It doesn’t matter what products you sell and how big your company is, the customers are the major driving force of any business. That is why merchants are in sore need of a solution that could reorganize their sales processes in such a way as to put the clients in the center of the company’s attention.

A CRM system, software for automating and streamlining internal processes within organizations, is a great way to expand a customer base, establish long-term relationships, attract new leads and retain existing ones, turn neutral visitors into loyal buyers, and consequently, take sales processes to a new level. Promising, right?

As far as e-commerce is based on constant interaction with clients, this industry takes a lot of benefits of using CRM. Provided that Magento is one of the most prominent platforms for building e-commerce websites, we’ve compiled the list of the best Magento CRM integrations that will certainly skyrocket your sales.


1.  Magento Salesforce CRM Integration

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Salesforce CRM, a cloud-based platform, provides a plethora of amazing possibilities, which combined with easy installation and user-friendly interface, make this system an indisputable leader in the industry.

Magento 2 and Salesforce are a match made in heaven. Both of them are 100% open-source and customizable. The integration allows entrepreneurs to sync data from Magento 2 to Salesforce in the back-end with various synchronization modes: interval, automatic, manual. Thus, store owners can sync all of their customer-related data (names, purchased products, payment details, orders, price rules) to reduce manual entries and prevent information loss.

Besides, using this data, they can create a portrait of their clients, as well as segment their customer database on various criteria to increase the effectiveness of marketing campaigns and deliver a personalized approach.

Salesforce offers a plethora of features for tracking the lifecycle of prospects. For instance, use Sales Cloud for tracking sales activities throughout every channel, and Service Cloud to identify client’s needs and respond to them respectively, Marketing Cloud and Pardot to build 1-o-1 customer journey, and Einstein Analytics to get in-depth insights for understanding your sales performance.

You can start with the CRM at $25/ month. However, Magento 2 Salesforce Integration can be a challenging task, so you may need the help of a third-party company providing Salesforce development services.


2.  Magento Zoho CRM Integration

Connecting your Magento-based website with Zoho, you will be able to create a single ecosystem where all customer-related information is kept. Like Salesforce, Zoho is a cloud platform, so that you can get access to your data from anywhere and anytime. Besides, with the cloud CRM, all the hardware is hosted by the vendor. This means that store owners don’t have to worry about maintenance and the extra fees that come with it. If any issue arises with Zoho CRM, you can address the customer service.

With its set of robust and innovative tools, Zoho CRM helps store owners to segment customer data, identify cross-sell and upsell opportunities by creating a smooth workflow between the CRM and a Magento store, as well as make the data accessible across all departments within a company. As such, with Zoho CRM, you can look at every account, task, contact, event, to get a full picture of a prospect before approaching them.

Moreover, nothing prevents you from integrating other third-party services to the existing ecosystem. For instance, use Zoho CRM + Magento CMS + LinkedIn integration to build an ideal list of leads and easily find out people’s job titles, interests, social connections, knowing only their emails. After all, the more you know about your leads, the more personalized approach you can deliver to them.


3.  Magento Agile CRM Integration

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This integration is relatively new, however, due to a wide array of robust tools, it can be considered as one of the leading e-commerce automation solutions. Agile CRM provides users with tools for reducing cart abandonment and building a wide customer base. Other advantages of Agile CRM include:

  • Shopping Metrics. The CRM provides comprehensive insights on everything from sales channels to buying patterns. This empowers marketers, sales, and data analysts to establish smart customer interaction.
  • Personalization. With the feature, your sales reps can run campaigns based on customer interest and actions. As such, your team can look at what stage a lead is in the pipeline and determine what their next steps should be to push the lead toward full engagement. As a result, your sales department will be able to build loyal customer interactions and close deals faster.
  • Cross-channel Campaigns. Agile CRM marketing automation empowers your reps. to connect with leads wherever they like to do business.
  • Pop-ups and Web Grabbers. In order to reduce cart abandonment rate and combat exit intent, you can create customizable pop-ups to retain existing leads. Here is how these pop-up messages can look like:


4.  Magento Sugar CRM Integration

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Sugar CRM, just like other similar e-commerce solution, is designed to deliver great sales management, advanced customer experience, actionable customer support, and efficient marketing campaigns for growing sales. Users love this CRM solution for being both customizable and easy to use. Magento store owners can find in Sugar CRM all the features that they need to establish beneficial relationships with their clients.

The integration between Magento and Sugar CRM allows us to synchronize and store all customer-related information: including names, invoices, emails, etc. This information can be used by the system to make accurate forecasts based on the data processed to help users with more effective decision making.

We can’t help but mention that Sugar CRM offers robust reporting capabilities. Due to the Sales CRM product, you can easily leverage them in Magento Sugar CRM integration. From the dashboard, the user can get powerful insights into their company’s sales activity, track and monitor their prospects, deals, tasks, and metrics against defined KPIs.


5.  Magento Dynamics CRM Integration

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Dynamics CRM is one of the most affordable CRM solutions. However, it by no means concedes to the more expensive ones mentioned above. Microsoft Dynamics allows business owners to sync data between two platforms: the CRM and a Magento e-commerce store in order to leverage end-to-end data processing and run new sales models. The integration helps maintain information about counter-parties (such as a history of interactions), retain more customers, track potential transactions, seamlessly analyze customer-related data to forecast your future growth, and automate sales.

Integrating the CRM with a Magento store allows reducing the risk of errors come from redundant data entries, as well as gain deep insights into customer behavior helping to deliver the highest level of personalization when approaching leads.

Besides, Dynamics CRM provides a wide range of helpful tools for planning, organizing, tracking the work of your sales team. Thus, below you can see the screenshot of a Sales Activity Dashboard. From there, a team leader or a business owner can monitor absolutely any data that is important to their company. Notice that each chart can be customized in order to display information in the way a user like.

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Moreover, Dynamics CRM allows providing the right information to the right people. With the integration, you have the robust tools to assure that the information is delivered to the duty holders. Besides, it doesn’t matter what device they use – be it a PC, laptop, or smartphone.


Customers Are At The Heart Of Your Company

In the highly-competitive world, your clients are the highest priority of your e-commerce company. The CRM integrations mentioned above are much more than just solutions for establishing good relationships with shoppers. They are tools for helping you get to know your customers, find a winning approach to them, and build a long-term cooperation.