This post is the second in our three-part series on how Magento-Salesforce integration can increase the ROI for businesses. In part one, we discussed four reasons Magento businesses should be using Salesforce as their CRM platform.
Because the data stored in Salesforce goes hand-in-hand with your Magento store, integrating the two platforms saves time and improves business processes. In addition to increased efficiency, system integration helps sales teams make better decisions. In turn, your revenue has the potential to increase.
While syncing data between systems makes sense, there is no native way for Magento and Salesforce to communicate with each other. Because of this, outside solutions must be brought in.
Here are five specific ways integrating your Magento site with your Salesforce CRM can benefit your business.
1. Improved workflow
Data entered in Magento seamlessly flows into Salesforce, capturing business-critical data for your sales team. Keeping your eCommerce data in sync with mission-critical systems helps accelerate your business, reduces operational costs and eliminates human error.
Integration paves the way for business process automation. Having full control of your data enables your staff to focus on business-critical activity, increases the quality of reporting and allows for decisions based on real-time data without having to hop between multiple platforms.
2. Improved order processing
Bringing orders and information together by having business systems that can "talk" to each other improves efficiency and reduces operational costs associated with order processing. A Magento-Salesforce integration minimizes operational inefficiencies related to manual processes, which improves the experience of your customers and sales team.
3. Improved customer view
After integrating a CRM system into their eCommerce business, merchants gain access to a 360-degree picture of each buyer. When all pieces of customer information are brought together, sellers can use the comprehensive profiles to personalize sales.
The centralized customer information could include personal details (like name, age, email and phone number), purchasing history, interactions with customer support and reactions to promotions). When all of this data is accessible in one easy-to-access place, there is a higher probability the information can be leveraged to increase business revenue.
4. Multichannel marketing and targeted marketing campaigns
Information such as purchasing history and customer preferences can all be automatically duplicated into a CRM application. This provides the opportunity to automate the creation and distribution of email marketing campaigns. It can also be used to automatically serve specific website content and email communications that are tailored to individual customer profiles.
5. Reduced labor, operations and coordination costs
Synchronizing orders and associated customer information eliminates manual processes, platform-hopping and human error during data entry. As a result of the automation, order processing costs are reduced as productivity increases.
Part three of our Boosting ROI series will discuss how PowerSync's Magento-Salesforce integration compares to other options on the market.