A WordPress CRM system is usually created for serious business sites where constant work with clients is carried out. The presence of a CRM system increases the level of service, allows you to optimize marketing, and also performs many other useful functions.
What is a CRM system?
CRM is called a customer relationship management system. This software allows you to automatically work with clients and customers, analyze the results of activity, consider individual needs, and improve service and sales. Perfex CRM Xero plugin will allow the site owner to keep in touch with clients.
CRM -system offers customers a single database for storing information about customers. According to statistics, a site using this system can increase its customer base by 30%. This is achieved by building relationships with clients, and considering individual characteristics.
WordPress CRM plugins
Due to the popularity of WordPress, some plugins have been developed and successfully used for it, allowing you to create a CRM system based on the “engine”. There are both paid and free solutions. Consider the most popular among free plugins.
Brilliant Web-to-Lead for Myperfex CRM
The free plugin Brilliant Web-to-Lead for WordPress CRM will allow you to configure any form parameters and apply short codes to insert on pages or immediately insert the form using the widget in the sidebar. To work with replenishment, you must create an account on myperfexcrm.com. The plugin creates a strong connection between your site and your myperfexcrm account. So, visitors can fill out a contact form on your site, and the information will go to the WordPress CRM account. This will eliminate the need for manual work and possible errors.
What is it and how to use it
Every business is unique in its way. The field of activity, clients, competitive environment – everything forms the specifics of the company’s work.
Especially for those who practice non-standard schemes, we have developed a WordPress CRM – a tool that will allow you to customize Mega plan according to your business processes and become even more efficient.
What is it and why
Now I will tell you in detail about this tool, outline its main points, and you will see for yourself that it is simply necessary for some business.
And if you already have experience using the CRM constructor, share your opinions in the comments.
Mega plan has become a powerful WordPress CRM that helps manage all business processes. And Perfex- Open Source CRM we put the transaction at the center of any business process.
As in a deal, any business process task also has a customer, a performer, and a particular sequence of actions that must be followed to complete everything successfully.
Sales are the main but not the only business process that can be easily implemented in Mega plan. And it does not matter if it is complex or simple, fast or extended in time, for one employee or with the participation of different departments.
If you want to learn more about Mega plan, then read our article, everything is written in detail in it.
How it works
A formalized business process looks like a sequence of stages and actions required to move from stage to stage. The more detailed they are, the easier it is to control the entire business process.
When all moves are recorded in CRM , employees have no options to deviate from the regulations.
That is why we have added to Mega plan the ability to create transaction schemes for various business processes with unlimited statuses and rules for transitions.
So, for example, they can take into account the specifics of the industry, the features of the sale of your goods or services, working conditions, the principles and standards of the company, and many other unique factors.
What you need to know
To implement any business process in Mega plan, it is enough to understand the three main attributes of the transaction, and now I will tell you more about them.
- Deal scheme – a formalized business process divided into stages-statuses;
- Deal properties – fields with descriptions of actions that need to be filled in during the deal;
- Deal roles – participants with different data access rights.
An example makes it easier to understand how a business process diagram is configured. We have recorded a video with step-by-step instructions for setting up a business process for clothing production. So watch and enjoy.
Setting up business process schemes takes place in the deals module. If the business process is not about sales, it can be unclear.
In addition, if you have many schemes, launching them from the menu is also faster. Soon, module widgets that an employee does not use can also be hidden. This feature will appear in the following updates.
Thus, each employee will only have the tools he needs to work on on the screen For example, a technologist will see the production process shown by us, and a sales employee will see the process for selling products.