Posts

Fountain pen depicting DocuSign app

DocuSign – a simple way to get documents signed faster

People have busy lives and it can sometimes take days to get a client’s signature on a paper document. This, coupled with the time it takes to actually organise a client’s attendance at your office to sign, can significantly hold up proceedings.

DocuSign is an electronic signature app that provides a simple way for clients to sign and return documents from anywhere, at any time and on any device.

G Suite logo - Google Cloud Search

G Suite Updates February 2017

“The average knowledge worker spends 20% of the workweek searching for and consolidating information” But now with Google Cloud Search, you find the information you need, when you need it.

Presenters on Google Keep video

Google Keep – New Features

With Google Keep you can capture your thoughts anytime, anywhere. This video runs through the new features of Google Keep, which is now even more user-friendly.

Data security

How Secure is Your Data in the Cloud?

Cloud service providers have a vast number of security controls in place, including encryption and the ability for customers to set their own rules for who can and can’t access the data. But there are some measures you can take personally to help keep your data as secure as possible.

Integrate your WordPress website with your CRM (Customer Relationship Management)

WordPress Capsule CRM Integration

One of the best things about WordPress is being able to add more functionality to your website often by plugins. There are many 1000’s of options to add more stuff to your website from pretty sliding graphics to adding your social media buttons and content.

As well as enhancing your website you can also look to improve other systems in your business by integrating them into your website. There are many different systems you could integrate into WordPress but in this blogpost I am looking at integrating to your Customer Database or CRM which stands for Customer Relationship Management.

A CRM for many businesses should be their central system where they focus on the most important things in their business – their customers and prospects. CRM’s can hold all of the important details of your customers and prospects. As your website is the online front door and shop window of your business it can make sense that it should be closely linked to the back office systems. As customers and prospects walk through your online front door it would be great if you could collect contact details and information and that the details are then put in a system where they can be followed up.

A business’s website can get many visits every day but often no information is being collected. Even when there is data collected this is sometimes not a seamless process and information is not entered into a your back office systems automatically.

Whatever CRM system you use, and there are many, you should be able to collect information from your website and have it automatically update the details in the CRM system. This may require some integration software in the middle but if your CRM can not be integrated with your website you may need to look at a new website or a new CRM (or both).

For this example I am going to use a WordPress website and integrate it to Capsule CRM. Capsule is a popular and affordable web-based CRM application for SMEs (Small and Medium sized businesses). There are many ways we could integrate but I am going to use a form to collect information and then pass that date to the CRM.

The first thing we need to do is create a form that we can easily collect the required information on our website. I am going to use Wufoo forms as it offers both integration to WordPress and Capsule CRM.

Integrate WordPress and Capsul CRM

By using a Wufoo form you can can collect information from your website visitor and pass it automatically to your CRM system

As an example below is a one of the forms from my website which not only can collect contact information but also asks some Interest preference infomation

Wufoo form embedded on WordPress with integration for Capsul CRM

The Wufoo form is connected to the Capsule CRM system so as soon as website form is completed by a visitor the details are entered into the Capsule system. You can then follow up using your usual sales process or action depending on the visitors information.

If you would like any assistance integrating your CRM to your website or have any queries on any aspect of WordPress or CRM systems please contact us we are always happy to discuss.