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CRM integration and loyalty program management

CRM integration for ecommerce is the process of connecting a customer relationship management (CRM) system with other ecommerce software. This integration can help businesses: 

  • Improve customer experienceBy providing a more personalized shopping experience, businesses can increase sales and retention rates. 
  • Streamline processesBusinesses can streamline marketing, sales, and fulfillment efforts. 
  • Gather customer insightsBusinesses can gather data on customer behavior and preferences to drive targeted marketing campaigns. 
  • Access up-to-date customer informationBusinesses can access up-to-date customer information and track each customer’s journey through the sales funnel. 

Some best practices for integrating CRM and ecommerce include:

  • Choosing the right platforms
  • Syncing data from sales orders
  • Integrating online quotes
  • Leveraging website behavior
  • Maintaining up-to-date customer records and preferences
  • Personalizing marketing communications 

Some CRM tools for ecommerce include: 

  • ZohoAn affordable and functional CRM that offers sales forecasting, mass emailing, and reports 
  • OmnisendA CRM tool that features email marketing automation and customer engagement features 
  • Workato
  • Quickbook online