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Magento Salesforce Integration

Why Magento and Salesforce CRM Integration Is Good
for Your Company

An Improved Customer Experience and Increased Sales

CRM applications have changed the way companies interact with their customers. A customer relationship management (CRM) platform is a piece of software used to manage interactions with customers, archive information about those interactions, and automate the processes associated with the customer journey, from marketing and sales funnels to closed opportunities.

Salesforce has become one of the leading innovators in CRM applications. When combined with Magento, the leader in enterprise e-commerce applications, you can sync data from Magento 2 to Salesforce easily in the back-end. Store owners can sync customers, orders, products, and invoices from Magento 2 to Salesforce to provide ways to interact, engage, and upsell solutions.

Magento Salesforce Integration 1
Magento Salesforce Integration 2

Benefits of Magneto and Salesforce Integration

Magneto allows users to manage as many as 20 online stores from a single dashboard. Maintaining that many sites can become daunting and time-consuming. Salesforce CRM can store customer information from all locations, and through integration, all data integrated to result in:

  • Personalized customer experience on your Magento storefront
  • A centralized, consolidated database or customer data
  • Better customer experience through support
  • Optimization of lead generation, sales, marketing, and market intelligence

What can you sync between the two platforms?

  • Bi-directional Sync: There are over 100 fields in Magento 2 synch able with Salesforce. These fields can be set up to sync automatically, at intervals, or manually, and can include product, customer, order, or price rule data. You can also use this integration to queue reports. Additionally, Magneto can access all data from SalesForce in near real-time.
  • Nurture additional leads: The more information you have, the more insight a business has on customer behavior patterns and transactions. The system records data on what was effective and what contributed to losses. This way, a company can predict future sales trends and act on them, sometimes in real time.
  • Improve user experience: Through integration, sales and marketing teams can proactively engage with customers to handle issues faster and more efficiently and in real-time. For instance, when a customer abandons their cart, integrated systems will send them a personalized email using data from SalesForce CRM to reinforce the buy via special offers.
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Creatuity Salesforce CRM-Magento Integration

There are no out-of-the-box methods of connecting the two systems without using a connector or integration partner. The result is a plague of business challenges, including duplicated data entry, wasted time, and a high-level of human error.

Integration with Magento and Salesforce CRM allows you to take a hands-free approach to your storefront

Get accurate, real-time data at your fingertips and watch your sales source, your customer experience bring higher brand loyalty and give your customers an outstanding online experience.  Contact Creatuity today to learn more.

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