In the age of E-Commerce and Omnichannel retail, merchants always focus on improving customer experience in both brick-and-mortar stores and Magento stores, which is considered as a competitive advantage. The mission requires coherence of store designs, advertising assets, websites, social networks with friendly interactions such as product showcase, checkout process, payments, order fulfillment, etc. However, the contribution from all these front-end features is accounted for only 50% of customer engagement. In order to provide an excellent customer experience, merchants need to find the remaining 50% from smooth back-end operation, which requires a powerful Magento CRM system to manage detailed database and execute the right activities to the right customers. In the following sections, we’ll present you with the 7 Magento CRM solutions for online retail – 2021 updates.
Nowadays, customer behaviors are changing from searching about a wide range of retailers to engaging with the brands who give them good shopping experience. Therefore, customer lifetime value and customer retentions are crucial measurements for merchants. These factors can be improved by learning from insights such as: average number of orders, average order value, most recent order, etc. or some numbers about cart abandonment, order cancelation, etc. A strong Magento CRM should tell merchants all these information that can be filtered by date, time period, store locations, products, customer IDs, or other segments. In additions, there are many other important features, which are related to sales and marketing management, for example:
And of course, one of the most important feature for a CRM system is to be integrated perfectly with Magento, as well as other sales and marketing systems.
According to the standards for a strong Magento CRM mentioned above, we would like to highlight some CRM solutions that would work perfectly for Magento Omnichannel retail.
Hubspot is a popular CRM system which is designed for digital marketing and cross-border sales, it means Hubspot is optimized for the management and execution of online campaigns with smart data organization and real time synchronization among channels.
Merchants on Magento who acquire customers via inbound strategies for sales and marketing would find Hubspot is the best CRM for content marketing management, email marketing, social media performance, website and search marketing optimization, and many other activities to create full digital experience. With Hubspot, Magento merchants can setup full online sales and marketing funnels, manage customer data in detail and make right decisions for both long term and short term campaigns, as well as for any industry and business size.
Hubspot CRM contains 3 core functional packages, that would fit many kinds of selling process:
Metrilo provides detailed data for personalization such as customer journeys, order history, or many customized action trackings on websites. This Magento CRM is designed to collect customer insights, that helps to define next steps in sales cycles or make decision for the next campaigns.
Customers would be selected by segments and filters according to their actions, and automation email can be configured to ensure the custom messages would match with the appropriate customer groups. Metrilo also provides many other cutting edge features such as:
For merchants who only focus on some proven sales and marketing channels, SugarCRM would be an optimal choice because of its simple but reliable feature package. The system provides functional options for data management and informative visualized reports, allows sales and marketing team to save a lot of time in collecting insights, managing customers and revenue.
SugarCRM may not have good supports for multi-channel activities of inbound marketing and automation campaigns like other Magento CRM, but they are the best in analytics and future forecasts. The price for enterprise suite is $85 per month.
Agile, the word means to be able to move and change quickly and easily, is a cool Magento CRM for small but proactive teams, who are looking for all-in-one CRM solutions to conduct any kind of sales and marketing campaign with reasonable price. As a SaaS solution, Agile CRM enhance collaboration by easy to use and mobile-ready panel interface with fast operation. The CRM also integrate perfectly with social channels like Facebook, LinkedIn, Twitter, apps and platforms such as Zendesk, Google apps, Microsoft Exchange, etc. and many other systems for SMS, telephone, billing, as well as other CMS.
Agile CRM includes amazing features that support sales, marketing, and customer services.
SalesForce is another famous brand in this list with unique functions that allows users to customize CRM interface by drag-and-drop elements. The CRM has powerful AI capabilities to create personalized journeys for customers by product recommendations and smart search results, and also give in-house team data-driven insights across channels.
Another powerful feature for eCommerce is multi-site management on Magento and localization supports. The feature helps users to manage all Magento stores and local stores on a single place. SalesForce also ensures the brand experience across channels and platforms, and evaluate the performance for campaigns.
Vtiger is suitable for SMBs by providing functional solution package at reasonable price. What merchants can get from Vtiger is strong sales support features such as: visualized sales pipeline, deal nurturing actions, auto remind and update email, etc.
The CRM system supports sales managers effectively by presenting informative reports about sales staff performance on an user-friendly panel. Features for collecting insights and next-step configurations also help to save a lot of time in lead generation and nurturing.
In the section of Magento CRM, merchants would not find any CRM system that has more features and integrations than Zoho. The solution provides all abilities from contact and deal management, marketing automation, data analytics, order history, meeting scheduling, or even inventory for multi-website and multi-warehouse. Zoho fits with any business size and industry, and it is considered as the biggest and the most powerful CRM for Magento.
However, there is one significant downside of Zoho, which is the complicated user interface and pretty poor user flow in account setting and managements.
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