Good morning everyone and welcome to the sixth installment of the for WordPress. Our ultimate goal is to carry out an Inbound Marketing strategy using WordPress as the only tool.
In today’s class we kick off the “Closing” phase of inbound marketing, and we do so by looking at an extremely powerful (and free) CRM for WordPress.
CRM stands for “Customer Relationship Management”. In other words, “Customer Relationship Management”. What do we mean by that? Translated into plain words, we are simply referring to software that allows us to control our contacts and clients at all times.
Thanks to a good CRM, we can know things like:
- When was our last interaction with that person?
- What content/product/service are you interested in?
- Have you contacted us? How often? What has she asked us?
- Have you bought from us yet? How often?
- Have we contacted him? How often? What have we told him?
Well, oddly enough, it is possible to have all that information. Even more! How? With a CRM, of course. Now, the world of CRM is very complex, there are many, and depending on our needs we are going to need one or the other. We are going to dedicate two classes with two different approaches to the world of CRM.
Today we will see a CRM for WordPress, which does not depend on any third-party service. It is a plugin that is installed like any other, and allows us to control visitors and leads. And in the next lesson an external CRM, which is linked to WordPress
WordPress CRM
This CRM is installed like any other plugin, and allows us to exhaustively monitor visits to our website, tracking all kinds of information about them, both before and after the contact occurs. It works with any contact form, and also has its own opt-ins. Let’s see how we configure it:
As you can see, the level of detail of the information provided by this plugin is impressive. We can know everything that a visit has made from the time they enter our website until they leave. What pages you have seen, what events you have done, what forms you have submitted, etc.
But best of all is its level of integration with other services or plugins, such as Mailchimp, Aweber, Gravity Forms, Contact Form 7, Ninja forms, etc. It is even capable of going one step further, and thanks to its links with social networks, It can give us extra information that the user himself has not given us., such as your Facebook, Twitter, LinkedIn, or even the company where you work, as well as all your public information on those networks. In short, as you can see, a CRM made to measure for WordPress.
In the next class we will see another approach to CRM. A third-party service that links to WordPress, both at the front-end level (the website that visitors see) as backend (control panel), in our WordPress installation. Until then, you know what to do. To install the plugin and do tests right now. 🙂
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