Customer Relationships

Helping you be relevant every time.

The OrderDynamics CRM enables you to market more effectively both online, offline, and over the phone. By capturing multiple consumer preferences and analyzing shopping behaviour, you can deliver consistent and relevant messages with high click throughs and conversions that ever before.

Customer Segmentation

OrderDynamics gives you the point-and-click ability to create dynamic customer segments, and target these segments in email campaigns, promotions, and content. The complete customer database includes deep master data such as billing information, multiple addresses, credit card wallet, order history, active shopping lists and carts, file attachments, reviews, customer level pricing, and more.

Customer Preferences

Provide incentives to capture rich customer preferences and interests so you can market more effectively. The Customer profile in OrderDynamics is extensible with user defined fields so you can capture, report, and test customer preferences in your marketing campaigns.

Quoting and Assisted Checkout

Customer care staff can quickly access a comprehensive set of customer information including active shopping carts, lists (like wish lists), and open quotes created in the call center. With a click of a button, order forms can be moved into the backend call center shopping cart for assissted checkout. All quotes and order forms can be downloaded as a PDF retrieved on the frontend by the customer.

Customer Relationship Management (CRM) Includes:
  • Quickly find Customers by name, order, e-mail, phone number, and more
  • Centralized Customer Database with complete Order History
  • Multiple addresses per Customer
  • Customer levels for loyalty, promotions, and content targeting
  • Customer culture for language preference
  • Assignment of B2B group (see B2B)
  • Full order history per-Site
  • Retrieve Order Forms from Customer (Shopping Carts, Quotes, Wish Lists, other lists)
  • Edit Order Form in Call Center to assist with Checkout
  • Review and Retrieve Case history and individual Cases
  • Customer Product Notifications
  • Product Ratings and Reviews linked to Customer
  • Review Credit Memos on account
  • Full Email Log on Customer Record
  • Internal Notes on Customer
  • File Attachments on Customer Record
  • Integration capabilities with third party CRMs
Return to Backend Operations
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