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How to choose the right CRM tool for your Shopify store

How to choose the right CRM tool for your Shopify store

In one of our previous blogs, we shared the signs that indicate the need for a CRM tool for your Shopify store.

Analyzing those signs, you might now need to deploy a CRM system in your Shopify store.

But the question arises, how do you choose the right CRM tool for your business?

We know that CRM needs vary from business to business depending on the scale of their operations across various departments.

So, here are some pointers for Shopify merchants to consider while choosing the CRM that fits your business needs.

Top Five Features in comprehensive CRM tools

1. Tracking and Managing Customer data capabilities

Understanding your customers and their changing shopping preferences is critical to an e-commerce business. And you can derive these customer data from different channels.

A good CRM tool offers easy integration with your disparate channels and enables you to track and manage customers’ data from one dashboard.

Besides, an ideal CRM system should also have the ability to integrate with your Shopify store easily.

2. Enabling Personalization at Scale capability

Most e-commerce businesses see an average conversion rate of 2.86% only, despite spending a good amount of money on driving traffic to their website.

This issue can be solved by Personalization.

With an efficient CRM tool by your side, you can identify and segment your prospective customers based on demographics and create hyper-personalized campaigns to convert them into loyal customers.

So, look for a CRM tool that integrates easily with marketing apps letting you leverage your data for personalized campaigns.

3. Ability to access everything on the go

In today’s work from anywhere world, you need to be available to your customers anywhere, anytime. Hence, Shopify stores need to be mobile too.

The CRM you choose for your store must have a mobile app to let you access records, view customer information and connect with customers, even on the go.

4. Sales Tracking ability

Apart from customer data management, an ideal eCommerce CRM tool should be able to track Sales.

A good CRM comes with a reporting system that lets you generate reports based on sales channels, locations, and other sources.

A dashboard in the CRM tool gives a complete view of all your sales activities, letting you monitor your entire sales team.

5. Scalability

While investing in a CRM tool, apart from looking into features and prices, you should also consider its ability to scale with your business.

A good CRM system offers you the ability to upgrade or even downgrade as per your business requirements.

And this feature should come without the pain of moving data across the tools.

Final Thoughts

Thus, be sure to watch out for these factors while choosing the right CRM for your store.

Pro-tip: Salesforce CRM is one of the best CRM tools that provides all these above features, along with more advanced functionalities and tools to ramp up your Shopify business.

Besides that, integrating your Shopify store with Salesforce CRM is pretty convenient. Simply install the Sync Made Easy connector app from Salesforce AppExchange and get seamless integration in real-time. Click here for a demo!

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