There are some amazing new tools that can help WordPress Freelancers use technology to help them manage their business from their website. Nick and Sandi Batik will discuss customer relationship management tools. CRMs can help you manage your customer information, increase sales and offer better service to your WordPress Clients. CRM tools help you gather all your customer information in one location allow and provide valuable insights into your business’s history with that customer. We will look at some WordPress CRM plugins that offer you a better way to manage your WordPress freelance business.

1. WHAT WORDPRESS
FREELANCERS NEED TO KNOW
ABOUT CRMS & ERPS
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2. THE DIFFERENCE
BETWEEN CRM AND ERP
• CRM and ERP are
important technology
acronyms that
WordPress FreeLancers
need to know about.
• Both are valuable
solutions but used to
manage and achieve
very different business
goals.

3. WHAT IS CRM?
CRMs are customer
relationship
management tools
that allow you to
collect, document and
manage customer
information from your
WordPress Admin
Panel

4. CRM TOOLS
• Help you track all aspects of
your sales or service-related
interactions with your clients
• Help you to better understand
your customer, retain customers,
provide excellent customer
service, win new clients and
increase profitably
• Provide valuable insights into
the business history of specific
customers

5. WORDPRESS FREELANCERS CAN USE CRM
SOFTWARE TO MANAGE ANY FRONT-OFFICE
ACTIVITIES

6. CRM WORDPRESS
PLUGINS PROVIDE THESE
FEATURESCustomer & Potential Customer Classifications
• Leads
• Contacts
• Accounts
• Opportunities
• Custom

7. CRM WORDPRESS PLUGINS
PROVIDE SOME VARIATION OF
THESE FEATURES
Data Management
• Import Data (leads etc.)
• Export Data
• API for apps and other third parties
• Data backup

8. CRM WORDPRESS PLUGINS
PROVIDE SOME VARIATION OF
THESE FEATURES
Organization
• Tasks
• Calendar
• Call Log
• Call Reminders
• Notes

9. CRM WORDPRESS PLUGINS
PROVIDE SOME VARIATION OF
THESE FEATURES
Marketing
• Email Integration
• Email & Social Campaign Integration
• Auto-Responders

10. CRM WORDPRESS PLUGINS
PROVIDE SOME VARIATION OF
THESE FEATURES
Analytics
• Pipeline Sales Reports
• Trends Reporting
• And much more

11. WHY USE WORDPRESS AS A CRM
PLATFORM?
Cost, Convenience & Eating Your Own Dog
Food

12. WORDPRESS CRM
SOLUTIONS• We will not be addressing
existing dedicated platform
services–such as
Salesforce of Zoho–as
these CRM services are
notoriously expensive.
• For this discussion we will
focus on the CRM plugins
that can be managed from
your WordPress Admin
Dashboard

13. • Excellent user organization, filter, and editing
• Ability to easily add new user data attributes (i.e. company name)
• Dynamic charts representing attributes with quantifiable data
• Shortcode form creation and contact message management
• User CSV exporting
• User activity and note tracking

14. • Know what pages visitors viewed on your site
• Learn where leads come from geographically
• See past comments they made on your blog
• Know what they searched for on your site
• Learn where referral traffic is coming from
• See social media profiles and sites they own
• Gather demographic data
• Learn their topical interest

15. Calls and emails can be logged
Sends emails to your customers in bulk or individually right from within
WordPress
Allows you to filter through customers based on various attributes
Allows you to assign statuses to customers such as lead, prospect, etc.
Easily create a new customer
Place calls from WordPress
Manage customers in dynamic groups

16. • Creates integrated profiles for each customer
• Opportunities allow you to manage sales from initial contact through qualification and close of sale
• Content restriction allows you to make any content on your site specific to profile types/attributes
• Integrated email campaigns and auto-responders
• Dynamic user directories
• Events, complete with ticket sales, calendar, and more
• Smart search, brining layered queries to your WordPress backend
• eCommerce

17. FINAL THOUGHTS ON
CMR SOLUTIONS• Some platform specific customer management
systems are sold as tools, but are really “consultant-
ware”
• As a WordPress Freelancer, if you have to invest not
only financial resources, but mindshare away from
marketing and building your business — its the
wrong solution.
• A good CRM solution serves you, not the other way
around - it needs to be your business partner not a

18. WHAT IS AN ERP?
• ERP is an abbreviation
for enterprise resource
planning
• ERP software is used to
manage your Freelance
business from your
WordPress Dashboard

19. ERP TOOLS
• ERP plugins help you integrate
most of your business
processes into a single,
efficient system to effectively
manage and reach your
business goals
• ERP can improve the
operational efficiency of
business resources.
• Freelancers can use ERP tools
for product planning, project
management, financial
functions, tracking sales,
process management, human
resources, and marketing.

20. ERP TOOLS HELP YOU MANAGE
YOUR FREELANCE BUSINESS FROM
YOUR WORDPRESS DASHBOARD
• standardize critical business procedures
• reduce redundant tasks
• improve accuracy of financial data to configure pricing models
• manage cashflow cycle with more effectively
• facilitate better project planning and management
• improve business process management
• automation of critical contract management processes
• build a product / services knowledge base
• manage human resources and payroll

21. WP ERP Lets You Manage Your Freelance Business
From Your WordPress Dashboard
• Is your lack of band-width slowing the growth of your Freelance
business
• Do you need to focus more on the way you manage your business and
budget.
• WP-ERP is a system designed to rectify the lack of efficiency that may
be holding you back
• It is Free and it is a powerful tool