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Exact CRM integration

Industry: Financial Services

Integrates Exact CRM with Magento eCommerce store

Technology Mindz integrates Exact CRM with Spanjewijn’s Magento eCommerce store to manage the customer data, product data, and invoices altogether. This helps Magento eCommerce platform to quickly and easily synchronize order, customer and stock data between the two applications. Nowadays CRM becomes a necessity of the eCommerce sector. According to CRM magazine, 91% of businesses with 10 or more employees now use CRM software. Also, the study says that there is 50% average improvement in efficiency with product and order integration.

Challenge

Manage customer data across offline and online stores separately, Challenges in finding and retaining customers with inadequate sales forecasting, Lack of a centralized, customer knowledge database.

Solution

Provided a single platform to manage customers, orders, invoice data and items all together by creating a sync between the Magento eCommerce store and Exact CRM.

Results

Improved work efficiency and Reduction in time to manage the orders (invoices), customers and products giving client’s a better customer experience with sales team fulfilling orders quicker.

The Objective

For Magento eCommerce users, it is a pain to manage offline/online orders, products, and customers. Technology Mindz analyzed the difficulties of business owners and planned to integrate the Magento eCommerce store with Exact CRM. With this, Magento users can sync their products, customers and invoices from Magento store to CRM, which can be easy to manage. A CRM structures customer mapping in an automated way right from the first contact to post-purchase involvement. Every interaction with the customer is collated and mapped throughout. With this sales team can get to know the selling status of every single product by which they can forecast future sales. Research shows that, on average, 65% of salespeople who adopt mobile CRM meet their sales quotas whereas only 22% of salespeople who don’t leverage mobile CRM meet their quotas.

The Challenges

For eCommerce business owners it’s not convenient to manage the customer data, products, order status manually for online /offline eCommerce. For being an effective market leader, users need to make changes with their businesses by using advanced and easy technology.

Main issues faced by Magento eCommerce store:

  • Manage offline and online stores separately
  • Manage customer data
  • Challenges finding and retaining customers
  • ROI guesswork
  • Customer service issues
  • Loss of growth with messy work management
  • Longer Sales Cycles
  • Lost Revenue Potential
  • Lack of a centralized, customer knowledge database
  • Chances of data loss
  • Time oriented process with manual entries
  • Sales/Products forecasting
  • Challenges with order tracking, fulfillment and returning process
  • Challenges with managing invoices all together

The Solutions

  • Provided a single platform to manage customers, orders and items all together
  • Created sync between the Magento eCommerce store and Exact CRM
  • Functionality to generate the no. of invoices per product
  • Created a functionality where store owner can see:
    • Items as Products
    • Invoices as Orders
    • Customers as Customers
  • Customer data have the following fields:
    • Name
    • Email
    • Address (Street, City, State)
    • Postal Code
    • Contact no.
  • Product data have the following fields:
    • Product Name
    • Price
    • Description
    • SKU no.
    • Image
    • Discount (if any)
    • Product ID
  • Invoice data have the following fields:
    • Customer details
    • Total Amount
    • Product details
    • Order date
    • Total no. of products
    • Discount amount
    • Tax (if applied)

Technical Approach

  • Used the API for customer, items and orders data
  • Used ajax to get the data post
  • Fetch the customer data from Magento’s customer table using Magento DB functions
  • Fetch the order data from Magento’s order table using Magento DB functions
  • Fetch the products data from Magento’s product table using Magento DB functions
  • Used XML files for data saving into Magento store and fetching from exact CRM for customer, items and orders
  • Used cron to get access token and refresh token from exact CRM
  • Used Magento DB tables to get the access token and refresh token

The Benefits

  • Improved customer retention rate
  • Rooted in present-day technology
  • Effective Use of Time
  • Access to Most Relevant Information
  • Customer Segmentation
  • Easy to identify the bestselling product
  • Helped in sales forecasting
  • Minimize operation expenses
  • Sync inventory with just a single click
  • Sales/Products forecasting
  • Better customer service
  • Easy to use
  • Effective cross and up-selling of products
  • Different segments for products, customers, and invoices

The Results

  • Remarkable reduction in time to manage the orders (invoices), customers and products
  • Client’s customers have improved experience with faster fulfillment and return process of orders
  • Resolved the problem of sorting the products, orders, and customers for Online and offline stores
  • Improved work efficiency
  • Fixed the complications regarding adding/deletion of the products, customers, and orders
  • Helped sales team in closing deals faster