E-Commerce systems like WooCommerce are pretty fantastic. And WooCommerce in particular stands out as it is free, and designed to work with the world’s leading website Content Management System (CMS), WordPress! Together with WordPress, WooCommerce lets you create a world-class website, and add an online store that has every feature you can imagine, all using tools that are absolutely free yet professionally maintained and enhanced by a large worldwide team.
Whether you are selling physical items, subscriptions, services, or whatever, WordPress can handle your needs. And it will work with just about any payment system you might want. But once you have it set up, you’ll find you don’t necessarily want to manage the store and all your products, orders and customer data, within WooCommerce itself. When you already have a CRM, an Accounting system, and perhaps other systems within your business, you have to be looking for system integration options. Otherwise your business will just not enjoy the efficiencies that it could and should expect.
For example – do you really want to manage your online orders in one place, and the orders your sales staff generates through personal client interaction in another? And if you did that, how would you integrate the data on customers, orders, invoices and payments from both of those systems into your accounting system?
The answer to this class of problem is to link your e-Commerce system to a CRM which includes Order Management capabilities – i.e. an All in One CRM. Once you do that, new customer information, new invoices and payment data from the e-Commerce system flow into the CRM, where you can (with an All in One CRM) also have all of the order management data generated by your sales staff. This is critically important as some clients will order both online as well as from sales people personally – and you need to rationalize all that client’s data in one place.
As well, 1CRM can manage and maintain all your product catalog data, and sync a selected subset of that data into the WooCommerce catalog made available in your online store. In this way your online clients see the same offerings (or potentially just a subset suitable for e-Commerce) as the clients you deal with personally.
And with all your product catalog, customer data, and order management data consolidated into the one place, this simplifies the tasks of maintaining the catalog data, as well as synchronizing the financial and customer data to your accounting system.
Integration services such as Zapier and Integromat will let you connect 1CRM to your preferred accounting system. As you see in the diagram above, this approach provides you with a powerful consolidated solution for e-Commerce (using WooCommerce), website, CRM, order management and accounting, with efficient data entry and system management plus automated integration. What’s not to like? If you agree this sounds like a great way to run your business, just give us a call or drop us an email at firstname.lastname@example.org.