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    Last Updated | February 14, 2022

    What is Magento CRM Integration?

    Any business person who is involved in the e-commerce business will know about Magento. They are completely aware of this platform as one of the, if not the most successful e-commerce platforms. For those unaware, Magento is an e-commerce platform with over 250,000 active storeowners. On the internet, almost 1.2% of websites on the internet have been developed by using Magento. Fortune500 companies such as Ford, Coca-cola, and Jaguar use Magento for their websites. Magento offers features to store owners such as inventory management, search engine optimization, market management, designing an interactive storefront, and data analytics. Magento is built on the PHP framework and is owned by the Adobe incorporation. It is easy to manipulate so the store owners can edit their store’s flow, functions, and look. Magento also allows third-party integrations for their stores. These integrations are best performed by hiring Magento integration services of an expert company. These solutions help integrate important e-commerce store features for store owners customized to their needs. Some examples are speed optimization services for the store, payment processing services, CRM and ERP integrations, and shipping providers.

    A CRM is an acronym for Customer Relationship management. A CRM is for e-commerce is a software solution developed by companies so e-commerce businesses can actively manage their customer and store relationship. CRM solutions allow features such as management of workflows, lead generations for the businesses, opportunity management, and automation of certain workflows. CRM software can either be on the cloud or on-premise. CRMs are getting more advanced as the incorporation of artificial intelligence is enhancing their capabilities. The cloud CRM platforms command 73% of the e-commerce market and some of the most popular ones used by store owners are Zoho, Salesforce, Hubspot CRM, Oracle CRM, and Microsoft Dynamics CRM.

    There are multiple Magento CRM integration benefits for Magento store owners. The integration will synchronize the data from the CRM software to the Magento stores. It can either be two-way or one-way integration. One-way integration means that there is unidirectional data flow whereas, in two-way integration, the data flow is bi-directional for the software. The data includes the products, customer accounts, order history, and billing invoices. One critical benefit provided is the management for all of the multiple Magento storefronts from a single admin panel. The integration will mean that the data of the customer will be reflected in the CRM software as well without you needing to manually input the data. This will result in the Magento store data being stored in a single centralized repository and managed by a single interface. This will make the management of the customer relationship easy and enhanced.

    Why Should We Integrate a CRM with Magento?

    Today, with the successful rise of e-commerce businesses, it is crucial for Magento store owners to have their Magento store integrated with their CRM software. There are multiple reasons that make it almost compulsory to hire Magento developers to provide Magento integration services. The Magento CRM integration benefits are too many to count. In order to run a successful Magento store, you need to have loyal customers that will help your business survive and grow. These loyal customers will provide a lifetime monetary value for the business. The integration is a must because it provides benefits to store owners and the customers:

    Provide a better customer experience.

    A CRM is essential for improving the customer experience. Once the CRM is integrated with the Magento store it will result in instant access to the data. This can be utilized by your store as with a click, you can sort the data of the customers and then send them an instant email about the blogs, products that their history shows they are interested in. This results in the customer being informed of the right offer at the right times.

    Automate workflows.

    When a store has to manage the data of their customers, it requires entry and exporting the data to the spreadsheets and then manually importing them to a CRM software. This repetitive and continuous process is a huge waste of time and human resources. This repetitive yet important process is not productive. One of the Magento CRM integration benefits is to allow the Magento store owner to enter, edit and delete the data from the repository with the click of a simple button. Automation allows your workforce to invest their time elsewhere and increase their productivity.

    Understand the needs of the customer.

    Magento store owners will be able to uncover the true needs of the customer when building new strategies. They must do this as the requirements of the customers need to be present and the latest. The integration allows the store owners to uncover the customer needs and that too instantly. Since synchronization is present, all of the customer data can be analyzed. The relationship with the customer can also be tracked and then this history can be used for marketing strategies to market products to the customer in a more impactful manner. This relevance and quality service will ensure that your customer will always stick to your store and not sway away from the store. Once you make the customer feel special, the customer will also feel appreciated and will understand that they are valuable to the store.

    Increase the store exposure.

    The Magento CRM integration helps to increase the exposure of the store to the customers. When the CRM is directly connected to the store, all of the customers can instantly be targeted with relevant advertisements. The customer data can be analyzed and according to the customer behavior, the exposure of the store can be increased by targeted marketing strategies. The segments can be targeted as per the requirements. The integration will allow for more personalized marketing and attract customers more effectively. This also results in a more effective promotional campaign as the customer can be targeted on the go. Is the store going to launch a sale on sneakers? The integration will allow for email marketing to the sneakerheads in your store and increase the turnover rate as well. This also converts the customer into a valuable asset for your business.

    Decrease operational costs.

    One of the core Magento CRM integration benefits is to decrease the operational costs of the Magento store by up to 35%. This is due to the integration that helps in reducing the amount of human effort required in the process of transferring data from the Magento store. Instead of taking more time on the manual entry of data, a simple click of a button provided by the integration allows all of the data to be transferred between the platforms. This speeds up the process and provides the same, if not a better result.

    Reduce errors in data entry.

    The manual entry of data by human workforces will always have a big factor of human error. This factor is a mere 4% to 5% but when it is scaled to big data, as present on the Magento stores, this becomes a sizeable factor. This means if I have to enter 1000 entries, my data operator may make up to 40 erroneous inputs that can significantly disturb the data of the store. This problem may affect profit-loss statements, customer contact information, customer payment processing details, and even their order histories. Furthermore, problems such as data duplication in manual entry cause the data to grow in size pointlessly and result in slower performance. The integration leaves no room for human error as the involvement of humans is ignored and also makes sure that the data is clean as duplicate entries are ignored.

    What are the major benefits of integrating the Magento platform with a CRM?

    There are uncountable Magento CRM integration benefits that the Magento store owners can make full use of. These benefits make the store more profitable, long-lasting and provide a better customer experience.

    Improving demand and supply chain.

    An integrated CRM helps manage the supplier relationship with the Magento store. This is one of the most important aspects of the success of the e-commerce business. A vendor directory for the Magento store will manage the suppliers and the purchase orders. It will store information such as their name, postal address, minimum order quantity, and their conditions. This will help source the products for the Magento store. An integrated CRM will manage the suppliers and even name all of the suppliers for products. SKUs, buying prices and product quantities can all be managed by the integration directly for the Magento store. The integration will provide features such as reorder points for when the store’s products in-stock fall below a specific limit, an overview of the previous orders, the status of the supplies, and even placing any backorders. The deliveries can all be viewed and the integration will streamline the process and automate it for maximum efficiency. This means that the store can automatically trace the stock levels and automatically reorder them as well from the supplier. This will also result in removing any human errors such as forgetting to re-order. A surge in demand may also be catered on the spot as items will be re-ordered as soon as the stock falls without waiting to be replenished until the user does it manually.

    Gaining a competitive advantage.

    One of the key Magento CRM integration benefits is giving your Magento store a technical advantage over the competitors who do not have this integration solution.

    Streamline the process.

    The integration will improve the satisfaction level of the customer by ensuring that the customers are given the utmost priority. The CRM will automate the business process by using one-way or two-way integration via connectors that are provided by Magento web development companies. The streamlining uses the latest technology to make the store a very independent entity. It will be able to automatically assign tasks to the workforce at any instant and even get their attention to anything that is worth the attention of the workers on the store, such as pending deliveries or a customer contacting the stores.

    Personalize service.

    The integration between the store and the CRM will provide the customer with the best services as the data repository will be displayed to the store’s workforce as the customer contacts these agents. As the customer contacts the store, their complete order history, current order, address, name, and any complaints will pop right up. The operator will be aware of the customer’s queries and tie the different departments of the store are one. This will help personalize the service. This can also become an effective marketing tool as relevant customers can be contacted for any promotional activities or informed about relevant offers. 

    Centralize the data.

    The Magento integration with CRM will provide the data for the entire store at a single interface. The CRM will make it very easy to view your Magento stores’ billing invoices, marketing strategies, financial statements, and customer service as a single entity. This single repository will act as a central database and allow the manipulation of the data without any switching back and forth between the platforms. The information of anything connected to the Magento store will be accessible from the CRM. This also helps assure you that you are viewing the most recent data on the Magento store and not any previous data that is of less importance.

    These strategic advantages help you get an edge over the competitors.

    Improving sales team performance.

    The integration will provide our sales teams with multiple tools to enhance the sales and marketing of the store. The CRM integration with Magento will provide a streamlined process to ensure that all of the details required by the sales process are preserved in the storage. The teams will be able to convert their plans on paper to actual orders and invoices from within the CRM. The integration features will also help to communicate effectively and eliminate the errors that sales teams may perform such as double data entry. The sales managers will be able to view the activities planned and present on the CRM as it will be integrated with Magento. Another important benefit that will help your sales team perform better is the flexibility of the working and provide better service anytime and anywhere. The integration will help the team provide quick responses to customers as per their queries. It will not matter whether the team is on their desk, the solution will provide the employees with access to the information of the company in real-time and allow them to be productive from anywhere.

    Minimizing losses.

    One of the most important Magento CRM integration benefits is the ability to minimize potential losses that an e-commerce store faces.

    Reduce cart abandonment.

    The cart abandonment rates can be minimized by integration with a CRM. This is because the contact information of the customer is readily available. This means that as the system detects an abandoned cart, a signal is sent to the CRM to contact the customer and remind them about completing their order by checking out. Or provide them any assistance in case of a setback and even request their feedback in case the customers face a problem and didn’t successfully checkout.

    Effective revenue generation.

    The integration between the CRM software and the Magento store will automate the sales and finding new leads process automated. The integration will help find leads that were already present, just not made full use of, and allow the stores to collect the money that was always present on the table they never noticed. The business will uncover the insights and make sure that these are made use of completely. This can also help drive the customer satisfaction levels by catering to any disappointed customer and even separating the genuine customers from potential scammers who continuously order products and then ask for refunds. This will help the store minimize the losses.

    Market and sell the products together.

    The sales and marketing of the store can be done effectively from the integration. The CRM implementation with the Magento store will allow for a more organized and effective sales and marketing strategy. The two branches will work together in lead generation, marketing strategies, customer profile management and then work to produce a strategy that will increase the sales of the products. This will also help to increase the return on investment for the Magento pricing for integration.


    The integration will also provide a very detailed report for the systems. The availability of the right information at the right time is an essential advantage. The sales forecast reports can be generated that can provide estimates of the store and market status. The tool makes use of real-time and historic sales data that will help in the assistance in the short-term and the long-term sales results. This data can be present in the data repository and the integrations will ensure that the data is available for the CRM to make sales forecast reports. The marketing and analytics tools use the data of the Magento customers to produce new methods of reporting. Reports can be based on multiple bases and then generated to suit different marketing strategies. The data can be analyzed based on some artificial intelligence that will then provide underlying needs of the customers after detecting patterns, and then produce intelligent reports that may be missed by the human analyzer. These comprehensive reports can then be used to the benefit of the store.

    These various reasons are why Magento store owners should perform the Magento integration services of an expert Magento web development company. The companies generally also provide a more affordable Magento pricing package for the clients who want Magento integration services.

    What are the popular CRM providers for Magento platform retailers?

    There are multiple CRM providers for Magento retailers. These are the most popular platform that is used by Magento retailers:

    Salesforce CRM.

    Salesforce is a cloud-based CRM software. It is currently, if not the best CRM software developed for the facilitation of customer relationships with online stores. Salesforce sales cloud helps its users organize the customer data into separate customer profiles that can be used for cross-selling, upselling, and retargeting the customers. It also tracks customer activity. The Salesforce marketing cloud helps you perform email promotions, advertisement strategies, and social media marketing. Other features also include sales forecasting, collaboration, sales automation, and sales forecasting. The cloud-based platform allows it to be accessed from anywhere and anytime. This platform when integrated with Magento will help to enhance the customer experience and also provide the other Magento CRM integration benefits.

    Hubspot CRM.

    Hubspot CRM is also a popular CRM used by businesses around the globe. This provides an all-in-one marketing solution for the users. It provides the best customer service, is a CRM platform used by over 30,000 companies. This CRM is also able to provide a very accurate growth analysis for the companies that are seeking to expand. Frequent updates also help follow the journey of the buyer in the store and keep your business in a very strong position. Performing the Magento integration service with Hubspot will help manage the customer relationships expertly. Some of the most notable features of Hubspot are tracking the status of advertisements, sending out personalized emails, automating functional workflows, and providing a comprehensive reporting dashboard.

    Zoho Office Suite.

    Zoho office suite can also work as a very popular CRM provider for the Magento store retailers. It is based on the cloud. It was developed by the Zoho Corporation based in India. Some of the most popular functionalities of this office suite are word processing, web-conferencing, project management and the cherry on the top is their comprehensive CRM. It is best used by e-commerce store owners for email marketing, accounting and finance, human resource management, and even for helpdesk solutions. The Zoho platform can be integrated with Magento to manage the data of the store. The data includes the customer details, the customer’s payment details, the product data, the business income, the tax rates, and the store performance. The platform can also track synchronization errors and support multiple Magento stores at eh same time. It can also synchronize the marketing campaigns designed in the platform the Magento store if the Magento integration services were enabled to be two-way integrations.

    Folio3 is an expert Magento web development company that can provide you with all of the popular CRM for Magento retailers and other solutions as well. You can hire Magento developers from their company for the Magento integration services and any other services as well.

    Final Thoughts.

    The Magento integration with a CRM is a must for Magento store owners of the 21st century. The Magento CRM integration benefits are many and ready to be made full use of. The reasons for the integration are increased automation for the store, reduction in data entry errors by the workforce, an enhanced customer experience, a better marketing strategy development by uncovering the data, comprehensive reporting to help in marketing strategy development or progress tracking, improving the supply and demand chains for the store’s products, minimizing the business losses by reducing cart abandonment and prioritizing the revenue generation, improving the performance of the sales teams by providing them relevant tools, and gaining a competitive advantage for the sales of the Magento store. It is preferred that you make use of an expert Magento web development company to make sure the process is error-free and has an affordable Magento pricing package for the integration.


    What is Magento CRM?

    Magento CRM systems are used by Magento store owners to enhance their customer engagement. In this age of e-commerce, merchants will always focus on improving their customer experiences in e-commerce stores. This requires features such as an attractive interface, payment processing gateways, advertisements, social media marketing, and order fulfillment. These front-end features only account for 50% of the customer engagement. In order to provide the rest 50%, CRMs must be used. These CRMs are data repositories that manage a very detailed database and provide multiple data manipulation features to make the customer experience the best. These features include comprehensive reporting, improving demand and supply chains, store automation, gaining a technical advantage, and improving the performance of the store. It is best to use Magento integration services of the best Magento Web development company available to the store owners.

    Which CRM is good for Magento?

    There are multiple CRMs available for Magento. Different CRM systems provide functionalities that cater best to different Magento clients. The Hubspot CRM Is known for providing multiple selling approaches. It provides a marketing hub that supports generation for leads, analytics, and automation. Their sales hub supports tracking emails, email automation, and scheduling meetings. Their service hub supports ticket processing, building a knowledge base, and customer feedback. The Salesforce CRM is another famous CRM software. It has a drag and drop CRM interface liked by many for its easy usability. It also has powerful Artificial intelligence capabilities that help create a very personalized journey for the customers as it provides relevant product recommendations and optimized search results. This also helps manage multiple stores from a single interface. The Zoho CRM is another choice. This CRM has multiple features such as deal management, data analytics, order history, or even marketing automation. It can suit any size of Magento store. To find the store best for your business, you can hire Magento developers and consult with them. After you are satisfied, they can perform Magento integration services with the platform that you chose.

    How CRM Integrates with Magento?

    A CRM is able to integrate with Magento as several expert Magento Web development companies have readymade connectors with them. These one-way or two-way connectors may be purchased for in an affordable Magento pricing package that may even include maintenance services. The CRMs are able to integrate with Magento so that the data can flow in single or multiple directions. The CRM integrations are required as they can host data of the Magento platform to provide you with complete pictures of the store’s performance, customers, and progress. The Magento CRM integration benefits are many such as store automation, increased revenue, reducing data entry errors, enhanced customer experience, and a reduced operational cost.


    Folio3, a Software Powerhouse established in 2005, is one of the leading eCommerce solution providers for SMBs and Fortune 500. The Company has expertise in diverse industries such as Animal Care, Retail, Automotive, Food and Agriculture, and Health care. From ecommerce store design and development to full-scale ERP deployment and integration, Folio3 has done it all.