Surface

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Introduce：

Surface is an AI-based online form building tool designed for marketing and requirements generation teams, CRO specialists, and linkedin generation teams. It provides a code-free form builder that can create multi-step forms that match brands, increase conversion rates, and collect partial response data. With AI technology, Surface can improve the lead screening process, ensuring that users focus on the most promising prospects. In addition, it provides powerful inbound workflow automation and more than 2,000 integration options to help users effectively capture, cultivate and convert leads.

Stakeholders:
Surface’s target audience includes marketing and demand generation teams, CRO specialists, and linkedin generation teams. These users need a tool that can increase form conversion rates, screen high-quality leads, and automate the inbound marketing process. With its AI technology and code-free builder, Surface provides these users with an efficient, personalized, and easy-to-use solution.
Usage Scenario Examples:

• Allen Wu, from Aliex Growth, mentioned that the Surface Labs team provided support beyond expectations when they tried to launch new products, significantly increasing conversion rates and reducing customer acquisition costs.
• Marketing teams use Surface to create personalized inbound funnels that increase lead engagement and conversion rates.
• Sales teams get more high-quality data on leads with Surface’s built-in routing and scheduling integration.

The features of the tool:

• No Code Form Builder: Create personalized, multi-step forms to increase brand consistency and conversion rates.
• AI lead Screening: Use AI technology to optimize the lead screening process, focusing on the most promising leads.
• Inbound Workflow Automation: Automate workflows to efficiently capture, nurture, and convert leads.
• 2000+ Integration Options: A wide range of integration options are available to meet the needs of different users.
• Partial response data collection: Partial response data can be collected even if the user does not complete the form.
• Powerful analytics tools: Provide in-depth analytics to help users better understand form performance and lead behavior.
• Personalized inbound funnels: Marketing teams can create personalized inbound funnels with powerful codeless forms and workflow builders.

Steps for Use:

• 1. Visit the Surface website and register an account.
• 2. Use a no-code form builder to design multi-step forms that match your brand.
• 3. Use AI technology to screen and prioritize the most promising prospects.
• 4. Set up automated workflows to automatically capture, nurture and convert leads.
• 5. Select and integrate the required third-party services to extend Surface’s capabilities.
• 6. Monitor form performance and lead behavior with powerful analytics tools.
• 7. Adapt forms and workflows based on analysis results to continuously optimize conversion rates.

Tool’s Tabs: AI, form building