CRM Integrations
Your supply business has grown to the point that you know you need your CRM and client ordering systems to integrate with one another so you can provide a better experience for your clients and a more efficient process for your own business. If done correctly you’ll reduce churn, increase conversion and improve your bottom line.
But how do you choose a B2B ecommerce software (or D2C depending on your needs) that can accomplish this, while offering robust features that actually boost the efficiency of your operations as a whole? Your employee attention is already split between managing your inbox and your purchase order process, and integrating your CRM will only further divide your focus.
At Cloudfy we don’t just paper over a B2C solution with a few B2B functions—we dedicate ourselves completely to suppliers and distributors like you who need deep trade-only solutions right out of the box, especially tight integration with your customer relationship management tool. With Cloudfy acting as your ecomm. portal, there is NO need for you to pay for and setup a separate connector. And so it comes without a high price tag and or time-consuming maintenance.
Simplify, save and scale your operation through an industry leading combination of B2B and D2C features, top-notch UX and so much more, all packed in a turn-key, low-maintenance and affordable SaaS solution.
Why Integrate Your Webstore & CRM
- Ability to Offer More Personalized UX
- Sales Team Enablement
- Save Time, $ and Effort with a Single Connector
- Easily Retain a "Single Source of Truth"
SIMPLIFY, SAVE & SCALE WITH DEEP CRM INTEGRATION
Personalized UX
With CRM integration, you can provide your clients a truly personalized user experience. From custom category menus to restricted product offerings to unique homepages and dashboard experiences, your Cloudfy site can be easily adjusted to cater to different audiences – resulting in greater customer satisfaction and stronger sales.
Seller Assisted Ordering
Cloudfy gives your sales reps the ability to walk your customers through an order, add or remove items in their cart, and even place the order on behalf of your customers. By syncing with your CRM, you make it easier than ever for your team to review customer support notes from a single dashboard, and open the door to greater up-sell potential.
Returns Management
Automate your RMA process with Cloudfy’s returns handling feature. This can be done through manual management or integration with your back-office ERP and warehousing systems. What's more, by connecting your ecommerce portal with your customer relationship manager, you can better document returns and analyze ways to help reduce such instances.
Discover how simple it can be to mesh your CRM with your ecommerce solution. Contact us now to schedule your complimentary Cloudfy demo.
TOOLS FOR THE TRADE
Design your own custom package of software products to best suite your needs.
Ecommerce Portal
Discover the premier shopping cart solution for trade-only and D2C sales; featuring automation tools to help you simplify, save and scale.
Sales Rep Tablet App
Empower your field sales team with a powerful app, designed for tablet usage, containing all data they need to close more deals and collect more orders, right at the touch of their fingertips.
Client Ordering App
Convenient, mobile restocking tool for your busy customers - complete with inventory alerts, barcode scanning and more.
Marketplace & Partner Connector
Manager all your B2B sales channels from just a single unified integration.
B2B Features Out-of-the-box
Your Cloudfy solution comes pre-built with the most comprehensive set of B2B features on the market.
Done-for-you ERP Integration
Cloudfy comes pre-built with integrations to many major ERP systems, so launching your connected ecommerce webstore is just a routine configuration task (done by Cloudfy), not a big scoping and development project you’d otherwise have to hire a 3rd party for. This turn-key dynamic keeps your costs low and expedites your time-to-launch. All Integrations >
FEATURED CASE STUDY
Heineken needed to quickly deploy a B2B ecommerce solution to allow their wholesale customers to order online 24/7. From their P.V. Union Brewery in Slovenia, the new client ordering portal would serve nearby bars, restaurants, and distributors with their daily, weekly and monthly orders… Full Case Study
"Great work by the Cloudfy team launching our B2B portal in record time."
