Modern entrepreneurs may all know about CRM and its use as a method to maintain current customers and establish relationships with them. Once the relationships are built, merchants can identify customers’ demand easily to serve them in the best way. Things are always nice and sweet in theory; however those linkages are difficult to rekindle in practice. CRM system is an effective tool to study about customer need and behavior in order to consolidate the relationship with them. Moreover, the integration between an eCommerce platform and a CRM system, give entrepreneurs even better control of their businesses. I will give an example of Vtiger integration with Magento.
Now you are wondering the reason why i chose it for this article, right?
Today Vtiger becomes one of the most widely-used CRM platforms with outstanding features such as sale automation, customer reports, and inventory management which fertilize business ventures. A CRM like Vtiger helps an eCommerce business to give more rights to its employees specially working at various hierarchy levels with different profiles and roles. Whereas an eCommerce platform like Magento often falls short to deliver similar type of facility. Integrating Vtiger with Magento just makes this experience more user friendly for all such people involved.
Now, let’s go further to see how well they work together? Just check out below:
- Automatic data transmission of customers group and information into leads, organizations, contacts.
- Integration of orders status and invoices information from store into sale orders and invoices of Vtiger.
- All products information is synchronized such as product categories, attribute sets, manufacturers, specially customers’ carts data and the transmission of product gallery images.
- Promotion information transfer from the store to CRM campaign.
- Allows deleting customer and product’s records in Magento once they are auto deleted in Vtiger CRM Leads, Organizations, Contacts and Products.
- Allows admins to define the mapping fields in backend with ease.
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So, what these features give you by utilizing them?
Easier data import/export
The system allows the transmission of the hundred thousands of records with high speed which makes it especially suitable for large database. Hence, it minimizes human error comparing to importing data manually which might expose to some degrees of inaccuracy. It sounds good, doesn’t it? Only by this advantage utility, you as entrepreneurs are able to save time and reduce business operational cost.
Monitoring consumer behavior
This extension helps merchants monitor customer behavior by studying customer purchasing pattern. For instance, once customers enter your store, you will know whether they are searching for specific items, what they add to their carts and wishlists or their spending habits. Based on that, you may plan your inventory to meet customers demand or classify your customers to different segments for further targeted marketing projects.
Smooth sale process
By synchronizing products and inventory information between Magento and Vtiger, the salesperson might propose related products to customers for up-sale and cross-sale. Once customers place orders, the sale representative can keep track on order status and invoice information to ensure a smooth logistics. This streamlined interaction with customers will potentially improve your sale and service quality.
Email and marketing campaign management
The system brings you a 360 degree view of an email campaign from the very beginning of selecting customers to the end of the campaign when result is presented as a chart or graph. This process step-by-step from establish the email template with customized structure, text, font and graphic. You can sort a list of relevant customers by filtering leads and contacts. When it comes to marketing, “relevant” becomes very crucial for an effective marketing campaign because it reduces cost and time and especially saves your campaign from side effect of annoying customers or overlapping messages. Furthermore, the system allows you to know whether the customer has opened your last email and then generate a chart or graph to give you a better overview of your activity. Thus, it is very result-oriented as you immediately see and assess the effectiveness of your works.
Along with sending newsletters to customers, entrepreneurs can build more personal connection with them by sending a birthday greeting just by automating personal emails. Who doesn’t want one more birthday wish?
Overall, it gives entrepreneurs a versatile solution with more control and flexibility that fertilizes the work flow and assists to boost your profit by enhance customer experience. Magenest offers you a Vtiger integration with Magento which you can get the best value for your money.
Let’s follow the Magento Vtiger CRM Integration extension to get the best integration solution for your eCommerce site.