Salesforce is one of the best CRMs in the world and offers many benefits from storing and organizing customer data and helping businesses and organizations improve their relationship and understanding of their customers.
Another software solution is WordPress Content Management System (CMS). This helps businesses and organizations construct and manage websites. You can now integrate these systems into one major Internet- based solution. The integrations increases functionality and achieves business objectives faster and more effectively.
User Management Made Easy
You can sync fields between the two applications so that your company departments all have access to the same data set. This is crucial for maintaining a cohesive user database. Within Salesforce, you can also set-up core WordPress functions, like site registration, to create new leads in your Salesforce database which makes all data available to view in Salesforce.
Do you run a membership related website or host specific data on your website that is only visible to your customers? With a Salesforce to WordPress integration you can keep your users’ account status synced dynamically. This lets you tag your leads as customers in Salesforce and have them automatically updated with a customer tag. In turn, giving them access to ‘customer only’ areas of your website. Automated prospect to customer updates lessen your sales teams’ workload (no more manual updates) and they’ll look like geniuses to their newest customers.
Convert Form Submissions into Leads
If you need to convert WordPress form submissions into leads, you’ll need to integrate your site more fully with Salesforce. WordPress hooks and filters let you send form data to Salesforce and track your form’s performance in your CRM. Having knowledge of the forms that convert better will help your inbound marketing tweak the forms that don’t work as well.
Build a Product Catalog or Ecommerce Store
There are many ways to import your product database into your Salesforce CRM, but there are few ways to keep that data synced up with an external eCommerce store. There are some out of the box solutions available, which are products designed to work with as many Salesforce setups as possible. Yet these off-the-shelf solutions may nullify any customizations to your eCommerce workflow or database. A custom integration solution could include a product catalog. It could even include a full eCommerce solution that records all stock quantities, sales and other sales data in your Salesforce database. Having previous purchase data in Salesforce is helpful when targeting customers for new products, promotions or marketing campaigns.
Track on Campaign IDs to WordPress Actions
Do you want to associate any core or custom WordPress actions with your Salesforce campaigns? Attaching WordPress actions to Salesforce lets you associate users who register on your WordPress site with a sales campaign. You can also add anyone who submits a specific form to a given Salesforce campaign ID. You can even target specific website activities you want tracked. For example, you can add a WordPress action that keeps track of the number of blog posts a user views in each product or service category. If they hit a certain metric (i.e. number of blog posts read) you can associate them with a campaign ID that corresponds to that category. The number of custom actions you can create and track in this manner is endless. So be sure you have a specific marketing or sales goal in mind you can align these custom actions to.
If you need help integrating your WordPress Site and Salesforce portal, click here to speak to an expert now.
Forcify Consulting was started by Brad Tocher who has over 20 years of technology and sales and business development experience. An entrepreneurial sales leader with roots that go back to 2001, with his first Salesforce implementation, Forcify Consulting understands the importance of properly aligning your business with your Salesforce CRM...More