Integration With Contact Management Software

We offer free samples of one of our products and the most efficient way to administrate this process would be to have the site capture their information then integrate it with our contact management software, specifically ACT!. The process as we envision it is:

Offer free samples to school administrators and child care professionals. We are already getting dozens of requests per day. It would be helpful if we could validate their business status, perhaps by cross-checking their business name with the Business Registry. If they don't have a validated business status the system would only allow them to purchase one sample for the discounted rate of $2.95 and pay for shipping.

Once their information is captured, we need to integrate it with either Quickbooks if it's a paid request or ACT! if it's a valid free sample request. Would appreciate any insights into how to set this up in WPMU before we get started.

  • drmike
    • DEV MAN’s Mascot

    If they don't have a validated business status the system would only allow them to purchase one sample for the discounted rate of $2.95 and pay for shipping.

    That alone makes me suggest using something besides WPMu, at least as a landing page. If you're taking personal data that includes credit card information, you'll need a secure connection (ie SSL) and while it;s doable in WPMu, it's really not what it;s designed for.

  • Synternet Strategies
    • WPMU DEV Initiate

    That alone makes me suggest using something besides WPMu, at least as a landing page. If you're taking personal data that includes credit card information, you'll need a secure connection (ie SSL) and while it;s doable in WPMu, it's really not what it;s designed for.

    Oh, sorry I forgot to mention that we're already using a shopping cart plugin called WP Ecommerce which seems to be developing nicely. Plus my isp provides a free SSL certificate. I was mainly trying to see if anyone had any insights into cross-checking someone's business name with the National Business Registry.

    I would be interested in hearing anyone's opinions on shopping cart plugins as well.

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