Integrate the Power of WordPress and CRM

There are so many platforms available for website creation. But, many developers prefer working with WordPress.

You might also be using WordPress.

In fact, according to a study done by Kinsta, more than 29% of websites’ development is in WordPress. This number is huge. It means that more than one-fourth of the websites on the internet use WordPress.

It truly showcases the power of open source software. Today WordPress is a large community. Not only on the developing side but, millions of people use WordPress to manage their website’s content.

Because of its robust features, WordPress has turned out to be a favorite tool for many people.

This was all about CMS. Now, let’s look at the CRMs. Companies use CRMs to maintain the records of their customers to provide them with better user experience and customer service.

CMS handles your website and CRMs handle your customers’ data. But, the real magic happens when they both are in synchronization.

For this, portals play a vital role. They bridge the gap between CRMs and CMS. Portals are helping companies a lot to manage their customers, optimize their customer journey and serve them better.

There are various types of portals available like CRM customer portal, knowledge portal, self-service portal, etc. each with a unique use case and companies either purchase or develop them according to their needs and business model.

These various types of portals are available on a variety of platforms. So, you can decide which portal you want to use on the basis of the CRM and CMS you have. You can even decide which type of portals you want to serve your customers with.

Let’s say you are using SugarCRM for your storing your clients’ data and WordPress as your CMS then, you need to make sure that your portal integrates with both of them.

Many small and medium sized businesses use SugarCRM. It is known for its open source nature and robust functionalities. It helps you to streamline your business by helping you manage all your customers and their data.

Just imagine the power of SugarCRM WordPress Integration with portals as a cherry on the cake can be.

SugarCRM WordPress Synchronizing:

SugarCRM WordPress integration is the best combination for small and medium sized companies. This integration is a good opportunity for your employees to reach out to your clients easily.

Let's explore the benefits of using this:

• Lead Data Management:

When your visitors fill up the form on your website which is in WordPress, you will be able to see their details in the backend in your SugarCRM. This makes it an easy way to collect, store and manage your leads’ data in your CRM.

Not only this but with the help of these leads also you can start cold calling and try to convert them into your clients. Your CRM will have your clients’ data and this will help you analyze and understand your users. Additionally, it will even help you to streamline various processes to help you grow bigger.

• Precise Data:

When your CRM and CMS are in proper sync, the data within will be precise and it’ll be easier for you to maintain data hygiene. The data travels from CMS to CRM and then SugarCRM with its functionalities gives you the freedom to utilize that data the way you want. Both of these platforms being secure also gives an assurance that there’ll be no data loss in the process.

• User Activity Tracking:

You can know which web pages your clients are visiting and track their activity on your website. This data, in turn, will help you to understand your users’ behavior better. You can send them custom messages on the basis of their interaction with your website, decrease bounce rate, and enhance your customer service.

• Create Custom Form Designs:

SugarCRM provides you a feature called a WYSIWYG builder. This lets you create a custom field for your form. You can have complete control of what you wish to develop, you can even showcase your creativity, maintain your brand value and use color combination with respect to your brand.

• User Specific Access:

You can provide specific access to each user according to their use and WordPress assures you that only authenticated users can make changes in your WordPress site.

• Optimized Lead Journey:

This integration will let you engage and analyze visitors on your WordPress website and helps you to convert them into efficient clients for your business. It provides you insights into what people are looking for on your website, you can know about your target audience, customer habits and understand their behavior.

Final Words:

This integration will help you get the best of both worlds. You can easily create responsive websites using WordPress and SugarCRM and the portals, an interface for your customers, will work as a cherry on the cake for you. It will help you understand your users effectively; gain insights and help you increase your business.

Mr. Maulik Shah is the founder & CEO of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal.