Streamlining Ecommerce Operations with CRM Tools

🚀 The future of B2C commerce isn’t about choosing between great customer experiences or operational efficiency—it’s about delivering both. That’s why Shopify and Klaviyo have partnered to bring the best of commerce and CRM together in one seamless integration. The result? ✨ 62% faster growth ✨ 30%+ lower total cost of ownership ✨ Happier teams with fewer silos Brands like Daily Harvest and Dollar Shave Club are already proving what’s possible: more personalized experiences, simpler operations, and more predictable growth. 💬 “We see Shopify as our ecommerce hub, and Klaviyo as our customer CRM hub... our dev team and marketing team only need to know two core systems. It makes processes go faster.” – YuJin Yong, VP of Digital at @Daily Harvest This is how partnerships should work: technology that actually makes sense, helping brands scale smarter. Read more here 👉 https://lnkd.in/giCs3usn Eddie O'Brien, Jake Cohen

Imagine hitting massive customer growth and then realizing you don’t truly know who your VIP customers are. That was our reality. Who drives more profit vs revenue? Who visits the most? What keeps VIPs engaged, and what drives bargain shoppers to convert? That had to change. We grew to $40M+ in revenue last year and still realized we were basically flying blind when it came to customer behavior and cohorts. - Our email platform showed us opens, clicks, and revenue per send. - Our Shopify analytics looked at total visitors, SKUs, and topline revenue. - Our subscription tool showed us churn and subscription revenues. - Our CRO testing and upsell platforms tracked A/B tests, conversion rates, and revenue per visitor. But we had to dig through different platforms and data to find out: - Which customers were actually profitable after returns and discounts? - Why do some cohorts stick around while others vanish? - What behaviors predicted long-term value vs one-time buyers? We had all this data living in different places, speaking different languages. By the time we manually connected the dots, the insights were already stale. This is the reality for most growing DTC brands. You start with simple tools because that's what you need. But what gets you to $10M might not be what gets you to $50M. Those tools eventually become handcuffs. When we switched to Klaviyo recently, we finally understood why they call themselves "the only CRM built for B2C." It's not just email and SMS. It's your entire customer universe in one place: - Real-time behavior tracking across every touchpoint - Predictive analytics (that actually predicts) - Segmentation that goes beyond “recently visited” or "bought once vs twice" - Attribution that shows true ROI, not vanity metrics The biggest unlock for us might be the speed of decision-making. When you can see everything in one platform, you can act on it immediately. No more waiting for reports or long CSV exports. No more "let me check three different dashboards." For an 11-person team managing a fast-growing 8-figure brand, that's the difference between drowning and dominating. Most CRM platforms are built for B2B sales cycles. Consumer moves way too fast for that. We see millions of visitors a month and drive thousands of sales a day. Our data platform needed to keep up. We chose Klaviyo because what they built isn’t just another email tool. Check out the link below if you want a single command center for understanding and growing your customer base.👇🏽 #KlaviyoPartner

CRM is the operating system for any organisation and making sure the data there is reliable is extremely important. Scrut Automation , an early mid-market company, faced challenges with data reliability in their CRM system, HubSpot. The issues primarily revolved around inaccuracies caused by sales staff updates and duplicate entries, a lack of comprehensive records for churn, upsell, and expansion, as well as the introduction of new data points such as renewals and multi-year contracts. To address these challenges and achieve a clean CRM, Scrut implemented several strategies, resulting in an impressive data accuracy rate of over 95%. Here's how they accomplished this: 1. Field and Logic Updates: Scrut recognized the need for a more nuanced representation of their business processes within HubSpot. To improve accuracy, they redefined their data model by updating fields and introducing new logics. For instance, renewals were incorporated into the deal stage, and multi-year contracts were assigned distinct fields. Upsells were recorded as separate line items, providing a clearer view of sales dynamics. 2. Incentivizing Sales Team and Customer Success:Acknowledging the pivotal role of the sales team and customer success in maintaining accurate CRM data, Scrut linked its incentive program to the data on Hubspot. By encouraging and rewarding timely and accurate data updates, they fostered a culture of accountability and ownership. This not only improved data accuracy but also contributed to a more engaged and invested team. 3. Integration of Tools:Scrut recognized the need for specialized tools to enhance the functionality of HubSpot. They seamlessly integrated tools like Churn 360 and Cognisaas with HubSpot to streamline processes related to churn, upsell, and expansion. This integration facilitated a more comprehensive and automated approach to tracking customer behavior and business growth, further boosting CRM accuracy. In conclusion, Scrut's journey toward achieving a clean CRM with HubSpot involved a combination of strategic updates, team incentivization, and the integration of specialized tools. By addressing the specific challenges they faced and proactively enhancing their CRM processes, Scrut successfully elevated their data accuracy to over 95%, providing a solid foundation for informed decision-making and sustainable business growth. What steps do you take to maintain CRM hygiene? Hasib Omarzi Craig Giannantonio Raghu Kakarlapudi Rakib Azad #datadriveninsights #cleandata