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- Most companies have a large divide between the main site and internal systems
- Most WordPress to internal systems is done through sending email
- Documentation for API interaction with WordPress is lacking
- Example API
- Lead collection : Collect complex pre-sales data and post it to the CRM. Create associated contacts, create an actionable ticket, assign it to the appropriate sales rep. They used Method CRM.
- Workforce Management: Display task assignments, schedules and critical task details. Allow staff to request assignments or decline assignments. Provide relevant linked resources.
- Client Interaction: Give clients the ability to view and manage their product and billing details, pay invoices, and order additional products/services.
- WordPress can act as a data middleware to tie multiple data sources together
- Benefits of using an API driven plugin over embedded scripts or system portals
- Consistent brand experience
- Single sign-on
- Enhanced security – Hacker don’t directly know what backend systems you are using
- Mix and match data sources
- Pitching the decision maker
- How do they currently do business?
- What are the pain points currently?
- Know the objections
- Focus on the value
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