Case Study
Popular eCommerce Brand Streamlines Order Management with CRM Integration
We integrated the client’s Magento store with the CRM platform, added plugins for payment and tax management, and a leader dashboard to stay updated on top leads and trending quotes.
About the Customer
The client is a leading eCommerce firm that offers supreme quality inflatables to customers at an affordable price in North America. They provide heavy duty and safe materials. They have a diverse variety of products for different customers.
Custom CRM Needs
- Manage multiple stores from one CRM platform.
- Simplify management of shipping rates.
- Get a comprehensive view of the customer journey.
- Get real time updates on customers and orders.
Solution Brief
- Optimised the CRM platform to manage multiple web stores for the client.
- Integrated the AFS/UPS shipping rates API in the CRM quotation module to provide accurate shipping rates to customers right before checkout.
- Tweaked the CRM system to bring out necessary details of the customer’s journey from visit to purchase.
- Enabled API-driven real-time synchronization of orders, customers, and products.
- Integrated Avalara tax calculation in the quotation module, Bolt for payments, and Twilio for SMS communication.
- Built a leader dashboard to bubble up top leads and quotes
Business Benefits
Automated Data Synchronization
Improved Communication
Efficient Ticket Management
Improved Lead Prioritization
Looking for a Customised CRM Solution?
Auro CRM offers a great base for customisation. We would be happy to build a CRM solution that fits your needs perfectly.