Keap, formerly known as Infusionsoft, is a CRM to cater to all your marketing and automation needs. In fact, it goes a step ahead by helping you level up with a Customer Relationship Management system.

You can not only collect and organize data but an effective CRM will automatically fetch and update your leads. You can set rules to define the score for your leads, what stage they are in, or even plan personalized marketing campaigns for your potential customers.

I am not bragging, but it does not just level up your marketing game, the numbers show in conversions (speaking from first-hand experience with various CRM software). 

It is totally normal if you are wondering for yourself:

Hey, let me first hit the targets of XYZ revenue, it will be then that employing a CRM would be profitable!

But I tell you that:

Why don’t you read all that I have to say and then decide whether or not it’s time you sign up for some customer relationship management software?

There have been enough surveys and market research to affirm the need for Customer Relationship Management software. Let us have a quick look over some of these numbers:

CRMCustomer Relationship Management has become one of the most important jargon in the sales and marketing industry lately. Everyone has a rough idea of what a CRM is and that it can help us set sales and marketing automation.

But there remain questions such as what business size is best to opt for a CRM software? What is a sales pipeline? How to optimize the features of the CRM software you are using? 

In this blog post, we will figure out the answers to all these relevant questions. We will also understand how you can make your WooCommerce store more efficient with the help of Keap CRM.

You will also learn about how integrating your WooCommerce store with CRM software can be a boon for your business.

What Does a CRM Do?

Customer Relationship Management helps you structure and manage your leads across the entire sales funnel. You can create brand awareness and run relevant ads for the appropriate audience using CRM software.

You can also create workflows and deploy sales and marketing automation for your WooCommerce stores. You can easily plan your upsell and cross-sell strategies using an effective CRM such as Keap.

CRM benefits for WooCommerce store owners.

We can define the importance of CRM software by answering how difficult a task it would become to conduct online business without it! Having a centralized system with all the consumption and customer data in one place is a boon.

The concept of CRM is not just about compiling all your data in one place but it also lets you implement your marketing plan seamlessly. 

To be able to run your business successfully, you need to keep your team updated with the latest customer information and address user issues proactively.

Besides keeping track of consumer behavior, a crucial part of running a business is ensuring user satisfaction. It might become very annoying for a customer to explain their issue to three different customer care executives thrice.

Therefore, it is part of your job to have your customer care task force prepped up. You can do that only when you have all the pertinent information handy. This is where the Customer Relationship Management software makes your processes smooth.

As you scale up, you can also implement marketing and sales automation for a personalized experience for your expanding customer base.

Lastly, I am not going to lecture you on the innumerable examples that justify the return on investment for CRM software.

So if, you are still hesitant about starting to use a CRM system right away, just go through the CRM strategies used by the giants like Apple and Amazon. Check out how they resolve the conflicts before they even occur. And, umm, make your decision now!

Who Should Employ a Customer Relationship Management Software?

The simplest answer to this question is that any business that has customers is eligible to use a CRM. Now, let us break this very vague answer into more understandable categories:

1. Businesses With A Sales Team

Do you have a fully functional sales team working together to boost your sales revenue? Employing CRM software will only enhance their performance. Using the software, you can organize and manage your leads.

You can even rate your leads according to their consumer behavior. This will help you decide on your marketing action plan. This will help you formulate effective upsell and cross-sell strategies.

2. Businesses With A Marketing Team

Customer Relationship Management is a vital resource for marketing teams. The sales information and lead behavior in the CRM database are a goldmine for any marketing team. With the help of CRM software, you can easily track the ROI of your marketing campaigns.

All in all, CRM software makes compiling profitability reports and maintaining accountability smooth as butter!

Also, CRM becomes your resource when your marketers can employ targeted marketing. You will no longer be a spammer to your customers and there is an increased probability of improving the open rates of the emails you send.

3. Businesses Looking for Opportunities To Upgrade Their Efficiency

If one of your concerns is the topline income (that is, the difference between your expenses and revenue), CRM has great potential to improve your efficiency. CRM software such as Keap integrated with your WooCommerce store saves not only time but also a lot of manual work. 

There is various CRM software that allows you to integrate your WooCommerce shop with them. Using these plugins, you can track the synced data and get email notifications in your inbox in case of errors. This also minimizes the incidents of errors. 

4. Businesses That Use More Than 3 Applications

Do you use a separate application for invoice generation and raising tickets? Any online business requires multiple apps to recover abandoned carts, schedule appointments, move your contacts across the sales pipeline, and do other important chores.

Once you get your business onboarded to a full-fledged Customer Relationship Management, you will get a centralized system to schedule appointments, manage tickets, track deliveries, send follow-up emails, and so much more.

My advice is to go for a CRM that allows easy integration with popular apps for the functionalities. This is one excellent feature of Keap (formerly known as Infusionsoft) that can be easily integrated with other applications.

5. Businesses Willing To Enhance Their Customer Experience

If you have plans to enhance the customer experience, investing in CRM software is the wisest decision you can make, to begin with.

If you have a continuously expanding customer base, it is highly important that you use a CRM system to avoid chaos. Customer satisfaction is easily attainable when you can synchronize different departments seamlessly. 

For instance, when a customer requests for an issue to be resolved, your ability to transfer the query to the relevant department within seconds establishes the fact that you care about the cause of your clients.

CRM software enables you to share the client history within your organization and respond instantly in the hour of the need. Always remember, only a happy customer will leave good reviews.

What Is Pipeline Management In CRM?

Pipeline management using Customer Relationship Management (CMR) software refers to managing your potential customers throughout the sales journey.

You can categorize your sales pipeline into different stages and thus group your WooCommerce customers into relevant stages. This assists you in formulating suitable strategies to give your customers a personalized experience.

You can align tasks for different stages of the sales pipeline. CRM is the best tool to build relationships with your customer. The most challenging task in the sales pipeline is to acquire leads and once you do that the most important task is to retain them throughout all stages of the pipeline. 

Therefore, it is necessary that you build strong relationships with your existing customers while creating new leads. You can offer them upgrades, coupons, discounts, festive offers and so much more.

Let me reiterate, all you need to do is align the task according to the pipeline stage. This is why having a defined pipeline for your business is a crucial aspect of employing customer relationship management.


As the name suggests, CRM software’s main goal is to help you maintain strong relationships with your customers and potential customers. From the awareness stage to follow-ups, conversion, and retention, your CRM makes you much more powerful.

When you integrate your WooCommerce store with reliable Customer Relationship Management, it gets life. You can track your customers as you optimize the use of your software.

Find out which of your marketing strategies are working the best and which ones need to be concluded. In no time, you will not only have your leads pouring in but also your customers coming back to you for your products and services.

So the answer is, yes, you should definitely opt for Customer Relationship Management software for your WooCommerce business.

Author Bio

Himanshu Rauthan is Co-Founder at WP Swings, MakeWebBetter, and the Director of CEDCOSS Technologies.

Himanshu Rauthan is an entrepreneur, Co-Founder at WP Swings, MakeWebBetter, and the Director of CEDCOSS Technologies. He has worn many hats in his career – programmer, researcher, writer, and strategist.

As a result, he has a unique ability to manage multi-disciplinary projects and navigate complex challenges. He is passionate about building and scaling eCommerce development. 

Connect with him on LinkedIn and Twitter.

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Editorial Staff at WP Webify is a team of WordPress experts led by Peter Nilsson. Peter Nilsson is the founder of WP Webify. He is a big fan of WordPress and loves to write about WordPress.

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