While Magento includes customer management features, many clients use dedicated CRM (Customer Relationship Management) platforms to manage their customer database through different channels. These systems allow businesses to automate marketing and sales efforts while retaining the ability to tailor efforts through personalized targeting and segmentation.
Our system integration process begins with a consultation & communication phase, gathering input from all relevant stakeholders, including technical, marketing, and operations.
As we implement a CRM integration, everyone has a clear understanding of what functions are being launched and asked to assist through testing and feedback accordingly.
Prior to launch, we work closely with those who will interact with the integration on a day-to-day basis to ensure that they understand how new functions and flows will fit into their daily operations.
If you’re looking to integrate your ecommerce operations with a CRM system, please feel free to get in touch with us to begin a discussion about what implementation would look like for your business.