MAGENTO 2 CRM INTEGRATION

You can create reports with different diagrams as chart, pie, and others. To clarify, integrating magento CRM systems promotes customizable reporting options that illustrate your entire business actions. For example, there are sales forecasting report, specific budget report, deal-close probability report and more. Therefore, it becomes convenient to forecast budget planning and evaluate the areas that demand improvements.

It provides a work schedule as our normal activation that included. Analytical capabilities of Magento CRM integration can point out rough places in your sales funnel. Study reports on tasks, deals, goals and forecasts directly in the control panel of your site to be flexible and react fast if necessary.

Create customer associated projects with assignable tasks, and due date. It is an integrated document to manage necessary data for any activation relate to the customer. Team members can upload information to a centrally stored location, and share easily and instantly with coworkers.

Everything in the sales and support editions. Let customers log into a portal to submit and review. CRM integration helps save time by automating the process of customer management. With the help of a CRM system you can determine willingness to purchase and turn previous buyers into repeat ones. With the help of Magento CRM integration you can also monitor transactions by assigning statuses and tasks.

Information about all customers for your marketing and sales to work with. Design discount systems, loyalty programs and motivate buyers to shop more often. All the latest information about customers — from contact details to service conversations — is easily available to access and update. The system enables users to track pipeline activities, tasks and targets, all the way from prospect through to conversion.

Forecasting reports enable salespeople to get better visibility over their pipelines, qualify leads more accurately, and see how close they are to hitting their targets. Sales managers can use reports to motivate and manage their people. If you are tensed about your team making mistakes, worry no more. With Magento CRM integration, your sales team can provide improved customer support. Your orders will be managed properly and timely communication will increase customer satisfaction.

Real-time instant messaging functionality makes it easier for coworkers to ask and answer each other’s queries, for instance in support of a live sales opp or service interaction. Managers can check in on staff in the field, and employees can ask for instant feedback or support as needed.

Syncing email clients instantly with the CRM system allows businesspeople to get a complete view of their customers and leads without having to log in and out of different systems. Calendars and contacts can be viewed across every device, and emails can be created and managed from within a single workflow.

Information is aggregated and presented in intuitive, meaningful dashboard displays that can be customised based on each individual’s priorities. Manual errors and typos may lead your business to suffer a loss. Using traditional data transfer methods for your online store is out of fashion. Adopting a magento CRM solution for your e-commerce business proves to significantly reduce losses.