You can find numerous enhancers for Magento 2 B2B in the Magento market if you are in need of those. However, most of them are focused on delivering a single problem solution. Such complex businesses as B2B-oriented ones require sizeable investments to make them relevant. Maintaining them with full attention to each part is extremely costly. But there is a way to save money and increase the performance of your business. Magento 2 and CRM integration is the solution here.
Magento 2 and CRM integration is one of the most efficient ways of supporting a B2B store. As you work with people to deliver services to people, it is vital to invest in the management of human resources. CRM and Magento 2 integration will help you to solve any issues related to the field. Follow this post to learn more about the benefits of such software.
Improved Import and Export: universal integration provider
FireBear Improved Import and Export for Magento 2 is a powerful business booster. Exploiting the limits of data transfers, the extension provides advanced options for using data import and export with multiple data sources and file formats supported.
The area of the extension usage is unlimited. You can turn to the software if you need to automate your store routine. Thanks to the flexibility of Improved Import and Export, you can also use it as an integration hub to bring new functionalities to the Magento 2 system.
Overall, the extension is the tool for:
- Automatic cron-based and manual database updates,
- All kinds of migrations to Magento 2,
- Cross-platform integrations,
- Magento 2 integrations with CRM, ERP, PIM, and accounting software.
Improved Import and Export can enable multiple integrations within a store. With its help, you are able to arrange a unique workflow based on the professional tools you have implemented.
Magento 2 and Salesforce CRM integration in detail
FireBear uses the logic of Improved Import and Export to establish the connection channel for the Magento 2 and Salesforce CRM integration. Based on the native Salesforce API, the integration solution provides end-to-end synchronization between these two platforms.
The variety of file formats supported helps to run flexible transfers, while the advanced data mapping functionality built into the extension prevents the whole process from errors. To start data exchange between Magento 2 and Salesforce CRM, you need to enable a synchronization channel and decide on the type of transfer you want to get your data with — manual or automatic. As easy as it is.
See what you can get with the FireBear Magento 2 and Salesforce CRM integration solution:
- Full transfer of all Magento 2 entities.
- Bilateral synchronization between Magento 2 and Salesforce CRM.
- Direct connection via the native Salesforce API.
- CSV, XML, XLSX, ODS, Json, ZIP, and TAR file formats supported.
Magento 2 and CRM integration is a great helper for a B2B merchant to increase team efficiency and the quality of services.
CRM tools are built to gather and store up the info on the customers and add extra options of communication with them. Marketing is another field that can be analyzed and improved with the right CRM elements implemented into your Magento 2 business. Apart from that, you can solve multiple inside issues with CRM. Team management can be fully covered with the resources provided by the integration software.
B2B entities introduced in the official B2B extension are also supported in the Magento 2 and Salesforce CRM integration software. Companies, company roles, quotes and negotiable quotes, requisition lists, shared catalogs can expand their functionality with the support of specialized CRM tools. Thus, you can automate your routine with the entities and reduce the time invested in management.
For more tools to improve your Magento 2 Commerce/Cloud or Magento 2 Open Source workflow visit the FireBear site.
