Posts

Showing posts with the label integration

Defining the Traits of a Perfect Customer Portal

Image
‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive. To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers.   Significance of Client Portals If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPre

Advantages of Integrating WordPress & Salesforce You Must Know About!

Image
Talk of CRM and one name that always ranks first on the list of sales professionals is – Salesforce. And why not? It is quite obvious for them to lean towards a tool that offers excellent functionalities for organizing and storing the company’s data. The value of this data upsurges when you integrate it with a CMS. That being said, WordPress is one of the most used Content Management Systems in the world. Today, we will talk about integrating Salesforce with WordPress and getting the best of both worlds. Let us find out about the ways in which the amalgamation of WordPress and Salesforce can benefit you: Convert Submissions into Leads You would obviously want to turn your visitors and form submissions into leads. And for that, you will have to integrate your WordPress website efficiently with Salesforce. WordPress filters enable you to send form data to Salesforce and track the performance of your form in CRM. As you can get insights about the forms that convert better, it wil