Benefits of Connecting Ecommerce with Microsoft Dynamics CRM and Dyncmics 365

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This document discusses how Dynamics CRM can help e-commerce businesses by integrating with e-commerce platforms. It provides an overview of Dynamics CRM and its capabilities for marketing, sales, customer management and administration. It then discusses how APPSeCONNECT connectors allow Dynamics CRM to sync customer and order data with Shopify, WooCommerce and BigCommerce. A demo is shown of the Shopify integration. The benefits of this connection are managing customers, orders, invoices and marketing from one system.

Technology

PRESENTED BY
Subhajit Goswami
Head - Business Development
Mina George
Co-Founder and CEO

Main Points
What is Dynamics CRM
Marking ,sales , services , manage
customers
APPSeCONNECT Connectors
What is APPSECONNECT Connectors
Demo
Shopify demo
Benefits of integration
with E-Commerce
How Dynamics CRM can help e-shop
owner

What is Dynamics CRM
Manage marketing and services
Dynamics CRM will help marketing and sales
team to manage a lead generation cycle and to
manage all marking activities and in addition it
can help to manage company services
Manage customers and sales
Microsoft Dynamics CRM build to help your organization to
manage customer with all his information and pervious
history , and to manage the sales cycle for your
organization

Admin activities
at one place
Marketing
and offers
campaigns
Customer
Retention
Customer
365 view
Benefits of Connecting Dynamics CRM or
Dynamics 365 with E-Commerce

One place for marketing and administration
Manage Customers
Manage customer information and history include they previous orders ,
transactions , Invoices and others
Manage orders & Invoices
Manage your orders and invoices cycle from Dynamics CRM / Dynamics 365
Manage Marketing activities
Manage all marketing activities from one place include mail campaigns ,
generate and qualify leads and others ..

Customer retention and Customer 365 view
Customer retention
Dynamics CRM / Dynamics 365 will help marketing and sales team to make a good
customer retention
Customer 365 view
Sales and marketing team will have a full image about the client and all activities
has been made between organization and the client

APPSeCONNECT Connectors
Sync all customers and orders info from shopify to Dynamics CRM /Dynamics
365 and from Dynamics CRM/ Dynamics 365
WooCommerce
BigCommerce
Sync all customers and orders info from WooCommerce to Dynamics CRM
/Dynamics 365 and from Dynamics CRM/ Dynamics 365
Sync all customers and orders info from BigCommerce to Dynamics CRM
/Dynamics 365 and from Dynamics CRM/ Dynamics 365
Shopify

How Connectors work
Sync Order information
1- Get new orders from E-Commerce platform
2- Sync fulfilled orders and update the E-Commerce platform
Sync Customer information
1- get new customer info from the E-Commerce platform to
The Dynamics CRM / Dynamics 365
2- Send updated customer info from the E-Commerce platform
To Dynamics CRM / Dynamics 365

Customer Information
- Register a new customer at shopify
- Sync info to Dynamics CRM
- Update customer Info
- Sync updated customer info again to shopify
Order information
- Get new orders from Shopify
- Make the order cycle at Dynamics CRM
- Fulfill the orders and sync them again to E-Commerce platform
Demo With Shopify

Next Demo
SAP Integration.
Magento Integration

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