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    Last Updated | January 26, 2022

    A CRM is a computer software that is developed for online businesses. CRM is the acronym for Customer Relationship Management. This means that the software provides the ability to manage workflows, opportunity management, lead generation for the business, and the automation of certain functions. These CRM platforms can be on the cloud or on desktops. The use of artificial intelligence is also proving to be a very well incorporated concept in CRMs. The CRM platforms based on the cloud command 73% of the market and some of the most famous ones are Salesforce, Zoho, Microsoft Dynamics CRM, Hubspot CRM, and Oracle CRM.

    If you are involved in the e-commerce business, you must know about Magento. Magento is a very popular e-commerce platform that has over 250,000 active users. Almost 1.2% of all the websites built on the internet are built on Magento. Big companies such as Ford, Coca-Cola, and Jaguar make use of Magento for their websites. Companies and startups flock to Magento because of its extremely useful features such as search engine optimization, inventory management, and market management. The store owners can also manipulate the store’s look, functions, and flow. Furthermore, added extensions and plugins for Magento site owners make the platform highly flexible. Any Magento owner can easily modify their site or store completely by using third-party integrations by employing a professional Magento Web development company. Magento stores owners can also make use of Magento integration services to include crucial e-commerce features on their stores such as payment processing services, perform Magento speed optimization services, and shipping services.

    Magento CRM integration will allow Magento store owners to synchronize the data from their Magento stores to their CRM software. This data can include products of the store, billing invoices, and customer order history. Also, Magento permits users to make up to 20 stores, and manage them all from a single admin panel.  Magento CRM integration will mean that you can access the data of the customer instantly as a change will be reflected everywhere. This will allow the company to centralize all customer data in a repository and manage it by a single panel. This will help the online store manage the customer relationship better.

    What are the benefits of Magento CRM Integration?

    Magento CRM integration with any software will always be fruitful for Magento store owners. The benefits provided by performing Magento integration services with a CRM are to be performed by experts. You can hire Magento developers from Magento agency partners to make sure that the work is carried out in a professional manner. Some of the features that are a result of Magento CRM integration are:

    • Synchronization of the data of the products, customers, and orders on Magento to your CRM.
    • The automatic synchronization of that catalog pricing rule is set up on Magento.
    • All updates are reflected in both software.
    • Mapping of relevant fields.
    • A sync schedule that can be set up as per the requirements.
    • Management and personalization of the customer across the channels.
    • A better response rate for customers.
    • Smart routing with respect to logistics.
    • Direct communication with the customers.

    These multiple features provided by Magento CRM integration provide immense benefits to help the Magento store owner grow their business and make it successful in the long term. The exchange of information instantly makes tracking the data easy. The benefits that are a result of these integration features are:

    Manage the product catalogs easily.

    Once your Magento inventory is synchronized with the product inventory with the CRM, Magento store owners can synchronize all of the data to the order data. This is possible for multiple product types such as:

    • Simple tangible products.
    • Any non-tangible products services, subscriptions books, videos, and movies.
    • Bundle products.
    • Grouped products.
    • The configurable products.
    • Downloadable products such as books and lectures.

    The stock of the product on Magento will also be updated side by side. This makes sure that there is no contradiction or inconsistency in the stock values. This will prevent underselling and overselling.

    Manage customer data to your advantage.

    The Magento customer data can also be managed by a dedicated CRM such as Zoho. As a new customer uses your store, a new customer account is created in the CRM. The customer data can then be fetched when setting up new marketing strategies, used for enhancing customer service, or recommending them new products after tracking their history.

    Track the business income and cash flow.

    The Magento CRM integration will help Magento store owners to transfer and backup all the customer billing invoices to the CRM. This will help maintain a very transparent method of tracing each and every payment to be kept at the store owner’s disposal for complete tracking of funds. This can also help in case the customer wants a refund.

    Map tax rates as per locations.

    The Magento CRM integration will also enable you to map the precise tax rates as per the customer location on their delivery addresses. The integration alongside any other plugins that were integrated using Magento integration services will be charged with relevant taxation rates. The transparent flow of information allows the tax calculation between the CRM and the Magento stores mapped correctly with tax rates.

    Grow the business with better services.

    Using a CRM such as Salesforce will mean that the Magento store for an e-commerce business will be on the path of growth. These Magento integration services will benefit the e-commerce business as they allow for a very organized management of the business clients. Store owners can add their scheduled synchronizations and even completely automate data transfer. This means that the Magento store is able to cater to an increased customer base. The integration will be able to provide support for more than one Magento store that can each cater to clients with a different language and their own currencies. This helps globalize the business.

    Reduce operational costs.

    The use of technology for automation will always mean that it can cut operational costs. A computer is more effective in accomplishing step-by-step tasks as compared to humans. This effectively means that for data entry, searching and deleting data, it is best to use a CRM software. This manipulation helps reduce the workloads on the employees and also increases their productivity as they can invest their resources in other operations where computers are not completely efficient, such as chatting with the customer. This means that the Magento 2 pricing is somewhat low as all it does is redirect your operational cost to the Magento integration services.

    Decrease probability of human error.

    In e-commerce businesses, the slightest of mistakes can be very costly. Data entry is a process where almost 80% of errors occur. Manual data entry is quite tedious, thus it has a very high probability of error as well. If your data entry operator misses order entries or enters them incorrectly, this can result in incorrect information that can affect the business profit. Likewise, if a data entry operator registers the customer ordered incorrectly, the customer will become unhappy and then the lengthy process of refunds and recovery will only add a burden to the company. Therefore, it is crucial that data is accurately transferred between Magento and the CRM that was integrated to make sure there is absolutely no error in data transfer that may result in erroneous outcomes.

    Easy to maintain data repository.

    The Magento CRM integration means that all of the store data will be stored independently on your end as well. This means that a single data repository will be present that will hold the customer data. This means that the data is always present at a backup and any accidental data loss is reversible as well. The system will become independent of human intervention for updating data or performing any sort of data manipulation. This makes the maintenance of the data and data cleaning easy.

    Update customer orders and business invoices.

    The order of the workflow makes sure that the synchronizations for of all the sales transaction invoices and customer profiles are correctly linked. You can view the profile of the customer and check what they bought. The invoices can also be viewed as per needs. This makes sure that the Magento storeowner is connected and well documented.

    Convert existing Magento customers into the CRM platform.

    If you have Zoho as your CRM, you can add the current Magento customers to the Zoho CRM database. This will result in the customers of Magento acting as new leads for upcoming business opportunities. Once they have entered the CRM, a Magento store owner can target market their products according to their behavior. The contact information of the customers can be accessed by your store to send them new offers, discounts, on their contact number or email address. You could even add their accounts to a directory to track their orders and products without any requirement to manually enter all of the order data. You can even segment your Magento store on these bases to target the customer effectively using the CRM platform:

    • The direct users of the Magento store can be listed as leads.
    • Accounts are the users that make purchases on the Magento store.
    • Contacts are the customers who have accounts on the Magento store and have their data accessible to be used for future purposes.

    Use the CRM to make effective marketing campaigns.

    The Magento CRM integration will allow Magento store owners to come up with an efficient marketing strategy. The Magento store owners will be able to synchronize the shopping cart price rules, and the catalog pricing rules on the products and then monitor their successes. Once the marketing strategy is implemented for these integrated platforms, store owners can measure and track the success of the promotion strategies. Then you can also visualize the leads and the contacts who are most effective for the marketing campaign. You can accurately work and even estimate the result of the campaign well beforehand.

    Manage accurate mapping for attributes.

    Once you have different fields for Magento, you can add connections between the Magento store and your CRM software to produce connections. This mapping ensures that data is smoothly synchronized, and connected to relevant attributes.

    Support multiple stores.

    Magento store owners can link multiple stores to a single CRM software. This connection helps the data remain centralized and synchronized. The data for multiple stores can be stored safely on a single platform. This eliminates the need to manage all of the variable stores differently. The store displays its own products but at the back-end, the data will be saved in a single repository to make operations easy.

    Track errors.

    The integration allows you to track errors in the data as well. Magento store owners can track synchronization records in different fields and then evaluate errors in the data such as any pending errors, ID errors, statistical errors for orders and objects in the stock. These errors can be promptly fixed.

    The benefits provided by the Magento CRM integration are limitless. This integration helps maintain the data and be synchronized with the store. The benefits will allow the business to grow, enhance customer experience, reduce operational costs, increase profits and reduce human errors in data entry.

    Why is Magento CRM Integration necessary?

    In today’s competent e-commerce market, it is necessary to have a Magento CRM integration for several different reasons. The only successful way to run your Magento store is to have loyal customers that can provide a lifetime monetary value to your business. If you perform Magento integration services using an expert Magento Web development company, they will be able to provide you a Magento store that has the best interface for shoppers, and on the back-end manage to build an organized business. The integration is a must as it provides major functionalities that Magento store owners and customers expect from e-commerce stores such as:

     Store Automation.

    Exporting all the data to a spreadsheet and then manually importing it to a CRM continuously is a huge waste of time. Exporting and reimporting for multiple customers is not productive. Duplication of records is also a big issue faced, this wastes space and affects the data cleanliness which may later affect results. Magento CRM integration solutions offer customers to ability to manipulate all data from Magento to the CRM of the owner’s choice with the simple click of a button. Duplicate records are ignored and this automation help save money and time. This automation also allows the workforce to invest their abilities elsewhere.

    Increase product exposure to customers.

    This integration will help Magento store owners to gather customer data and then subsequently analyze their behaviors. Once their behaviors are analyzed, we can elicit patterns out of the data. Then the customers can be segmented and then target marketed accordingly.  This data can then be used to make marketing strategies for them. Magento store owners can then personalize marketing strategies to attract these customers. Their data is used to send them promotional offers to convert these customers into loyal and lifetime customers with valuable monetary value.

    Help in understanding the customer.

    The Magento CRM integration will help Magento store owners understand their customers and what their requirements are. Then once their needs are elicited, you can track the relationship history they have with the company and use that data to market to your customers in a more impactful way than your competitors. This will make sure that the customer knows that they are valuable and that the store values them and offers them the best services.

    Why should I use a Magento 2 CRM extension?

    Magento 2 CRM extensions are to be used by those Magento store owners who have unique integration requirements. These Magento CRM extensions are built to meet the business requirements of the Magento store owners. Magento stores must be integrated with a CRM platform to help manage the most vital part of the Magento store. The relationship between the store and the customer must be managed as it is the backbone of digital businesses today. If you want a Magento store that lasts over 5 years and doesn’t fail like the other 73% of businesses, you need to manage your relationship with the customer to make the store last longer. Retaining an existing customer is cheaper and easier as compared to converting a new customer. You need to have a defined business objective, a sales target per a defined time frame, and profitability on the store so that you can re-invest in the store. To find out the precise probability of profitability and forecasts, it is extremely important to have the most recent data for marketing and assessing performance. Both of these can be achieved by Magento CRM integration performed by Magento agency partners. An integrated CRM will be able to give a transparent view of the customer data and their feedback. You can view the orders, contact numbers, details, and products all on a single dashboard.

    What are the best Magento CRM Integration Extensions?

    Hubspot CRM.

    Hubspot is a software solution used by businesses around the world. It is an all-in-one marketing, customer service, and sales platform used by over 30,000 companies. Hubspot I able to provide a good growth analysis for companies that are on the path of expansion. This platform follows the journey of the buyer and keeps on adding new features to make sure that the business is in a very dominant position. Performing Magento integration services on Hubspot will mean that the Magento store owners get a customer relationship management system and a solution to grow their Magento store at exponential levels. Some of the most important features on Hubspot are sending personalized emails, tracking advertisements, providing reporting dashboards, and automating the workflows.

    Salesforce CRM.

    Salesforce is a CRM software that is on the cloud. It is developed for e-commerce businesses and is currently one, if not the best CRM platform. Salesforce provides features such as lead generation, sales forecasting, collaboration tools, workflow automation, and sales analytics for the platform that are integrated with it. Salesforce is cloud-based so it stores data on internet servers which means that these can be accessed anywhere, anytime and on any device, even from mobile devices. Performing Magento integration services with Salesforce will integrate both platforms and enhance the customer experience and the store owners’ experience.

    Zoho Office Suite.

    Zoho Office Suite is an Indian office suite based on the cloud. It is developed by the Zoho Corporation. It contains functionalities such as presentations, databases, word processing, project management, note-taking, web-conferencing, and CRM. It can be used for customer service, CRM, emails, human resource management, finances, and IT, and even for helpdesk solutions for online stores. Zoho can be integrated with Magento to manage product data, customer data, track business income, map tax rates, track synchronization errors, support multiple stores and synchronize the marketing campaigns to Magento.

    What is the cost of Magento CRM Integration?

    The general price of Magento CRM integration varies based on multiple factors such as the Magento agency partners performing the Magento integration services, the time constraints, the type of CRM chosen, and also the magnitude of the store. We can give an estimate for the most popular integrations though. For getting a quote that suits your requirements, you can reach out to Folio3 who will provide you with a quote. You can even visit their offices near to you.

    Magento Zoho integration.

    The average cost of Magento integration services with Zoho for the open-source community is $320. For the Commerce edition, the cost is $900 with an additional $50 for installation if deemed necessary. The Zoho platform can support over 90 fields for data, support multiple languages, sync orders, sync products, manage the history of the synchronization and update marketing campaigns to Magento.

    Magento Salesforce integration.

    If you hire Magento developers for this task, they will charge you around $400 for the integration with the open-source Magento edition and for the commerce edition, they will charge around $900 with an additional $50 for installation if required. The features are supporting over 100 data fields, tracking all the data through CSV files, track the request records, and sync data.

    Final Thoughts.

    The Magento CRM integrations will help Magento store owners synchronize their Magento data with their CRMs, including the most popular ones such as Zoho and Salesforce. Once Magento store owners combine the power of CRMs and the Magento platform, all the data such as purchase history, customer information, buying patterns, product consumptions, and customer concerns are accessed instantly. CRM helps maintain the relationship with the customer, as keeping in touch with them makes them informed and feel valued. Using the CRM in an optimal way will keep the business on the path of growth, increase retention factors, and increase customer conversion rates. It is critical to hire Magento developers to perform the integration with a CRM to prevent any data loss or inefficiencies. You can even hire a Magento web development company to build your Magento store from scratch to look the most eye-catching among your competitors.


    Is Magento a CMS or CRM?

    Firstly, we must understand what a CMS and what a CRM is. Then we can decide which category best fits Magento.

    A CMS is an acronym for a content management system. This is a tool that is used to update, manage, and create new websites. You will want to find a CMS that can complement the CRM solution. This will make sure that the information is accurate and precise.

    A CRM is an acronym for customer relationship management tools. This has multiple uses. Among many roles, the main function is that the business relationships become established and maintained with new potential leads and already existing customers. The interactions are tracked and it also lets owners manage the sales, point of sales, marketing, and various data in one platform.

    Magento is an open-source solution. Its popularity keeps on growing every day and so does its market share. Magento cannot clearly be defined as a CRM or a CMS, as Magento contains features of both the tools. You can consider taking consultation of Magento agency partners to help you out if your query was related to your Magento business.

    Is Magento CRM Integration affordable for Small Businesses?

    Yes Magento CRM integration is affordable for small businesses. Magento in itself is affordable for small businesses. Its scalability, affordability, and reliability will make sure that the business can afford it. The integration price varies. It may range from $320 to $400 for open source Magento editions, and for the Commerce edition, the price can cost up to $900. If you want a more affordable package, you can contact Folio3. They have affordable and valuable packages for Magento stores.

    Does Folio3 provide Magento CRM Integration?

    Yes, Folio3 provides Magento CRM integration services. Folio3 has over 50+ Magento certified developers, they also have 30+ extensions on the store that are verified by Magento itself, and these developers have experience in over 500 Magento projects. Folio3 can provide affordable packages and can even become your Magento agency partners to help you grow and maintain your Magento business. They can also develop your Magento store from scratch as Folio3 is also a Magento Web development company and their skilled designers produce eye-catching storefronts.

    Why is Magento CRM Integration good for your website?

    The Magento CRM integration is a very good option for your Magento store website. It will help the store owner understand the perspective and the customer. Then the store owner can assess their needs, track the relationship with the customer, and then use this data to target the customer in a more personalized manner. The Magento store with a CRM means that the information of all the customers will be available and that it can be used to interact with the customer more effectively. This will enhance customer experience and result in driving the sales of the store.

    How much is the cost of Magento CRM Integration in the US?

    The cost of the Magento CRM integration in the USA is expensive as compared to other countries. It may cost you well over $400 and can keep going up as per your business requirements. It is most optimal to hire Magento agency partners to perform the Magento integration services for you. Companies such as Folio3 are able to reduce the cost by making use of efficient coding practices, making re-usable code, decreasing rework costs, and keeping the development time to a minimum. This means Folio3 can provide a very affordable package to US clients. You can even visit their office in the USA for any queries. Their offices are at Belmont, California – 1301 Shoreway Road, Suite 160, Belmont, CA 94002 and Pleasanton, California – 6701 Koll Center Parkway, #250 Pleasanton, CA 94566.


    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.