WordPress and Salesforce Come Together to Offer Smooth Business Operations

WordPress is the leading CMS and Salesforce is the leading CRM. Combining the two gives the best results one could ever hope for. This conjoint platform provides the latest tools for data collection and the best solutions for data management.

What you need to know before integration

Integration of two omnipotent platforms is serious business. You cannot integrate CRM and CMS platforms by fluke. You need to understand each of their functions and features to complete a seamless integration successfully.

Before choosing an integration tool, here’s what you should consider –

  1. How much information do you need for communications? What are the necessary fields you require including but not limited to name, contact number, address, email address, and zip code?
  2. How do you want to handle the new leads? Do you already have old leads that are valuable? How are you handling them currently? How can you migrate or export the existing leads to the new platform?
  • Do you need to customize the forms? How much customization do you need? Do you need basic forms or do you need custom fonts with specific color coding and styles?

Hooking up your website to a strong CRM platform can be rewarding for any online business. The changing environment with a natural inclination towards digital marketing makes it imperative for almost all companies in 2017 to integrate their CMS to an all-round CRM.

What are the perks of integrating your website with a new CRM?

You can achieve perfect data sync; you will not have to worry about customer relationships and updating data, data backup will no longer be a chore. However, many businesses have not yet integrated their WordPress data with Salesforce, and this is why they are missing out.

Amazing user management options

The syncing of the platforms gives rise to a cohesive database. WordPress website functions like customer registration, the creation of new leads and following the progress of online campaigns become more compact with the integration. Syncing the fields between the two applications is quite easy as well. This is especially true for membership and subscription-related websites. If you are running an online survey or looking for a collection of customer feedback, melding the two platforms proves to be a rather good idea.

In fact, syncing WordPress to Salesforce allows syncing of the customers’ account status dynamically. You can tag your leads and users as customers and give them access to your “customer only” areas of the sales website. This process of automated updating of customer status takes off significant workload off the shoulders of your sales team, and it serves as a comprehensive guide for the customer service team.

Building an expansive e-commerce store

Salesforce CRM allows multiple ways of importing products into the database successfully. There are only a few ways of keeping all your product data synced with an external online store. SalesforceDx offers a flexible and intuitive environment for developers to create their pathways of integrating the product information into the Salesforce CRM from an external store. These are more efficient than the out of the box solutions available for most of the other CRMs.

Predesigned solutions may seem easier to avail, but they come with a considerable disadvantage. The pre-meditated setups can nullify any and all your customizations of the database or workflow. Most experts suggest customized import pathways and conditions, rather than opting for off the shelf solutions.

This should preferably include a complete e-commerce solution with updated stock quantities, sales history, and sales data in your database. If you have any previous data on customer purchase, Salesforce makes much easier to target your customers for new products, campaigns, and promotions.

Object integration and flexibility

Salesforce is more extensible than most of us assume it to be. If you are thinking of using this powerful CRM, you just need a strong developer team to match its potentials. Using SalesforceDx, it is now much easier to create any object you need dedicated to your website. From subscription sites to sales websites, you can integrate custom objects on your CMS to your Salesforce CRM as per your need. You can track due payments, lapsed subscriptions, new shipment updates and cart abandonment rates with your new tools.

You can even attach your WordPress actions to your Salesforce campaigns. Can you believe it? Well, you better do, because SalesforceDx and a smart team of developers can make that happen for you. You can add users to your database when the submit specific forms to given Salesforce campaigns. You can target specific websites for activities you are interested in. You can create an endless number of actions and conditions for your WordPress actions.

For example – you have a WordPress blog, and you want to keep an eye on the number of people who view the different posts in different categories in a day. You can create a WordPress action to monitor the events and collect the data from relevant user activities. These actions enable businesses to have certain dedicated marketing and sales goals while designing the integration pathways.

How to integrate the two platforms without glitches?

WordPress websites are the easiest to manage and upgrade. Salesforce is the most comprehensive CRM there is for all business purposes. Now, you may want to send your website leads, data, and more directly to your new CRM. After all, that is a smart thing to do! There are new plug-ins that allow the seamless integration of WordPress as a CMS and Salesforce as a CRM.

Sometimes, finding the specific plug-in is difficult in certain circumstances. Most of the times it is the WordPress contact managers. You can overcome this by using a combination of different plug-ins that facilitate the integration of the two platforms. The overlapping fields often give every business what they need from both these application platforms.

Integration of WordPress and Salesforce is becoming more mainstream by the day. There are hundreds of paid and free versions of plug-ins that are making e-commerce quite the happening topic of discussion among data managers right now.

 

Sujain Thomas

Sujain Thomas is a data IT professional who works closely with DBA experts and also provide her clients with fantastic DBA services to solve their data problems. You can follow her twitter.

  • 660
  • 11/6

Champion Sponsor

Relevance is proud to present our Champion Sponsor that helps make our site possible.