Hi Jennifer, I work with these types of forms all the time. Opinions differ widely, of course, and the product being sold may influence the set of required fields. My general view, however, is that Name, Company, Phone, and E-Mail are requirements for allowing Sales to follow through on the lead. (Depending on the product you may not need to get the phone number, but e-mail is not necessarily a reliable communication method so it is good to have an alternate method of contact and many Sales teams prefer to start off with a personal connection by voice.)
Address I don't recommend requiring unless there is really printed materials that will need to be sent. Sales can always obtain address information during their follow-up call. Number of Employees is another item than can be obtained during the call. Sometimes State or Country may be required in order to assign leads to the proper Sales rep. Basically I look for the very minimum needed to qualify a lead and follow through. Make Sales do their job of fleshing out the lead when they call the prospect and don't discourage responses by requiring information that the visitor may not be able to provide due to company policy. Chris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Posted from the new ixda.org http://www.ixda.org/discuss?post=41431 ________________________________________________________________ Welcome to the Interaction Design Association (IxDA)! To post to this list ....... [email protected] Unsubscribe ................ http://www.ixda.org/unsubscribe List Guidelines ............ http://www.ixda.org/guidelines List Help .................. http://www.ixda.org/help
