Wondering how to integrate your CRM into your WordPress website in order to enhance customer and prospect tracking, gain new insights, and increase profitability? LaunchDM can help.
LaunchDM is a creative digital marketing studio that has been serving global clients since 1997. We are a small and agile creative team of exquisite designers, professional developers, and strategic marketers who leverage digital to help our clients increase revenue, reduce costs, and improve efficiencies.
What is CRM Integration?
CRM integration means building your website and CRM to work together seamlessly. Integrating your systems will bring valuable customer information directly into your CRM. When not integrated, your employees are probably wasting time manually transferring information from one system to the other. This is inefficient, error-prone and time-consuming.
Take advantage of LaunchDM’s highly regarded custom WordPress plugin that determines where visitors to your site originated (e.g., search engine, external link, pay-per-click campaign, etc.) and automatically ties those details into your CRM.
The plugin has a unique way of making the forms on your WordPress site and your ecommerce transactions capture data behind the scenes that will speak to your CRM and enable you to easily track all interactions. Your forms can be as simple or complex as you desire.
Based on your pre-set rules, leads are triaged automatically and allocated to the right person. You might even consider incorporating a script to analyze the phone number provided on the form to validate the time zone so that your global customers can be contacted at suitable times.
Our custom plugin also offers an advanced analytics system, which gives you very detailed insights into user activity. It helps you gather traffic sources and links your leads to those sources. This means you’ll be able to easily analyze the ROI on your various advertising channel spends.
Reasons to Integrate Your Customer Data
Make your data more usable. A website that is integrated with your CRM will manage and keep track of all user interactions that occur on your website and make the customer data it captures accessible to your business. This enables you to easily convert inquiries to leads, to automate sales and inventory tracking, and make following up with new and established customers seamless.
Eliminate errors and duplication. With a single data source for each lead or contact, you can eliminate all of the time-consuming copying, pasting, exporting, and importing of orders, inquiries and data from different areas of your business. This will also eliminate many of the errors that come with manual data input and streamline your sales conversion processes.
Improve customer experience. Integrating your website and CRM data will help you improve your customers’ overall experience of interacting with your business. Immediate access to your data can improve your response times in areas such as acknowledging and following up on new orders and dealing quickly with customer feedback.
Make the most of leads you never knew you had! If you need information on how to integrate your CRM with WordPress, get in touch with the experts at LaunchDM to see how we can help!