Why You Should Integrate WordPress with Salesforce [GUEST POST]

Why You Should Integrate WordPress with Salesforce

When it comes to the management of company’s sales and prospecting data, Salesforce is one of the most widely used CRM tool in the world today. This is mostly because of the many features the tool offers when compared with other CRMs. The best thing is that you can now integrate this tool with your WordPress website. This post looks at some of the key reasons why you should consider integrating WordPress with Salesforce.

Simplify user management

Syncing the WordPress users to the CRM is a good way to maintain a cohesive database. For example, you can setup the core WordPress functions such as site registration to create for you new leads in the Salesforce database. Syncing all the fields in the two applications can further guarantee that your teams have real time access to the same data.

This integration is ideal if you have a membership related service on your website or if you host specific data that customers can see. Using Salesforce will ensure that the user accounts are synced fast. You can then tag the leads as customers in your Salesforce and update the customer tags automatically. Doing this will significantly reduce the workload on your sales team since it eliminates manual updates.

Turn your form submissions into leads

Integrating your WordPress website with Salesforce will enable you to convert your form submissions into leads. The WordPress filters and hooks will send valuable data to Salesforce thereby making it easy for you to track your performance. This will help you know which forms convert the best. This information will enable your inbound marketing team to refine the forms that are not working effectively. Salesforcegithub will help your team to access this information from anywhere.

Track user activity

It is always good to know which pages on your website are getting the most traffic and interaction. Salesforce enables you to do exactly that. However, before you get started, it is important to understand that significant computing resources are needed for you to track user activity on your website. Some hosting providers will also charge you for this so make sure you understand the costs clearly before you get started.

Related: Callbox DialStream – Multi-Channel Dialer for Salesforce

Build an ecommerce store

A custom integration of Salesforce will enable you to create a more effective product catalog. This can even give you full ecommerce solutions that record all the stock quantities, sales and other essential data. You will get this data in your Salesforce database. Having data on previous purchases will help you target customers for new promotions, products as well as marketing campaigns.

Leverage on customer object integration

The best thing about using Salesforce is that you can create an entire Salesforce objects that are dedicated to your WordPress website. You can keep track of your businesses or properties while storing the data in Salesforce. The integration can help track amounts, payments, and due dates on your Salesforce database.

There is a lot that you can do with WordPressSalesforce integration. All you need is an extremely talented developer to help with the integration.

Callbox consultation
Find out how you can drive more quality leads and sales appointments. Talk to us.
Book a meeting 📅 Talk to sales
Callbox offer image
Sales Enablement Essentials: Tools, Materials and Tactics for Winning Deals
In this free eBook, we'll go over the different sales tools, resources, and strategies that will help you optimize your selling techniques to fit today's B2B buyers.