Capture More Leads With WordPress and Salesforce CRM

August 19, 2010  | 
6 Comments

You’re getting a decent amount of traffic on your WordPress site. Wouldn’t it be convenient to have a way to funnel your visitors’ information directly to a professional CRM where you can easily follow up with your prospects? Salesforce.com is making that possible with its new plugin that allows WordPress-powered sites to automatically add contacts and customers to a Salesforce CRM database.

WordPress-to-lead for Salesforce CRM is our featured business tool this week. If you get several hundred emails per day, then you know how easily potential customers can fall through the cracks. Keeping your website’s contacts separate from the avalanche of email that normally comes through is a smart idea. Because this plugin interfaces directly with your Salesforce CRM database, you will never have to copy and paste contacts that come through your website in order to add them to your follow up sequence.

WordPress-to-lead for Salesforce CRM enables you to:

  • Track all conversations and interactions
  • Organize your contacts and tasks in a single spot
  • Easily synch with Outlook, Gmail, Yahoo!, and more

Check out this introductory video to find out how easy it is to set up:

The form can be inserted into any post or page quite easily with a shortcode. It also comes with a widget for inserting the form into the sidebar.

Sending information from a contact form to your email inbox isn’t always convenient for managing leads. When you send your website’s leads to Salesforce CRM, you’re more likely to have a structured follow-up strategy to help you achieve your goals.

If the purpose of your site is to generate sales leads for your business, then your contact form is perhaps the most important page of your website. Hook your WordPress site up to Salesforce CRM to automatically capture your leads. You’ll save yourself loads of time and keep potential customers from falling through the cracks.

Featured Plugin - Host sites, get paid, just like WordPress.com

If you've ever wondered how you could offer a paid site management and hosting service, then this is the plugin for you. Offer a freemium or paid service, for any niche you like, it's powered Edublogs.org to success already!
Find out more

Featured Plugin - Start your own Quora / StackOverflow / Yahoo Q&A site

It's now incredibly easy to start your own Q&A site using nothing more than WordPress - The Q&A plugin simply and brilliantly transforms any site, or page, into a perfect support or Q&A environment.
Find out more

Featured Plugin - Every great SEO tweak you need, in one snazzy bundle

Fully integrated with the SEOMoz API, complete with automatic links, sitemaps and SEO optimization of your WordPress setup - this is the only plugin you need to help you rank your site number 1 on Google - nothing else compares.
Find out more

Featured Plugin - Add bottom corner (or anywhere else) chat to your site

No javascript required, no third part chat engine, just fully featured chat right in your own database on your own WP sites - couldn't be easier.
Find out more

Featured Plugin - Send beautiful html email newsletters, from WordPress!

Now there's no need to pay for a third party service to sign up, manage and send beautiful email newsletters to your subscriber base - this plugin has got the lot.
Find out more

Featured Plugin - Open an Online Store with MarketPress

Out of all the WordPress ecommerce plugins available, this has got to be the winner - easy to configure, powerful functionality, multiple gateways and more. A simply brilliant plugin!
Find out more

Featured Plugin - WordPress + Google Maps = Perfect

Simply insert google maps into posts, sidebars and pages - show directions, streetview, provide image overlays and do it all from a simple button and comprehensive widget.
Find out more

Featured Plugin - Start Your Own Powerful Membership Site

If you're thinking about starting a paid, or just private, membership site then this is truly the plugin you've been looking for. Easy to use, massively configurable and ready to go out of the box!
Find out more

Featured Plugin - Turn any WordPress page into a fully featured wiki!

To get a wiki up and running you used to need to install Mediawiki and toil away for days configuring it... not any more! This plugin gives you *all* the functionality you want from a wiki, in WordPress!!!
Find out more

6 Responses to Capture More Leads With WordPress and Salesforce CRM

  1. This is great news. But:

    * What about de-duplication…..does the plug only leverage web-2-lead functionality or does it also include ability to auto-dedupe by email within sforce?

    * Can the plugin be mapped to non-lead objects such as ‘custom’ objects created by sforce admin?

    Otherwise, great post!
    Thanks
    Jason

  2. Jason- The plugin is fairly new, so I’m not sure that it allows custom object mapping yet, but I bet they would add it in for you if you asked them. :) They’re working on some new features for it.

  3. This is a great idea. Just wish it was integrated with some open source CRM products. Not that $5/month is that bad, but free is still better:-)

  4. John Lynn – Which open source CRM do you use?

  5. Pingback: 8 WordPress CRM Solutions for Your Business or Nonprofit - WordPress, Multisite and BuddyPress plugins, themes, news and help – WPMU.org

  6. I’m not using one yet. I haven’t found one that was sufficiently easy and effective for what I want. So, I’ll keep looking. SugarCRM is the gold standard, but likely over kill for me. Although, I might get started with it just because it’s open source. I’m also considering a few that are integrated with Google Apps. We’ll see.

Click on a tab to select how you'd like to leave your comment

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Subscribe without commenting