Why WordPress CRM Website Integration Is Essential For Your Business

Why WordPress CRM Website Integration Is Essential For Your Business

In this modern age, you can not expect rapid business growth without an efficient business development activity. Unless you maintain the business development activities on a continuous basis, you will get overrun with chasing sales. If you let your business go this way, you will always lag behind your competitors.

So, what can make your business developed like never before with lots of business partners? You may already guess the answer from the headline that is to use CRM (Customer Relationship Management) software.

In this article, we will take a look at the importance of a website CRM integration to improve your business development and grow your business faster. Now, let’s get going!

Integrate Website With CRM – Why?

Keeping your business development activities right up your alley, you must go for a Customer or Client Relationship Management tool. Because, when you will find that you don’t have to do anything manually, that’s when you will be able to manage your customer more freely.

What a CRM tool basically does is that it tracks and keeps records of all the interactions between your sales team and the customers including your leads, opportunities, and prospects.

For a sound customer relationship management, none will ever dare to deny the importance of a website CRM integration.

Importance of Website CRM Integration With Your Business Website

Did you know the following mind boggling stats:

statistics website crm integration

Here are a few core benefits you can get from a CRM system:

  • Contact management (Storing and retrieving customer data)
  • Sales funnel management
  • Sales forecasting
  • Process automation
  • Email integration and tracking
  • Interaction tracking 
  • Reporting and analytics

Other benefits include:

  • Continuously updated centralized data source
  • Detailed and precise customer profiling.
  • Increased sales volume
  • Boosted productivity
  • Quick response to your customers

Now that you have a brief idea of the benefits of utilizing a CRM solution, you have to think about another point i.e, to integrate it with your website data.

For this purpose, nothing can beat the idea of adopting a WordPress-based CRM for your WordPress website. Because integrating a WordPress-based CRM tool with your WordPress site is much easier.

Now that you know all the points briefly, let’s move onto a more elaborate discussion:

Contact Management (Storing and Retrieving Customer Data)

contact managment - website crm integration

Contact management begins with storing customer data like customer name, email, cell phone number, website, birth date, age, address, and many more. If you are using a business website you have to save subscribers, leads, opportunities, and prospects data so that you can send them emails or follow up meetings with phone calls or with video conferencing.

Sales Funnel Management With Website CRM Integration

sales funnel website crm integration

Sales funnel means, a planned way to nurture subscribers, leads, opportunities, prospects to make the final sale. For example, if you are offering discounts or hosting a giveaway or quiz competition, sending the software update over the air, or soliciting suggestions, you can not send the same email copy to all of them. Rather you will have to segment your customer base and send them a personalized email to make your email relevant.

Sales Forecasting

As the customer relationship management solution keeps data of your total sales information. It can generate reports and thus forecast sales in line with the previously stored data.

Process Automation for Customer Support

customer support website crm integration

You may have to give online support for your sold software. To this end, you will need to integrate your CRM tool with popular customer support platforms like Zendesk, Helpscout, Awesome support, etc.

Make sure that your CRM supports these platforms to ensure better customer support.

Email Integration

From the list of customers, you may need to send them to email individually. If you are sending emails using different email platforms like Gmail or yahoo then you have to move back and forth to send just an email.

configure email - website crm integration

To avoid this hassle you need to have a CRM tool that has a built-in Email service so that you don’t have to waste time every time you want to send emails personally to a particular contact.

Reporting & Analytics

website crm integration reports

Your business’s most valuable asset is its customer base. The main benefit of having a CRM system is that all your valued customer information is stored in one central database. 

The notion of Keeping Rolodex for storing and retrieving customer data has become old-fashioned and archaic. Thus you need to maintain an ultra-modern and automated Customer Resource Management tool.

Because it will provide you with reports, for example, customer acquisition and retention with charts and graphs. This way you will get to know how much is your acquisition rate.

Continuously Updated Centralized Data Source

If you are using an online-based CRM solution there will be no question of an updated and centralized database. Because all data are saved and stored in real-time.

If every updated information of your client resource is at your sales team’s fingertips then you can effortlessly make your customers happy and improve your relationship with them.

Increased Productivity

website crm integration productivity

When you are storing, retrieving your contact information in the CRM system, you will naturally need less time to manage everything. For example, you don’t have to input your customer data each time a subscriber subscribes or customer purchases from your site. Your CRM system will do everything on its own. All of these make you more productive.

A good CRM will let you assign a CRM agent who will look after all its related issues. This means you can entitle all the power to an agent to manage all your customer’s resources. Meaning that you can concentrate on other important managerial issues improving productivity reducing the administrative activity wastage time.

Boost in Sales 

website crm integration

Last but not least, a boost in sales is the ultimate goal that we look for when we launch a business. Now as you are maintaining accurate customer profiles as per their life stages, so now you will be able to optimize your sales pitch by optimizing your campaigns as well.

To boost your sales you also need a great email marketing management tool to effectively run your email campaigns. If done correctly, you will eventually experience a huge surge in your sales volume.

Integrate Your Website With CRM Easily With WordPress

For your information, WordPress is powering up almost 37% of total websites across the globe. The community is so strong that you will never feel stranded if you fall into any trouble.

Finally, if you are yet to use a CRM tool for your business website, then don’t dillydally for long. Because you are probably losing a host of customers leaking from your sales funnel for not adopting one.

If you are using a website and want to manage your customer with it, then you should make sure to run it on WordPress, and then get a WordPress Customer Resource Manager tool. If you are in any doubt then you can also get hands-on experience from the demo version of the complete WordPress CRM Solution. And for if you have already made up your mind, then you can simply:

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