Further details: We currently use Trello and need to improve our operations for our growing e-commerce business. Website does not allow for auto populating information into CRM. At this time, we need to fix what we have. We are not interested in remaking our website now.
Could you analyse what we currently have set up in Trello, find out the functions that we need and recommend an alternative CRM? We have considered Zendesk & Freshdesk and want an easy way to transition our data over to the new CRM. We need software that allows for custom fields and will allow us to import excel spreadsheet data from the website into the new CRM.
Answer: We have worked with plenty of clients who have tried to use Trello as a CRM for their ecommerce business. The big upside to using Trello for order fulfilment is that the training time is minimal and the visual aspect of being able to move orders through a production line gives a good overview. The way that you can link up the email-in feature on boards so that orders from WooCommerce, Shopify, Squarespace, Weebly, Wix etc can flow through into a new card in the first stage of your fulfilment process helps businesses avoid double-entry of data.
The downside to using Trello is that it isn’t a CRM and doesn’t built-in forms for collecting data from your website.
We’d recommend that you look into using Pipedrive with their webform feature for collecting ecommerce leads from your website and feeding the lead details through the first stage of the appropriate sales pipeline. You could then trigger a workflow so that activities (aka a digital to-do list) is created for the appropriate staff member. Using workflows in your ecommerce business will also ensure that automated emails can be sent to clients at the appropriate stage.
Get in contact if you’d like to discuss a comprehensive ecommerce CRM workflow system that also ties into online review management software, email marketing software and others.