Integrating with Microsoft CRM

[CherryPoppins]

Hi Everyone,
While creating my wordpress site, i used newsletter which was great. What i would like to do moving forward with this is to automate with Microsoft CRM database.
i.e i get a new contact in CRM, then wordpress grabs the list at an automated time and re-updates with the new list. does anyone know of a way to get this done?

[Anonymous]

Hy CherryPoppins,

Don’t know if you still facing this problem.
I will try to get you in the right direction.

Assuming this you need to develop a own plugin for it.
If a new contact is made in your CRM then the crm sends an Ajax-Request to the Plugin and the Plugin creates a new subscriber in the database table of the newsletter plugin.
You can see a demo code for adding / delete subscribers programmatically in the subfolder api of the newsletter plugin.

Hopefully this helps.

Alexander

[jake_paul]

What is CRM?
CRM stands for customer relationship management. It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.)

Why implement a CRM solution?
CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
Imagine misplacing customer contact information, only to learn that your delay resulted in losing your client to a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized and automated CRM system, your people can lose track of customer interactions and miss business opportunities.

Who benefits from CRM?

1. Small businesses looking to grow.
If you want a competitive edge in your marketplace, a CRM solution might be it. CRM can take the burden of IT management off your employees by automating your business processes so you can focus on what’s important: leading your business to succeed.
Kelly Roofing, a second-generation family-owned company in Florida, had taken the first steps toward digital data management with software solutions that weren’t quite making the grade. Adopting a cloud-based CRM solution has helped transform their business operations, centralizing their customer information and more than doubling their employee revenue. A combination of Microsoft Dynamics 365 services offers them the comprehensive insight they need to stay on track for growth.

2. Industry leaders wanting large-scale solutions.
Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.
Gallup, a global leader in research and analytics, needed a better way to connect with customers around the world and capitalize on sales leads across international markets. Their existing CRM solution didn’t offer the sales-friendly insight their employees needed. When they launched Microsoft Dynamics 365 Sales, the benefit was almost immediate. Communication with customers has improved, sales leads can now be tracked more efficiently, and ultimately, the Gallup sales team has grown by approximately 30 percent.

Hope you find this helpful.
Regards,
Jake.

[Author]

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