Salesforce WordPress Connector

Description

Create powerful and engaging websites by integrating your Salesforce CRM data with WordPress via WordPress Connect. Websites and content management plays a key role in helping organizations reach out to their target audience, informing them about their offerings, and persuading them to engage with their business. With WordPress Connect, we provide you and your team with a seamless connector for carrying out WordPress Salesforce integration. The tool allows you to combine CRM functionality of Salesforce with the content management system (CMS) features of WordPress. This integration allows you to build strong websites and manage them to get the desired traction.

Features

Generating Leads From Web-to-lead Forms

When you undertake the WordPress Salesforce integration, you can streamline your lead management activities to a great extent. By creating personalized web-to-lead forms, you can ask your site visitors to enter their details into the forms if they are willing to obtain information about your business or make purchases. As these forms are filled, new leads are generated in your Salesforce CRM automatically.This saves your sales reps from the time and effort required to make individual entries into the database every time a new lead is captured. The WordPress Salesforce integration ensures real-time lead capture with the help of web-to-lead forms.

Simplified User Management

WordPress Connect allows you to synchronize your WordPress users with your Salesforce users, making user management simpler and more streamlined. By setting up core WordPress functions, you can integrate datasets from the two platforms for carrying out processes like lead generation, tracking customer actions, and much more. Also, the connector allows you to sync fields between Salesforce and WordPress in a way that everyone within your organization has access to the same database and is on the same page.

Managing Member-specific Websites

If you have created a website that is visible only to your customers and/or members, the WordPress Salesforce integration allows you to keep the status of your user accounts synced between the platforms dynamically. This allows you to tag qualified leads as customers/members within your Salesforce database and update them automatically with a dedicated customer tag. This would provide them with access to the website or specific web pages that are visible only to the customers.While your prospect-to-customer activities are automated, your sales reps can focus on other important sales processes.

Keeping A Track Of User Activity

Over time, the need for personalization in sales and marketing has increased significantly. On integrating Salesforce with WordPress using WordPress Connect, you can track the activity of specific users/visitors on your website. This allows you to keep a track of the path they take to navigate through your site and the actions they undertake while they are logged in. This way, you can ascertain specific likes, dislikes, and preferences of your prospects/customers and use your CRM database to provide them with personalized services. When you are updated with the user activity of a specific prospect, you can approach them at strategic times and improve their buying journey by providing them with exactly what they need. All you need to do is create a custom Salesforce object and feed all relevant details about user activities to the same.

Leveraging Your E-commerce Platform

If you have developed a WordPress site for your e-commerce venture, the Salesforce WordPress integration helps you in optimizing your online selling processes to leverage your venture. The integration helps you link your e-commerce customers with your CRM database and record all their details in dedicated Salesforce objects. Also, it allows you to sync your product listings, catalogs, and inventory with your Salesforce database.This helps you in using CRM functionality to manage your e-commerce activities to boost your sales, provide personalized customer services, and drive more revenue home.

Keeping A Track Of Your Salesforce Campaigns

Websites often play a key role in marketing and sales campaigns. With Salesforce WordPress integration, you can keep a track of all the customers who are a part of your campaign and have visited your website. All you need to do is attach the WordPress actions to your Salesforce CRM and you can associate specific prospects and customers participating in your campaign. Also, you can provide a unique campaign ID to prospects that fill specific web-to-lead WordPress forms.These IDs can be used for tracking the activities carried out by these prospects throughout the course of your Salesforce campaign. Moreover, you can use the integrated platform to keep a track of specific activities carried out by your prospects while your campaign is on. For example, you can keep a track of the prospects/customers that read a specific blog on your website and the number of views it gets within a specific period of time. There is no end to the number of actions you can generate and track them using the WordPress Salesforce Integration.

User Access And Permissions

Accounting processes require an organization to make sure that the records are accessed only by a few authorized users. By integrating Salesforce and Quickbooks, you can set specific user access and permissions on different records and objects. This provides you with control over giving access to specific employees for viewing, editing, and sharing of information stored within your database. It makes your transactions more secure and minimizes the risk of threats like data leak, unauthorized access, and fraud.

Integrating Your Custom Objects

By connecting your Salesforce org with WordPress using WordPress Connect, you can create Salesforce objects that are fully dedicated to your WordPress website. These objects will contain records and fields related to activities limited to your website. For example, if you run an online store and want to keep a track of specific items sold, you can create a custom Salesforce object for that item, where details about its sales, procurement, etc can be added.

Ensuring Data Security

WordPress Connect makes sure that the data on the integrated platform is secure and private. The tool provides layered security to your system and allows you to set user permissions to prevent unauthorized access of data. This way, you can keep all the information gathered through WordPress forms and Salesforce campaigns secure.

Simple Functionality

The functionality and UI of WordPress Connect are kept simple and easy to understand, making it an ideal option for users who are not well-versed with programming. The tool ensures that both technical and non-technical users within your organization can work on the integrated platform without facing any hassle.

Industries Catered To

E-commerce

The entire functionality of an e-commerce platform depends on the website developed by the organization. Building e-commerce sites and portals on WordPress and syncing them with Salesforce provides you with a 360-degree view of all your storefronts. Also, it allows you to manage your orders and track the activities of your customers as they browse through your listings.

Real Estate

Real estate developers often make use of websites to market their properties and invite inquiries and bookings from interested buyers. WordPress Connect helps real estate developers generate leads and manage them until the deal is closed.

Marketing And Sales

If you have built a WordPress site for marketing your business online, you can connect the same to your Salesforce database for keeping a track of every visitor landing on your website. From capturing leads through WordPress forms to keeping a track of the visitors’ activities while they browse your site, the WordPress Salesforce integration helps you in providing personalized services to your customers. To leverage your marketing processes, you can create and connect targeted Salesforce campaigns with your website.This allows you to keep a record of all major activities carried out by your target audience while your campaign was up and running.

Healthcare

Owing to increased digitization, several healthcare centers have started providing online services to patients and keeping electronic health records (EHRs) to provide personalized care. On integrating WordPress with Salesforce, medical institutions can view the status of the patients’ treatment, provide online health advice, and streamline diagnostic processes to optimize the integrated solution.

Nonprofits

Non-profit organizations often make use of powerful websites to reach out to prospective donors, volunteers, and corporations for CSR activities. Integrating WordPress with Salesforce helps these organizations in keeping a track of the traction received online and use the data to tailor their processes accordingly

Documentation

Install The App From AppExchange : Start by visiting Salesforce AppExchange and searching for WordPress Connect. Once you find the app, simply click the Install button to get the app downloaded. Set Up Your Profile: Once you are done with installing the application, go to the settings page set up your business profile as per the needs of your organization.