The client is one of the leading and high-end furniture retailers tagged as Made in the USA. With a wide range of products and established customer base, the client wanted to enhance business productivity by combining offline and online sales processes for their sales representatives. They wanted to integrate the existing ERP to CRM to execute strategies that help in retention of customers as well as driving customer base along with providing a one-stop solution for internal employees.
The CRM implementation focuses the practices, strategies, and technologies that used to manage customer interactions and customer data. Right from the order management to the enhanced internal communication, CRM also provides improved analytical data and processing. Categorizing business information and sales management, the system can identify the prospective customer that can be converted with proper planning. Overall, CRM aims to cultivate the customer relationship for the business by taking care of customer transactions, preferences, needs, and requirements.
How we did it ?
We synced product, orders, customers, and quotes and facilitated it with standard sales pipeline process. We also integrated the client’s system to Magento and synched the Magento data with the system. Magento integration also helped to track end-to-end order processing which ultimately results in modeling business processes.
Switching between Magento and CRM
One of the client’s requirement involves a feature where the client can switch from CRM to Magento while placing the order.
For this Challenge, we came up with a solution to redirect the sales representative from CRM to Magento, auto-logged in as a customer and placed the order on behalf of the customer directly. This ensures foolproof order by using Magento online payment system.