacting practices.

"PracticeWeb’s Horizon platform is amazing…and loads of practices are using Senta for managing their leads, so it made perfect sense to work together on joining the two platforms together. If you’re using Horizon with the Senta integration, enquiries go straight into your CRM and onboarding workflows kick off without any fuss…they’re automatically in your pipeline!"

James Kilford, CEO Senta

 

How can you use the integration?

Visit the form on the PracticeWeb site:

PracticeWeb form

Fill in the form and all the fields:

Practiceweb form filled in

After clicking submit you should see the client on Senta:

client list
 

The fields in the form will match those set up in Senta, these can be configured in the form:

joes accounting list

If you’re a Senta and PracticeWeb client, you can contact us to talk about the advantages of this new integration and how you can set it up.