By: Ayush Munshi

July 25, 2024

Best CRM Integrations for Magento 2 You Need to Know

In the present times, Magento 2 (now Adobe Commerce) stands out as one of the top 10 E-commerce platforms globally. It is renowned for its flexibility, SEO orientation, and robust feature set. However, to truly excel in customer engagement and sales, integrating a powerful CRM system is crucial. Recent statistics show that 91% of organizations with over ten employees utilize a CRM, with the industry projected to reach US$105.91 billion by 2030. 

By integrating the best CRM tools, you can effectively enhance your E-commerce operations. Whether you are seeking Magento development Melbourne or looking to hire a Magento developer, this guide will introduce you to the top seven CRM integrations for Magento 2. All of these integrations are assured to elevate your customer management and boost productivity. So, let’s dive in:

Why Does Your E-commerce Store Necessitate a Magento CRM System?

CRM tools are essential for businesses to manage client relationships effectively. This helps in tracking and gathering consumer information. Thus, it offers valuable insights that can enhance various aspects of your business.

A CRM system facilities automation of major tasks and streamlines procedures in specific areas like:

• Accounting
• Marketing
• Sales
• Customer service

By integrating a CRM system, all stakeholders can gain a complete view of customer data and the customer journey, driving sales and improving the consumer experience. If you need anything related, you can reach out to a professional Magento agency Sydney.

B2C and B2B Magento E-commerce can significantly benefit from Magento CRM software. By amalgamating customer-related actions on a centralized platform, Magento 2 CRM helps in enhancing organizational processes. Some of its key advantages are as follows:

• Better Administration of Consumer Data: A CRM system centralizes all key customer information, making it easily accessible to all stakeholders.
• Better Productivity: By unifying activities and automating tasks, a CRM system optimizes workflow.
• Integrated Customer Interactions: CRM tools enable businesses to monitor interactions across various touchpoints.
• Greater Consumer Loyalty: Better communication and service lead to increased customer loyalty.
• Protracted Analytics Opportunities: A Magento CRM integration allows for data-driven forecasting to predict future performance and revenue.
• Improved Inventory Management: A CRM for Magento 2 continuously monitors stock availability, helping you manage supply and demand efficiently.

What Are the Notable Features of a Magento CRM System?

A robust CRM toolkit is essential for managing core areas of your business operations, including sales, marketing, and customer service. It centralizes all client data, allowing you to identify and meet your audience’s needs effectively.

Before, you hire a professional Magento development Melbourne firm, let’s examine the key areas where a Magento 2 CRM should excel:

Marketing

A successful marketing department relies on a constant stream of leads. An effective CRM tool enhances marketing efforts by:

• Organizing and rationalizing communication through various marketing channels
• Optimizing landing page designs and content to generate more leads
• Conducting email outreach campaigns with design templates, monitoring email delivery, and investigating campaign effectiveness
• Augmenting website interactions and conversions through signup forms, discount coupons, banners, and other interactive elements

To learn more, you can get in touch with a professional Magento 2 development company.

Sales

A CRM provides essential tools for easing out sales tasks. It gathers data to help companies qualify leads, direct them to the appropriate salespeople, and optimize the customer journey through the sales funnel. Key sales features include:

• Smooth lead transfer especially between departments
• Tracking the overall lead journey
• Full control over the sales funnel
• Lead qualification
• Precise distribution of documents among different sections

A reputed Magento agency Sydney can help you with more details.

Customer Service

Exceptional customer service is crucial for increasing a consumer’s lifetime value. A solid knowledge base and meticulous case management are the foundation of excellent client service. A CRM toolkit enhances customer support by:

• Keeping records of all client interactions
• Centralizing all user data in a single repository
• Consolidating relevant service information into one view
• Automating service tasks to save time and effort
• Preparing a selection of responses to common user questions
• Enabling efficient user segmentation and assignment to appropriate support teams
• Gathering valuable insights about customers

To get expert assistance, you can hire Magento developer.

What Are the Top Magento 2 CRM Integrations?

There are two primary methods in which you can connect a CRM platform with your Magento 2 store:

• External Integration
• Magento 2 CRM Extensions that is especially developed for Magento 2 E-commerce websites

Here, we will discuss the seven best CRM software solutions for a Magento store and the ideal Magento CRM extensions for every integration. So, let’s find out before you hire a professional Magento agency Sydney:

1. HubSpot

HubSpot is an exceptional tool for centralizing all your customer information. It offers a wide range of options and features to help organizations thrive. It includes personalized templates, sales funnels, campaign management, and more. 

This framework is considered to be suitable for almost all sizes of companies, as various plans and feature sets are available. It even encompasses the necessary integrations and solutions for every area of your business and is simple to operate.

Key Features

• Automation of various procedures
• Convenient interface for data centralization
• Streamlined integration with social media profiles
• Management of the progress of every lead
• Extensive reporting

2. Salesforce

Salesforce is another practical CRM integration for your Magento 2 store, known for its unique features and user-friendly interface. It harnesses AI to shape genuine consumer impressions, offering intelligent search, item reviews, and other opportunities to collect vital knowledge and insights from different channels. 

The wealth of valuable elements makes Salesforce a robust framework for generating a constant brand perception in your customer networks and campaigns. Reach out to a trusted Magento development Melbourne agency for more details.

Key Features

• Automatic data extraction from countless sources
• AI-powered analytics
• Intuitive dashboard
• Security and scalability
• Accessible through a mobile app
• Customer-oriented features
• Tailored reports

3. Zoho

Zoho is a compelling CRM tool that is designed to enhance your commercial operations and streamline projects. The Magento 2 Zoho CRM integration offers a bundle of applications that is tailored to meet your needs. So, it enables users to synchronize vital information with Zoho CRM and automatically measure their store’s performance. To make the most out of it, you can consider hiring reliable Magento developers Melbourne.

Key Features

• Easy to use
• Virtual assistant that is backed by AI
• A wealth of integrations and add-ons
• Capability to run comprehensive ad campaigns
• Convenient interface
• Complete administration of contacts, leads, and deals

4. Agile CRM

Agile CRM is a solid, affordable solution for small companies, including startups. This integration is easy to use, features a functional interface, and works seamlessly with various channels, frameworks, touchpoints, and other services.

Key Features

• Budget-friendly for organizations of all sizes
• Robust email marketing capabilities
• User-friendly and intuitive interface
• Convenient automations to handle client queries
• Mobile-compatible solution
• Wide variety of landing page templates

5. Sugar CRM

Sugar CRM is a reliable and feature-rich platform, making it an ideal choice for retailers seeking a credible tool. Its functionality includes report generation, data accumulation, client management, feedback collection, and more. While its options for omnichannel marketing strategies and automation may seem limited, its strengths lie in delivering accurate metrics and operational forecasts.

Key Features

• Extensive customization options
• Convenient campaign development tools
• Robust omnichannel support
• Capability to work with multiple currencies
• Easy integration with other services
• Mobile app availability

6. Vtiger CRM

Vtiger is a competent and cost-effective CRM integration for your Magento 2 store, particularly for small organizations or startups. While it offers only basic functionality, it compensates with its attractive pricing and the ability to integrate directly with Magento 2 without requiring additional extensions. For successful integration, you can even consider hiring expert Magento developers Melbourne.

Key Features

• Options for running promotional campaigns
• Comprehensive view of Magento 2 store orders
• Real-time user progress monitoring
• Effortless customization and scalability
• Convenient automation of repetitive tasks
• Tools for report creation and analysis

7. EngageBay

EngageBay is an ideal CRM framework for small brands, offering a robust toolkit for automating sales, customer service, and marketing. You can opt for a comprehensive package or select individual packages that are tailored to each team.

While the interface may appear complex at first, you will quickly become familiar with its features. Plus, customer support is available to assist with any issues. If you find any related problems, you can opt for the assistance of a trusted Magento 2 development company.

Key Features

• Smooth lead transfer especially between departments
• Automation of promotional campaigns
• Centralized client knowledge and interaction management
• Sales report generation
• Management of sales funnels and deals
• Meeting scheduling
• Lead qualification and nurturing

Final Thoughts

Adopting a client-focused approach is essential for modern business strategies. A CRM system integrated with your Magento 2 store can considerably enhance customer satisfaction and streamline operations. With numerous CRM integrations available, selecting the right one for your business can be daunting. 

The above discussed ones are some of the best options to go for. If you are struggling anywhere and need any related aid, you can approach a premier Magento 2 development company. They are dedicated towards providing comprehensive services to help you choose, integrate, and maintain the ideal CRM solution.