Simplified User Management

Both your WordPress and Salesforce capture significant amounts of customers’ and visitors’ data that can help you understand your customers and visitors better and provide them with a personalised service experience. Site registration and sign up for newsletters on the WordPress site can be directly synced to Salesforce to have a single source of customer data across the business.

The data integration allows you to create customer portals seamlessly and offer self-service options with access to specific customer data pages to help them manage their data themselves. Especially if you are offering subscription programs, the integration allows you to give your customers features to create settings based on their preferences.

Track the User Activity

The integration allows you to track and get a visualisation of the journey of your customers on your WordPress platform. The tracking of logged-in activity of the users enables you to view the most visited pages of your website, the user activities, their interests, and more. This can give you insights into the users’ expectations and how well the WordPress platform is responding to the user requirements.

Whether it is the demographics of the users or how they interact with your WordPress platform, the user-specific insights can help you create a more engaging and personalised experience for your customers. Importantly, Salesforce WordPress integration gives you access to users’ data within the data law requirements and compliance of the geographic location.

Convert User Entered Data into Leads

Not only with the registration details, but your WordPress platform may also have forms with personal data submission for subscription plans, resources, newsletters, and more. The integration allows you to capture each of these customer-input data on Salesforce, segment them based on the personalisation levels required, and nurture them to leads and sales.

WordPress hooks and filters allow you to send form data to the CRM and track the performance of the form from the CRM tool. The form data can be effectively utilised by both your marketing and sales teams to maximise sales and conversion.

Connect WordPress Actions with Salesforce Campaigns

The integration allows you to connect WordPress actions with Salesforce campaigns for better results. That means you can associate with the users who sign-up on your WordPress platform with a sales campaign. The option also allows you to link a user who submits a particular form to a campaign ID of Salesforce.

This also enables you to track specific website activities that you want to see the performance for the page or feature optimisation. Do you want to track the number of blogs a user visited, including the list of landing pages? You can create a WordPress action that allows you to track page view data by users on Salesforce and use them for your campaigns.

Build an Ecommerce Store

Do you want to set up an Ecommerce store or create a product catalogue to maximise the revenue from your WordPress site? The WordPress Salesforce integration helps you quickly turn your platform into a more profitable venture. Salesforce allows you to import product databases. But when you want to sync it with an external Ecommerce store, the CRM gives you a few ways to make that possible and become the master data warehouse for your business.

An out-of-box option includes products that work with many Salesforce setups.

However, this solution may nullify the customisations to your database or Ecommerce workflow. The integration also allows you to include a product catalogue. As part of incorporating a complete external Ecommerce, you can ensure syncing of sales, stock quantities, other sales data, and more.

Custom Object Integration

Salesforce CRM allows you to create custom objects if the data of the WordPress don’t fit into the existing standard objects. That means you can create additional capabilities and track by creating custom objects and have better control over every aspect of your WordPress platform.

As long as you have the right developers in your team, Salesforce CRM is an extremely extensible system. Importantly, the custom objects can have custom fields that allow you to capture every data you want and make them fuel your growth.

From creating the page layouts to tracking user-input data, the integration allows you to create dashboards and reports to analyse these data and make your WordPress completely tuned based on your digital strategies.