For many years, Salesforce has been considered an internal, back-end tool, the muscle of a company that the outside world doesn’t see. We’ve seen organizations shift to make the platform an even more integral role within their business operations by bridging the gap to external audiences through Salesforce-WordPress integrations.
Better Experiences and Engagement
A Salesforce-WordPress connection not only improves internal processes and enhances productivity, but also delivers better experiences for external audiences and increases customer engagement.
To achieve these objectives for clients, our web developers design a custom front-end in WordPress, and our Salesforce architects build custom form and field integrations, objects, and workflows on the back end.
Empower Your Team
Our team of consultants will work with yours to build an understanding of why this integration would be beneficial for you, not merely on how to implement it. Whether you are looking to sync just a few data points, or develop a fully integrated web application, our architects and developers focus on your overarching business goals. We ensure your Salesforce-WordPress integration empowers your team and serves as an end-to-end business solution.
Benefits of Salesforce-WordPress Integrations
Non-profit Donor Management
Non-profits often rely on donors to keep their doors open, and having a clean, maintained database of them is key to an organization’s success. Many have turned to a public-facing website as a sponsor recruiting tool and organize this data internally with Salesforce.
For example, an organization may have two spots available for a gold-level sponsorship and share this information on its website. Unfortunately, if its team manages sponsorships in an unconnected database and cannot immediately update their site, they run the risk of outdated and misleading information for potential sponsors. This also presents the time-consuming challenges of manual entry for the non-profit organization. The combination of Salesforce and WordPress helps non-profits streamline their fundraising and donor management as well as increase efficiency and staff productivity.
Web User Management
Integrating your web user management with Salesforce empowers your organization to fully revamp your customer service practices and heighten your level of user engagement. Centralizing your CRM data provides a true 360 view of your customer base and provides insight into all of the ways in which you engage with your users. Specifically, User Profile data from Salesforce can be stored in custom fields on Salesforce Contact records, which allows marketing teams to create targeted campaigns and communications. Additionally, the integration would allow for the entire user lifecycle to be managed within Salesforce.
Reporting
All organizations benefit from strong reporting. Did you know Salesforce’s extensive reporting capabilities permits your CRM team to create reports and dashboards that incorporate information from both web user profiles, as well as sales and customer service data? By launching this functionality, you can identify strengths, weaknesses, and opportunities to craft stronger business and technology strategies.
Inventory Management
Product-based companies can display their existing inventory directly on their websites by bridging Salesforce and WordPress for one powerful system. Customers can shop online, knowing they’re browsing an updated catalogue. Our certified Salesforce Integration Architect builds workflows to ensure a smooth process not only for the end customer but also for internal team members handling the purchase in a database. For repeat customers, we can even build a login system and show transaction history, suggested purchases, and more, incentivizing them to return and driving brand loyalty.
Community Management
Through a Salesforce-WordPress integration, you can build an engaging community for prospects, customers, members, or other groups related to your organization. Users can sign up for access to the community right on your website; Salesforce handles the data logistics.
