A CRM
software such as Salesforce can work wonders to handle customer data for your
online business. However, it is advised to integrate your CRM tool with your
ecommerce business to better serve your customers. It allows you to create a
centralized database containing all the updated customer information, which can
be used effectively for marketing and promotional campaigns.
Here’s what
should be synced with ecommerce Salesforce CRM integration:
Abandoned Carts
Cart
abandonment is considered to be the worst scenario for any ecommerce owner. CRM
integrated with ecommerce can play a key role in reducing cart abandonment
rate. For instance, you can send abandoned cart information to your CRM.
Customer information including email-id will be available in CRM for guest as
well as registered users. So if any user has abandoned the cart, you can send
him targeted email and encourage to complete the purchase.
Invoice
Salesforce integration
with ecommerce should allow invoice information to flow back and forth. This
means users accessing CRM as well as ecommerce platform should be able to see updated invoice data. Syncing invoice
data is important so that if any pending invoice is paid, it should be
immediately reflected in either of the systems.
Order History
Syncing order
history from ecommerce to Salesforce solution is very important as it will
allow your CRM users to keep track of customer purchases. Knowing the
customer’s previous orders (past sales) will allow your CRM department to
create personalized promotional campaigns, which can help to increase sales in
the near future and improve revenue growth.
Shipment / Delivery
Integration should allow you to pull shipment or
delivery information from ecommerce into CRM system. For instance, if there are
any delivery issues, the CRM support team can access tracking information in
real time to know where the order is and when it will be delivered.
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