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Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automat...Read more about Pivotal CRM
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manu...Read more about NetSuite CRM
Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and technology firms. The solution helps marketers in email marketing, lead management, lead scoring, microsite building a...Read more about Genoo
Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more about Salesnet CRM
Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more about Oracle CRM On Demand
SoftVu is a cloud-based marketing automation solution designed to help financial services automate their marketing operations. It caters to small and mid-size businesses. SoftVu’s marketing automation solution offers lead scoring,...Read more about Volly
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more about Keap
Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features an...Read more about Zendesk Suite
SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage...Read more about SAP Customer Experience
Fision offers an integrated marketing automation and sales enablement solution to help distributed field sales and local marketers customize and distribute timely, relevant and multi-channel campaigns. Fision's distributed ma...Read more about Fision
Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CR...Read more about Maximizer CRM
Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, veloci...Read more about Velocify
Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more about Omniprise
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship man...Read more about LeadMaster
For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliv...Read more about Oracle Cloud CX
With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM
IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the sy...Read more about IXACT Contact
PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one sol...Read more about PlanPlus Online
Diamond Relations is a cloud-based customer relationship management (CRM) solution that allows jewelry retailers to track sales and manage opportunities, while also nurturing relationships with the customers. The solution captures...Read more about Diamond Relations CRM
Mothernode CRM is a SaaS-based CRM solution designed to help small and midsized businesses manage customer relationships and create effective sales process. With Mothernode CRM, individuals and sales teams alike have a system that...Read more about Mothernode CRM
Odds are that you've engaged in ecommerce, whether you realize it or not. Boiled down, ecommerce is any form of commercial transaction conducted online—from purchasing a dress on Amazon, to bidding for a rare collectible on eBay or even just ordering a pizza.
As you might imagine, ecommerce is a huge component of business today, accounting for almost 10% of all retail sales, according to the U.S. Department of Commerce. This means that it's not just retail giants like Wal-Mart or Pizza Hut who need to engage in ecommerce, but also small to midsize businesses (SMBs).
Like all forms of selling and sales, ecommerce needs to focus on the needs and preferences of your customers, which is where ecommerce CRM (customer relationship management) software comes in.
Ecommerce CRM software will help your business reach out to more potential customers and clients, keep track of their preferences and determine how you're best suited to meet their needs.
This Buyer's Guide will take you through the process of determining what ecommerce features and systems might be right for your business, so that you can make an informed choice in selecting the best software for you.
Here's what we'll discuss:
What Is Ecommerce CRM Software?
Common Features of Ecommerce CRM Software
Ecommerce CRM Software vs. CRM Software Suites
Key Considerations
In general, CRM software supports the automation of the processes and best practices related to managing an organization's interactions with customers throughout the entire customer life cycle.
In practice, this means storing contact details, tracking interactions, predicting next steps and providing other tools that are useful to sales, marketing and customer support teams when they are dealing with customers.
Ecommerce CRM software, then, provides all of these functions plus features specific to the digital sales landscape, such as storing customer history, tracking shipping preferences and suggesting related purchases.
Essentially, the ecommerce CRM system will track your customers' journey through your digital store in order to provide you with a clear map of future marketing and sales opportunities, which it accomplishes through a variety of related features.
Below is a table featuring some of the most common features of ecommerce CRM software. Some of these are common to all CRM software, while others are unique to the ecommerce CRM landscape. We will discuss the difference between catch-all CRM suites and dedicated ecommerce CRM systems in the next section.
Data tracking | Track your customers' data as they engage with your website in order to gain an insightful overview of their behavior. |
Contact management | Store customer contact information in a searchable system. |
Customer segmentation | Segment individual contacts into lists for categorization and management, particularly in regards to email marketing. |
Interaction tracking | Document conversations held by phone, in person, through live chat, email or other channels. |
Forecasting/reporting/analytics | Track and aggregate data (often visually) regarding performance and productivity, in order to facilitate the generation of predictions for future activities. |
Email marketing | Create, launch and track email campaigns. Some systems will integrate with email providers or seperate email marketing tools. |
Customer support tracking | Create trouble tickets for external customers/clients, routing those tickets to the appropriate people/department and tracking outstanding tickets. |
Lead scoring | Grade leads using certain attributes to identify those most likely to result in a sale. |
Social media integration | Integrate with social media for prospecting, with the ability to add social profiles to contact details |
As with all CRM software, the most important aspect of your ecommerce CRM will be how you track your customers' data as well as interactions you've had with them. Almost all systems will feature a customer contact profile that keeps track of this information for each contact, like the one below.
A customer contact profile in Less Annoying CRM
Though there are some unique CRM platforms that are specifically dedicated to ecommerce CRM, the most common form of ecommerce CRM software is part of a larger CRM suite. Here are the key differences between these two options:
Other factors to take into consideration when picking the best ecommerce CRM software for your business include: