CRMNEXT Overview & Magento 2 Integration

Magento 2 CRMNEXT Integration

Below, we shed light on CRMNEXT – a reliable CRM system designed for merchants of different sizes. The platform provides products for various industries. Besides, you can leverage different tools: CRMNEXT lets you streamline products depending on your particular business needs. In addition to the core features of the CRM system, we also provide separate attention to the Magento 2 CRMNEXT integration. Let’s take a look at the major platform’s instruments first and then proceed to the synchronization guide.  

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CRMNEXT Overview

If you want to push your interaction with customers to an entirely new level, a Magento 2 CRM integration is a must-have investment. It dramatically improves various daily duties, automates numerous management processes, and helps to reveal time necessary for the implementation of customer experience improvements. As for the Magento 2 CRMNEXT integration, it enables you to streamline the following instruments and features.:

Instruments

Magento 2 CRMNEXT Integration

  • Sales is a broad category of tools provided by the platform. With the Magento 2 CRMNEXT integration, you can enhance lead and referral capture processes. Leverage multiple channels to capture new leads. The platform is channel-agnostic: it lets you work with social media, email, SMS, mobile, in-person, and numerous more channels on a single platform.
    At the same time, different allocation instruments let you automate the process of leads assigning to sales reps. You can leverage such parameters as product expertise and location to automates these procedures.
    The 360 overview of customers provides you with access to in-depth customer intel. The platform also offers current targeted offers and behavioral insights. And with the following integration tool, you can easily synchronize all existing Magento customers with CRMNEXT. Get visibility into contacts, relationships, product, service requests, documents, purchase history, and more aspects of your clients within one place. At the same time, the Magento 2 CRMNEXT integration lets you manage deals and move customers through the sales pipeline in a fully automated manner. Leverage detailed targeting, goal tracking, and highly configurable reports to improve the efficiency of your customer management routine.
    Last but not least is the ability to leverage built-in quotation features of CRMNEXT. The platform lets you design and create quotations via standard and easy-to-use templates.
  • Service. Service automation and various enhancements in this area are other important aspects of the Magento 2 CRMNEXT integration. You can effortlessly capture cases from multiple channels, leverage domain expertise and availability to assign leads to service reps automatically, as well as enhance the service request process via customizable smart call scripts. The system provides the ability to enable call center agents to ask relevant questions and offer intelligent solutions. As a result, you dramatically improve first-time resolution rates.
    Deep call center management capabilities include outbound predictive dialing, inbound call distribution, and interactive voice response. Besides, the Magento 2 CRMNEXT integration enhances the daily workflow of your support team with context-sensitive screen pop-ups and integrated reporting.
    Advanced approvals and workflows are under your disposal as well. Thus, you can design numerous service processes more efficiently. Besides, the system guarantees SLA compliance based on multi-level escalations and assignments.
  • Cross Sell. The Magento 2 CRMNEXT integration also offers plentiful cross-selling opportunities. For instance, you can leverage in-depth whitespace analysis creating micro customer segments based on multiple criteria. The system lets you define products suitable for customers in a particular micro segment and automatically create offers based on the existing product holdings.
    Deep machine learning involvement enables the platform to understand data from multiple sources better without the necessity to hire a third-party specialist. With the Magento 2 CRMNEXT integration, you can dive deep into the flow of information from such areas as social, back office, transactions, creating smarter personalized offers. Of course, data from your e-commerce website can also be connected to the flow with the integration solution described further in this article.
  • Marketing. Precious marketing capabilities are another benefit of the Magento 2 CRMNEXT integration. The platform lets you allocate leads and referrals automatically via configurable business rules. With qualification scripts, you allow any employee to understand what every customer needs and wants, ensuring quality leads.
    Various machine learning capabilities make this process even better. CRMNEXT offers the Trinity Cross Sell Modeler feature developed to analyze customer buying behavior. As a result, you can create relevant, contextual, personalized offers in a fully automated way, delivering the right message, at the right time, on a channel that is more convenient for every particular client.
    The ability to set, track and measure employee performance against targets is another important aspect of the Magento 2 CRMNEXT integration. Your e-commerce website doesn’t include any similar tools. As for the CRM system, it identifies conversations which actually result in sales.
  • Social. Deep integration with social networks is also included. With the Magento 2 CRMNEXT tandem, you can monitor brand mentions across multiple social networking platforms in a single system. Thus, it is much easier to capture mentions and conversations related to your brand.
    Furthermore, the platform lets you turn social platforms into a more fully-featured tool than people usually think about them. With CRMNEXT, you can streamline them to resolve customer requests and capture leads. Track conversations on the major platforms to resolve queries faster and capture leads more effectively.
    Another aspect of this feature is the ability to improve your collaboration within the team. The Magento 2 CRMNEXT integration lets you share information about leads and service requests in a very user-friendly manner between your employees.
    And you can get more in-depth customer insights, capturing social media profiles and contacts. Thus, it is possible to identify and manage influencers and brand ambassadors faster.
  • Analytics. The integrated analysis engine is another robust tool provided by the Magento 2 CRMNEXT integration. Use multiple dimensions – time, team, territory, product – to dive deep into your customer-related business insights. Note that everything is available in a highly-configurable interface which is not only intuitive but also easy-to-use. With the integrated drag-and-drop functionality, you need no coding skills to implement all the necessary customizations.
  • Collaboration. As for this category of tools, it also introduces lots of changes to the default processes. The Magento 2 CRMNEXT integration, allows your team members to connect to product experts in the most preferable manner. The effective collaboration is personalized to empower your team to brainstorm and deploy creative solutions.
  • Business Process Management. As for various business management features, they help you accelerate business circles helping you stay agile and highly responsive to changes. With the Magento 2 CRMNEXT integration, you will create a zero-touch, end-to-end, instant gratification customer experience.
    Note that with the coding-free, intuitive, drag-and-drop, visual interface of the platform, you will push your end-to-end customer and employee journeys to an entirely new dimension.

Industries

Magento 2 CRMNEXT Integration

Now, when you are familiar with the core features and instruments of the CRMNEXT platform, we’d like to say a few words about industry-specific solutions provided by the system.

  • RETAIL BANKING and CORPORATE BANKING. The CRMNEXT platform lets you bring delight into every banking experience. The system offers industry-specific solutions for both retail and corporate banking needs. Craft customer journeys across any channel and automate multiple processes that occur during your interactions with clients. Also, note that you can reduce cost-to-service with single-platform transaction management capabilities across all channels.
  • INSURANCE. Your business of risks can be automated with various robotic processes. At the same time, you will acquire customers faster and monitor sales more efficiently. The ability to move leads through the pipeline quicker and leverage cross-sells and up-sells in your insurance business are also a part of the provided enhancements.  
  • FINANCIAL SERVICES. CRMNEXT also offers financial service CRM capabilities. You can capture leads from every touch point, making them count. Get 360-degree views of prospects, make relevant sales pitches, and collect the most in-depth customer insights to make your financial services better.
  • SECURITIES. The potential of valuable enterprise data can be easily unveiled with CRMNEXT. The platform lets you drive superior team performance as well as personalize every touchpoint, utilizing portfolio data, activity patterns, and embedded analytics.
  • PHARMA. Leverage the digital healthcare CRM solution by CRMNEXT to improve your customer management processes. Manage all leads on a single platform, leverage data from your business, social media platforms, and third-party systems, and create value-based relationships with your clients.
  • RETAIL. Yes, you can fully integrate your retail website with the CRM platform. The Magento 2 CRMNEXT integration on the basis of the tool described below enables you to leverage the described features and all other means provided by the system. Holistic customer view, personalized shopping, deep omnichannel capabilities, and various other improvements are under your disposal.
  • MEDIA. Get a better understanding of your audience, optimizing lead management, and generating more valuable relations with your clients. At the same time, you can improve the daily routine of your employees due to automation and the ability to provide context-based coaching tips.

CRMNEXT Pricing

No pricing details are available online. Please contact the vendor directly to get more information.

Magento 2 CRMNEXT Integration

Magento 2 CRMNEXT Integration

Now, when you know about significant benefits, products, and industries of CRMNEXT, we’d like to draw your attention to another important topic – the Magento 2 CRMNEXT integration. Unfortunately, you cannot use the default tools to connect your e-commerce store to the CRM platform, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites.

The module is designed to help you connect your Magento 2 website to CRMNEXT in a matter of minutes. And you can achieve this goal without a single line of code! It is only necessary to install the extension on your e-commerce website and let is automate data transfers between Magento 2 and CRMNEXT. Improved Import & Export creates a bridge between the two platforms based on API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 CRMNEXT integration seamlessly:

  • Automated CRM data tracking and exchange;
  • Synchronization for:
    • Customers;
    • Products;
    • Magento entities (all product types, orders, customers, and invoices);
    • CRMNEXT entities;
  • Synchronization history;
  • Attributes mapping to improve the accuracy of Magento 2 data in CRMNEXT;
  • Automate data transfers via schedules or triggers.
  • Support for multiple stores;
  • Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 CRMNEXT integration. Note that if CRMNEXT does not support some of the following entities, you can still leverage the described processes for integration with other systems.

Product Data

When you add a new product, update an existing one, or apply changes to the inventory, the Improved Import & Export Magento 2 extension transfers all the corresponding data to CRMNEXT updating the CRM platform.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export can send the corresponding data to CRMNEXT. When a registered customer applies changes to his/her existing account, the module can transfer the data to the CRM platform.

Income Tracking

Income tracking is another opportunity related to Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to CRMNEXT and back if the CRM platform requires it.

Payment Methods Mapping

Another opportunity related to Magento 2 integration with external systems is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks. It doesn’t affect the synchronization with CRMNEXT; however, you can leverage this feature in other integrations.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to any external systems, ensuring that tax calculations are correct.

Other Use Cases

The Magento 2 CRMNEXT integration based on the Improved Import & Export extension provides the ability to:

  • choose what entities to move between the platforms: products, orders, customers, invoices, etc;
  • use schedules or events to enable automated data transfers;
  • synchronize the two systems by mapping Magento 2 attributes to ones used in CRMNEXT.

Get Improved Import & Export Magento 2 Extension

CRMNEXT API

Now, let’s say a few words about the CRMNEXT API. The platform’s application programming interface allows you to get data from multiple external sources, including Magento 2,  in real time. But you still have to be an experienced coder to enable the API integration manually. Luckily, we offer a better way to achieve this goal.

With the Improved Import & Export extension, the Magento 2 CRMNEXT integration is seamless, easy, and unlimited! The module uses the REST API to connect your e-commerce website to the external system. It can also leverage SOAP and other standards to create any connections. To enable the Magento 2 CRMNEXT integration, the plugin generates multiple API bridges, exchanging all entities between the two systems. You only have to install and configure it or ask our team to do that.

Improved Import & Export Magento 2 Extension Features

Magento 2 CRMNEXT Integration

We’ve already explored the CRM platform as well as some essential nuances of the Magento 2 CRMNEXT integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers, which helps you avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

  • Establish API connections;
  • Automate data transfers;
  • Map attributes;
  • Leverage import/export of all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and CRMNEXT is required. Usually, you have to recreate changes applied to your e-commerce store in a CRM system manually. Since the integration requires multiple updates per day, it turns into a complete waste of time. But the problem can be easily solved with the help of a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to CRMNEXT and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 CRMNEXT integration becomes a breeze with our module.

Automated Import & Export

The CRMNEXT Magento 2 integration is a continuous process that requires advanced automation. And Improved Import & Export provides the ability to avoid daily duties related to data transfers via schedules and event-based triggers, which entirely automate them.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers, including the Magento 2 CRMNEXT integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

  • custom intervals,
  • customizable, predefined update schemes,
  • profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),
  • and asynchronous data transfers (launch every scheduled profile manually whenever you want).

Magento 2 CRMNEXT Integration

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 CRMNEXT integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

  1. Create a trigger;
  2. Connect it to an event;
  3. Link an action to a trigger to launch it automatically.

Thus, transferring data to CRMNEXT with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the CRM platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to CRMNEXT. The Magento 2 CRMNEXT Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map CRMNEXT attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the CRMNEXT Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 CRMNEXT integration in the most intuitive way with mapping presetspredefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from CRMNEXT, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 CRMNEXT Integration Add-One for Improved Import & Export knows what attributes are required by the CRM system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

Magento 2 CRMNEXT Integration

Matching Interface

Importing/exporting data between CRMNEXT and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

Magento 2 CRMNEXT Integration

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 CRMNEXT synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from CRMNEXT to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from CRMNEXT or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

  • Add a prefix to multiple attribute values;
  • Add a suffix to numerous attribute values;
  • Split various attribute values;
  • Merge many attribute values.

Note that you can combine them and create conditions increasing the efficiency of the applied changes. You can find more information in this article: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

You won’t use category mapping in the Magento 2 CRMNEXT integration. However, it dramatically simplifies other connection. You can match external categories to ones used internally, reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

Magento 2 CRMNEXT Integration

To create new categories right in the import job, choose a parent category, and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The feature is described here in more detail: Product attributes import.

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 CRMNEXT integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 CRMNEXT integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for CRMNEXT, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 CRMNEXT integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

  • FTP/SFTP. Transfer data files using a local or remote server.
  • Dropbox. Use a Dropbox account to establish a connection between the two systems. Alternatively, you can rely on Box, OneDrive, Google Drive, iCloud, and Amazon Drive.
  • URL. A direct URL can be used to import a data file as well.

Magento 2 CRMNEXT Integration

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 CRMNEXT integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 CRMNEXT synchronization as well as other APIs if necessary. For instance, our module also works with SOAP (which is deprecated in the case of CRMNEXT) and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to CRMNEXT via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheettransferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 CRMNEXT integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

Magento 2 CRMNEXT Integration

The video below displays other details of our extension:

Final Words

CRMNEXT is a feature-rich CRM platform for businesses of all sizes. You can effortlessly connect it to your e-commerce website with the help of Improved Import & Export. Our extension dramatically simplifies the Magento 2 CRMNEXT integration providing the fastest way to synchronize both platforms. For further information, follow the link below and contact our support:

Get Improved Import & Export Magento 2 Extension

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