Salesforce is the most accessible and effective customer relationship management (CRM) platform.
WordPress is the easiest way to manage websites and by far the most widely used content management system (CMS).
An intelligent link between the two connects your business logic, customer data and marketing materials. This often saves manual work, ensuring a more effective approach to prospects, existing customers and members.
CRM? CMS? What do I get in practice?
When creating a new site, we develop a tailor-made link.
Effectively, we develop a custom WordPress plugin making it possible to synchronize every object and user between WordPress and Salesforce.
Think of a study association with 10,000 members. These members may manage their personal data themselves. However, the board must also be able to utilise filters properly in order to create newsletter lists or to approach segments (for example all Master students) in such a group. These are typical functionalities associated with a CRM.
Is it safe?
The security of a site or personal data mainly depends on how the information is stored and the behavior of the responsible (main) users.Our Salesforce WordPress link isn’t a middleware between the two systems, so the data is not stored in an extra place, but simply in WordPress or in Salesforce (usually the latter).Together we come up with the most logical and meaningful data architecture, establishing where the most important data will go, what the risks are and what can be done to secure the data in that main location.
Why does the data have to go to Salesforce?
In WordPress, some actions can also be performed on a user file, but unlike a typical CRM, this is limited. Sending the important data to Salesforce suddenly makes it possible to apply complex filtering and combine data.
To illustrate this, let’s look at the study association. The 10,000 members have access to the site to adjust their personal details when necessary. The Salesforce board can easily print out:
- All members in a particular specialization or phase (Bachelor, Master, etc.)
- Bachelor students who were at last year’s closing party and still need to buy a ticket for this year
- Master students who were registered at the past three events, participated in the Honors program and ticked ‘Economy’ as an interest.
Moreover, Salesforce has a kind of “app store” of its own, making it easy to transfer this type of bundled data to other popular tools, such as Eventbrite for paid ticketing. The possibilities are endless.
Does the data go both ways?
From WordPress to Salesforce and from Salesforce to WordPress, both are possible.
It’s always better to make one system “leader”, that is to say that the data there must always be correct. The other system “listens” to the other command so that no deviation can arise between the two.
What is necessary for a Salesforce WordPress link?
- A WordPress site or shop.
- A web agency, such as Van Ons.
- A Salesforce implementation partner.
- A Salesforce CRM environment, with at least 2 licenses. One for the human user, one for the API.
Salesforce implementation partner?
Van Ons has several at home and abroad, and are always happy to make a recommendation. You’re also free to choose one yourself.
A Salesforce implementation partner is necessary to properly set up software, thus laying a good foundation that you can use for years as an organization.