Public Request Forms with Pre-Populated Fields
We have developed a Request Form which we ask new customers to complete as we launch our project with them. In many instances, some, but nowhere near all, of the information we're asking for has already been provided to the salesperson they're dealing with. The information that they have already provided to us differs between each of the customers, so a dynamic form can't help us work around this. So that we're not asking customers who have already provided us with certain information to relay it to us again, it would be great if we could partially fill in the forms for them and then ask them to complete the rest. This allows them to see that our sales and project management teams are communicating with one another and it also gives them the opportunity to review the information we already have on them and change it if it is incorrect. It would be really helpful to our organisation if that kind of functionality could be developed in Wrike.
I think that is best done with a marketing automation system like Acton or something of the like. Wrike does not have a CRM capability.