Online Stores: 5 CRM Automations That Save Time
1. Automatic Cart Abandonment Follow-Up
When a customer abandons their cart on online stores, the CRM sends a first email one hour later. This email can include a simple reminder or a promo code to encourage return. If the customer doesn’t respond, a second email goes out twenty-four hours after abandonment. This automated reminder often recovers lost sales without manual intervention. Adjust content based on the cart: specific products or similar offers.
2. Notification When a VIP Customer Returns
The CRM detects when a loyal customer visits the site again. It then sends an instant alert to sales or customer service. With this information, you can personalize the approach: offer a VIP code, dedicated service, or tailored product advice. This personalized follow-up strengthens the relationship and increases sales chances. VIP customers feel valued and stay engaged.
3. Automatic Contact Creation
Whenever a visitor fills out a form or makes a purchase, the CRM creates a record with all available information. Details include name, email, browsing history, and cart contents. For a purchase, the purchased products and amount spent are also recorded. This single record streamlines segmentation and personalizes future campaigns. No manual data entry is needed: the CRM does the job.
4. Personalized Post-Purchase Emails
Five days after an order, the CRM automatically sends a personalized email to the customer. This email suggests complementary products based on their initial purchase. It can also include an invitation to leave a review on the site. Recommendations based on purchase history boost average order value and loyalty. By requesting quick feedback, you show that the customer’s opinion matters, strengthening the relationship.
5. Automatic Status Change
Once a customer reaches five completed orders, the CRM changes their status to “loyal customer.” This update triggers sending exclusive offers reserved for loyal buyers: discounts, early access, or free samples. The “loyal” status also activates specific workflows like event invitations or premium newsletters. These actions strengthen customer engagement and encourage repeat purchases.
Recommended Integrations
To optimize these automations, connect your CRM with the following tools:
Shopify or WooCommerce: automatic synchronization of orders and stock.
Klaviyo or Brevo: targeted email campaign management for automated sequences.
Stripe: updates customer status as soon as a payment is validated.
Google Sheets: automatic export of CRM data for detailed reporting.
Conclusion
CRM automation frees up precious time and boosts conversion. By automating follow-ups, notifications, and emails, every interaction becomes a well-exploited opportunity. Your team can then focus on strategy and growth, while the CRM handles repetitive tasks.
