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Retail CRM software

Pipedrive’s retail CRM software empowers you to easily oversee and manage your sales operations. Increase customer retention by providing an immaculate buyer experience, all while optimizing your retail sales.

What is a retail CRM?

Customer relationship management, or CRM, in retail enables your business to unify important data into one user-friendly hub. Supercharge your marketing efforts with personalized messaging designed to drive repeat sales and create loyal customers.

Use data to drive success

Harness granular reporting to achieve a transparent view of your retail business. Use insights to make informed decisions pivotal to your company’s success.

Simplify your sales processes

Create workflows catered to your operations. Automate busywork, collect and relay important data to your CRM and keep customers engaged with automatic follow-ups.

Utilize third-party integration

Connect your CRM to the platforms you use most like Slack, Google Drive and Mailchimp. Sync sales information from your POS to your accounting software and launch email marketing campaigns straight from your CRM.

Automate your order management

Centralize all order data into your CRM and distribute accordingly. Supervise order activity and log customer history to optimize communication and drive repeat sales.

Target your audience

Gather valuable data like customer preferences and demographics. Tailor marketing efforts and personalize emails to fill up your sales pipeline with hot leads.

Generate loyal customers

Beat the competition by providing fast and effective service. Keep on top of inventory so your customers are never disappointed, and engage with them on the platforms they frequent most.

How retail CRM software can help you retain more customers

Customer retention rates in retail average at 63%. This means that retailers are struggling to engage with over a third of their customers effectively post-purchase.

Your customers want to feel valued and looked after. Without a well-oiled consumer CRM, you’re likely to confuse and delay orders, neglect customer queries and fail to nurture buyers at every touchpoint.

Deploy the best CRM in retail to streamline your order management, keep on top of inquiries and delight customers from initial contact to closing your first sale (and beyond).

Design efficient workflows

The retail sales process can be complex, making customer interactions difficult to keep track of. Disorganization can cause you to miss important action points (like follow-ups), leaving customers ready to seek out a more tailored service from competitors.

Pipedrive’s consumer CRM reminds you to schedule new activities, such as personalized messages, and automatically follows up with buyers who have engaged with your platform.

Keep hold of your customers with Pipedrive’s automated workflows

Create a seamless order management system

Failing to unify management systems across departments leads to operational disasters. Disorderly data makes it difficult to create exciting buyer journeys and craft profitable marketing assets.

The best retail CRM provides a true north star for all customer and order analytics. House a valuable record of customer behavior and communications to make informed decisions when converting your leads into loyal customers.

Explore how Pipedrive will help you attract and retain customers

Set insight-driven goals and track results

Without valid methods to target and reach your audience, your business will run into bottlenecks.

Pipedrive gathers and displays data on easy-to-read, customizable reports. Track progress, set store-wide goals and reveal winning patterns to identify and engage with your ideal customers.

Discover how Pipedrive uses insights to drive your success

What to look for in a retail CRM solution

Retail businesses, especially SMEs, require specific features when incorporating retail CRM software into their operations. Here’s what to seek out in a CRM for your retail business:

Scalability

Your business may be subject to growth and expansion as you increase your offering or open new branches. A good consumer CRM will work and scale alongside your development without letting leads and workflows fall behind.

Customer segmentation

Identifying and reaching your target audience is essential for your retail business’ success. The best CRM for retail will enable you to segment your customers using custom variables.

Data accessibility

An efficient CRM will provide searchable databases, making it easy to filter and locate data and sync insights across multiple devices. Select a CRM that allows you to access actionable insights from anywhere, at speed.

How does a CRM for retail work?

Selecting the best CRM in retail will help your business organize orders, attract your target audience and communicate effectively to establish loyalty and generate glowing customer referrals. A good retail CRM system will help you and your team:

  • Simplify order processing and ship products more efficiently
  • Manage inventory, identify hot products and tweak orders and promotions appropriately
  • Record customer orders and suggest similar products to increase sales
  • Store customer communications and offer assistance based on historical data
  • Integrate with email, live chat, social media and messaging services to widen sales opportunities
  • Automate and distribute receipts to customers and your business to keep tabs on sales performance
  • Track performance across the board and highlight where your operations could improve

How to set up your retail CRM software

  • 1. Use custom fields to segment your target audience

    Within your target audience, you’ll have a wide array of customers ranging from frequent buyers to seasonal shoppers. Your business needs to identify these segments and engage with customers appropriately to maximize sales opportunities.

    Once you open up your Pipedrive account, you can use custom fields to import various customer segments based on buying behavior and/or frequency. Set up automation processes and tailor marketing efforts as required.

  • 2. Supervise your operations with dashboards

    Our insights and reports feature allows you to separate and individually monitor departments of your retail business.

    Perhaps you run a sports store and want to isolate your football jersey sales. Or, monitor consumer packaged goods at your online store. Pipedrive’s retail CRM software empowers you to create reports for the metrics that matter within your business, so you can easily track inventory, gain product insights and optimize your sales and revenue.

  • 3. Import touchpoints and forms to your retail CRM

    Running a retail business can be hectic at times, especially during peak hours and seasonal events. You and your team can’t afford to manually record queries and contact information submitted at various touchpoints when you’re busy.

    With Pipedrive’s retail customer management, record customer data and inquiries across your website, social media accounts and even in-store. Our LeadBooster add-on pulls data from web forms and chatbots. Easily embed forms on any website to gather key customer information and use chatbots to respond to common questions at speed, day or night. It has never been so easy to get in touch and engage with customers without delay.

  • 4. Automatically follow up with similar products

    Existing customers present an opportunity to drive repeat sales. Follow up post-sale with product newsletters and actively showcase your offering to drive engagement, build lasting connections, and influence buying behavior.

    Pipedrive’s retail CRM workflow automation removes the hassle from follow-up tasks. Market similar products to customers based on past purchases, and automatically follow up once an interaction has been registered. Use touchpoints to communicate and delight leads before, during and after purchases to boost revenue and increase retention rates.

Make your retail operations more efficient with integrations

Carefully selected Pipedrive integrations will enhance your retail business’ output and further digitize your operations.

Here are some integrations your retail business can benefit from:

Charles

Providing a stellar shopping experience is critical to retail success. Connect live messenger apps to your CRM and turn conversations into conversions with Pipedrive and Charles.

Integrate Pipedrive and Charles to level up your customer communication.

Dealbot for Slack

Every stakeholder in your retail business needs to be aligned. Update your employees and managers on important operations with Slack.

Simplify communication with Pipedrive’s Slack integration.

Xero

Your retail business relies on cash flow to function.

Connect your accounting software with in-store and online payments to keep on top of your revenue.

Make accounting a breeze with Pipedrive and Xero.

Asana

Your employees need to be aware of individual product and service performances. Harness Asana to illustrate how new promotions and deals are selling in your retail business.

Optimize your sales with the Pipedrive and Asana integration.

Mailchimp

Email marketing is a powerful way to follow up with existing customers. Send personalized emails based on consumer segments to retain customers and drive sales.

Discover Pipedrive’s Mailchimp integration.

Zapier

Connect thousands of everyday apps with your CRM. Import customer data, post multi-channel product listings and fulfill orders with Zapier’s automation functions.

Connect your apps with Pipedrive’s Zapier integration.

Spend less time on admin and more time closing deals!