Top 10 Benefits of a WooCommerce Dynamics CRM Integration

WooCommerce Dynamics CRM Integration and How It Can Benefit You

Top 10 Benefits of a WooCommerce Dynamics CRM Integration

In B2B eCommerce applications, delivering a great customer experience is fundamental. B2B companies can't compete unless they offer self-service convenience. The best way to give customers what they demand is integrating all of your business applications bi-directionally to automate data capture, validation and transfer in real-time. Woocommerce-Dynamics CRM integration delivers the full benefits of Microsoft Dynamics CRM software and Woocommerce on the popular WordPress Content Management System. The following are 10 of the top benefits of eCommerce CRM integration:

1. Attracting and Retaining B2B Customers

CRM software and a dynamic content management system help companies attract and retain new customers, convert leads into sales and generate greater customer loyalty by offering a seamless online experience. Integration fuels greater functionality across all business systems to attract customers and convince them to reorder.

2. Automating Key Marketing and Lead-nurturing Tasks

Integration can trigger a host of business processes that enhance marketing and nurture leads such as triggering reminders to make calls, send emails, schedule demos and follow-up on sales and inquiries. The system can identify high-quality leads and select the right salespeople to send them to based on any criteria that the company sets.

3. Syncing New Customers Across Business Channels

Customer sync features automate syncing data across sales channels. Even a new customer’s information is transmitted to all company records and business applications so that a new customer can take advantage of all the platform’s features instantly. Any new information about customers automatically updates throughout the system including Dynamics CRM software and Woocommerce.

4. Managing B2B Catalogs

Managing complex catalogs is easy using Clarity’s Connect integration platform. [1] Updating prices is just a matter of creating a list in Dynamics CRM on the settings page. Within 5 minutes, WordPress integrations will update Woocommerce catalogs. You can customize how often products are synced, whether it be once a day for stock quantities and pricing, then in real-time at checkout so a customer can be sure the item is in stock.

5. Providing Automated Order-fulfillment Services for Customers

Woocommerce integration offers limited abilities to manage B2B catalogs, but with eCommerce CRM integration and a Clarity Connect integration, a B2B platform can connect to any application for endless possibilities. For example, special features for customers can include integrated shipping widgets that calculate taxes from multiple jurisdictions, add VAT to prices, calculate taxes and duties for global shipping and connect customers with shipping carriers directly on the sales platform.

6. Setting Special Prices and Pricing Tiers

Setting custom prices for each customer is easy. Woocommerce users can login and the integration will pull the pricing table from the account’s pricing table in CRM, updating the pricing specific to each customer. Regular or retail customers can’t see special prices that they’re not authorized to view. This is often referred to as multi-tiered pricing or custom pricing rules.

7. Delighting Customers with Better User Experiences

A recent study found that eight out of 10 executives understand the overwhelming value of the user experience and are making it a priority. [2] B2B sales cycles can be long and complex, so creating superior user experiences is one of the most important benefits of a Clarity-developed Woocommerce Dynamics integration.

8. Preparing Custom Quotes in Real-Time

Today’s B2B customers are more demanding because of advanced technology. Customers want small runs, personalized products and customizing options. Many companies offer special pricing tiers to increase sales conversions, but getting approval for custom quotes using manual processes can cause delays that kill the sale. Integration updates prices, costs, profit margins and inventory figures in real-time so that sales teams can prepare fast quotes and get any necessary approvals automatically.

9. Raising Brand Awareness

An integrated eCommerce store can raise brand awareness in many ways such as promoting special catalogs, collecting name brands in a sub-catalog and offering store-within-a-store catalogs for special departments and groups, as well as custom stores developed just for special B2B clients.

10. Monitoring Multiple Marketing Channels

Most companies use multiple marketing channels including paid advertising, SEO, social media, traditional marketing and digital promotions. About 37 percent of buyers ask product questions in social media forums. [3] Integration gives sales managers a comprehensive view of all activities within their CRM, on a single interface to monitor sales efforts.

Finding a Strong Development Partner

Although Woocommerce users often manage their own content and other IT efforts using open source WordPress technology, it’s not always a simple matter to integrate functions across all operating channels, especially the more complex back-office applications such as Dynamics CRM. Finding a skillful development partner can eliminate many headaches such as testing applications on multiple browsers and devices, training staff and taking full advantage of all the benefits that WordPress integrations can offer.

Don’t waste time reinventing the wheel when you can get experienced coding help, smart plugins and full integration services for your B2B operation. The right partner can offer shortcuts, connector apps, training and collaboration to ensure that you get the most out of Woocommerce and Microsoft Dynamics CRM software. Clarity is a Microsoft Dynamics Stack certified partner, and has over 12 years of integration experience with Dynamics CRM. Give us a call today, and we’ll help you with your integration project.


[1] Dynamics CRM and WooCommerce Integration

[2] Understanding CRM and Its Benefits for B2

[3] 9 Statistics That Will Motivate You to Invest in CRM Software