What to Look for in a CRM for e-Commerce?

The only thing constant in the e-commerce industry is the change in customers mindset. It hardly takes a fraction of seconds for customers to change their mind and go ahead with another product or another appealing deal.  Sustaining this competition without a great tool like CRM is highly difficult.

If you are looking to shop for a CRM for your E-commerce company, look for these pointers before you go ahead:-

1] Check if it is easily adaptable:-

Most sales teams have a CRM in hand but the issue with them is, it is not user-friendly at all. The user cannot find and has to dig a lot for the piece of information he/she wants. Plus needs a lot of navigation for checking minute details. If a user is not comfortable using the tool, he will not use it. And this will hamper the overall sales process as you will not be able to track anything.

Look for a CRM that has simple visualizations and helps to get information in a few clicks. Check how easily you can get the information you are looking for. The easier the CRM, the more easy sales team adoption.

2] Check if you can customize it easily:-

The e-commerce industry is absolutely different from other industry. The requirements of this industry are completely different and one CRM can not cater to all these requirements.

You can opt for a CRM that has DIY customization so you can do it yourself without being dependent on support team or developers to customize the account for you the way you want it.

Once you customize the account and set your workflows, your overall sales process will become completely hassles free for the sales team.

3] Check if you can integrate other apps with CRM:-

One sales cycles comprise completion many other micro processes like accounting/billing. For accounts/billing, you must be using a different tool, plus you might also be using payment gateways.

Now integrating all this with the CRM is excessively important as these are essentials that complete a sales cycle. Look for a CRM that allows you to integrate multiple other similar apps to accounting/payment gateways with the CRM.  This integration can be easily done with a CRM who uses a platform like Zapier, Piesync etc to make your work easier and in one platform.

4] Check overall contact management:-

You contact management starts right from entering lead in the CRM to closing the deal. This also includes task and follow-up management. If you have not used a CRM before or using a CRM where there is no automation in data management, you would understand how time-consuming this activity.

Go ahead with a CRM that completely skips manual data entry and can integrate with your website, social media and all other lead generation channels. This will save long hours that your team might be spending on data entry. With data entry, you can also automate task management. You simply need to set your rules and automate the task management process as well as the way we automated contact entry in CRM.

5] Check if it has integrated email marketing:-

Email marketing is important whenever you would like to have a remarketing campaign for your prospects and customers. Not just remarketing, you also need to send bulk emails to stay on the top of customers mind and send them relevant content.

A CRM that allows you to send customized bulk emails will the best for your requirements. It should also allow you to set custom templates and track emails so you know who is interested to receive your emails.

6] Check how powerful are analytics and dashboard:-

For you to grow your business to a next level, you need to have powerful analytics. Analytics that can give you deepest insights right from team performance to who was your highest paying client.


Abhishek Agrawal is the Founder & CEO at CompanyHub CRM. A technology lover and a writer who loves to give simple solutions on making sales teams lives easier. You can get in touch with him on Linkedin