Salesforce Launches A Simple Way To Organize Leads With WordPress

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Apr 30, 2010

If you run a website that accepts Salesforce leads directly, chances are it’s running on WordPress. Chances are also that you’re getting emailed each of those leads, which you then have to copy-and-paste back into Salesforce, to put them into your system. Not anymore.

Salesforce has just launched a WordPress-to-Lead plug-in that allows you to place a sign-up form on any WordPress post or page, which then automatically puts that data into your Salesforce account. No more email required. It’s the first “Consumerprise” play that Salesforce has attempted.

Like all WordPress plug-ins, it requires a little bit of work to install WordPress-to-Lead, but it’s relatively simple. You download the plug-in here, upload the files to your server through FTP, then go into your WordPress set up to activate it. You then need to enter your Salesforce.com Organization ID, and then you’re all set. You can use the [salesforce] WordPress shortcode to display the form anywhere on your site. And yes, the form is customizable with different fields.

This seems like such an logical addition for Salesforce that it’s somewhat surprising they didn’t have something like this earlier (though there have been other work-arounds). Especially in today’s world where we’re all bombarded by email, and some are easily overlooked — or you have to hire someone to be in charge of moving these leads from your mail over to Salesforce. This is much, much simpler.

The video below has more:

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http://mattdunlap.org Matt

I believe there is a WP Plugin that already does this… SF Contact Form
http://www.twitter.com/pc4media Peter Caputa

Salesforce has had "web to lead" for a long time. No matter what platform/cms you ran your site on, you could use web to lead to post leads directly into salesforce. With a WP plugin, it just makes it a little easier to set it up.

There's also a whole lot of 3rd party inbound marketing, marketing automation and sales 2.0 tools that add a layer of marketing and sales capabilities between a website and salesforce. Attaching website analytics data to lead data makes salespeople much more effective by helping them focus on the right leads. You guys don't cover this space very well, but it's a very active space.
pass the bong salesf

an earth day party for 20 people on 4/20?

right….
http://hubspot.com Mike Volpe

This is not really new. Salesforce.com has had a "web-to-lead" form that does this on any website (including WordPress) – this is just a slightly easier version of the same thing.
http://www.gonchaya.com/ Andrew

It is really interesting. I have no need to hire someone who will do aditional copy-and-past work. Everything is done automatically!
markus

Im looking forward to littledumbbloggers useless comment and link spam
http://www.mobileepiphany.com Jason Klass

I don't see how this is different than web to lead.
http://www.realpractice.com/ Brad Cooper

There are also services like Form Assembly.

But a small business person watching this video is going to tune out of this promo video at about 1:07 where they say "upload your files using your FTP client…" Everything after that is heard as "blah blah blah" =)
dumb little blogger

I agree. I'm an idiot and should stop doing this. But I won't for a few more weeks. I am the dumb little blogger.
http://www.smartupz.com Smartupz Editor

Salesforce.com for small business? Come on… no kidding please..
http://www.vcbytes.com Hitesh

Sounds good. will definitely try this plugin.

http://www.vcbytes.com

Hitesh
http://www.spirofrog.de Stellen

Great move from salesforce, Openness is key to great sales success in the future. And wp is a great tool.
http://raanan.com/ Raanan Bar-Cohen

This is a very cool plugin — I know lots of companies that will benefit from this.

One small correction to this part of the post:

"Like all WordPress plug-ins, it requires a little bit of work to install WordPress-to-Lead, but it’s relatively simple. You download the plug-in here, upload the files to your server through FTP, then go into your WordPress set up to activate it. "

There is no longer a need to use FTP to upload or update plugins.

For over a year now – built-in to WordPress is the ability to 1-click install any WordPress plugin that is listed in the WordPress.org plugin directory — all from the comfort of your WordPress dashboard. Furthermore, when the plugin gets updated by the developer, users of the plugin will get notified and then have a 1-click method to upgrade.
Jason

what does Tyrone pay for his Salesforce account?
http://jeffkorhan.com Jeff Korhan

This only reinforces my choice to go with Batchbook instead of Salesforce. They offered up this feature a year ago – and it works on any blog platform.
http://Www.furnishweb.com Barry W

Wufoo has drop-dead simple forms with cut/paste code into any blog, webpage, etc. And you can very easily tie your form to a HighRiseHQ.com account from 37Signals. Wufoo & Highrise just seem so much simpler for most sales managers and reps to manage … IMHO.
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Steve

Is it able to distinguish between false leads or leads that don't get you anywhere?
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