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CRM for high-touch eCommerce company?

I'm looking for a CRM for my high-touch eCommerce company. I'd like to keep track of all correspondence with customers, vendors, and strategic partners on one platform. I know Zoho CRM has a BCC drop box but it doesn't keep track of incoming messages.

Any ideas?

Here are some other feature's we're looking for:

-Create different types of potentials and track their lifecycle. For example, I'd like a list of all strategic partnerships in the works and also have one for sales leads.
-Integration with Mailchimp (open to using another email provider if it's comparable).
-Integration with Wordpress.

Thanks in advance.

23 Replies

Satish Chavan
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Satish Chavan Entrepreneur
Cloud, Analytics & Mobility
Hello Roman, You can try Hubspot with Hubspot CRM. If you are using Magento for e-commerce you can get plugins. If custom solution then integration can be done using Hubspot API. Alternatively you can use salesforce...only challenge with salesforce is TCO is higher. Let me know if you need additional inputs. Regards, Satish Chavan Sent from my iPhone
Spokey Wheeler
0
0
Spokey Wheeler Entrepreneur • Advisor
Director at Zinaida Ltd
I'm fairly sure Nutshell.com can do most of the things you're asking for.
Dale Lampson
1
0
Dale Lampson Advisor
Product Management at Fitbit
You could start with Desk.com from Salesforce. Zapier has a pretty extensible connector that you could use on your WordPress pages to, say, funnel readers actions into Desk. Similarly, MailChamp has a Desk.com connector.

If your business has the potential to quickly grow to a 6 or 7 digit customer customer base, the mainline Salesforce CRM platform has robust CRM and partner management capability via Communities, great integration with WordPress, MailChamp and much more via Appexchange products. Of course, you'll pay more. It's possible to start with Desk and graduate to Salesforce down the road, but the migration is not painless.

A potentially lower cost starting point could be Zendesk. Their integration with WordPress has been around for a while and works well. I've not used Mailchamp with Zendesk, but I suspect that's achievable.

There are obviously many more choices. But going for a next round of funding with either of these brands next to your CRM capability is very safe.
James Scott
1
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James Scott Entrepreneur • Advisor
Customer Success Thought Leader & Executive | Passionate about B2B SaaS, ecommerce and independant retail | Entrepreneur
If you haven't already, take a look at Brightpearl. Customer / vendor CRM is one part of the solution offered by our SMB ecommerce ERP software.

Good luck!

James.
Steven T.A. Carter
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Steven T.A. Carter Entrepreneur • Advisor
Chief Operating Officer at 1PEL Inc.
I am a huge fan of Salesforce. They have a large app marketplace for features they don't handle and have a very flexible setup to allow you to customize it to your needs. I have used it at the last 5 startups I have helped spin up with SFDC as a core component of the sales management and sales operations programs. Their lead management and tracking is pretty robust too, again with a large set of third party apps to get you pretty much whatever you need. TCO is high if you have LOT's of employees using it. $1200 a year per seat for Enterprise but that gives you a lot of leeway in terms of numbers of objects, storage and customization.
Dan Arad
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Dan Arad Entrepreneur
Sr. Director of Product Management at BlazeMeter
Try www.getbase.com. I know the CEO. He's a real ace.
Ahmed Salah
1
0
Ahmed Salah Entrepreneur
Software Consultant
Agile CRM
Steven T.A. Carter
2
0
Steven T.A. Carter Entrepreneur • Advisor
Chief Operating Officer at 1PEL Inc.
Have to say that Base looks really good. So good I am going to schedule a demo as I recommend and configure CRM on a regular basis and it has me interested with the feature set they show on the website. Thanks for the tip Dan Arad.
Natasha Ambo
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Natasha Ambo Entrepreneur
Sr. Business Systems Integration Developer at MetTel
I would recommend SalesForce as well though it's pricey, but if it's just a few users, it may be worth it. Dynamics CRM also is similar. If you are looking for flexibility, easy to expand on, integrate with other systems, and more than just the basic CRM functions, these may do the job (keeping in mind no system is perfect). Salesforce already comes with plugins for Mailchimp and has Outlook plugin for email messages (though this may not be its strong point).
Ashant Chalasani
0
0
Ashant Chalasani Entrepreneur
Co-Founder at NEBIZ™ – nachhaltiges E-Business
How many users will be using the CRM? Today? Next year? In 3 year time-frame?
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