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

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Automated Data Synchronization

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Improved Communication

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Efficient Ticket Management

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Improved Lead Prioritization

More Case Studies

We have built custom CRM solutions for for a variety of industry domains including retail, ecommerce, infrastructure, healthcare, telecom, and  automotive.

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.