Increase your sales through better customer engagement

Whether you’re watching TV or chatting with friends on Facebook, you’re constantly being exposed to ads that are all striving for the same thing – your attention.

From popups, to SMS’ and emails – we’re conditioned to accept engagement and we get a lot of it. As a print and embroidery business you too rely on return business and keeping in touch with your customers is a way to increase your sales through better customer engagement.

A tool designed for just that is Zoho CRM – A Customer Relation Management tool.

Zoho CRM empowers you to manage your business contacts including customers and leads, record engagement you have with them, and create and manage email and social campaigns. It’s used by millions of businesses and marketers world-wide because it works.

You can see a short overview of what Zoho CRM can do for you here:

Partnering with Zoho – Get your free trial

DecoNetwork is partnering with Zoho to give you a free trial that integrates with DecoNetwork so you can experience how Zoho and DecoNetwork can skyrocket your business.

Configuring Zoho CRM with DecoNetwork

With DecoNetwork and Zoho CRM, your customers and leads can be shared between DecoNetwork and Zoho CRM.

Customers who purchase on your website, or who you create a quote or order for in DecoNetwork will become Contacts in Zoho CRM.

Customers who subscribe to your newsletter in DecoNetwork will become Leads in Zoho CRM.

Get Zoho CRM!

If you are not a Zoho CRM subscribers click here to start your free trial account thanks to DecoNetwork.

Enable the Zoho CRM app in DecoNetwork

To enable the Zoho CRM app in DecoNetwork:

1. Log into your DecoNetwork website.
2. Browse to Manage Fulfillment and select the yellow ‘+ Add Ons‘ button in your top menu.
3. From the Category drop down select ‘Customer Settings‘
4. Click Add now on the Zoho CRM app.

Get your Zoho CRM API token

Before you can connect Zoho to DecoNetwork you to create your Zoho API token.

1. Log into your Zoho CRM account (crm.zoho.com)
2. Click here to create a new API token (https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi)
3. COPY the AUTHTOKEN value from the results
   

ONLY copy the value AFTER the equals sign.

Setup Zoho in DecoNetwork

Now that you’ve installed the Zoho app in DecoNetwork plus have your Zoho CRM API token, you can now configure DecoNetwork to sync with Zoho CRM.

1. Log into your DecoNetwork website.
2. Browse to Manage Fulfillment > Settings and select Zoho Integration under the Website Settings section
3. From the Integration Settings options select either:
   1. Sync all Customers over all Affiliate Stores:  Select this option to import all customers who purchased from ANY of your affiliate stores into Zoho, or;
   2. Only Sync Customers from “My” stores: Select this option to only import customers who purchased from stores you flagged as your own stores.
4. Optionally check Allow each Affiliate Store to setup their own Zoho Integration if you permit your affiliates to sync to their own Zoho CRM account.
5. PASTE in the Zoho CRM API token acquired above into the Zoho API Authentication Token field and select the Verify Zoho API Authentication Token button to verify the authentication.

 

Mapping record fields

Once your access has been authenticated a sectioned titled Record Mapping will appear which lets you select to sync contacts and / or leads.

Check Sync Contacts to sync all customers who have made purchases in DecoNetwork as a contact in Zoho CRM.

Check Sync Contacts to sync all customers who have registered on your site but NOT made purchases in DecoNetwork, or who have subscribed to your newsletter as a lead in Zoho CRM.

Mapping fields

With either option selected you can now select the blue link Map Fields so DecoNetwork fields to Zoho CRM fields. You can add new fields by selecting ‘dd new field and map additional DecoNetwork fields in CRM. Useful fields to map could be:

• Phone number
• State
• Country
• Store
• Total order value

Note these fields are required in Zoho CRM. To make new custom fields in Zoho CRM see Creating Custom Fields in Zoho Help.

 

With your settings configured click Save an DecoNetwork will begin the sync process.

Once complete DecoNetwork will continue to sync new and updated records automatically.

 

 

from DecoNetwork Blog http://www.deconetwork.com/blog/increase-your-sales-through-better-customer-engagement/

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