Shopify in itself is a robust e-commerce platform. To scale your ecommerce business, consider integrating a customer relationship management (CRM) tool into your Shopify site.
Keep reading to learn more about the benefits of having a Shopify CRM, the CRM features you should look for, and four CRM platforms you can integrate with your Shopify store.
Why do you need a CRM for your Shopify site?
A CRM can help you with your marketing, sales, and customer service efforts so that you can enjoy increased revenue. It will help eliminate manual data transfer between each platform, allowing you to focus on your core business activities. With a Shopify CRM, you can:
Increase awareness about your business and your products
Convert more leads into customers
Efficiently address your customers’ after-sales concerns
The benefits of integrating a CRM into your Shopify store
A Shopify CRM can help you automate tasks so your team is more efficient and you don’t miss follow-ups with leads and customers. The benefits don’t end here, though. Here are some benefits of integrating a CRM into your Shopify store:
1. Effective customer data management
A CRM is more than just an organized repository of your customers’ information. It’s also a nifty tool that lets you know your customers and leads better by logging customer interactions, purchase history, and after-sales tickets.
With a CRM, you can filter your customers based on specific attributes to spot trends and segment them so that you can personalize your marketing efforts.
2. Cross-sell opportunities
Do you want to know which customers are likely interested in your new offers or products? A CRM’s contact management feature can help you filter your customers according to sales history so that you can cross-sell among them.
3. Marketing and sales automation
Save time from sending emails and follow-ups. With a CRM, you can create email drip sequences and automate follow-ups. If a user leaves an item in their cart without checking out after a certain number of days, an automated email reminding them of their pending purchase will reach their inbox.
4. Streamlined marketing, sales, and customer service processes
Because Shopify CRMs can collect data, you can pinpoint customer journey bottlenecks and identify which strategies are effective. As a result, you can improve your marketing, sales, and customer service processes.
5. Improved customer retention and increased revenue
Having rich information about your customer’s experience gives you insights into how you can keep your customers happy. As a result, you retain more satisfied customers who will likely purchase from you again and refer you.
Shopify CRM features you should look for
You can choose from several CRM options that you can integrate into Shopify. Each one has its own set of strengths.
If you’re looking for the best CRM for Shopify, you must first identify your business needs and budget. Then, look for one that ticks all the boxes. You want to steer clear of CRM solutions that you can’t integrate into Shopify, CRM software that doesn’t have the features you need, or a powerful CRM that overwhelms your team.
Not sure where to start? Here are some Shopify CRM features that you should look for:
1. Shopify integration
Since your business is on Shopify, the first feature you should check is its Shopify integration. Cross a CRM out from your shortlist if it can’t be integrated into Shopify because working with disjointed platforms is a chore. You might even end up not using the CRM altogether.
2. Integration with your other existing tools
Are you currently using other sales, marketing, and customer service tools? Make sure you choose CRM software that integrates with them so that you can work more efficiently.
3. Workflow automation
Pick a Shopify CRM that lets you automate recurring tasks, thus helping you streamline your processes and lowering the risks of human error.
4. Ease of use
Choose a Shopify CRM that’s powerful enough for your needs but is easy to learn and use. You want your team members to feel excited every time your CRM helps them automate tasks and close deals.
4 Best CRMs for Shopify
Now that you know which Shopify CRM features to look out for, here’s a list of CRMs that you can integrate into the ecommerce platform:
1. Nutshell
Price: Starts at $16 per user/month
Free plan: 14-day free trial
Flexible and easy to use, Nutshell is a CRM you can integrate with Shopify. Its contact management features allow you to store your customers’ details, including their purchased products, their purchase frequency, how they interact with your shop, and their customer support tickets.
Creating email drip sequences to nurture your prospects and customers is easy, thanks to Nutshell’s email automation tool. You can schedule emails, trigger a sales sequence at a pipeline stage, and automate sending a follow-up email.
Want to know how your sales are for a certain period and how it’s performing compared to previous periods? You can instantly view and track your sales performance with Nutshell’s reporting. You can even drill down the data by product and lead source to identify your bestsellers and best-performing pages.
2. Zendesk Sell
Price: $19 per user/month
Free plan: Free trial available
If you need a CRM that helps you manage your leads and direct sales with omnichannel communication tools, Zendesk Sell is one of the CRMs to consider. It lets you communicate with your customers through email, in-app phone dialer, and SMS.
Its reporting features assist you with forecasting your sales, tracking goals, and analyzing email campaigns and call performance. You can also track the performance of your sales representatives.
With a dedicated app for Shopify, you can integrate your customer data from your CRM and Shopify. Workflow automation is only available in the higher-tiered paid plans, though.
3. Brevo
Price: $25 per month
Free plan: Free, limited plan available
Brevo (formerly SendInBlue) is another Shopify CRM you can consider. You can integrate this CRM with Shopify and other tools that your businesses use.
Its marketing automation features let you send emails and track conversions in real-time. Measure your success and improve your campaigns through the help of its reporting features.
Need to segment your customers and leads? You can do so with Brevo and create campaigns for each segment. The free plan lets you send only 300 emails per month, though. Use its drag-and-drop editor to personalize your emails for your customer segments.
4. Agile CRM
Price: Starts at $8.99 per user per month
Free plan: Free for the first 10 users
Equipped with marketing automation tools, Agile CRM helps Shopify stores to learn more about their customers and engage with their prospects to increase sales. Create multistep marketing workflows using its drag-and-drop marketing campaign builder. You can also automate follow-up messages to your customers and prospects.
An affordable option compared to other CRMs, Agile CRM has contact management, analytics, and data synchronization features. You can analyze your customers’ interests and engagement with your Shopify store and turn that data into activity reports.
Eyeing the best CRM for Shopify?
A Shopify CRM can help you increase your revenue as it streamlines your marketing, sales, and customer service efforts.
If you’re looking for a CRM that you can integrate into your Shopify store, look no further than Nutshell. A user-friendly and affordable CRM, Nutshell has contact management, sales automation, and analytics tools that can help you drive sales and improve your customer service. Try Nutshell for free for 14 days.
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