Woocommerce Customer Relationship Management (CRM)

Woocommerce Customer Relationship Management (CRM) assists retail merchants in increasing sales and managing customers. It assists them in keeping track of sales and potential clients who can be turned into sales.

Additionally, the plugin assists WooCommerce website owners in increasing sales through client conversion. Furthermore, excellent customer management helps keep clients by building a strong customer base for the future.

Leads are the most important mode for the acquisition of sales in high numbers. Both the sales agent and admin will easily create leads. The leads here allow keeping track of the customer interests.

The leads data will not always have the actual data of the customer. Hence, it requires a change while the creation of opportunity. Thus, the admin or sales agent can manage leads by-

• Creation of Lead Sources to track the inflow of customers. From these source sales, agents or admin will receive notification of prospective leads on the store.
• Recording of the basic requirement details.
• Adding the basic contact details.
• Entering the Address details of the lead.

Just like the leads the sales agent and admin can manage the Opportunities. Wherein, when the leads are converted by turn to opportunity.

The data present in the opportunity is used to communicate with the customer.

• Post assignment of opportunity the sales agent or admin can communicate over the same.
• The information of the customer is valid and not approximation as in the case of leads.
• They can add quotes that can be approved or rejected.
• Depending on the approved quotes the opportunity can be won or lost.

The customer account here is created once the opportunity is created. Here the customer personal details are mention.

The customer can be in any form like an individual, partner, or business organization.

This is one of the major parts of CRM as the account holder details are critical for sales generation in the present and future. The admin or sales agent here can mention the details here as-

• Account name which is account holders name.
• Description of the account holder account.
• The website of the account holder for the product is being purchased.
• Email and contact details of the account holder.

This section will save the contact details of the customer. It can have any details like its calling or mailing detail, login details, the billing and shipping address details, and customer(individual or organization) picture for identification.

• Can edit or deleted as per business requirements.
• The customer contact data need not searched again and again.
• Biographical information will give the details of the customer for better identification.

This section will contain the records of sales and profit yield. It will help the admin to calculate the states of the on store activities. It will have the following details-

• Gross Profit
• New Contacts
• Won and Lost Opportunity
• Lead converted
• Lead Qualified

This helps the store owner monitors the activities being held in the store.