Benefits explained
Enhanced lead generation
Lead generation is an important goal for many businesses, and working out the best strategy to achieve this can take time.
Historically, Salesforce has been mainly used for tracking sales and customer data. In recent years, Salesforce has broadened its service offering and automated many of its lead generating functionalities.
This shift is due in part to the rise of more powerful integrations with API capabilities that leverage data to gain deeper understandings of customer behaviour.
Integrating Salesforce into your WordPress site allows you to collect leads from your website and automatically add them to your Salesforce CRM database. You can sync data directly to Salesforce when visitors donate, sign up to newsletters, or register for events.
Not only does this save time and effort by eliminating the need to transfer data manually, it also facilitates effective lead management by centralising leads in a single platform.
Streamlined business processes
Whether you’re syncing a few data points or developing a fully integrated solution, our architects and developers focus on your business goals and deliver configurations tailored to your needs.
We are big advocates of research. We work closely with you to understand how Salesforce integration fits into your business plan. And using the latest technologies and best practices, we ensure that your integration is secure and reliable.
Our agency-client relationship doesn’t end when the project launches. We will provide ongoing support to ensure that your integration is successful, and make recommendations around optimisation.
We will ensure that your Salesforce-WordPress integration delivers an end-to-end business solution that empowers your team and helps you reach your goals.
Improved user experiences
A Salesforce-WordPress integration can improve your internal processes and productivity, deliver better experiences for customers and increase engagement.
Our developers achieve these goals for our clients by designing a custom front-end in WordPress. And our Salesforce architects build custom form and field integrations, objects, and workflows on the back end.
Integrating Salesforce and WordPress increases productivity and efficiency internally. Streamlining your workflows by providing a central location for storing and managing data achieves this.
This leads to more personalised, seamless customer experiences. In turn, these will boost customer satisfaction and loyalty as well as generate more leads, sales, and revenue.
Personalised customer communications
Personalisation is a key factor in effective customer communications. Centralising CRM data in Salesforce produces a clearer picture of your customer base and how they interact with your business.
Use this information to optimise your customer service, create targeted marketing campaigns, and personalise the user experience. For example, you can use User Profile data from Salesforce to create custom fields on Salesforce Contact records. Your marketing team can then create targeted campaigns and communications based on this information.
Integrating Salesforce with WordPress gives you increased visibility of user lifecycles, from the moment users first interact with your business.
You can use these insights to improve your customer service and marketing efforts.
Enhanced reporting
Strong reporting of key data is essential for any organisation. To do this, you need a CRM that gathers this data and delivers insights for business growth.
Salesforce’s advanced reporting capabilities allow you to create reports and dashboards. Here, you can store information related to user profiles, sales and customer service data. It allows you to:
- Identify valuable customers and target them with personalised marketing
- Track your sales pipeline and remove potential barriers or friction points
- Assess the effectiveness of your customer service efforts
Pinpoint areas for improvement on your website
Use this information to track behaviour patterns, trends and opportunities and form the basis for stronger, more informed growth strategies.
Efficient inventory management
For product-based companies, integrating Salesforce and WordPress can create a powerful system that displays existing inventory directly on your website.
Your customers can browse with confidence knowing that they’re seeing an up-to-date catalogue with accurate stock information.
You can build workflows that ensure a smooth process for both customers and internal staff handling purchases in the database.
Repeat customers will be able to see their transaction history and suggested purchases when they log in, driving brand loyalty by giving them an increased incentive to return.
Increased community engagement
Salesforce and WordPress can be used together to create and grow a community for customers to seek support and share experiences, building trust and brand loyalty in the process.
Users can sign up to access the community on your website, and Salesforce will handle the logistics.
Providing a central location for customers to ask questions and receive support means they will feel more confident about investing in your brand.
It also allows you to generate leads as prospective customers can easily find the information they need to make a purchase decision. And this will give you a greater insight into their needs.