Building CRM on WordPress for full control with Adrian TobeyFebruary 13, 2020 February 13, 2020 /
Websites are no longer just for good looking online presence – instead, they are like an engine for business conversions and growth. Connecting and communicating with customers are important components of a website.
For WordPress websites, there are a lot of ways to implement this like connecting with a third party CRM solution or building own CRM on WordPress itself. Digging deep into CRM setup on WordPress with full control, here is Adrian Tobey.
01. CRM Components
- CRM, customer relationship management can be a geeky and formal concept for a lot of users. How would you define CRM in the simplest terms?
- What are the main components of CRM solution for a business setup?
- Which is the most challenging component from implementation and management point of view?
02. CRM on WordPress
- There are a lot of popular and feature-rich CRM solutions available, so why set up on WordPress and not use them?
- Is WordPress as a foundation platform ready for full CRM building or there are still challenges in such setup?
03. WordPress Infrastructure for CRM
- Besides WordPress and of course a CRM plugin solution like Groundhogg, what other infrastructure services are required? Like, do we need more powerful web hosting to power up these CRM processes?
- Email communication is an important CRM component. So, would you recommend using third party transaction email service like mailgun, sendgrid to ensure better delivery?
- Besides hosting and transaction email service, which other external services are required for CRM to work on WordPress platform?
04. WordPress CRM Options
- Is it recommended to use a separate WordPress install other than WordPress install powering the main website for CRM setup?
- Groundhogg appears to be a feature-rich CRM solution, are there other CRM solutions for WordPress?
- Say someone does not want to set up CRM on WordPress instead prefer to use third-party CRM solution integrated with an existing WordPress website. Which CRM solution would you recommend in this case?
Adrian Tobey’s ToolBox
- Use the Easy Digital Downloads plugin for all eCommerce stuff.
- Helpscout for all support tickets and client communication.
- Prefer to use Canva to quickly create graphic images.
- Use Closte and prefer to check Kinsta web hosting for the future.
About Adrian Tobey
I worked full time in a digital marketing agency while going to the University of Toronto part-time. During my 5 years at the agency, I became an Infusionsoft Certified Partner (I was 18 at the time), as I was doing a lot of Infusionsoft implementation for our agency clients.
In my 2nd year working in the agency I started FormLift. It was my first plugin, still kicking! It has ~1100 users within the Infusionsoft community as it was a product designed specifically for Infusionsoft.
I enjoyed working on Formlift more than I enjoyed studying for school, which led to my inevitable dropping out in my 3rd year of University to focus full time on digital marketing.