Efficy CRM Guide
Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
No need for a plugin, as Magento Commerce offers an API, which enables businesses to integrate the software with various third-party enterprise resource planning (ERP) applications, by communicating directly with the open API.
Using Magento Commerce's business intelligence (BI) tools, sales professionals can consolidate data from multiple sources to gain a 360-degree view of all operational processes. Administrators can use the dashboard to analyze various metrics such as customer lifetime value, repeat order probability and high-performing products. Other features include brand management, reporting, regulatory compliance, design themes, shipping, data visualization, inventory tracking and more.
Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Tips to integrate Efficy CRM and Magento easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
Magento is an e-commerce platform that offers merchants control over the content and features of their stores. Magento Commerce represents about 30% of the total market share.