Maximizing Sales Efficiency through the Integration of Salesforce and WordPress

Overview & Challenge

Impel Union is a US-based company, which sales a wide variety of exceptional trucks and trailers to qualified drivers and companies. They work diligently to tailor programs and payment schedules to meet customers’ needs, as well as the wishes of companies and individuals.

Whether the customer is an individual, small or mid-sized company, they offer leasing solutions with terms that can fit into customers’ budget and help improve the total return on their investment.

Impel Union uses Salesforce to manage their inventory by adding products with their characteristics. On the other hand, they use WordPress to sell the products.  However, the Salesforce system and the WordPress website weren’t connected. This resulted in a manual process of adding products to the website after they were added to Salesforce, leading to a significant loss of time and effort, which ultimately led to lost sales due to lack of system synchronization.

Solution

What Impel Union needed was seamless integration between Salesforce and WordPress to streamline their workflow. By adding new products and their features in Salesforce, the data is automatically updated on the WordPress website, eliminating manual work, accelerating productivity and time to market.

Business Outcomes

The integration of Salesforce and WordPress allowed Impel Union to streamline their inventory management, improving productivity and efficiency of their sales team. Key results included:

  • Complete automation of the product addition process, reducing the time required by 100%;
  • Elimination of errors and duplication through automatic data synchronization;
  • Improved team collaboration and transparency;
  • A 50% increase in productivity and efficiency;
  • Improved customer acquisition and retention rate.