No matter how large – or small – your organisation, you need an excellent CRM. While the benefits of CRM software may speak for themselves, you may have overlooked the benefits of integrating your CRM with your WordPress website. Let’s look at the Top 5 reasons to create a Website CRM Integration.
Why Should you use a CRM?
CRM (customer relationship management) software tracks each interaction you have with your leads and customers. When implemented correctly, CRM software is an extremely useful tool that should be in every sales team’s toolbox.
Small businesses find the core benefits of using a CRM include:
- Contact management
- Reporting and analytics
- Pipeline management
- Sales forecasting
- Process standardisation
- Email integration and tracking
- Interaction tracking
What are the benefits of integrating my CRM and my WordPress site?
- An up-to-date, single data source
- Increased productivity from reduced administration work
- Consistent and reliable customer profiling
- Boost in sales
- Response time
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.
Your CRM will, however, only ever be as good as the data it is given. If your CRM and your website are not talking to each other, then you are not utilising either one to their best advantage.
Top 5 reasons to create a Website CRM Integration
Integrating your website with your CRM has some tremendous benefits. Here are five reasons you should consider integrating your WordPress website with your CRM system:
1. An up-to-date, single data source
Integrating your website with your CRM will give you instant access to the latest, up-to-date data on your prospects and clients. Automated integration between your CRM and your website happens in real-time, leaving no questions as to the accuracy of the data source.
With just one current and correct data source for each contact, you have, in effect, a master record of each of your customers and potential leads.
What would this mean for your sales team? Having up-to-date information at your fingertips when speaking with your customers will increase customer satisfaction and sales – and who doesn’t want that?
2. Increased productivity from reduced administration work
If your CRM and your website aren’t on speaking terms, this no doubt leaves you and your staff spending a lot of time exporting data from your website and importing it into your CRM – or worse, manually inputting it from your website to your CRM! (If not, how are you managing to capture this data in your CRM?)
Automated integration between your website and your CRM will free up all that administration time, naturally leading to increased productivity (and improved accuracy in your data).
3. Consistent and reliable customer profiling
One of the biggest benefits of any CRM software is in its customer profiling capabilities. The more data you can compile on your customers and potential leads – and the more accurate that data – the simpler it is to create an accurate profile.
When you integrate your CRM with your website, you will gain a better customer profile: from their initial enquiry through to purchases and eventual customer satisfaction. By integrating, you will be able to better rely on your data and you will be better informed about your customer’s buying behaviour.
Having reliable and consistent customer profiles allows you to be more effective in your management of marketing campaigns and allows you to track the success of targeted online campaigns via customer response and conversion rates.
4. Boost in sales
Every organisation should be interested in boosting sales – and integrating your website with your CRM is one way to do that. How exactly?
Many businesses spend a lot of time and money creating great content and contact forms on their websites, hoping their potential customers will get in touch. When your website is integrated with your CRM, your sales process is shortened, and your sales team has current, correct data. Up-to-the-minute, accurate data leads to better customer and prospective lead profiles – and better quality leads can result in higher conversion rates.
5. Response time
Where does this query go when a potential customer contacts your business via your website? When your website is integrated with your CRM, your CRM can automatically allocate this query to the most appropriate person or team.
The CRM can use a variety of factors to determine where the query is assigned, such as the customer’s location or the product or service referenced in their query.
When response times are improved, and the right person promptly follows up with your customer, your overall customer satisfaction can only be enhanced. Your CRM can send a thank you email or an acknowledgement of receipt, both of which can reassure your customer that their query has your attention.
Dealing with customer feedback promptly – be it positive or negative – will help reduce your customer churn rates. CRM integration can ensure feedback is acted upon and dealt with promptly upon receipt.
Now the benefits of integrating a CRM with your website are clear; how do you choose which CRM is best for your business – and your WordPress website?
If you want to find the best CRM software for your business, you can start by comparing product features, reading product reviews and consulting online CRM software buyers’ guides.
The most recommended small business CRM are HubSpot, Finances Online, Zoho, Agile, Pipedrive, and Insightly CRM. We recommend HubSpot CRM.
HubSpot is the go-to all-in-one inbound marketing software tool that allows you to optimise your WordPress website for lead conversion and to improve traffic generation.
HubSpot’s WordPress plugin makes integrating HubSpot tools and your WordPress website easy. WordPress is a global favourite, and with good reason. One of the most significant advantages of a WordPress site is that there are qualified, expert web developers and designers who can help you create a beautiful site. If you are looking for WordPress expertise, we’d love to help!
If you have a WordPress website and are ready to integrate CRM, be sure to get in touch with Pixel Fish. We can arrange a time to sit down with you for a website planning session to gain a clear idea of the look and feel you envisage for your website and ensure your WordPress website meets both your business needs and delivers a stellar user experience to your audience.
Let Sydney’s leading Web Design Agency take your business to the next level with a Pixel Fish Small Business Website.
Check out some of our latest Website Design projects.
Further Information
10 WordPress Plugins to Speed Up Your Ecommerce Website
Top 3 Ecommerce Customer Service Tactics for your Website
9 Reasons to Use WordPress for Your E-Commerce Website
Further Reading
More bang for your buck: How to maximise profit from your online store
Social Media Monitoring: 10 reasons your business can benefit from it
Customer Acquisition: How much does it cost to acquire a new customer?
8 Plugins That Can Boost Your WooCommerce Website
17 awesome WooCommerce website extensions
