Today’s businesses need to adapt to the digital age to stay competitive and create a loyal brand following. One way leading companies are doing so is by integrating their digital platforms into one another. For example, if you have an e-commerce site, you may also want your customer database to be accessible on your site as well to enhance your user experience for customers.
This article will discuss the basics of integrating your business’s e-commerce solution with its CRM software. We’ll cover the various benefits of this integration, outline the necessary steps involved, and provide useful links that can help you along the road to integration success.
What Are Pipedrive and Infusionsoft Integration?
E-commerce platforms like Shopify, BigCommerce, and Wix provide businesses with a way to create and manage an online store. These platforms are designed to make it easy for you to upload product images and create a store layout, as well as manage inventory and customers.
You may also choose to build your e-commerce solution — such as an online store, marketplace, marketplace app, or subscription-based service. If you choose this path, you can integrate your e-commerce platform with your CRM software to provide your customers with easy access to order online.
Integration means bringing together two systems to create a seamless experience for your users. In the case of e-commerce software and CRM, the two systems are your e-commerce software and your CRM software. You can choose CRM software that supports e-commerce, or you can choose e-commerce software that supports CRM.
Why is Pipedrive and Infusionsoft Integration Important?
The ability to seamlessly connect your business’s CRM software and its e-commerce solution can provide several benefits to your organization. Some of the most important reasons for integrating these systems include:
Improved Brand Awareness
As customers can now order products from within your CRM software, this integration can help build your brand even further by increasing your visibility in the marketplace.
Increased Sales
E-commerce software integration can help you boost your sales by bringing more customers to your site and increase awareness of your products. If your business has products that are relevant to customers or are in high demand, this can significantly increase the number of sales you get.
Improved Efficiency
By combining data and analytic information from both systems, you can create a more complete view of your customers and better manage your inventory, overall inventory levels, and customer service.
Pros of Pipedrive and Infusionsoft Integration
Cost-effective
Another reason to integrate your e-commerce solution with your CRM software is the cost per acquisition (CPA). When one states, you can compare the cost per lead of CRM-to-CRM marketing and CRM-to-eCommerce marketing. With CRM-to-eCommerce marketing, you can send emails or messages to your customers’ email addresses.
CRM-to-eCommerce marketing does not rely on in-person interactions like phone calls and face-to-face meetings. With CRM-to-eCommerce marketing, you can send emails or messages to your customers’ email addresses. CRM-to-eCommerce marketing does not rely on in-person interactions like phone calls or face-to-face meetings the way CRM-to-CRM marketing does.
With CRM-to-eCommerce marketing, you can send emails or messages to your customers’ email addresses. CRM-to-eCommerce marketing is much more cost-effective than CRM-to-CRM marketing because CRM-to-eCommerce marketing does not rely on in-person interactions like phone calls, face-to-face meetings, and in-person meetings like sales meetings. With CRM-to-eCommerce marketing, you can send emails or messages to your customers’ email addresses.
Effective Communication
Another advantage of integrating your CRM software with your e-commerce solution is that you can improve communication with your customers. You can use the data connected to your CRM software to inform communications, such as newsletters and emails.
You can also use communication from your CRM software to inform your content strategy for your e-commerce solution. For example, if you use Shopify, you may choose to use product images from your CRM software in your Shopify product descriptions. You can also use your CRM software to inform your content strategy for your blog. For example, if you use WordPress, you may choose to include your CRM data in your WordPress posts.
By taking advantage of CRM data integration with e-commerce solutions, you can create targeted marketing campaigns. You can also use data from these tools to better engage with key audiences. For example, you may use data from your CRM to create relevant content for your e-commerce site and create engaging product pages. By taking advantage of CRM data integration, you can reach new customers with more precision, and you can also increase the reach of your existing ones with improved marketing campaigns.
Increased Productivity
One of the best ways to increase productivity is through clear, consistent communication among your team members. With integration, this is easier than ever, as you can use your CRM software to communicate with your team members. With a view of your CRM, your team members will be able to stay on top of their responsibilities more easily.
With a better understanding of the tasks at hand, they will be able to complete them more effectively. For example, if you use Slack, you may choose to include your team members in your CRM conversations. This way, every time someone mentions a customer or mentions something related to their work, your team members will know immediately. This integration will enable your team members to stay on top of what needs to be done and when saving them time and enabling them to focus more on their work.
Furthermore, if the CRM software you use lacks basic functions like customer data integration, you might find yourself spending a lot of time on basic tasks like data entry. By extending the reach of CRM data to include e-commerce solutions, you increase the accuracy of basic tasks like reading customer information and enabling faster customer onboarding. You also can extend basic functionality like uploading product photos, creating content, and managing your inventory
Cons of Pipedrive and Infusionsoft Integration
Complexity
Though the integration of e-commerce software and CRM software can be beneficial, it can also be complex. This can be frustrating for users and administrative staff, which can harm efficiency.
Existing platforms
If you are trying to integrate Pipedrive and Infusionsoft, you may find that you are already using one of these platforms. In this case, you will have to decide whether the combined benefits of the two platforms are worth the extra difficulty of integrating the two.
Incompatible software
Some CRM systems are not designed to work with e-commerce software and vice versa. If this is the case, you may find that the two platforms do not integrate seamlessly.
Steps for Integrating Pipedrive and Infusionsoft
One thing that both e-commerce software and CRM software should have in common is that they both allow users to connect to your CRM system, whether that be via an API or a connector.
Next, you will need to decide which CRM system you will be using for CRM and e-commerce integration. Popular options include Salesforce, Office 365, Outlook, and Gmail. It is important to note that these CRM systems can have different features and pricing options.
To choose the best platform for your organization, you will need to determine the specific needs of your team and the information you want to manage.
Start With Pipedrive and Infusionsoft Today
The sooner you start, the sooner you’ll see the benefits of this integration. You can start by reaching out to your CRM service provider and requesting a quote for the integration project.
Once you have a price and timeline in place, you can reach out to your e-commerce solution provider and begin the process of integrating Pipedrive. Keep in mind that this integration takes some time to complete, so you’ll want to get started as soon as possible before you incur any delays.
Conclusion
E-commerce software integration with CRM software can help boost sales, improve efficiency, enable communication, and provide your brand with visibility in the marketplace. However, it is important to note that CRM software integration with e-commerce software is not straightforward.
Besides the obvious convenience of online tools, the increased accuracy in data collection is another great benefit of the digital age. If you don’t have customer data or order information in your CRM, it’s like having a blank canvas to create a new business.
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