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Sitecore is one of the most award-winning content management solutions available today. WordPress powers over 28% of the total websites around the world. Not sure which platform is the right choice for your business? We can help explain the pros and cons of each.

The Power of CRM with WordPress

Power of using CRM with Wordpress for Small and Medium Businesses

A business grows by expanding its customer base and keeping repeat customers. To do this, it has to keep track of leads, add new customers to its information base, and track their activity. This is what Customer Relationship Management (CRM) software is for. The advantages of CRM A CRM system keeps all your information in one place, organized for easy access and analysis. You can see who your best customers are, what orders are pending, who’s behind in payment, and much more. You can update customers’ contact and shipping information as necessary. You can give them preferred status and select them for special offers based on their history, or flag them as having a poor payment record. If you’re working just from a spreadsheet, it isn’t easy to do all these things. The result is better customer communication and service. You can resolve issues more quickly and provide the information to employees as needed. If a customer has had a similar problem before, such as a delivery error, a record of past events can help to identify and fix it. Everything goes more smoothly with a good record of past transactions. Adding CRM to WordPress WordPress is the most popular tool in the world for creating business websites. Perhaps you’re already using a contact page on a WordPress site to hear from interested people. If you’re collecting the information into a spreadsheet or simple database, that’s a good start, but there’s a lot more you could be doing with it. Simple forms processing to collect contacts leaves you with a lot of work to do by hand. It works as long as your customer base is small enough, but as it grows, the job gets more difficult. Moving to a CRM system and connecting it up with WordPress saves effort and gives you more ways to use the information. When potential customers fill in a contact form, the information will go straight into the CRM. It can send an automated email response, refer the information to the appropriate department based on the request type, or add the prospect to an electronic or physical mailing list. If you have an e-commerce site under WordPress, you may be able to integrate it with CRM. This will let you update the customer’s order history and retrieve any special information about the customer. Plugins are available which provide CRM capability entirely within WordPress. Their functionality tends to be limited, so they’re best suited for very small businesses that want a little more than a spreadsheet. More serious businesses will want separate CRM. Microsoft Dynamics CRM Microsoft Dynamics is a popular and trusted family of CRM systems. It’s available in both on-premises and cloud versions, with pricing packages for businesses of all sizes. Both versions have rich feature sets, including: Customized reports Contact and lead management Sales partner management Analytic tools Role-based security Email integration It works easily with other Microsoft products. The Dynamics 365 bundle combines Dynamics with Microsoft’s ERP software and Office 365 […]

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