Advantages of Integrating WordPress & Salesforce You Must Know About!

Talk of CRM and one name that always ranks first on the list of sales professionals is – Salesforce. And why not? It is quite obvious for them to lean towards a tool that offers excellent functionalities for organizing and storing the company’s data. The value of this data upsurges when you integrate it with a CMS.

That being said, WordPress is one of the most used Content Management Systems in the world. Today, we will talk about integrating Salesforce with WordPress and getting the best of both worlds.

Let us find out about the ways in which the amalgamation of WordPress and Salesforce can benefit you:

Convert Submissions into Leads

You would obviously want to turn your visitors and form submissions into leads. And for that, you will have to integrate your WordPress website efficiently with Salesforce. WordPress filters enable you to send form data to Salesforce and track the performance of your form in CRM. As you can get insights about the forms that convert better, it will help your inbound marketing team to perform at the best of their abilities.

Make User Management Easy

When you sync WordPress users with your Salesforce CRM, you will be able to maintain a unified user database. If you use a Salesforce WordPress Plugin, you can also set up core WordPress functionalities including site registration so that you can create new leads in your Salesforce database coming from WordPress. It is also possible for you to sync fields between two applications for giving the access of data set to all your company departments.

If you have a website that asks for membership or you want to host a specific data on your website that is visible only to your customers; you can sync the accounts of your users in a dynamic way through WordPress Salesforce integration. You can also tag your leads as customers in Salesforce and update using customer tag and give them access to the exclusively assigned areas of the website.

Make Ecommerce Store Product/Catalog

You can import your product database into Salesforce CRM in several ways. However, there are quite a few ways in which you can keep the data synced to your external ecommerce store. You can make use of some out of the box solutions like Salesforce WordPress Plugin that can also work with multiple Salesforce setups. Also, if you have previous purchase data in Salesforce, you will be able to target customers for new products, marketing campaigns or promotions.

Manage User Interaction

Through WordPress Salesforce Integration, you can handle the customer engagement in easy way. In case you host a WordPress website, you must be aware that if you want to manage users minutely, you would need an ample amount of computing resources. And based on the charges that your hosting provider puts on you, this can turn out to be expensive. Hence, the best and the most efficient way to manage customer activity is to have information about your user before they turn into a lead. Salesforce customer portal makes your user interaction in a self-supporting way.

With all of above-mentioned advantages and many more, WordPress Salesforce Integration can never disappoint you. All you need to do is ensure that all the extensions or portals you invest into are adhering to your business goals and objectives. If you don’t, you might feel like you have adopted a cool technology but it will not bring you any benefits.

What are you waiting for? Employ a Salesforce Portal now!

Mr. Maulik Shah is the founder & CEO of AppJetty, a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.