BigCommerce and Salesforce Integration: How to Connect Your E-Commerce Site to CRM

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In today’s digital age, there are numerous e-commerce platforms to choose from when it comes to setting up an online store. One of the most popular platforms is BigCommerce, known for its ease of use, scalability, and powerful features. As an e-commerce business grows, it’s important to manage customer relationships effectively, and this is where Customer Relationship Management (CRM) software comes in. Salesforce is one popular CRM system, and integrating it with BigCommerce can be a game-changer for businesses. In this article, we’ll explore how to connect your e-commerce site to CRM using the BigCommerce and Salesforce integration.

Understanding BigCommerce and Salesforce Integration

One powerful integration available to e-commerce businesses is the BigCommerce and Salesforce integration. This integration helps businesses manage customer relationships, streamline sales workflows, and gain insights into business performance.

The BigCommerce and Salesforce integration can be done using different methods, including using third-party apps, custom code or using apps available in the Salesforce AppExchange. It gives businesses the ability to push customer information, sales data, and order history from BigCommerce to Salesforce, provide automation processes, and synchronize the two platforms.

Benefits of BigCommerce and Salesforce Integration

Integrating BigCommerce with Salesforce has several benefits to businesses, including:

  1. Improved Customer Management: The integration helps e-commerce businesses to manage customer relationships, track customer data and behavior, and automate follow-up marketing campaigns.
  2. Streamlined Sales Process: Easily managing orders, and sales process with ease for optimal performance tracking and sales growth.
  3. Personalized Marketing: Access more data about your customers and target them with personalized marketing campaigns based on shopping history and preferences.
  4. Comprehensive Reporting: Integrating data helps businesses access and track customer behavior, trends, and performance which useful for making data-backed business decisions to boost growth.
  5. Time and Cost Savings: Merging data from multiple departments saves time and reduces manual efforts in the repetitive areas of data entry and management.

How to Connect BigCommerce to Salesforce CRM

Now that we’ve established the importance of integrating Salesforce into BigCommerce, here’s a step-by-step guide on how to connect BigCommerce to Salesforce.

1. Preparing Your BigCommerce Store

Before initiating the connection between BigCommerce and Salesforce, ensure that the BigCommerce store is fully set up and user accounts correctly configured on Salesforce. Ensure that all the fields you want to sync between BigCommerce and Salesforce are cusomizable.

2. Install the Salesforce Connector App in BigCommerce

BigCommerce offers a pre-built app for Salesforce businesses considering integration, which is also available in the Salesforce AppExchange. Once you have the Salesforce connector app, log in to your BigCommerce account with your admin credentials, and navigate to Apps.

In the Apps section, select the "Salesforce Connector" app, and then click on the Install button. Follow the prompts and customize the integration configuration in the App settings. During configuration, you will authorize the App by entering Salesforce login credentials in the setting.

3. Map Fields and Configure Sync Settings

Now that the Salesforce connector app is installed and authorized, you will be prompted to define communication settings. Next, map fields in BigCommerce to their corresponding fields in Salesforce to ensure all data flows between the two systems as expected.

Once the field mapping is complete, configure the sync settings for the integration to ensure the right data gets transmitted between both systems efficiently. The mapping process is automated, and the sync process happens on an hourly basis.

4. Test and Launch Your Integration

Any time you implement a new system integration, it’s important to test the integration first. Test to ensure all data fields are syncing between both systems. Post-testing, you can then finalize the integration and launching it between Salesforce and BigCommerce.

Final Thoughts

By successfully integrating BigCommerce with Salesforce, e-commerce businesses can streamline operations, make data-backed decisions, and boost overall sales performance. However, it’s important to pick the correct integration method suitable for your business, depending on the level of customization or complexity required. So, take your time to map out the needs of your business before integrating BigCommerce with Salesforce, and then follow these necessary steps to facilitate the integration process.

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