Essential Feature 5: Intuitive Analytics and Reporting
Posted: Sat Apr 19, 2025 8:09 am
For example, a stationery store owner can use data collected from their e-commerce CRM to optimize their website for their target audience. Let's say they find that the most visited category on their online store is greeting cards. Based on this information, they can restructure their site so that "greeting cards" is a prominent category on the homepage.
A mattress retailer with a small sales team could use a CRM to collect leads and manage customer service inquiries. They could use an automated chatbot to collect and prequalify leads and handle direct customer inquiries. This frees up time for their sales and support teams to follow up with new leads , address complex issues, and close more deals.
Recommended reading
14 tips, steps, and templates to help you prepare a perfect sales proposal
Your ecommerce CRM system should provide actionable betting database customer insights to help you grow your business. A superior tool will allow you to run reports and create customizable performance dashboards to track real-time updates.
You should be able to track your sales daily, weekly, and monthly, as well as conversion rates, email engagement, and more, directly from your CRM.
Essential Feature 6: Third-Party Integrations
You likely have more tools than just a CRM in your IT infrastructure. A platform that integrates all your tools in one place can save you time switching between apps and syncing data.
For example, integrate your CRM with marketing and customer service tools to manage inquiries and automate campaigns from one convenient platform.
Streamline internal processes by choosing a CRM tool that integrates with project management platforms like Asana and Trello , and simplify meeting management by integrating with communication platforms like Zoom and Microsoft Teams .
A mattress retailer with a small sales team could use a CRM to collect leads and manage customer service inquiries. They could use an automated chatbot to collect and prequalify leads and handle direct customer inquiries. This frees up time for their sales and support teams to follow up with new leads , address complex issues, and close more deals.
Recommended reading
14 tips, steps, and templates to help you prepare a perfect sales proposal
Your ecommerce CRM system should provide actionable betting database customer insights to help you grow your business. A superior tool will allow you to run reports and create customizable performance dashboards to track real-time updates.
You should be able to track your sales daily, weekly, and monthly, as well as conversion rates, email engagement, and more, directly from your CRM.
Essential Feature 6: Third-Party Integrations
You likely have more tools than just a CRM in your IT infrastructure. A platform that integrates all your tools in one place can save you time switching between apps and syncing data.
For example, integrate your CRM with marketing and customer service tools to manage inquiries and automate campaigns from one convenient platform.
Streamline internal processes by choosing a CRM tool that integrates with project management platforms like Asana and Trello , and simplify meeting management by integrating with communication platforms like Zoom and Microsoft Teams .