6 Best Shopify CRM Integrations

Last updated March 21, 2020
shopify-crm

Shopify produced a revenue of $390.6 million in 2019, a growth of 45% from 2018. The company also reports more than one million merchants globally. It’s one of the best platforms to get started as an ecommerce business owner.

 

shopify-crm

If you have already been in the ecommerce business for a while, you know that it is hard to keep track of customer data. You need to know who your customers are, what they need, and when they need it.

Here’s where Shopify CRM integrations come in. A CRM (Customer Relationship Management) system is a tool that helps you manage all your interactions with your customers.

In this article, let’s talk about the benefits of having Shopify CRM integrations. We will also compare the top Shopify CRM integrations so that you can choose the best one for your business.


The Benefits of a Shopify CRM Integration

Four of five businesses in the U.S. already use at least one SaaS application.

A CRM is a great way to consolidate all your customer information, organize and share that information among team members, and improve customer service.

Here are some of the benefits of using one for your Shopify business:


Live Chat

38% of people are more likely to buy from a company that has live chat customer service.

Live chat for your customers should be considered more than just a bonus on your website. A CRM integrated with Shopify allows you to place live chat widgets on your site so that you can qualify leads in real time.

Check out how Zoma incorporates live chat on their online store:

pngbase642a02f9d03d749052

Image Source


Sharing Accounts

Some CRMs allow you to create multiple staff/ team accounts. This helps you consolidate all your customer information in one place and make it accessible to everyone on your team.

You can use a password manager to share it with more employees without revealing the actual password to them. Some of these CRMs, like Zoho, actually have built in password managers for teams for this very benefit: Zoho Vault.


Automate Forms and Lead Capture

Most visitors do not buy anything from an ecommerce site. In Q2 of 2019, only 2.58% of ecommerce website visits resulted in sales.

So even though you may be receiving a lot of traffic regularly, you need to find a way to capture those leads and prep them to buy your products.

CRMs can help you automate your mobile forms and capture precious leads. You can use a service like Forms on Fire to create mobile forms without code.

pngbase645e7e736f690199fc

Image Source


Email Integration

40% of email marketers consider email marketing to be most crucial to their content marketing success.

Most CRMs do have email integration, but some marketers prefer outside email platforms like RightInbox that can be used directly through an email service like Gmail.

pngbase6441574ad1fd02fcef

Image Source


Sales Automation Tools With CRM

Sales automation tools help you automate various business tasks such as managing contacts, processing orders, and customer management. These software tools are a great complement to CRMs for your business.

Check out this list of sales automation tools to see which one suits your business needs.


Provide Offers to Customers

With a CRM tool, you can provide offers to your customers as a way of thanking them. This helps you build trust among your audience.

For example, you can use an offer like this free Amazon gift card:

pngbase648ee1669f03cef5b7

Image Source


Manage or Find Influencers for Your Brand With CRM

17% of marketers plan to spend more than half their marketing budget on influencers. Though this percentage may look small, it is not insignificant.

You can use a CRM tool to manage and find potential influencers for your brand. 43% of bloggers have reported “strong results” through influencer outreach.

pasted image 0

Image Source

When influencers share your post on their website, you get some of their SEO strength as well. This means you will be able to rank higher in search engines. You could also choose a professional SEO service to help you obtain high-quality backlinks and rank higher on the SERPs (Search Engine Results Pages).

Loganix is an example of an SEO service that promises its customers strong content that will get them high-quality backlinks.

pngbase645319fda6ad1e3576

Image Source

Without further ado, let’s review the top Shopify CRMs out there.


Salesforce

With multiple options to integrate into a Shopify store, it’s no wonder that Salesforce is one of the most popular CRMs out there. There are more than 400 integrations with Salesforce and Shopify that you can use to improve the way your business works.

Salesforce lets you add your Shopify customers as contacts in your account so that you can easily keep track of them and learn more about their buying habits.

pasted image 0 7

Image Source

You can generate sales forecast reports and score your leads against particular criteria with Salesforce. Both big and small businesses can benefit from this CRM, and you can even use it on the go with an Android or IOS device.

Salesforce also has an online training platform that helps you learn how to use the CRM. It has a community where you can share your questions about the CRM and learn from those who have used it longer than you have.

Pricing: Salesforce has a variety of pricing options, ranging from $25 to $300 a month.

pasted image 0 5

Image Source


HubSpot

Second on our list is HubSpot. The HubSpot CRM is completely free, no matter how long you want to use it.

The CRM allows you to set up workflow pipelines according to your orders on Shopify. This is particularly useful for online stores that sell customized products.

HubSpot offers multiple ecommerce solutions that give you detailed customer insights. Once you have aligned your customers’ order information with their profiles, you can segment them using various set criteria.

pngbase64931200d3e28067da

Image Source

This feature allows you to tag customers as revenue-generating or idle customers. You can then score these customers and customize your marketing approach to each segment.

For example, you can send targeted offers, deals, and coupons to specific segments of your customer base. You can also integrate your email account to track when a customer opens your emails.

pasted image 0 2

Image Source

Apart from the online documentation, HubSpot also has great customer service that will help you in case you have any queries.

Pricing: HubSpot is free for users, but it also offers additional functionalities through the sales hub and marketing hub that cost from $50 to $800 per month.


Agile CRM

AgileCRM is a low-cost alternative for those just starting their business. It boasts of almost all the best functionalities that can be found on more highly-priced options, but at a fraction of the cost.

pasted image 0 6

Image Source

You can track sales, manage contacts, as well as automate your marketing tasks with AgileCRM. Agile also has a helpdesk option which is available on its ‘Regular’ package.

pasted image 0 4

Image Source

Agile CRM has a ticketing tool that allows you to recognize any challenges your team may be facing and deal with them right away.

You can even set up Event Triggers for Shopify using Agile CRM. These triggers are activated when a specific event has taken place. For example, maybe a new customer has signed up, or an order has been canceled. From here, with stellar Google Calendar integrations, you can get customers on meetings or calls with ease to solve problems or upsell.

Agile CRM also has a cart abandonment tool that allows you to reach out immediately to a customer who has abandoned their cart. You can remind them of their incomplete purchase or even send them offers and discounts so that they are encouraged to complete the purchase.

Pricing: Agile CRM has a free package as well as paid ones that range between $9 to $48 per month.


Metrilo

Metrilo is a platform that combines ecommerce analytics, CRM, and email marketing. You can easily install the app and integrate it with Shopify.

Metrilo includes all your customer data synced and shows essential data such as the revenue generated by them, their on-site behavior, orders placed, contact information, and segmentation.

This information allows you to track which are your revenue-generating customers and which ones are just browsing. You can then segment your customers and create targeted marketing campaigns to retain them.

pngbase649347cc85c885f03

Image Source

Metrilo has a Retention Analysis that helps you find out which revenue channels or campaigns bring in the most profits for your business.

It also has in-built email marketing and automation tools that help you reach out to your customers directly.

pngbase64d62da2080cf8b2b8

Image Source

Pricing: Although a little pricey compared to the rest of the CRMs on this list, Metrilo has a ton of amazing features that help you scale your business.

The Essential package starts at $119 per month and helps new businesses track their sales and revenue and acquire more customers. Their most expensive package is the Premium package, at $299 per month.


Zendesk

Zendesk is used by 200,000 companies worldwide, and for good reasons. You can use its different functionalities as your business expands.

Zendesk has an efficient Shopify integration that allows you to sync all your sales and customers’ information in your database. It helps you to build strong customer relationships by enabling you to deliver excellent customer service and support.

pngbase64cb64906c2b636bc3

Image Source

Zendesk Sell helps Shopify sellers provide the right kind of support to their ecommerce customers. It allows you to create an online community for your customers where they can ask and answer questions. This allows your customers to be engaged within the community and helps you save time and energy on solving their queries for them.

This online forum helps you set up a reliable database of FAQ’s, which your customers will find extremely useful.

Zendesk allows you to streamline processes with the help of triggers.

Pricing: Zendesk offers various plans that start from $19 per month and go on to $199 per month, so you can choose your plan according to the functionalities you prefer.

pngbase64e500b682548835b3

Image Source


Zoho

Zoho CRM is a powerful CRM tool that has Shopify integrations like Zoho Inventory and Zoho Flow. You can perform functions like lead management, social media lead generation, invoicing, and also integration with Zoho Workplace.

Zoho is the best choice for you if you are used to generating leads from social media.

pasted image 0 1

Image Source

Zoho CRM has a free plan that includes contact management, sales opportunities, and social media integration. This is, however, limited to only three users and cannot be integrated with Shopify.

For more functionalities and an increased number of users, you can upgrade to their paid plans.

The CRM is incredibly user-friendly. You can easily set it up by importing your sales data on it.

Pricing: Zoho CRM has a free plan, but to integrate it with your Shopify store, you will need to upgrade to one of its paid plans. Zoho’s paid plans range between $12 to $50 per user per month.

pasted image 0 3

Image Source


Shopify CRM

As an ecommerce seller, setting up a Shopify store can be one of the best things you can do for your business.

As your business grows, it makes sense for you to use Shopify CRM integrations to help you manage your customers better and give them an unparalleled user experience.

There are tons of benefits of Shopify CRM integrations for your online store.

You can incorporate live chat on your site to communicate with your customers. You can also use CRM to share accounts with your team members so that all your customer information is kept in one place.

Some applications allow you to capture leads using automated forms on your website and organize them using a CRM. With email integration, you can then segment these leads and send them targeted emails to build customer relationships.

CRM enables you to automate your sales tasks so that you can save your time and resources.

giles thomas

Author:

Hi, I’m Giles Thomas. Founder of AcquireConvert, the place where ecommerce entrepreneurs & businesses go to learn how to increase conversions & profits. I’m also the founder of ecommerce growth agency Whole Design Studios. I’m a head marketing mentor at the Google Launchpad Accelerator & Google Marketing Expert. Ps. Check out my new blog RisePro.co

Comments

Speak your mind