How to: Integrate WooCommerce with ZBS CRM

Zero BS CRM wrote this on July 20, 2017

In this post we take a look at running Zero BS CRM alongside WooCommerce. How to do it and more importantly the amazing benefits to doing so.

Why use Zero BS CRM with WooCommerce?

If you’re running an eCommerce store, you’re more than likely using WooCommerce. If you’re using WooCommerce but aren’t running a CRM (like I used to be) then read on. You should really use a CRM with your WooCommerce Store.

If you have a CRM, consider using Zero BS CRM instead. Zero BS CRM is built on WordPress, accessible from your admin panel (right next to your store) and helps you with some amazing WooCommerce specific benefits.

What the WooSync extension does

The WooSync Extension connects Zero BS CRM to your WooCommerce Store. You can read exactly how to do this over at the knowledge base. This post focusses on the benefits of using Zero BS CRM with WooCommerce.

Orders, Customers and Transactions

Our WooSync extension allows you to connect Zero BS CRM to your WooCommerce store.

Once you’ve done this and hit “import” it’ll run through all your WooCommerce orders and work it’s magic. It creates Customers in the Zero BS CRM from the orders and assigns each order to the customer.

It takes your usual “Orders” view and uses the data from this….

…….and gives you a new ‘Customer centric’ view within your Zero BS CRM

What’s great about this is it makes everything customer focussed. Using the invoices benefit (more on this later) you can also have your WooCommerce orders turned into invoices and your customers can view them all from their Client Portal.

Sales Dashboard

WooCommerce Reports are OK, but looking at product performance, comparing to previous periods and seeing things like Average Revenue per Customer or new customers over time just isn’t possible. You can unlock this potential with the Sales Dashboard Extension.

Checking in on your WooCommerce Metrics this way is a great way to keep an overview of everything going on in your business.

You can also click into any of the dashboard charts above and see more information, for example, clicking into “New Customers” tells you added information about your customers.  Things like:-

  • Which day of the week do you get the most customers
  • How many customers are you adding each month

It powers up your reporting and helps you keep track easily and detect whether you’re growing (compared to previous months).

Target your communications

Through using the Mail Campaigns extension alongside the Bulk Tagger extension you can tag your customers based on what they’ve purchased from you and then send them a personalised email.

Most WooCommerce + Email Marketing integrations I’ve seen you can tag customers that they’ve purchased from you, BUT you can’t tag them (easily) with the product name of what they’ve purchased. This means your communications are only half tailored (you know they’ve bought, but not what)..

Through using Zero BS CRM and the Mail Campaign you can filter your customers based on their tags. Send an email to specific niches of your customers and sell more to them. Perfect.

Has someone bought suncream, a hat and a bucket and spade. Maybe they’ll be interested in purchasing a beachball from you at a special discount.

With Mail Campaigns you can target an exact niche like that, and send them a very personalised communication increasing your cross selling ability and making you more money!

Additional Invoicing Benefits

I’m pretty sure that WooCommerce store owners aren’t 100% familiar with the WooCommerce built in customer invoice settings.

It’s a bit hidden away in the WooCommerce settings but you can use WooCommerce to generate an invoice (which includes payment links for your customers to pay the invoices)

But, it’s set to MANUALLY SENT by default and also, it assumes that the WooCommerce Order hasn’t been paid for (which in the majority of cases, with something like PayPal or Stripe running your WooCommerce Store the order will already have been paid for).

So you’re left with needing to give your customers and invoice, but only if they ask (and not confuse them with a ‘pay for this now’. …

Enter Zero BS CRM ‘Auto Create Invoice’ Feature

WooSync now lets you generate invoices from orders (or not) as talked about above you can use this to cut down on the amount of times you’re asked for an invoice from your customers (just give them their client portal link, and let ZBS CRM do the rest)

Once you’ve done this, as WooSync adds new orders, it’ll generate an invoice (and mark it as paid). It also attaches this to the customer.

This will then show up in the Client Portal for your customer. They can log in and view their invoices for any of their orders with you. WooCommerce orders will be marked as Paid (but you can edit the status at any time).

Say goodbye emails asking you for invoices, generate a Client Portal access once, and all the invoices for that customer will sit under that account.

Extra Benefits of ZBS + WooCommerce

Once you’re up and running with Zero BS CRM and WooCommerce it’s super easy to start using all the extra features and benefits of a CRM.

In Summary

If you’re using WooCommerce you should really be using Zero BS CRM. It’s built just for people like you. WooCommerce store owners.  We use WooCommerce and Zero BS CRM daily. So we have built the extension to work and be of huge benefit to you.

To recap the main benefits of this post, through using WooCommerce with Zero BS CRM (and WooSync) you can

  • Import your WooCommerce Orders and automatically create customers (using WooSync)
  • You can view your customer growth, sales revenues and other useful information (using Sales Dashboard)
  • You can tag your customers based on their orders (using Bulk Tagger)..
  • …..and send them targeted communications (using Mail Campaigns)
  • You can automatically create customer invoices for their orders and never have to make one manually again
  • You can use all the added benefits of running Zero BS CRM such as customer activity notes, calendar reminders

Sounds good? You can grab all of the above extensions and more by using one of our Zero BS CRM bundles.

 

 


Posted July 20, 2017

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