If you own an online shop, it is hard to do without a customer relationship management tool (CRM). It is in fact one of the best tool combinations to help you to enhance your service offers and customer relationship.
We have identified three big steps for a facilitated data transfer between these two systems : the planning, the implementation and the maintenance. Follow our advice to smoothly connect your e-commerce tool to your CRM
First article of our series : the planning phase Step 1/3 : The planning phase – Defining your business rules