4 Signs your Shopify store needs a CRM tool

4 Signs your Shopify store needs a CRM tool

Are you planning to invest in a CRM tool, but still wondering whether you actually need one for your Shopify store?

Well, this question often hustles Shopifiers as investments made into any tool or process affect the finances of the business, and hence, it must be worth it.

A CRM tool is a system that helps businesses with all strategies, techniques, and technologies for developing, retaining, and acquiring customers.

The benefits of implementing a CRM tool in a business are massive. But if you are contemplating whether your business really needs this software, we are here to help!

So, in this blog today, we will bring forth the 4 warning signs that indicate indeed your Shopify store needs a CRM tool. Here we go!

1. No clear view of Sales Processes

According to the Salesforce Sales Report, 21% of the sales teams say that a lack of sales insight obtained at the right time is the main reason for their unproductive sales processes.

To close deals, companies need a deeper understanding of their customers. To understand customers, sales reps need to actively track customer journeys and customer interactions. 

And this cannot be achieved without a CRM tool. Besides, Sales Managers also find it difficult to manage the entire sales process or follow through with the reps if all your sales details are managed on regular spreadsheets.

So, if you are not getting a clear view of all the ongoing sales activities holistically, then you need a CRM system to manage your sales pipeline effectively.

2. Poor customer experience

Great customer service plays a big role in creating your brand value and pushing more sales. If a customer is getting calls from different sales reps from the same company for the same product, then it shows that you do not use any CRM tool to track customer interactions. 

Secondly, if your customers are frustrated with your service agents for not being able to answer their query in one go without asking for details, it means your service reps cannot view all their previous interactions to help them in the first go.

These problems can be tackled by implementing a CRM system that provides a unified view of customers and their shopping history. And you can also route calls directly to the aptly skilled rep to resolve the issue.

3. Scattered Customer Data

As you use spreadsheets, sticky notes, and many other tools in your business, all your customer information is stored in these resources. 

Plus, the sales team also generates a siloes of data. As a result, it becomes quite a challenging task to pull data from disparate sources for your marketing and lead generation efforts.

A CRM tool, on the other hand, eases this entire process of accessing customer information by providing a complete 360-degree view of your customers by gathering information from your cross-functional teams such as sales, marketing, and service.

4. Lazy Reporting process

Reporting is a crucial process in sales that helps leaders gauge the health of their business health.

However, if your reporting process is tiresome and consumes a lot of time of your workforce, then probably it is time to switch to a CRM tool to leverage its Reporting features.

With this, you can gather the required information, perform operations on gathered data to remove redundant records and get the desired insights. 

Summing up, if you are experiencing any of these above scenarios, perhaps it’s time you need a CRM tool for your Shopify store.

Wrap Up

If you are looking to implement a CRM tool into your business, then Salesforce CRM is the one that can provide all the above features along with more advanced functionalities and tools.

And, to connect your Shopify store with Salesforce CRM, you should try out the best connector app Shopify Made easy!

One of the most popular apps on Salesforce AppExchange, this app offers error-free synchronization in real-time. Click here to download it today!

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Solutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com.... Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.