Ecommerce CRM Integration: A Detailed Guide by Forbytes

According to Statista, the global CRM market was worth $89.03 billion in 2024 and is expected to grow to $145.60 billion by 2029. That’s a 10.7% growth rate! Impressive, right?

With CRM adoption on the rise, ecommerce businesses don’t want to fall behind. In fact, around 45% of them have already integrated a CRM system into their platforms. But why?

For starters, ecommerce CRM integration makes handling and using customer data easier. It also helps businesses create a more personalized shopping experience. As a result, they get higher sales and happier customers. In short, a well-integrated CRM can give your business a serious competitive edge.

But here’s the big question: How do you integrate CRM into your ecommerce platform, without performance drops or costly mistakes? That’s where we come in. Keep reading to learn how ecommerce CRM integration can affect your business and how to do it right.

What Is Ecommerce CRM Integration?

Ecommerce CRM integration connects your sales, marketing, and customer service tools into one seamless system. Instead of juggling multiple apps, you get a centralized hub for accurate, up-to-date customer data.

By integrating your CRM with ecommerce tools, you can better manage customer data, boost sales, and improve marketing. Your marketing, social media, POS systems, analytics, and CRM come together in one place.

CRM integration with ecommerce helps you track and manage customer interactions, from their first visit to their latest purchase. It keeps everything organized. So, you can understand your customers better and build lasting relationships with them.

Need help with ecommerce CRM integration? Contact Forbytes, and we’ll schedule a call to answer your questions.

How Your Business Can Benefit From CRM Integration for Ecommerce

CRM integration for ecommerce is a road to many digital transformations and improvements. This solution enables changes that take companies to the next level. Let’s see why ecommerce CRM integration matters for your business.

How You Can Benefit From CRM Ecommerce Integration

Better access to high-quality data

Ecommerce CRM integration keeps all your customer data in one place, so you don’t have to switch between dashboards. No more data silos: each profile includes key insights like purchase history and preferences.

You can quickly see top-selling products for any customer segment. Just tag the segment and get the data in seconds. 74% of businesses report that CRM software provides better access to customer data.

Boosted sales

Personalization is everything in ecommerce, and CRM integration makes it easy. Instead of sending the same marketing messages to everyone, you can tailor offers based on past purchases.

With ecommerce CRM integration, you can group customers by product preference and automatically send them a reminder when their favorite is running low. So, you won’t spam your whole email list. Personalized product recommendations can boost revenue by up to 26%.

Happier clients

A well-integrated CRM levels up your customer service. Since your messaging platforms are connected to the CRM, you can send personalized responses, automate follow-ups, and even track response times.

As a result, you’ll boost customer satisfaction and build brand loyalty. In fact, 75% of organizations using CRM integration have seen significant improvements in customer satisfaction.

Smarter work

Ecommerce CRM integration saves you time by bringing all your tools, like calendars, sales data, and marketing campaigns, into one place. You can track customer interactions, orders, and emails without switching apps. This gives you more time for tasks that help your business grow.

In fact, effective sales organizations are 81% more likely to use a CRM platform than less effective ones.

Quality team communication

Good communication is important in ecommerce. Ecommerce CRM integration makes it easy to put all your customer data in one place. This way, everyone on your team can get the latest info right away.

When everyone’s on the same page, your sales and support teams can offer more personalized help, keeping customers happy and coming back. Businesses with CRM systems see a 50% improvement in team collaboration.

With ecommerce CRM integration, you’ll manage your data better, work more efficiently, keep clients happy, communicate more effectively, and increase sales. It’s a great way to grow your business by adding extra capabilities.

Must-Have Features for Ecommerce CRM Integration

Now that you know all the amazing bonuses that come with ecommerce CRM integration, it’s time to dive into the top features. They can make things easier, from organizing customer data to automating tasks, so your workflow runs smoother and faster.

Core Features for Ecommerce CRM

Order automation: Integrating your order, warehouse, or shipping systems with CRM automates the entire order process. This includes everything from placement to delivery. It saves time, reduces mistakes, and makes everything run smoothly for your customers.
Inventory management: With ecommerce CRM integration, you get real-time updates on inventory. This helps you keep track of stock levels. Plus, you can avoid running out of products and have the right amount of stock ready for your clients.
Shipping and tracking: CRM integration with ecommerce lets you manage shipping and tracking info directly from the system. This keeps customers updated with real-time information. When it comes to you, you’ll manage delivery schedules more easily.
Data synchronization: With everything synced up, you don’t need to manually enter data. As a result, all your systems are up-to-date with the latest info.
Analytics and reporting: CRM and ecommerce integration gives you detailed reports on orders, inventory, and shipping. These insights help you make smarter decisions and improve the customer experience.
Easy integration: When picking a CRM, look for one that easily connects with other systems. A good CRM should let you add new tools quickly without a need for much IT support.

With these powerful CRM features, you can create amazing customer experiences. Instead of wasting time on routine tasks, you can focus on growing your business and making it even better.

How to Choose CRM for Your E-commerce Store

As you may have noticed, the market is full of CRM solutions. As we’ve seen above, each has its pros and cons. But how do you choose the right one to ensure it will support your business and that the integration will be worth the investment? Of course, you should weigh all the pros and cons. But before making a choice and starting ecommerce CRM integration, consider asking the following questions:

Question 1: How easy is it for non-technical people to use?

It’s important because not all your team members are technical experts. Think about how easy it is for them to use. Pay attention to whether key features are clear and easy to find. The CRM should be simple and not cause confusion. Ask for feedback from your team, especially those who will use it the most.

Question 2: Will it grow with my business?

As your business grows, you’ll need more automation. Look for CRMs with automation features, even if you don’t need them right now. These features can save time and reduce the need for costly custom work in the future.

Question 3: Does it work well with my current tools?

The CRM should integrate smoothly with the tools you already use, like your website or email software. It should be able to collect customer info and sales data automatically. This makes it easier for your team to act on that information quickly.

We hope that after asking these questions, your list of CRM choices has significantly narrowed down. Now, you should have a clearer picture of which CRM should be integrated into your ecommerce platform.

How to Integrate CRM with Your Ecommerce System

Now that you’re aware of the value of ecommerce CRM integration for your business, it’s time to explain how to implement this solution. We’ve prepared a step-by-step guide to ensure a smooth integration.

Step 1: Define your goals

Before diving into CRM integration, start by defining your goals. What do you want to achieve? It could be improving customer retention, driving more sales, or boosting customer satisfaction. Setting clear goals helps you measure progress. Track your data before and after the integration to see how things change.

Step 2: Select your business tools for integration

Choose the business tools you already use, like email platforms, marketing tools, or your ecommerce software. Make sure these tools work well with your CRM and align with your goals. Check that everything is compatible.

Step 3: Choose your CRM integration approach

Decide how you’ll integrate your CRM. You can use pre-built connectors, third-party tools, or write custom code. For simplicity, you could choose apps from the same provider, which often work together easily. But if you need more variety, explore your ecommerce platform’s integration options or use APIs to link your systems together.

Step 4: Complete the technical work

Once you’ve picked your integration method, it’s time to get to work. Some integrations are easy to do yourself. But if you’re using custom code or APIs, you may need technical help. After connecting everything, make sure the data flows smoothly and securely between your systems.

Step 5: Test before deployment

Before going live, test everything. Try different scenarios, like making test purchases or filling out forms, to see how the integration works. Once it passes all the tests, you’re good to go.

Step 6: Measure your progress

Don’t forget to track your success after going live. Look at your goals and key metrics like customer satisfaction and sales to see how well the integration is working. Make adjustments as needed to keep things running smoothly.

Need a technical team to integrate a CRM into your ecommerce business? Contact us, and we’ll assist you.

Forbytes’ Expertise in Integrating CRM with Ecommerce

Many of our clients come to us with a request: integrating a CRM into ecommerce to improve communication, streamline data flow, and drive sales.

One Swedish company we worked with faced this exact challenge. Home Furnishing Nordic AB, one of Northern Europe’s largest online furniture retailers and a part of BHG Group, operates several online stores, including Trademax, Chilli, and Furniturebox. In addition to its online presence in Sweden, Norway, Finland, and Denmark, HFN also runs nine physical showrooms in Sweden.

As their customer base grew, they faced the dilemma of how to manage their interactions. Their CRM Mailchimp lacked the advanced features needed to scale their marketing efforts. They needed something more powerful. That’s where we stepped in.

Phase 1: Integrating Salesforce for better customer management

We started by integrating Salesforce. This ensured a smooth and efficient migration. With Salesforce’s technical support and public consent collaboration, we moved quickly. At the same time, we maintained full transparency with customers. But integrating a CRM isn’t just about adding new software. It’s about managing data the right way.

What we did for our client:

We selected an optimal data lake to securely store all customer information
We built a data mapping strategy to ensure a seamless transition
We migrated all client data to Salesforce

With Salesforce in place, the company improved communication, data accuracy, and marketing campaigns. Their sales team could now engage customers more efficiently. But the story didn’t end there.

Phase 2: Expanding with Voyado for advanced marketing & AI insights

As the client expanded, they increased their capacity and customer base. They wanted more advanced CRM features, so we integrated Voyado as well. This is a CRM with powerful analytics, AI features, and automation. With Voyado, they could manage orders, payments, and personalized promotions more effectively.

With Voyado, they could:

Track customer purchasing history and revenue impact
Predict customer behavior and optimize promotions
Run highly targeted marketing campaigns with automation

How we made it happen

Imported all historical order data from 2020 to 2024 into Voyado
Migrated customer data, including consent details (emails, addresses)
Automated real-time data movement from their proxy system to Voyado

With both Salesforce and Voyado working together, the client now has a fully integrated, data-driven marketing system. They can better understand their customers, predict trends, and drive higher engagement and sales with minimal manual effort.

Let’s Connect Your Systems Together

To sum up, there are many CRMs out there, but choosing the right one can make a real difference for your online store. The options we’ve mentioned are a great place to start if you want to see real results.

Not sure where to begin with CRM integration? We’ve got you covered! At Forbytes, we provide expert e-commerce consulting and a clear, step-by-step plan to set you up for success. Need more? We also build custom ecommerce solutions, from responsive online stores to powerful automation tools. So, your business will be secure, scalable, and ready to grow.

Let’s team up to supercharge your online store with ecommerce CRM integration and unlock its full potential.

Ecommerce CRM Integration: Expert Insights and Best Practices by Forbytes

What Is Ecommerce CRM Integration?