Article

George Peabbles
George Peabbles 15 February 2019

The Best Shopify CRM platforms to Boost Your Sales in 2019

Customer information is vital to any ecommerce organisation, whether you’re aiming to increase your retention rate or launch a new marketing campaign, customer information is vital for making informed, accurate and successful decisions.

The Best CRM Tools that Integrate with Shopify

1.     Agile CRM

crm1.png

Agile CRM has grown to become one of the most popular options on the market due to its all-in-one platform including automation of sales, marketing and service. One of its best features is the Helpdesk found under the service section. It includes handy tools such as ticketing, smart workflows and smart recommendations, making customer support almost fully integrated. The ability to categorise and prioritise tickets allows your support teams to work more efficiently and will improve overall customer satisfaction.

The combination of sales and marketing functions in the CRM platform suits smaller organisations due to its all-in-one nature. One of its key assets is its contact management feature which hosts a huge database of deep insight into each of your customers with useful details such as interests and interactions with your company, the system is also effective at clipping customer information to save your teams important time. However, it has been said that much like every ‘all-in-one CRM system’, various segments such as testing and preview options lack depth for elite clients.

2.     Metrilo

crm2.jpg

Metrilo is a CRM system known for its incredibly powerful and effective automatic tracking tool. User interaction is tracked and data is collected to build a unique profile of each customer to allow more accurate targeting. It also has an integrated email marketing tool to ensure you can send ‘truly individual emails’.

Metrilo includes over 30 ready to go filters in order to quickly and easily segment your customers, making more valuable interactions i.e. sending targeted discount emails to customers who bought budget products previously. The automated tracking tool collects important data including past browsing history, contact details and even the device they used, all automatically being added when they create an account.

Metrilo also boasts a ‘dynamic’ segments feature which allow you to reuse segments filled with users that match your search criteria, allowing you to deliver effective retargeting campaigns, which are up to 80% more likely to be clicked than regular ads. Furthermore, Metrilo’s Shopify CRM helps you manage customers with ease, ensuring that no customer is missed. The slightly higher price of the Metrilo CRM system is more than justified due to its variety of highly specialised functions, perfect if you prefer to only operate with one highly capable tool.

3.     Capsule CRM

crm3.png

Capsule CRM is a handy system that allows you to store all of your business relationship data in one place. You are able to not only have customer profiles but also profiles for vendors, site visitors and leads, as well as adding custom notes or documents making improvements to customer care and support.

It’s a one-dimensional plugin to Shopify, meaning it can be downloaded and integrated in minutes as it requires no coding or experience to use. However, it’s not a complete CRM platform and so does not include functions such as sales and marketing like most others, however, it can be easily integrated with other tools including Mailchimp and G-suite to enhance its capabilities.

Capsule also has an easy to use app which means you can stay connected even when you are out of the office.

4.     Salesforce

crm4.png

Salesforce is one of the most popular Shopify CRM plugins on the market due to its cloud-based tools that put everything on one unified platform. The integration of the sales, service and marketing clouds gives you a platform filled with the tools required to manage customers successfully. Salesforce has the added benefit of having over 400 integrations that can be added with Shopify, with anything from livechat to document signing or geolocation management, for a fully customisable CRM.

The service cloud provides you with various options such as call centre software and self-service communities giving customers a new level of flexible support. However, for expert users and companies it has been known to be ‘overly simplistic’ with experienced users growing out of it quickly.

5.     Zendesk

crm5.png

Zendesk CRM has become a main player in the Shopify CRM Integrations market, being adopted by big hitters such as Airbnb and Expedia due to its high level of functionality and focus on efficient customer support. Zendesk allows you to create a help hub for your customers through various channels. You can build an online community or forum for your customers to discuss questions and answers with one another, creating a high level of engagement and allows your customers to be your support team, saving you valuable resources.

Zendesk also enables your company to build a comprehensive knowledge database of FAQ’s, reducing the inefficiency surrounding individual customer support. Zendesk can be more suited to smaller companies with their workflow management and tracking of customer relationships, however, Zendesk also integrates marketing and sales activities like most other large CRM systems. Users of Zendesk have pointed out that there are no suggested answers from the knowledge base and community/forum, and so customers feel it lacks ‘smart interaction’.

CRM Name

 

Pros

Cons

Cost

Agile CRM


 

· Easy to use sales and marketing integrations

· Free trial

· Tags make management easier

·  Product management needs improvement

·  Too many updates and changes

·  Lack of support team; not much expertise

Free - $47.99 per month

Metrilo

· Very effective for marketing; double the business that others get

· Easy to use; beginner and expert level

· Can reach a large number of users through email

· Powerful automatic tracking tool

· Some customers don’t appreciate emails being sent

From $119 per month

Capsule CRM

·  Work well with a range of 3 party applications

·  Easy to use and integrates well with Google Apps

·       Not an all-in-one platform like the others

·       Storing email communication requires you to BCC a dropbox address every time you email someone

Free - £24 per month

Salesforce

·  Customisable dashboard; range of widgets

·  Easy to navigate

·  Social media capabilities

·       Very complex for small businesses – not very flexible

·       Lack of technical support

·       Generating reports isn’t very user-friendly

£20 - £240 per month

 

Zendesk

·  Can streamline processes with use of triggers

·  Self-service functionalities; knowledge bases

·       Help hub hasn’t always got suggested answers

·       The user interface isn’t too friendly and can be very hard for a beginner

$5 - $199 per month

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