CRMJetty

WordPress and Salesforce are the crème de la crème of their industry, at the top of their game. Salesforce promises to drive your business forward, consistently and insightfuly with a suite of tools; and WordPress helps you take that business to the world in a few clicks. Pick any tool in those categories, CRM and CMS, your business cannot exist without those in this age. This is why bringing these two tools together is the best bet for your business. The many things that this integration can give you are form builders, web-to-lead forms, form builders, etc. As and when anyone interacts with your business, they interact on the WordPress side, and you get actionable information and insight on the Salesforce side of things. WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with ...

WordPress is used by every third website across the world as a Content Management System. And Salesforce is one of the leading customer relationship management (CRM) platforms. Combined, these two can drastically improve your operations. With Salesforce’s tools, you can store and organize your company's leads and customer data. However, this data could be even more valuable when integrated with your WordPress website. Below are the six useful ways to synchronize your Salesforce and WordPress data.    Easy User Management To maintain a cohesive user data across your backend tools, it is necessary to sync them in real-time and the same goes for WordPress as well as Salesforce CRM. You can develop core WordPress functions, like site registration to create new leads in your Salesforce database. You can even sync fields between two applications so that your company departments can have access to the same data set. With the help of Salesforce WordPress integration , you can keep...

Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case. Types of Salesforce Portals Salesforce offers three types of portals that have different use cases: - Partner Portal - Self-service Portal - Customer Portal It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. Let’s look at the difference between them. Difference between Customer and Partner Portal The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data. Compared to this, a customer portal works as a platform for your cu...

The first thing which comes to our mind when we hear the words Customer Relationship Management (CRM) is “Salesforce”. Right? It’s the company that made businesses realize the importance of using a CRM platform. Not only this, but many businesses claim their CRM platform to be the best.  Spotify, American Express, Canon, Toyota, and many other big brands use Salesforce CRM. These companies with data-heavy operations reflect why it is popular among thousands of businesses. Similarly, when you hear the words Content Management System (CMS), what comes to your mind? “WordPress”.  Correct? It’s just five years junior to Salesforce, but has made a strong reputation in the market for itself. Any person who wants to start blogging usually prefer WordPress because of its simple hosting and easy to use interface. Just imagine the combined power of these two highly functional products. Salesforce to manage the data of your customers and WordPress for th...