Maintaining business relationships in this day and age is necessary since it aids one’s business remain distinguished from the competition. One effortless way to undertake it, as far as online business is concerned, is through a CRM (Customer Relationship Management).

One such valuable and reliable CRM tool is Insightly. With more than 1.5 million users, it is used by several companies, including the ones who maintain an online business through WooCommerce.

But how can one leverage the usability of WooCommerce with the help of Insightly? One can get the necessary answers by the end of this article as it elaborates on Insightly integration for WooCommerce.

Integration of WooCommerce with Insightly

The following is a straightforward way to integrate WooCommerce with Insightly:

Step 1: Download and Install Plugin

Download the .zip file of Insightly. Log into your WooCommerce dashboard and go to Plugin – Add New.

Click on the Upload Plugin and upload the .zip file.

Install and click on Activate to get started.

Step 2: Set Up the Plugin

Once the plugin is installed, one will have to undertake a few setting integrations like feed creation and synchronization, background synchronization, etc.

After all the necessary changes and personalizations are undertaken, businesses can benefit from the following advantages of this integration.

Benefits of WooCommerce Integration with Insightly

What benefits can one reap with the integration of WooCommerce with Insightly? Does it play in favor of the business?

The following benefits highlight the varying ways how businesses can make the most out of the combination of WooCommerce and Insightly.

1. Proper Management of Customers’ Data

Insightly provides automated workflows that facilitate the faster data entry of the customer’s data. eCommerce companies using WooCommerce can update their contact records. This allows their team to save time and spend the same on something more productive.

2. Precision Insights

Insightly renders concrete insights at one’s disposal. This can help facilitate business campaigns and bring them to fruition.

The integration of WooCommerce provides essential data like open, click-through, engagement, and bounce rates. Such data in the form of charts, reports, and graphs can help business executives manage the progress and make the necessary changes.

3. Third-Party Integrations

It can be challenging to find an effective CRM that allows third-party integrations. But Insightly offers seamless third-party integrations that can efficiently maintain and elevate the customer experience.

One can integrate applications like Ninja Forms, MailChimp, Dropbox, Hubstaff, etc. This reduces the burden and makes it easier for businesses to indulge in customizations for a better customer experience.

4. Personal Customer Relationships

Owing to the insights provided through Insightly, businesses get an idea about their customers’ preferences.

Such data helps businesses maintain close relationships with customers and personalize their experience. Since this makes the customers feel more comfortable, it results in brand loyalty, leading to more sales and revenue.

5. Better Project Management

Managing WooCommerce can be daunting, especially for somebody who is relatively new to the field of online stores and business. But Insightly allows online business owners to promote better project management- from the orders to on-time delivery.

Such a smooth business process makes the business stand out to the customers. This makes it easier for businesses to qualify leads and get long-term customers.

Takeaway

The combination of WooCommerce and Insightly brings several benefits to the table. Not only does it tremendously improve the sales processes, but it also helps businesses track their progress with insights.

In conclusion, integrating WooCommerce with Insightly is a boon for eCommerce companies to increase sales and revenue and maintain strong relationships with their customers.