Every customer to your WooCommerce store is a business contact. These contacts are a crucial part of your online store business.
Business contacts include details — first name, second name, email address, phone number, address, date of interaction, date of birth, purchased services or product, sale amount, order Id, etc. Overall, a single contact involves several pieces of information, and together a month of business contacts makes a pool of data.
Now, the challenge is; how to manage and organize these pools of business contacts for your online store?
And, that’s where Customer Relationship Management (CRM) came to the spotlight.
Boost Your Sales & Revenue with Optimum Use of CRM!
A CRM plugin, such as Nimble WooCommerce Integration, is specially designed to organize and manage contacts and extract the most out of it for marketing and sales. And, that is what we are going to explain through this article.
We are exploring Nimble CRM in this article as it has some exciting features and benefits which can help you in your business. MakeWebBetter can become a helping hand to organize your contacts with our designed Nimble and WooCommerce integration plugin.
So, let’s dive in and check the step-by-step process to integrate WooCommerce and Nimble CRM for profitable business contacts management for your WooCommerce store.
Understanding Contacts Management
A business is always among two parties – you and your customers.
You offer a solution for a certain problem to the customer, and in return, they pay for it. That’s how a healthy business goes.
But, to keep your business going, you are constantly required to gain new customers, and that is what we do with all types of marketing we have – content marketing, paid ads, email marketing, social media marketing, etc.
And, in the present competitive business world, we have the situation that if we need 4 customers we are required to have 400 prospects and for that, we need 4000 leads. That’s a harsh reality.
Now, the major challenge for a business is to find out ways to manage these 4000 leads so that they could filter down their customers ultimately. These leads or connections – all of them are counted as business contacts. And, how well a business manages it defines how effectively that can filter its customers and engage those customers.
And, we already learned ahead that Nimble is a perfect contact management CRM (particularly for social media contacts). Let’s check out other reasons why Nimble is the perfect contact management CRM.
Why Your WooCommerce Store Needs Nimble?
Social media is booming. There is a constant increase in features and advertisement opportunities at various social media platforms that a lot of businesses are using to gain customers and sales.
Online stores or WooCommerce store businesses are not behind.
1. For Social Media Leads Management
Lots of sales, leads, and business connections are built on Facebook, LinkedIn, Instagram, etc. And, those leads have higher chances of conversion. With Nimble, you can sync and gather the information and collect the contacts for your business.
2. For a Centralised Data Processing
Centralizing data processing may become a helping hand to you. With Nimble, you can organize and manage your business contacts in one place and extract the most out of them for marketing and sales.
3. For Sales and Marketing
As mentioned above Nimble is all about collecting data for sales and marketing. Gathering data in one place helps you reuse the data when your next product is launched.
How to Connect WooCommerce and Nimble CRM?
WooCommerce and Nimble are perfect tools together to manage social media contacts and WooCommerce order and contacts data in one place. And, the only challenge we have was how to seamlessly integrate these two useful tools.
With the Nimble Integration for WooCommerce plugin, we can do that in a much easier way.
To do so, you can read the setup guide. However, I will quickly explain the setup steps here as well.
Step 1: Get the Integration Plugin
The Nimble Integration for WooCommerce plugin is available on the WooCommerce marketplace. In order to use this plugin, you must purchase it and install & activate it on your WooCommerce store.
Since this plugin has no free version, it’s suggested to read the documentation and product page carefully, and also check the demo as well.
Still Have a Doubt!
Dive into two core parts of Nimble Integration for WooCommerce.
Step 2: Connect & Authorize Your WooCommerce Nimble Integration
After you activate the Nimble Integration for the WooCommerce plugin, you need to carry out the initial setup.
First of all, you need to connect and authorize your Nimble account with the integration plugin.
Click on “Connect Your Account” It will ask you for a password and an email. Then click on continue and you will see a popup as shown below, asking for permission to share Nimble CRM access. After that click on “Authorize” to allow.
Once the authorization is done successfully, you will be redirected back to the setup stages. To move to the next step click on “Move to Next Step”.
In this step, you need to create the custom tabs that you are supposed to use to arrange your WooCommerce store data in your Nimble CRM. Simply click on “Create Fields” to create new custom fields in your Nimble for WooCommerce data.
Fields that you create will appear on the Nimble CRM while your feeds help you customize the data that you will be syncing with the Nimble CRM from the WooCommerce store.
After all these, it’s time to sync your existing data in the CRM, based on the feeds you previously created, and then to the field you made.
Step 3: Create Feeds
Creating feeds help to optimize the data you wish to sync from WooCommerce to Nimble.
After creating fields and feeds, you have to click Move to the Next Step.
Step 4: Sync Data
Click on Sync Data to sync your existing contacts, data using the respective feeds. However, if you have a large number of Contacts. The sync may take time. In that case, click on the Skip For Now button.
When you click on the Start Sync button you will be prompted with a dialog box seeking permission to either Initiate Sync or Skip sync. As data sync over Nimble is a time taking process, we recommend you to click on the Skip button.
Initiate Now: In initiate now, syncing will start and during synchronization, if you want to skip you have to click on the Skip For Now button. And if you want to continue the process, wait until it completes 100%. Once the setup is complete, you need to click on “Next”.
The initial setup of the Nimble Integration for the WooCommerce plugin is successfully done. You will see a successful confirmation as shown below.
What After Integration?
Once the integration was installed successfully. Now you have to look at how to use that synced data.
Go to the Sync Data tab where you will get the option to enable/disable data sync. In which you will get two tabs:
i) Bulk Data Sync- Sync all the WooCommerce objects of your site to the Nimble CRM in One Click.
ii) One-Click Sync- Sync all the New/Failed WooCommerce objects of your site to the Nimble CRM in One Click.
How to Add Contacts and Deals on Nimble CRM?
After the data sync is complete, now you can check how to add contacts and deals on Nimble CRM.
Click on Logs Tab, you will get the list of your contacts. Then, click on the Nimble Object Id of any of your contacts.
You will be redirected to the Nimble Sign In page. Fill in the credentials and move forward.
Then the dashboard of Nimble will appear with the details of the customer you selected. You will see every minor detail of the customer.
Also, from the dashboard, you can see other contact information.
After Syncing and Logs are done move to Settings, here you will find 8 options:
- Enable instant sync: When you enable this toggle, WooCommerce data is instantly synced to Nimble CRM. If you turn off this option, you’ll have to manually sync the data from the Data Sync tab.
- Enable logging: Enabling this option allows you to save sync log errors. If you deactivate this option, no logs will be saved.
- Wipe Data on Disconnect: Enabling this toggle in the Settings tab will erase all the sync history once you disconnect the integration with your Nimble CRM.
- Product Bought Tags: By enabling Product Bought Tags, you can tag your customers buying specific products with this tag.
- SKUs Bought Tags: Enable SKUs Bought Tags and add tags to contacts on the basis of the product SKUs bought.
- Categories Bought Tags: Add tags to contacts in terms of categories of the products that your customer bought.
- Delete log after x days: This option will let you select the number of days you want to store the sync logs for.
- Custom Tags: Enter tags to assign each contact synced by the plugin.
This is the full process of setting up WooCommerce Contacts with Nimble CRM.
Need Help with the Integration Setup Process?
Handling eCommerce is not an easy task. But with the help of advanced tools and features, you can easily manage. And managing WooCommerce Contacts with Nimble Integration can help you to organize and manage business contacts and extract the most out of them for marketing and sales.
So if you are planning to use CRM for your business, use WooCommerce Contacts with Nimble CRM to manage your contacts in an organized way.
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