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.
Shipstation can be integrated with organizations' websites and management tools. Shipstation plugin is also available to be installed with other content management and e-commerce systems such as WordPress, PrestaShop, Drupal, WooCommerce or Magento.
Shipstation features reporting, which allows users to create reports on basic statistics, such as open rate, click-throughs and more. Other reporting features include per ISP, exporting results into Excel or PDF and heat maps.
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 Shipstation easily