PROBLEM · LEAD HAND-OFF

Do not let a good enquiry disappear between systems.

Bravaca maps what should happen after a website form is submitted: what must be validated, what context should travel with the lead, who owns it, what can be automated and where a person must act.

Website Enquiry to CRM Bravaca graphic.
01

Typical failure points

  • Shared inbox with unclear ownership
  • Manual copying into CRM
  • No source or campaign context
  • Duplicate records
  • Slow acknowledgement
  • No response deadline or escalation
  • Managers cannot see lead age or outcome
02

A better flow

Website enquiry → validation → source/context capture → approved CRM or operational record → routing rules → acknowledgement → task/deadline → exception handling → human response → measurement.

03

Integration rule

The exact implementation depends on the CRM/API and permissions available. Where direct integration is unreliable or unsupported, Bravaca should design a safer alternative rather than pretend every system can be connected.

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