Salesforce is a well-known customer relationship management (CRM) product. It offers a myriad of tools for storing as well as organizing a company’s sales and prospecting data. The data can be particularly valuable when integrated with a corporate WordPress website. The purpose of this article is to help you understand how you can synchronize Salesforce and WordPress data.
Simplify User Management:
Having a cohesive user database is very important when you want to make your work easier and get all the data you need at one place. Synchronizing WordPress with Salesforce will help you achieve this. You will be able to setup your core WordPress functions such as site registration so as to create new leads in the Salesforce database that will come from your WordPress website. Fields between WordPress and Salesforce can also be synched so that the departments in your company will be able to access the same data in real time.
Integrating Salesforce in your website will be especially important if you run any membership related site or host specific data on your site that is visible only to the customers. The Salesforce will keep all your users’ accounts synced in a dynamic manner. You will be able to tag your leads and update your database automatically with the customer tag. Automating this process will save your team a lot of work and increase accuracy. This is what has made Salesforce GIT the most important service you should consider.
Convert the Form Submissions into Juicy Leads:
To be able to convert your WordPress website’s form submission into leads, you have to integrate your website with Salesforce. The filters and hooks on WordPress will enable you to send the form data to the Salesforce and be able to track the performance of the forms in your CRM. The service will enable you to know which forms convert better thereby enabling your team to fine tune the forms that don’t work. There is nothing more important than having a clear view of how your strategies are working. Salesforce will give you that.
Track user Activity:
For you to track user activity, you need to setup a ‘logged-in’ user page. This will help push the page history into custom Salesforce objects. However, you should note that you will need more resources if you want to track your users using this method. You need higher computing resources. Know if your hosting company will charge you more for more resources before you integrate this method of tracking.
There is a lot that you can do with the integration of Salesforce into your WordPress website. The important thing is to ensure that you have all the configurations and customization tied to your business goals as well as priorities. Failure to do this will cause you to spin the wheels on cool tech that will in the end have no benefit to your bottom line. There is no harm in seeking expert help if you are not familiar with the integration of Salesforce into WordPress. There are also innumerable resources you can use online to learn more about Salesforce.
There’s no question about it, Salesforce is a popular CRM integration for businesses of all types. However, if you’re an online retailer that’s hosting a WordPress site, a CRM like Salesforce may not be the best suited for eCommerce. In these instances, you should also consider using an alternative. Newer systems like ReadyCloud don’t require you to add a plugin to your website, and instead operate in the cloud. They give users options for cross-channel WooCommerce CRM (a very popular shopping cart plugin for WordPress) with marketplace functionality that creates detailed contacts from Amazon, eBay and WooCommerce order data.
Regardless the CRM solution that you seek, one thing is for certain: You’ll be well on your way to building better relationships with customers!