It’s quite easy to invite a group of friends for dinner, right? You have saved the contact information of all your friends on your phone. You have to either call or drop them a message, and it’s done in a couple of minutes.
Imagine if the same is possible for your business. You have all the customers.
information, their contact details, purchase history, etc., all in one place. Your half of the
The hassle is being eliminated this way.
You no longer have to switch systems to get the appropriate contact details for your
customers. Instead, the CRM software Monday can be your single destination to learn
everything about your customers.
In the last decade, the eCommerce realm has prospered at a rapid speed. The CRM
Software is the smartest way to understand customers through an interactive dashboard.
A modern approach to avoiding traditional and time-consuming tracking practices instead
use advanced analytics to make business decisions.
Clueless about the CRM software?
Don’t worry; we can guide you with the following:
❖ Understanding the CRM software
❖ How to Use the WordPress ERP CRM Plugin to Overlook eCommerce Business?
Understanding the CRM software Monday
The CRM software Monday is a tailored tool to handle the relationship between the customer and
and the company. The software helps to track sales, schedule meetings, and communicate.
with customers, and many other activities from a single location.
Apart from streamlining activities, this software also helps to automate and complete
processes at a faster pace.
How to Use the WordPress ERP CRM Plugin to Overlook eCommerce Business?
The digital world is a pool of several plugins, and WordPress users are always in search of
of such plugins. The WP ERP CRM tool is a unique resource that can reform business.
journeys.
Let’s have a glance at it.
Integrate CRM into your website.
To make optimal use of this CRM tool, you have to download the WP ERP plugin. Go to
WP Admin dashboard, click on WP ERP, and then on Modules.
To obtain a comprehensive view of the dashboard, visit the WP Admin Dashboard, then
Click on WP ERP, then CRM, and Overview.
The overview section offers you a bird’s-eye view of the entire CRM module. The CRM
dashboard gives you the below information:
● Total number of leads, customers, and subscribers
● Total number of contacts
● Total number of inbound emails
● Present and upcoming schedules
● Recently added companies and contacts
● Customer statistics
There are several customized, modern, and industry-specific CRM modules that can be
incorporated into the website. An industry-specific CRM module can provide you with the
above insights along with the industry updates. It can also showcase your position.
across the industry.
Such modules can reduce manual efforts, complete mundane tasks quickly, and
accurately. Besides, it can assist you in making quick alterations to your marketing.
campaigns as per current customer and industry trends.
How to Add New Contacts to Your CRM
On your smartphone, when you click on contacts, you can see all the contacts together.
Similarly, when you click on the view all contacts tab in CRM, you can get a glimpse of all
the contacts.
The view of all companies will provide you with concise information about all organizations. Click on the Add new contact option to include new contacts in your list. Once you click,
On that option, you will get a pop-up box, and you will have to fill- out certain mandatory
information.
You can also check the leads, customers, subscribers, and opportunities individually.
Make sure that you configure the Gmail API connection in your CRM system, as this will
allow you to send emails to leads, customers, and others in your list within a few taps.
A Sneak Peek at Your Company’s Activities Through CRM
The WP ERP CRM tool can provide you with in-depth details of all your business activities.
Along with the date, you will obtain all the information about that task and who assigned it.
to whom, at what time, task details, and when is the deadline?
The filter option allows you to view the specific project details you want to include. For
For instance, if you want to view customer data of customers residing in X region, then use
the filter option, and it will highlight data for that particular region.
Improve task management with CRM.
The WP ERP CRM module makes it convenient to assign and manage tasks across
teams. Click on the WP Admin dashboard, then WP ERP, the next go-to CRM, and then
Click on Contacts.
Click on the Task tab to check the assigned task and get a glimpse of it in a single view.
Create an event/log calendar.
As an entrepreneur, you are entitled to several responsibilities. One of the most
prominent roles are scheduling and managing different tasks, sending reminders, and
completing them on time.
The eCommerce CRM software can help send products for shipment and manage
inventory, and get them delivered on time. It can help schedule meetings with clients, so
that you don’t end up planning meetings at the same time.
To make optimal use of this feature, click on schedules:
The My Schedules section will give you a preview of your schedule and an option to edit.
it. On the other hand, the All Schedules section will notify you about the schedule with all
CRM managers or agents. This section offers you an admin view, and you can make edits.
accordingly.
Apart from these, the CRM tool offers you accurate reports that can guide you to make
the right business decisions. For instance, the customer reports provide detailed insights.
about customer behaviors, and this can help create effective campaigns.
It’s time to adapt to a modern business practice and solution that can guide you to
understand customers and reach them at the right time and through the right medium.
CRM integration is an impactful solution that can open up new business opportunities.
This integration restricts you from repeating previous errors and walking on the ice of baselessness.
assumptions. Instead, it offers you a strong base of facts in graphical formats so that you
can win more customers and retain existing customers.
Seek an expert’s opinion to learn more about the CRM software.
