Get Zoho CRM fully integrated with your eCommerce

Improving Customer Loyalty and Satisfaction with Zoho CRM Integration of eCommerce

Arranging the professional eCommerce integration of Zoho’s CRM software might be a decision fraught with financial, operational and scalability concerns, but the alternative is even riskier. Integrating CRM software lowers costs, improves the potential customers’ browsing and ordering experience on your website, builds customer loyalty, generates buying satisfaction which over time increases revenue and protects recurring revenue.

Out-of-the-box software never lives up to its full potential. CRM integration allows B2b eCommerce companies to customize and automate their software applications while streamlining operations and improving their customers’ online experience. During the integration process, it's essential to create functional endpoints in the platform's API layer. These endpoints will simplify upgrades and enhance the architectural efficiency of any sales platform.

Integrating Zoho CRM software into an eCommerce platform’s API, like Clarity eCommerce, with process-specific endpoints improves customer management and back-end processes such as managing inventory, triggering HR alerts, accessing customer accounts, assign pricing tiers, reordering supplies, manufacturing products, providing real-time invoicing, processing custom quotes and fulfilling orders. Clarity’s API exposes over 8,000 specific endpoints to ensure any and all business automation can easily be integrated and exposed online to improve the user experience.

Benefits of Zoho CRM Integration

Zoho CRM software works best for small-to-medium-sized companies because the software is simple to use and less expensive than other CRM offerings. Integrating the software, however, allows the platform's machine learning capabilities to customize the CRM software for even greater effectiveness. Zoho, which is known as a developer of strong business apps that have earned the label of "Google Apps Premier Technology," has 18 native apps that cover most business areas. Integrating those apps into the platform's API generates such strong business benefits that Zoho can provide service equivalent to those more expensive software options. The business benefits of integrating Zoho include:


  • Integrating line-of-business applications for customized productivity needs.
  • Sales document integration enables any authorized user to pull sales quotes, contracts, ordering histories and data on browsing behavior.
  • Integrating software lowers operational costs, improves the browsing and ordering experience on websites, builds customer loyalty and enhances customer satisfaction.
  • CRM software automates many tasks that include making accurate calculations of taxes, customs and duties involved with international shipping.
  • Integrated CRM software facilitates the management of shipping and freight operations using multiple carriers.
  • Integration speeds and automates baseline CRM functions such as data sharing in real-time, custom functions and unique workflows.
  • Any authorized user can apply custom filters to qualify leads and enhance data with insights based on customer behavior, activity, ordering history, site abandonment and other types of website behavior.
  • It's easy to scale business operations for seasonal demand by compiling multiple data points related to seasonal sales and conversion rates.
  • Integrated platforms avoid the high financial costs and stress caused by the need for frequent software updates.
  • B2B companies with multiple offices and/or retail and wholesale stores can benefit from custom integration features that enable customizing Zoho CRM for each operation and department.
  • Integrated CRM software connects with third-party associates and customer-facing tools to provide a superior customer experience, drop-shipping, real-time shipping rates and much more.
  • Offering personalized displays and custom content to each client is easy to do without generating chaotic research situations that waste many work hours and human resources. Clarity eCommerce comes with a machine learning module that can learn and act on your customers’ browsing and purchasing behavior.
  • Human errors are reduced because staff, or the customer themselves, only need to enter business information once, and the connected system sends the data everywhere it’s needed.
  • Integration enables interactive SEO searches by generating automated rewrites and SEO-friendly versions of URLs for both product and category pages (Clarity eCommerce feature).
  • Sales insight is increased when Sales Reps have more granular data into the browsing and purchasing behaviors of their customers.

Integrate with Internal Applications and Other Platforms

When integrating CRM software, it's important to integrate all the company's software and business applications. That helps administrators realize the full value of their back-office software systems.

Most companies have a host of orphaned applications and SaaS software that are added over time to address key business interests. Technology evolves rapidly, and savvy IT staff try to keep current with the latest trends. Unfortunately, off-the-shelf products and legacy systems always require fine-tuning, troubleshooting and regular upgrades. These systems can become obsolete within a few years if they aren’t fully integrated and become costly to replace.

The Band-Aid approach to growth can generate major problems for company distributors, manufacturing operations, business associates and other stakeholders. However, these external connections can function seamlessly with integrated two-way communication with a platform like Clarity Connect. Integration enables an astonishing array of features that foster customer loyalty with proprietary apps, plugins, modules and templates. Integration also allows the important data or elements in each application to come together for automated and more accurate business workflows, which helps to drive business and improve margins on operation costs.


Web Design Benefits of CRM Integration

Responsive Web design is critical for marketing on mobile phones (tablets) and creating the kind of mobile experience that results in customer satisfaction. About 80 percent of the top-ranked Alexa websites have the ability to adapt seamlessly to mobile, desktop and laptop computing devices. [1] Mobile marketing is predicted to comprise 72 percent of all digital spending by 2019, so it’s critical to optimize for mobile. Mobile online eCommerce spending already surpassed desktop purchases back in August of 2015. If your online marketplace does not support mobile-friendly browsing, you’re way behind the technology curve.

CRM and eCommerce integration makes it easier to update content on the company website and add new features as technology evolves. Decision-makers can add or test new modules that are customized to fulfill the company's needs. Other Web development benefits of integrated software applications include:


  • Automated matching of company and website themes, colors and logos
  • Easier development of proprietary apps, modules, plugins and extensions
  • Easy updates of Web content both on-site and off-site
  • Using a custom administrative panel to manage sales operations, nurture leads and post content
  • Optimizing website design for maximum customer satisfaction and the minimal use of resources
  • Monitoring how customers use the website and search for key products
  • Improve sales visibility of customer behavior, buying patterns, site engagement and more


About 75 percent of customers admit that they spend more money when they have a positive online browsing and buying experience. The proof is in the numbers. [3] Integrating CRM and other functions into the operating platform earns an average of a 41 percent increase in revenue and 26.4 percent increase in productivity. Integrated CRM can improve customer retention rates by as much as 27 percent.

Google's Suite of Paid and Open Source Tools

Google Analytics insights are easier to manage when the operating platform, Web pages and customer applications are fully integrated. Google offers both free and paid business services for marketing analytics so that companies can better understand and appreciate their customers. The top metrics to monitor include how many pages were visited in each session, session duration, bounce rate and channels that lead visitors to a given website. Google paid applications include Google 360, which complements Zoho CRM software. Clarity often implements Google Tag Manager to increase the amount of customer engagement tracking while browsing the catalog, looking at products, making purchasing decisions, checking out and much more.


Choosing an Experienced Partner for Collaborative Integration Projects

Zoho CRM eCommerce integration can automate business processes, strengthen the customer experience and streamline administrative tasks, but you need the right team to integrate your software successfully. Clarity’s eCommerce platform developers will work directly with your IT staff in a truly collaborative effort. It's important to find a development partner that's willing to train your staff, incorporate company suggestions and listen actively to determine the best integration strategy. Come see how Clarity’s full-service consulting team can help you increase sales, customer loyalty and satisfaction with a Zoho-eCommerce integrated solution.





[1] 38 mobile Marketing Statistics to Help You Plan for 2018

[2] The Ultimate List of Marketing Statistics

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