Top 6 Benefits of Salesforce WordPress Integration
Posted: Sep 25, 2020
WordPress is used by every third website across the world as a Content Management System. And Salesforce is one of the leading customer relationship management (CRM) platforms. Combined, these two can drastically improve your operations.
With Salesforce’s tools, you can store and organize your company's leads and customer data. However, this data could be even more valuable when integrated with your WordPress website. Below are the six useful ways to synchronize your Salesforce and WordPress data.
- Easy User Management
To maintain a cohesive user data across your backend tools, it is necessary to sync them in real-time and the same goes for WordPress as well as Salesforce CRM. You can develop core WordPress functions, like site registration to create new leads in your Salesforce database. You can even sync fields between two applications so that your company departments can have access to the same data set.
With the help of Salesforce WordPress integration, you can keep your users’ account status sync. You can tag your leads as customers in Salesforce and then they automatically get updated with customer tags. In turn, you can provide "customer only" access to your website. Automated prospect to customer updates reduces your sales teams’ workload.
- Form Submissions to Leads
Planning to convert your WordPress form submissions into leads any time soon? Then you will need to integrate your website with CRM which in this case is Salesforce. WordPress hooks and filters allow you to send form data to Salesforce and track your forms performance in CRM. Once you know the forms which convert better will help in your crafting a more effective inbound marketing funnel.
- Track logged in user data:
Understanding and identifying the most valuable corners of your website becomes necessary if you want to provide better service than your competitors. To achieve that, you can track your logged in users and their actions and history by building a custom Salesforce Object. If you are hosting your WordPress site, then remember that tracking users at micro level requires a good deal of computing resources. Based on how and what your web hosting provider charges, it can turn into an expensive proposition. A better and cost-effective way would be to track customer activity through using different third party tools like opting for a Salesforce WordPress portal that offers this desirable integration.
- Build a Product Catalog
There are multiple ways to import your product database in your Salesforce CRM. But, there are few ways to keep the data synced with an external eCommerce store. For this, there are some solutions that work with different Salesforce setups. These solutions will require you to make customizations to your eCommerce workflow.
A custom integration solution will include a product catalog. It can even include a full eCommerce solution which records all stock quantities, and other sales data in your Salesforce database. This will save the previously purchased data in Salesforce. This in turn will help you to target customers for new products, promotions, or marketing campaigns.
- Track on Campaign IDs
Integrating WordPress with Salesforce lets you associate users who register on your WordPress site with a sales campaign. You can add anyone who submits a specific form to a given Salesforce campaign ID. You can even target particular website activities you want to track.
E.g.: using WordPress action, you can track the number of blog posts a user views in each product or service category. If they hit the specific metric, you can associate them with the campaign ID which corresponds to that category. With the number of custom actions, you can create and track various actions of your visitors. This will help you achieve specific marketing or sales goals and execute them properly.
Having a Salesforce self service portal or Salesforce partner portal and integrating it with WordPress brings the best out of both the worlds. It makes the task of your team easy and helps you streamline your business operations.
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.