Handling customer contact information is tough enough without having to jump back and forth between your ecommerce platform and a useful CRM. Does your online business even use a CRM? Are you wondering what the benefits are to see if a CRM is worth the investment?
To start, a CRM has a wide range of benefits such as improving your customer relationships, increasing customer revenues, maximizing upselling and cross selling, improving your internal communications and optimizing your overall marketing strategy.
For the last few year I've reviewed (and revisited every few months) all major ecommerce platforms and shopping carts and grade them in this chart. There were quite a few changes in the chart in the last few months, but Shopify (see more Shopify reviews) has been the #1 ecommerce platform from the very beginning of this blog, and it managed to stay there by constantly improving its structure and remaining at the forefront of the ecommerce industry. They’ve recently launched their enterprise level solution so if you’re an established business with lots of products, clients and traffic, check out my Shopify Plus review.
What is a CRM?
A CRM, or customer relationship management system, is a tool which assists in managing your company’s interactions and communications with customers. The overall goal is to make it so that you spend less time and money speaking to your customers, while also offering customers quick service and help with solving their own problems.
The best CRMs combine features for handling your contacts, giving out technical support, improving your marketing, automating processes, organizing your support team and bringing in more sales.
The best part is that you generally don’t need any technical knowledge to implement the highest quality CRMs, because they either provide a direct Shopify app for one-click integration, or they simply offer a little code or integration steps for the combination. Regardless, five CRMs standout when it comes to integrating with Shopify, so continue reading to find out which ones work best for you.
The Best CRMs that Integrate with Shopify
Salesforce is one of the most popular CRM solutions used by online businesses, and it has a few options for you to integrate it into your Shopify store. To begin, the Shopify App Store is filled with additional solutions that integrate with your current Salesforce system. So, technically, you would still keep your Salesforce CRM separate from your Shopify store, but these assist in bringing the functionality a little closer to your online shop. For example, you can implement the Zopim Live Chat app, which connects with Salesforce for syncing those chats with Salesforce.
You may also want to try the TradeGecko app, an inventory management tool that also combines with Salesforce to create a seamless integration. That said, Zapier offers a “Zap” for integrating Salesforce with Shopify to automate some of your tracks while working with the CRM. With this combination you can keep track of Shopify customers in Salesforce, add customers as contacts and keep track of the products they’ve bought without having to jump between Salesforce and Shopify.
A RelateIQ/Shopify “zap” is also available through a cool Zapier integration, allowing for automatic syncing between the two systems without having to know any code. RelateIQ also connects with various other apps such as Google Docs, LinkedIn and Wufoo, letting you automate some of the rather tedious tasks you would generally stumble upon when working with both Shopify and a CRM.
We like RelateIQ for its simple interface and relationship intelligence, allowing for you to strengthen the relationships between you and your customers. The system also comes packed with sales data automation, sales reporting and mobile functionality, which is nice for helping you or your team in accessing the CRM from mobile phones or tablets.
Metrilo is an all in one Ecommerce Analytics, CRM and Email marketing platform. It integrates quickly with Shopify, and it just takes a few clicks to get the app fully installed on your store. It also has the ability to sync with your historical data and displays all your customers and orders in the system.
The CRM includes detailed information about your customers and visitors, including on-site behavior, revenue, orders, sessions, contact info, tagging, filtering, segmentation, etc. It also offers a powerful behavior tracking feature allows you to segment your customers with the help of more than 30 pre-set filters.
You can easily identify high spenders, loyal customers, idle ones, deal hunters and more.
You could argue that the Pipeliner CRM is a little less known than the other solutions on this list, but that doesn’t mean it isn’t a powerful option with solid Shopify integration methods. The full integration comes from the Pipeliner end, so there’s no need to install a Shopify app or look in the Zapier library. The Shopify integration is made available right from your Shopify dashboard, so logging into Shopify happens a little less frequently. Check out more about the integration here.
Pipeliner CRM is a local software for Windows or Macs, and it brings you everything from sales reports to lead management tools. You also gain access to opportunity tracking, contact management, sales funnels, social selling and more.
The final top CRM for Shopify is called Nimble, and it uses a Zapier “zap” to sync data between the two tools. You’ll also find a cool zap that creates a new contact in Nimble whenever a new order is processed through your Shopify store.
What are the top features from the Nimble CRM? The system provides your standard tools for managing contacts, creating sales funnels and optimizing your marketing efforts, but it offers the unique feature for using social data to drive your CRM. This minimizes your need for data entry, while identifying potential customers through your social networks.
Which CRM Comes Out on Top?
In terms of an easy setup, Zendesk is the way to go, since it has its own Shopify app, bringing the tools into your Shopify dashboard and preventing you from using any code on your end. Although each of the CRMs provide some sort of integration, along with solid features, Salesforce is still the most robust and affordable (for the amount of features) for keeping in contact with your customers and organizing your interactions well.
Over to You…
If you have any questions about the best CRMs that integrate with Shopify, leave a comment in the section below. Have you tried out any of the CRMs such as Salesforce or Zendesk? What are your opinions on their integrations with Shopify, along with the overall CRM functionality?