Once your business reaches a certain size, it’s impossible to keep track of customer relationships without a good CRM tool.
But finding the best customer relationship management software for your business is not easy too, and definitely takes some trial and error.
为了帮助您为在线商店选择最佳的CRM,我们向25多个电子商务专家询问了他们使用和推荐的CRM软件。
结果,我们为电子商务提供了顶级行业领先的CRM清单。
Altogether, you’ll learn the following today:
如何为您的电子商务业务选择CRM?
A CRM tool helps improve customer relationships by tracking your interactions with prospects and customers – saving their activity on your site, interactions and order history, storing their interests, and more.
Thanks to this functionality, the tool helps businesses accomplish a lot, for instance, improving customer support.
In fact, we asked our respondents about the benefits of their CRM software to learn how they were using the tool. And, we’ve some interesting findings to share.
About 80% said the main benefit of CRM is collecting customer data. A close majority, 75%, shared their main benefit was re-engaging customers.
55%的受访者还使用它来改善客户支持,约有53%的受访者将其用于计划其营销/销售策略。
Others shared that their CRM helps them improve their email marketing campaigns, automate some marketing processes, review existing marketing/sales strategies, and automate some sales processes.
Lastly, around 30% also drive benefit from the CRMs’ social media integration option.
38% of these folks have been using the data from their CRM for 1-2 years with some 28% having used it for over 5 years.
So, how can you select a CRM for your business that helps you achieve all these benefits? Look for the following features:
- 它直观且易于使用。
- 为您提供各种自动化和集成,因此您可以简化和自动化工作流程。
- 有良好的客户服务团队可以help you set up and smoothly use the tool.
- Offers a mobile app so you can use it on the go.
If you’re a team, you’ll also want the software to provide team collaboration.
Related:The 17 Best eCommerce Tools for Growing Your Online Store
8 Best CRMs for Ecommerce
现在,对于专家建议的软件:
- 活跃的运动
- 铜
- HubSpot
- Keap
- Pipedrive
- Salesforce
- Sendinblue
- Zendesk卖出
专家提示:可视化您的销售渠道并控制
Understanding your sales funnel can help you identify where sales prospecting, lead management, and sales processes might need some improvement. . Now you can take control and optimize your sales funnel, but first, you need to monitor the right KPIs:
- Paid Signups Per Day.How many website visitors have signed up in response to your sales and marketing efforts?
- Conversion Rate Through Funnel.查看您的销售渠道随着时间的推移的效率,以及您将访问者转换为潜在客户和导致客户的销售流程的效率如何?
- Top of Funnel Additions.查看您从罚款顶级营销工作中获得多少合格的潜在客户和机会。
- Top Closers this Month.Determine which team members are hitting their monthly sales targets and closing the most deals.
现在你可以受益于我们的体验中心Spot CRM experts, who have put together aplug-and-play Databox template显示一些最重要的指标,用于监视和增加销售渠道。实施并开始用作独立仪表板或销售报告,最重要的是,它是免费的!
您只需单击几下即可轻松设置它 - 无需编码。
To set up the dashboard, follow these 3 simple steps:
步骤1:Get the template
第2步:Connect your HubSpot account with Databox.
Step 3:Watch your dashboard populate in seconds.
1. Active Campaign
开始,Adroit Insights’Kristen McGarr makes the case for the CRM by suggesting that “WooCommerce and Square are all built-in ecommerce integrations withActiveCampaign。”这使电子商务企业可以轻松将CRM与他们已经使用的工具一起使用。
“ActiveCampaign’s robust automation capabilities and fully customizable fields make it easy to build your CRM to fit your business requirements,” adds McGarr.
“With the built-in email marketing, forms and social media integrations, e-commerce businesses can easily stay in front of their customers all in one platform.”
2. Copper
Charlotte Spence fromMattress Nerd认为铜是电子商务业务的最佳CRM,无论是中小型企业。
原因?软件提供的集成船。
“You can use Copper with Gmail, Slack, Mailchimp, and plenty of other commonly used business tools, along with chat integrations, quotes, territory management, and more,” Spence notes.
What’s more, Spence commends their customer service. Admittedly, ecommerce businesses – as any other business – may need assistance with setting up and using a CRM software. To this end, an active and helpful customer service team is a must.
3. HubSpot
Ramsha Rehan来自wikijob.uk喜欢HubSpot CRMand the tools particular feature for sending personalized email campaigns. To this end, “HubSpot allows you to create custom forms for your website and send your contacts in bulk using personalized email marketing campaigns,” explains Rehan.
What’s more, Rehan appreciates the built-in reporting dashboard that “includes reports on tickets, makes data easy to track including tickets closed reports and time to close reports. HubSpot also facilitates internal communication by allowing you to assist your sales staff with transactions and tasks, corporate analytics, and meeting schedule.”
多亏了其多样化的功能,响尾蛇工具公司Elina Manevich shares their team switched from using Mailchimp to HubSpot.
Manevich explains, “The biggest reasons we switched were:
- 分割我们的客户和潜在客户基础的功能
- Being able to target them with different messaging.
- 可以了解客户在线品牌所拥有的每个接触点”
In short, HubSpot is a great pick for managing and tracking “all of your business relationship touchpoints including your sales pipeline, customer support tickets and responses, live chat and chatbots, contact website activity, and new prospects visiting your site,” in Rehan’s words.
4. Keap
KEAP以前是Infusionsoft,是此电子商务最佳CRM列表中的另一个推荐名称。
马特·韦德尔(Matt Weidle)Buyer’s Guide列出了该工具的获胜功能:“ KEAP CRM工具的一些主要功能包括它将包括内置的关键字和元数据字段,以及发票生成器等。与任务管理和客户细分以及提醒系统,日历和报价生成器的移动友好型,所有这些都可以在旅途中访问。”
Put simply, you get a lot of essential features with the CRM. More importantly, you can use it on the go with itsmobile app.
5. Pipedrive
Another name on this list is Pipedrive’s that解释者娜塔莎·雷(Natasha Rei)称其为“班级中最好的”。
Pipedrivegets all this love because of its ease of use. “Sometimes CRM tool looks intimidating for an ecommerce business that just starts out,” Rei admits. “The tool looks complex that business owners can’t really utilize it. The great thing about Pipedrive is that the tool is simple and easy to navigate, even for new ecommerce owners.”
REI补充说:“此外,Pipedrive允许您获得最新的分析以及在电子商务目录中管理每个产品的能力。”
6. Salesforce
我们的贡献者中的另一个受欢迎的名字是Salesforce CRM.
Maxburst’sAndrew Ruditser speaks in its favor. “We find Salesforce to be the best CRM to use for many reasons. Salesforce has a B2B marketing automated system. This includes streamlining lead management, smarter leads, lead scoring, and campaign insights.
If you have little to no experience, salesforce is very beneficial as it helps low-tech users create their own landing pages and email campaigns easily.
您还可以将Salesforce与Google Cloud,QuickBooks,Slack,MailChimp,LinkedIn,DocuSign,Dropbox等集成在一起。”
因此,Ruditser还承认Salesforce CRM的昂贵成本。但继续说,这项投资“非常值得额外的支出,因为它以其简单的学习和使用而闻名。”
斯蒂芬的光诺拉床垫also spotlights the fact that you can pay according to the features you use. “The best part about Salesforce is the ability of users to add and remove certain features to their plans. With this capability, users only pay for the services they need and do not worry about spending on features that they don’t even use.”
轻便概述了该工具提供了令人难以置信的客户服务和易用性。“由于这是当今市场上最受欢迎的CRM计划,因此在互联网上搜索几秒钟的销售代表并不难。
尽管由于常规更新而存在永无止境的学习曲线,但该程序用户界面的简单性使用户可以轻松地适应任何软件更改。”
7.Sendinblue
This one’s a name put forward by Alex Birkett fromconversion.aifor the comprehensive toolkit the software offers.
“They’re obviously not only a CRM – really, they’re known for their email marketing and messaging suite. But their CRM is quite simple to use, it integrates with Shopify and most other ecommerce platforms, and I really love the native integration with the rest of their marketing tools (email marketing, automation, chat, SMS, ads, forms, etc.).”
In terms of pricing, Birkett adds, “they’re also well-priced for companies of all sizing (pricing scales well, unlike other ostensibly cheap or freemium CRMs that get very expensive after a certain threshold).”
8. Zendesk Sell
Last on this list is Zendesk Sell.
博客rolling’sSebastian Schaeffer notes, “I like Zendesk Sell because it has great controls for DC contacts which allow us to communicate better with our customers.
One particularly great feature for ecommerce is its message template creation tool which stores auto-complete information, making it much easier for people to use your store and complete the checkout process.”
In short, “a good CRM should allow you to automate the tedious work easily, which is exactly what Zendesk Sell does,” Schaeffer sums up.
有了这份最佳电子商务CRM列表,我们希望您能找到适合您的业务的理想选择。最好是从试用的任何您认为要满足您需求的工具之前的试用,然后才能继续付费。这将使您对CRM的感觉以及如何使用它以及它是否可以帮助您的想法。