Why do your online store need CRM (how to use it)

Publishing Business Note:

Hubspot is our partner, they are WordPress Provides CRM extensions used with WooCommerce. We invite them to share their benefits of CRM and how to use CRM. If you operate online business, then you have a lot of things to do: purchase inventory, generate creative assets, list projects on your website, marketing your business, handling wages, management customer inquiries, etc. Essence

With the increase of the list of the items, how can you optimize your working day and improve efficiency? Okay, of course it is software!

You may already use e -commerce software such as woocommerce to run your online store, or use accounting software such as xero to manage your books, but have you considered using CRM?

In this article, we will introduce you to all the information you need to know about the use of CRM and Woocommerce, including benefits and how to set it.

What is CRM?

CRM is the first letter abbreviation of customer relationship management . It is a software used to capture, manage, and develop its unique company. It can help you organize everything in one place.

CRM is regarded as your company’s central operating system and source of facts. It allows employees to view contact information, purchase historical records, emails, preferences, social media reviews, etc. With the development of business, it is particularly important to collect this information in one place.

Let’s consider an example. Jack runs a T -shirt shop called \” very cool shirt
\”. Every year, he provides discounts from customers who order T -shirts for non -profit fundraising activities. When Jack was the only person who participated in it, he always gave Diane discount. But what will happen when his business is growing and his employees help customers inquire?

How do he convey this information? CRM records discounts in Diane’s customer record. Everyone can access this information in real time. Jack will become a happier business owner, and Diane will continue to become a satisfactory customer.

Two main use cases of CRM software Although CRM is increasingly due to its popularity in B2B companies It is valued, but this is not the only case. For consumers and companies facing companies, using this system is valuable. The following is a fast overview of CRM using the company type:

B2B company (that is, SaaS company owned by a sales team):

CRM is mainly used in the long sales process Tracking software purchase status. Both sides have multiple people participating, CRM tracks all activities in a unified contact record. It helps increase income and simplify customer experience.

• B2C (that is, e -commerce store): CRM is used to track customer activities and purchase conditions, and adjust marketing activities to achieve more personalized interaction. This data can be used to locate email marketing and reduce the abandonment of shopping carts. As the team grows and communication becomes more isolated, the system becomes more correlated.
• What are the main benefits of CRM for your e -commerce business? The following is the seven main methods of using CRM in the Woocommerce store:

1. Maintenance of the concentrated records of the entire enterprise One of the maximum values \u200b\u200bof CRM is to provide centralized records in the entire business. Although Woocommerce provides information about customer orders, you may use one system for advertising, another system for website analysis, and another system for email marketing. With the help of CRM, you can synchronize all these data and access these data through a portable portal. It simplifies your process and life.

2. Don’t worry about manual update and synchronization data

If you don’t have to manually update the electronic meter or database manually after each sales, isn’t it good? With the help of CRM, data can be synchronized from one position to another.

Using Hubspot for Woocommerce plugin, you can connect two platforms and view the end -to -end data stream.

3. Follow the customer’s life cycle and repeated transactions

Measure the value of the customer’s life cycle. You want to get customers who continue to bring income to your business over the years.

With the help of CRM, you can identify your maximum value customers and create activities to follow up and increase their life cycle value. 4. Automatically follow -up When e -commerce customers meet a set of specific standards, you can use CRM to perform \”sequences\” instead of sending disposable email marketing activities. Buy a specific SKU for someone, access the login page or give up the product creation workflow in the shopping cart.

Since most CRM (such as Hubspot’s free software) contains marketing and sales tools, you can create automation without leaving the browser.

5. Follow the customer added to the shopping cart.

When the website visitors add the goods to their shopping cart, they have a high willingness to buy the product. The e -commerce CRM can help you create a list of customers who stay in the shopping cart, and which products are most often abandoned.

These data are the key to understanding your company’s potential improvement. When you go further and follow up, you will increase your income.

6. Objectives based on customer behavior and characteristics By CRM, you, you, you Create lists and marketing activities around key customer information. Provide unique discounts for buyers in a particular state, provide discounts for your most loyal customers, or create email activities based on navigation to some pages or parts of your store. 7. Analysis of the overall performance of your store Another benefit of CRM is that the performance of cross -channel marketing strategies can be measured. In the dashboard, you can create a report and chart to measure the actions you are taking.

It includes website visits, product page visitors, orders, customers, etc.

How to install CRM software on your WOOCOMERCE store

How to integrate your Woocommerce store with Hubspot permanent free CRM. It is one of the best e -commerce CRMs.

1. Install hubspot for woocommerce extension

First, first install the hubspot for woocommerce extension. Visit the hubspot for woocommerce page and click

Free

button.

Then, link your existing Hubspot CRM account or create a new account. If you do not have a hubspot account, please click to create a new account

button at the bottom of the page. After logging in, click

to connect your account

button.

2. Setting group and attributes

To check your WOOCOMMERCE data in Hubspot, you need to set the group and attributes. When you click the group and attribute tab, you will be guided to

to create attributes and group