3 System Integrations You Will Need To Use Your B2b Ecommerce Platform Successfully

By Author: Shane Emerson
Total Articles: 36
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As an entrepreneur, you will be using the B2B eCommerce platform when you are doing business with large buying organizations. Unlike B2C, B2B customers are small to large companies that have a pre-established workflow to place orders online.

If you want to run your business successfully, avoid using your B2B eCommerce platform as a standalone system. An integrated system will make it easy to manage your business. You will spend less time on administrative tasks and focus more on what matters most sales.

Without an integrated system, you will have to spend time cutting and pasting data. Manual tasks are a time-waster, which can be always avoided by using an integrated system. It helps to streamline communication, allows you to easily share data and get more insightful reporting.

1.QuickBooks Accounting System

B2B eCommerce integration with QuickBooks will help to simplify your processes. It saves you from inputting information manually in both systems. ...
... Your eCommerce data and bookkeeping records are always in sync.

The integration automatically synchronizes your eCommerce data with QuickBooks. With a single click of a mouse, you can move all your customers/contacts and orders to QuickBooks.

Invoice information also flows in a bi-directional manner. This means any invoice cancellation in QuickBooks will be automatically reflected in your eCommerce store as well.

Similarly, QuickBooks CRM integration can make your life easier. It builds a strong foundation to run your business efficiently. The interaction allows data sharing, thereby eliminating duplicate data entry. It ensures two-way syncing automatically.

Integration eliminates the need to switch between systems to collect data. For instance, you can access the invoice of any specific customer from within your CRM system.

ConnectWise integration with QuickBooks will also boost efficiency. It will enable you to export financial data from ConnectWise, which will be updated in QuickBooks.

2. Salesforce CRM Platform

Salesforce CRM integration with eCommerce will speed up your business process and improve efficiency. However, surprisingly only 16% of enterprises using eCommerce have implemented integration.

Salesforce CRM can integrate with some of the most popular eCommerce platforms. You can sync customer, shipping and tracking information from your eCommerce back office to CRM itself. For instance, in case the customer hasn't received the delivery, the sales reps can access the CRM to get the real-time status of the order.

This will allow CRM users to easily handle customer requests without switching between systems. Just by logging into one system, the user can access data from the other system.

With an integrated system, a support representative using CRM can easily handle order cancellations. This is because order information along with customer data is synced with CRM, which helps to easily access the details.

You can transfer the entire order history of every customer account to CRM with a single click. This will allow CRM users to better identify upsell and cross-sell opportunities and increase order value.

Customer's browsing history relayed to CRM module can be used to create highly personalized email campaigns, which can help to boost sales.

Abandoned cart information as well as browsing history of customers can also be sent to CRM. CRM software is designed to schedule follow-up emails, which can be sent to customers with abandoned cart. Abandoned cart notification emails can help you to recover lost sales.

3. Autotask PSA

Autotask PSA is commonly used by IT consultants for project and resource management.
As a business grows, project complexity increases substantially. Autotask PSA plays a key role in managing client projects.

With Autotask PSA integration, you get the bi-directional flow of data between your eCommerce site and the Autotask platform. You can synchronize data with Autotask and ensure both the systems are up-to-date at all times.

You can even import quotes from your eCommerce platform and store them as opportunities in Autotask. When you connect these two applications, it eliminates the need to enter data manually across two systems.

Shane is an American writer for various digital news publications. After being in the ecommerce industry for more than 15 years, Shane has a good understanding of what it takes to make an ecommerce business successful. His articles give insights on the latest trends in the B2C and B2B ecommerce industry. His ecommerce coverage is robust and provides everything from best ecommerce platform to improving your website site. He also likes to cover newsworthy events related to business management software, customer relationship management (CRM) and Quoting software.