Magento 2 CRM

The admin can configure the module as per requirement. This setting can make the module much more efficient to allow the best CRM system establishment. The store owner can manage the customer-centric information with the module. Thus, admin can set the following-

• Specify the name and e-mail id of the CRM admin.
• Allow auto-generation of lead for Wishlist, Abandon cart and Contact form.
• The admin can also mention the time after which the products in the wishlist and abandon cart will be part of a lead.
• The mailing template can even be set by the admin in case of quote sharing and when the agent account is created.

CRM for Magento 2 helps to track down the customers who are coming up in the store. The module helps quick tracking of the leads. The leads are customer information who have the interest to purchase the product or service. A regular follow up can help in the conversion of such leads to Opportunity. Thus, the User and admin can manage the leads in the following ways-

• Personal Information - It contains information about the customer such as the Name and e-mail ids.
• Lead Information - The user and admin can enter the basic information about the requirement like- set the status of the lead, lead referred by, assigned user, source id, additional note details, Opportunity amount and the currency of that amount.
• Addresses Information - This section will have the postal address detail of the lead.

Leads get converted to Opportunity when the prospective customer shows more interest in purchase. It increases the probability of purchase of the product. The admin or user share quotes to these opportunities. Thus, the admin or user can enter the following information in the Opportunity management section-

• Personal information - This is the same as in the leads part but now the admin or user can enter valid data post-confirmation with the customer.
• Information - Here the information entered is basically- Status of opportunity, referred by, assigned to, source id, additional information, close date, opportunity amount, next step which admin our user will take, probability of conversion into sales, and currency.
• Addresses Information of the customer in the opportunity.

The customer in the opportunity is shared quotes as per communicated requirements. The admin and user can share multiple quotes to the customer to strike the best deal. This will allow the retention of the maximum customer as they can purchase products or services at a customizable price. The Quote information section thus contains the following details-

• Status of the quote, quote referred by, the manager of the quote, the source id, details of the product quoted, opportunity amount and its currency.
• Then in the Products section, the admin or user can add the product along with its price, quantity, and discount(if any).
• Here major information is inherited from the lead section.

To distribute the efforts of the customer management the store owner can register multiple users. These user's registration will take place in the admin panel. The admin here saves the user personal data like name, address, and secret password for login.

• The building of a systemized CRM system.
• Increase the efficiency of the CRM system.
• Easy follow up can be taken in case of multiple customers.

In major cases, store owners might lose their sales with people adding the product in the cart. Using this module the products in the abandoned cart could be added to the leads.

Thus this will help in

• Regular follow up can easily converse the product and service to sales.
• Easy interaction with the customer to influence their choice.

The customers generally have a habit to add the product to the wishlist before purchase. This will allow them to purchase the product in the future. Sometimes these products end up in the wishlist only.

But with this module, the products in the wishlist could be part of the leads. The admin or user can take follow up of these leads.

• Auto lead conversion will take place after the fixed time duration.
• This can act as a great analytical tool to know customer requirements and market demand.

The store owner can derive the leads from multiple places likewise Google forms, Social media, promotional platforms and many more. However, the contact forms are one of the most important sections. With the help of this section, the information filled in contact forms is saved automatically in the leads.

• A systemized approach for getting more leads.
• Give the customer a more user-friendly experience.

This module allows the store owner and user to trace down the actions of the customer. Henceforth, allowing the store to gain much more profit. This will allow the nature of the customer that are visiting the store.

• Recording of URL to know the pages where customers suffered.
• Saves the details of the customer like its id and mail address
• It helps in recording the events and page types.
• It even helps in keeping details about the time duration till which the customer was on the respective page.
• Gaining idea about the customer's choice and interests.

Note - Here only those customer activity logs are saved who are registered in the store.