Publisher note: hubspot is our partner and provides a WordPress CRM extension that works with woocommerce. We invite them to share their ideas on the advantages and usage of CRM. There is a lot of work to do when operating online business, including inventory procurement, creating key assets, listing projects on the site, business marketing, salary processing, customer consulting management, etc. With the increase of to-do list, how to optimize working hours and improve efficiency? Yes, with software, of course! Have you considered using e-commerce software such as woocommerce to run online stores or accounting software such as Xero to manage books? This article will introduce all the knowledge of using CRM with woocommerce, including advantages and setup methods.
What is CRM? CRM is the weakness of customer relationship management. It is the software type used by enterprises of all sizes to capture, manage and grow unique companies. Help organize everything in one place. Regard CRM as the company’s central operating system and the source of truth. You can view employee, social media, contact history, and so on. Collecting this information from one place is particularly important with the development of business. Let me give you an example. Jack runs a T-shirt shop called \
How does he convey this message? CRM records the discount recorded by Diane’s customer. Everyone can access this information in real time, Jack will become a happier business owner, and Diane will continue to be a satisfactory customer. With the two main use cases of CRM software, CRM is famous for its popularity in B2B business, but this is not the only use case. It is worthwhile to use the system in consumers and business oriented companies. The following is a brief description of the use of CRM, which varies according to the type of company.
B2B company (for example, SaaS company where the sales team is located): CRM is mainly used to track the software purchase status according to the long sales process. With multiple people involved, CRM tracks all activities in an integrated contact record. This helps increase revenue and simplify the customer experience. B2C companies (e.g. e-commerce stores): CRM is used to track customer activities and purchases, and adjust marketing activities to achieve more personalized interaction. This data can be used for e-mail marketing and reducing abandonment of shopping carts. With the growth of the team and the further isolation of communication, the relevance of the system will be higher. What are the main benefits of CRM to e-commerce business? The following are the seven main ways woocommerce stores use CRM to obtain:
1. One of the greatest values of CRM is to provide centralized records across the whole business. Woocommerce provides information about customer orders, but you can use other systems in advertising, in website analysis, and in e-mail marketing. CRM enables you to synchronize all this data and access it from an easy to read portal. Simplify process and life. 2. Don’t worry about manual update and data synchronization. After sale
Click the auto create activity tab to start a pre built automated workflow for the online store. To get started, just click the Create button on the right. These marketing automation include:
MQL conversion to customer: the activity requires qualified reed to purchase for the first time. Welcome new customers: after the first purchase, send an email to the customer to guide the second purchase. Second order review: after the second purchase, thank customers and encourage them to become repurchasers. The third order review: take follow-up measures for customers who have ordered at least three times. 5. Open the shopping cart, abandon tracking the abandoned shopping cart in the hubspot for woocommerce extension, and click the \
