You want to take your E-Commerce business to the next level. Which CRM software should you use?

It's easy to get trapped here. It sounds like once you get a CRM, you will automatically receive all the benefits it offers. An ax can't chop wood by itself. It needs a person who takes the ax in hand and manages it. CRM is just a tool; plan human attention and time to actually use it and optimize it. If nobody sharpens an ax, nobody will get wood, you know...

CRM stands for Customer Relationship Management. CRM software is a tool designed to help businesses manage and analyze interactions with their current and potential customers. It typically includes features for contact management, sales management, productivity, and customer support. The goal is to improve relationships with customers, streamline processes, and increase profitability by organizing and automating business processes related to customer interactions.

CRM software is often a blanket statement for the concept of managing your current and prospective customers in a personal way. In the case of eCommerce, it's important to understand what CRM will get you, and what it will not. Most eCommerce store software (like Shopify) do a nice job of giving you basic CRM like customer info, purchase history, support inquiries, and so on. This tends to cover the base needs of CRM to support customers (like contact info, support history, etc). Where I often see a miss-step is when people really want marketing automation instead of CRM. For instance, automated emails based on an event. That often comes from using a Customer Data Platform (CDP) and an Email Service Provider (ESP), in addition to a CRM

CRM is crucial for E-Commerce, aiding in data organization and customer communication. To enhance its impact, businesses should focus on real-time data updates, integration with other tools, and regular staff training to maximize the system's capabilities and drive comprehensive customer engagement.

Remember to consider your specific business needs, ease of use, integrations, and customer support when selecting a CRM. Each of these options has unique features, so choose the one that aligns best with your e-commerce goals!

The best time to put CRM into work was a pretty while ago. The next best time is today. Please don't wait, you will get more data to work with.

I always like to start with what use cases you're looking to solve. Because CRM gets used in such a broad way, this can also help you understand whether you need CRM, or other tech. For instance: CRM - Basic customer information, conversation & support history, and purchase history Customer Data Platform - A deeper profile on your customer, like website visits, personal preferences from surveys, ad interactions, etc. Marketing Automation - Usually part of email providers (like Klaviyo). This is the ability to take action on CRM or CDP data. These actions could be emails, SMS, or other communications based on factors like website visit, email opens, or purchases. These tools together help drive great customer experiences and improve ROI.

Un CRM 360 te simplifica muchas tareas repetitivas que permiten automatizar procesos. No solo veamos el CRM como el canal donde podemos enviar campañas de email. Veámoslo como la plataforma que condensa varias operaciones comercial, servicio al cliente, marketing y que el contenido compartido en cada fase puede ayudarnos a solucionar mejor las necesidades y deseos de nuestra audiencia con contenidos relevantes y oportunos en nuestra oferta se valor.

Leveraging CRM is essential as your e-commerce firm grows. To get the most out of it, think about combining AI with predictive analytics, making sure that teams adopt CRM in a smooth way, and updating customer data on a regular basis to ensure accuracy. Strong cybersecurity safeguards will protect client data as well, building loyalty and confidence. I am a big fan of Zoho CRM as it has a basic package free and gets the job done. Bigin is another amazing software to checkout

Active Campaign: Known for its intuitive interface and robust automation features, Active Campaign helps you manage customer relationships effectively. It offers personalized communication, email marketing, and automation capabilities. Copper: Copper is a user-friendly CRM that integrates seamlessly with Google Workspace (formerly G Suite). It’s ideal for small businesses and provides a streamlined experience for managing leads and contacts

There's a lot of CRM software out there. Having built on a company on the worlds best CRM in the past (Salesforce), there's a few high-level considerations: 1. How integrated is the broader CRM platform? Eg: Hubspot CRM + marketing is very integrated with almost zero effort. Salesforce is integrated, but requires effort. 2. How configurable do you need your CRM? Eg: Hubspot is not very configurable, but easy to use. Salesforce you can do just about anything, but harder to setup and use. 3. Integration with other products No doubt a CRM will not be your only marketing tech. Making sure it works easily with other tech is important. 4. Ecosystem Hubspot and Salesforce have a great partner network if you don't want to set it up yourself.

When it comes to e-commcerce, there are many different CRM options and each one has its pros and cons depending on product, industry, marketing strategies, etc. However, if you are building a DTC e-commerce brand from the ground up and don't know exactly where to start, Shopify is probably your best bet. They are the leading CRM for e-commerce and for a reason. Shopify offers a user-friendly setup process, total customizability, a smooth UI packed with analytics and key features, and a flourishing community of people eager to help you at every step of the process.

Choosing CRM for E-Commerce requires a strategic approach. Prioritize scalability, opting for a system that accommodates future growth. Ensure the chosen CRM aligns with industry-specific needs and integrates effortlessly with existing tools. Some of the recommendations for small and medium businesses are: Zoho CRM: Best for Beginners. Monday.com: Best Visual Pipeline. Freshsales: Best for the Full Sales Cycle. Salesforce: Best for Larger Organizations. HubSpot: Most Versatile. Zendesk: Best for Mobile. Pipedrive: Best Pipeline Customization. Insightly: Best Customizations for the Price.

La compatibilidad y la onmicanalidad es aquí de las herramientas más importantes. Necesitamos un CRM que conecte todas nuestros canales de generación de demanda fácilmente: Web, redes sociales, YouTube, entre otros.. Para que podamos sincronizar los datos de nuestros clientes, su rastreo de información en la navegación de nuestro sitio con los contenidos que vamos a compartir para ello debemos tener claro varías aspectos: -Tamaño de la base de datos presente y futuro -Integración con canales de generación de demanda. -Alcance de la plataforma: #de automatizaciones, personalizacíon se propiedades, generación de estadísticas. -Embudos o pipelines -Módulos de servicio: Comercial, Marketing y servicio

For DTC e-commerce businesses that are just starting, Shopify and WooCommerce are probably the best options. I would personally recommend Shopify in most cases since e-commerce is their sole focus. There are many other options out there like Salesforce, BigCommerce, and HubSpot, so it is very important to research each one to see which CRM is right for your business. I would HIGHLY recommend staying away from CRMs like Wix, Squarespace, and Duda when it comes to e-commerce. These are very user friendly website builders that make it easy for non tech-savvy people to build simple websites. But it comes to e-commerce, you will likely need tools and resources to succeed that go well beyond what these simpler platforms have to offer.

Pipedrive: Pipedrive is known for its visual pipeline management. It helps you track deals, manage contacts, and streamline sales processes. Its product catalog feature is particularly useful for e-commerce Sendinblue: Sendinblue combines CRM with email marketing. It’s great for businesses aiming to engage customers through targeted email campaigns and automation. Zendesk Sell: Zendesk Sell provides a mobile app, team collaboration, and excellent customer service. It’s a solid choice for managing customer interactions on the go

La recomendación depende de donde mayoritariamente vengan tus clientes, si estos provienen de mensajería instantánea. Utilizar plataformas como Koomo CRM ó lead sales puede ser bastante beneficioso.

How you get started with CRM for your eCommerce business will vary depending on your size. Regardless of size, a planned "rollout" will make your CRM setup go smoothly. I like to think about it in these steps: 1. Use case identification - what will drive ROI and better customer experience? 2. Software selection - Get demos of a few different vendors 3. Initial Setup - Connect your eCommerce platform and CRM software 4. Determine & Implement Workflows - Map out the jobs to be done within the CRM, mapped to role. Eg: Check customer support history before responding to an email. 5. Testing - Make sure it all works as expected 6. Training - Provide internal docs and training per role 7. Go Live - Set date for everyone to start using CRM!

Choose a CRM for your e-commerce business based on specific needs: 1. Salesforce - Highly customizable with robust features. 2. HubSpot - User-friendly, ideal for small to medium-sized businesses. 3. Zoho CRM - Versatile suite for various business sizes and budgets. 4. Shopify CRM - Tailored for e-commerce businesses using Shopify. 5. Pipedrive - Focuses on sales management and pipeline tracking. 6. Microsoft Dynamics 365 - Integrates with Microsoft products, suitable for larger businesses. 7. Freshsales - Offers AI-based lead scoring and email tracking. Test with free trials to ensure alignment with your business processes.

Es muy simple. Primero mapea todo ru proceso comercial y realiza un onboarding efectivo. Una vez lo tengas claro haz la lista de todas las actividades que vas a automatizar Después empieza en la búsqueda de un CRM que te permita solucionar todas las actividades de la lista anterior y listo, empieza tu setup