When it comes to CRMs very few are as popular as Salesforce. More than a 100,000 companies around the world are users of the product. It helps businesses organize their data in a single platform and maximize their efficiency. It helps organizations with their marketing, sales, commerce, operations, services, and IT. Thanks to its cloud-based design, users can access it anywhere and anytime to help enhance the brand loyalty and overall customer experience.
At the same time, WordPress is arguably the most popular CMS in the world. If a business or organization is running a website, chances are quite high that it's on WordPress. When you're running a website along with your business, effectively managing and organizing the data is a major concern. You can't foster a long-term relationship with your clients without effectively utilizing data.
To get the most of your data, you need to integrate WordPress with Salesforce. By combining these two powerful platforms, you can make a much more efficient business ecosystem.
Keep reading if you'd like to learn more about how WordPress integration with Salesforce can help your business.
Learning the Basics
Before we get into the nitty gritty of the integrations, it's first essential to develop a basic understanding of the two platforms and their purpose.
What is Salesforce?
Salesforce is a cloud-based CRM platform. A CRM stands for customer relationship management platform. The main purpose of a CRM is to help business's manage different operational aspects. These include; customer interactions, sales processes, and marketing campaigns.
By properly leveraging Salesforce, users can track leads, improve their customer relationships, and utilize data to gain a better understanding of overall business performance.
Salesforce is by far one of the most used CRM platforms. It's used by businesses and organizations of all sizes. The scalable nature of the platform helps ensure that the platform can be customized to meet the specific needs of a business.
It offers a wide variety of different tools, functionalities, and integrations that can help a business improve efficiency and overall effectiveness.
What is WordPress?
WordPress is a CMS. It might sound similar to CRM but their purposes are completely different. CMS stands for content management system. While there are many different CMS platforms, WordPress is by far the most popular.
It offers users a very accessible interface that helps users create and manage their websites. One of the best things about WordPress is that it contains a wide variety of plugins and themes that can help you build your website according to your needs.
A main reason why WordPress is so popular is because it's a very flexible platform. Regardless of whether you want to start a blog, your own e-commerce store, or a website for your business, WordPress can easily adapt according to user needs.
The platform is also completely open-source, meaning that anyone that's familiar with the platform can create plugins and themes that further extend the overall functionality. Its versatile nature means that the platform is perfect for any use that you could imagine.
Key Benefits of WordPress-Salesforce Integration
Now that you have a basic understanding of the two platforms, let's take a look at the key benefits that the integration provides. Here are some of the key benefits users will receive after they integrate WordPress with Salesforce.
1. Manage User Data Easily
One of the primary benefits of WordPress-Salesforce integration is that it makes managing user data much more simple. A lot of WordPress functions can sync with your Salesforce database to make your life much easier. For example, if you have a feature like site registrations on your WordPress website, you can sync that so every registration gets created as a new lead in your Salesforce database.
Additionally, the integration can effectively help decrease the overall workload on your employees. Freeing them up from repetitive tasks will give them more leeway to be creative and contribute positively to the business.
2. Keep Data Up To Date
Another benefit of the WordPress-Salesforce integration is that it helps keep the data correct and updated. There's no need for any sort of manual entry or record keeping, a user will form on your website and that data will by synced with your Salesforce.
Additionally, the platform can also account for multiple entries and merge the data of a single user, instead of generating multiple different email subscriptions for the customer.
3. Better User Tracking
Another benefit of the integration is that it allows you to track the customer journey through the entire website. You'll be able to see data for various metrics, including the most visited pages of the website, the overall activity, their interests, and much more.
Getting access to this information will allow you to optimize the overall design of the website to funnel the users in a better manner. However, it's important to understand that tracking these metrics makes use of a significant amount of computing resources.
Some hosting providers may even charge you for making use of these services, that's why it's essential to understand all the costs before you commit to any decisions.
4. Personalized User Experience
By integrating WordPress with Salesforce it makes it much simpler and easier for the platform owners to provide user's with a personalized experience. Instead of having to engage with users repeatedly to get data, you can create portals where they can manage their own data.
Another benefit of the integration is that the use of the CRM allows you to customize recommendations for each user. These recommendations can be customized on the basis of demographics, geographic location, previous orders, and much more. All of these recommendations will be made in real-time as users interact with the website.
5. More Control Over Data
Thanks to the integration allowing you to customize data syncing through modules and data fields, it makes controlling the information shared between your systems very easy. By being able to adjust various different settings, you can adjust the security level of your platform.
Additionally, if you want to change any of the data sync and automation settings, you can easily do so without any major negative consequences.
6. Improve Marketing Performance
By using a WordPress-Salesforce integration plugin, you can effectively set up analytics for your website. You can also sync that data with customer profiles in Salesforce. Doing so can help you develop a better understanding over the requirements of your main customer.
By further optimizing the website according to your customers, you'll be able to gain more revenue and identify opportunities where you can capitalize.
Conclusion
WordPress and Salesforce are two of the most popular platforms in the world in their respective domains. Combine these two together by integrating WordPress with Salesforce and you'll be able to supercharge your business.
By having all of your customer data centralized in one platform, you'll improve overall collaboration and efficiency within the team.
If you're looking for someone who can help integrate WordPress with Salesforce, reach out to RTDynamic's Salesforce integration experts to set up a consultation. We'll be able to find the ideal solution that meets all the needs and requirements of your business!
