Using WordPress, you can create a professional website that serves up information and directs people to your business. But websites designed for one-way communication can hamper a business’s growth. You should not only be providing information, but gathering information from your visitors, as well.
By connecting your customer relationship management (CRM) tool with your website, you can regularly collect information on site visitors. This will help grow your CRM with actionable information, capturing leads who have demonstrated at least a passing interest in your brand. Instead of letting your database go stale over time, you’ll be consistently adding fresh information to your database, including updating existing information.
If you use WordPress for your business’s website, you may not realize how easy it is to add a CRM to your efforts. Through the use of plugins, you can either link your site to an existing CRM or create a new one without the help of a web designer. But with such a wide variety of plugins available, it can be difficult to determine which is the best for your business. Here are five of the top CRM plugins for WordPress.
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Top 5 CRM Plugins for Wordpress
In addition to collecting contact information on your visitors, Leadin also lets you know how people are interacting with your site. With this plugin you’ll know which pages each customer visited, as well as the social networks they frequent. Leadin finds publicly-available information on a site visitor that can help sales teams as they reach out, including where they’re located and their work history.
WordPress-to-Lead for Salesforce CRM
Because many businesses use Salesforce to manage their sales processes, this plugin can be a great option. WordPress-to-Lead lets you place a form on your WordPress site, with any collected information going directly into Salesforce. To install this plugin, you simply choose all of the options you would like to include, then copy and paste a code into your pages or blog posts. The information will reside within Salesforce from that point forward, where it can be made a valuable part of a sales team’s workflow.
This free plugin is designed to help businesses organize their contacts. Features include notifications, contact forms and the ability to easily export users through CSV. Contacts are stored in a WordPress user database, allowing users to easily send messages and organize contacts. Through this tool, businesses can also give backend access rights to contractors and employees.
Once vCita is attached to a business’s WordPress site, any information collected from visitors is stored in the vCita database. An online calendar and client portal make it easy to run your business through your WordPress site. This gives you the ability to schedule appointments with leads and create invoices directly within the platform. In addition to capturing and managing leads, you can also view a customer’s entire communication history and share documents with clients.
Leads specializes in collecting detailed information on each lead that comes through. This includes where they’re located, the pages they viewed on your site, what comments they’ve left on your blog posts and their social media information. The plugin will gather details on a lead to fully equip sales professionals with the information they need to personalize interactions. This information is automatically collected whenever a site visitor completes a form, which can be easily created within the Leads platform.
WordPress is a user-friendly tool that allows businesses to create and maintain professional-quality websites. As technology has evolved, the need for a way to easily collect information on visitors and grant access to employees and contractors has grown with it. Through the use of these plugins, a business can create a website that provides information to customers, while also collecting data on those customers to build a strong contact database.