6 Ways to Make the Most out of WordPress Salesforce Integration

Salesforce is among the robust CRMs available in the market. It offers many tools for storing and organizing your company’s data as well as your customers’. And as a company, your goal might be to utilize this data optimally in order to serve the best to your customers.

There are multiple integrations available in the market but one of the best and widely useful is WordPress Salesforce integration. This integration helps you to utilize your data properly making it more valuable and as a result, you are able to provide better service to your customers.

Let’s look at useful ways to sync your WordPress and Salesforce data:

• Easy User Management:

If you are managing your website on WordPress and capturing leads from there, then integrating your WordPress with your Salesforce CRM becomes crucial. This way you will be creating a cohesive database of your users.

To integrate Salesforce and WordPress, you can configure WordPress functions like site registration, etc. to create new leads in the Salesforce database. You can also configure other fields between two applications so your teams can have access to proper data sets.

It doesn’t matter if you are running a membership-based company or host-specific data on your website which is only visible to your customer, with this integration, you can keep your users’ account status synced dynamically.

Going a step further, you can also tag your leads as customers in Salesforce, and this customer tag update, in turn, gives your customers access to the "customer only" section of your website.

This will directly decrease your sales teams’ workload. This feature will help your sales team to serve your customers effectively and efficiently.

• Generate New Leads:

Let’s say you want to convert WordPress form submissions into leads, and if your website is integrated with Salesforce then it will help you smoothen the whole process. With the WordPress filters and hooks, you can send your form data into Salesforce and then you can also track the performance of these forms in your CRM. All this, in turn, will help your inbound marketing team to perform better and convert your leads.

• Track User Activity:

If you want to identify the most trafficked area of your website then you can set up "logged-in" user page tracking to get user page history into a custom Salesforce object.

If you are using this feature in your WordPress site, then remember that this level of detailed tracking requires a good amount of computing resources. It also depends on your web hosting provider. Or you can also invest in a Salesforce customer portal that works with WordPress making it a cost-effective option to track the user activity and understand their needs.

• Create a Product Catalog or eCommerce Store:

There may be multiple ways for you to include your product database in your Salesforce CRM but there are only a few ways to keep data synchronized with external eCommerce stores. Still, there are some unique solutions available which work with as many Salesforce setups as you want. But what the point of concern here is that it won’t support any of the customizations done in your eCommerce store workflow. This will at the end make the data useless.

Therefore, a custom integration solution can include a product catalog; it even includes a full eCommerce solution that records stock quantities, sales, inventory updates, and other data in your Salesforce database. Having previous purchase data in Salesforce is very helpful when you are targeting customers for new products, promotions, or any other marketing campaigns.

• Custom Object Integration:

You can create custom Salesforce objects according to your website. For example, if you want to build a website that tracks your rental cars and properties and stores their data in Salesforce then custom integration is the right solution for you. You can use this data to track car status, tenant rent, due dates, amounts, and payments directly from your Salesforce database. This even allows your customers to pay their bills directly through your WordPress website.

• Tag Campaign IDs to WordPress Actions:

Want to link any core tailor-made WordPress actions with your Salesforce campaigns? Then linking WordPress actions with your Salesforce will enable you to track users who register on your WordPress site with a particular sales campaign. You can also add anyone who submits a specific form to a specific campaign by giving it a Salesforce campaign ID.

Additionally, you can even tag particular website activities that you want to track. For example, you can even add a WordPress action that keeps track of the number of blog posts your users are reading in a particular product or the service category.

If you are using any specific metric, you can associate them using a campaign ID that corresponds to each category. There are a number of custom actions you can create and track. In such scenarios, make sure you have specific and clear marketing or sales goals and can align in these actions as well.

Conclusion:

Salesforce and WordPress are among the most widely used CRM and CMS respectively. There are various ways you can use these two in the best possible way. But, the best outcome will be when you have integrated these two.

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.