Case Study

WooCommerce and CRM Integration for Sustainability Services Firm

We enhanced the CRM platform to pull business, order, and customer data from the client’s WooCommerce store, simplified the invoicing process, and ensure clean data without duplicates.

 

About the Customer

The client is a front-runner in spreading awareness and supporting activities related to carbon neutrality in Australia. They motivate other nations to join this prominent mission to diminish the carbon footprint on the planet. They also want to minimize the negative influence of climate change.

Custom CRM Needs

  • Synchronize customer and order data from Woocommerce store to CRM platform.
  • Ensure that customer contact and accounts data is not duplicated.
  • Simplify the invoice generation process in CRM.
Custom CRM Needs
Solution-Brief

Solution Brief

  • Integrated WooCommerce store and CRM platform which helped to acquire real-time customer data and manage the difficult relationship effortlessly.
  • Effectively mapped order data from the store to the CRM invoice module,  including several customized provisions for improved usability.
  • Implemented de-duplication logic in the relationship table to sync contacts and accounts in the CRM.
  • Created and mapped API to sync product line data in the CRM invoice module, making the task of generating invoices easier and convenient.

Business Benefits

R

Consolidated View of Customer Data

R

Access to Real-time Order Details

R

Clean Data Without Duplicates

R

Improved Sales and Customer Service

More Case Studies

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

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