CRM Optimization

Optimize your CRM system to reduce your cost/ticket and response time, while improving customer satisfaction

Automate 90-95% of email tickets via automation rules, customized macro libraries, optimized FAQ pages, chat flows and other automation techniques.
Automate across a wide range of CRM channels: email, chat, phone, comments on Social Media channels, SMS, Whatsapp and other.
Automate CRM tickets while retaining a personalized response to each customer, utilizing any current or historical customer history.
Overall improvement to CRM analytics, customer feedback loop and response time.

CRM is one of our top 3 most popular optimization 'Pillars'
We focus on Shopify and have built true domain expertise here
Proven techniques (continuously applied to our own Shopify store portfolio), to reduce cost per ticket, increase first & average response time and improve customer satisfaction
We are on the forefront of CRM automation in regards to the latest AI tools
We have automated stores in a wide variety of niches, geographies, size segments and are prepared for anything

Drastically reduce your cost per ticket and overall CRM overhead costs
Provide your CRM agents powerful tools to step-change increase in tickets answered per hour
Significantly decrease your first response time & average response time per agent
Improve customer satisfaction through faster response times, while retaining response & resolution quality
Utilize & track better CRM analytics, improve your customer feedback loop

Get a sneak peak of some of the automation techniques we apply.

CRM Automation Funnel Overview

We provide an overview on the CRM automation funnel that can be applied to effectively automate CRM tickets.

Automating 97% of CRM Tickets

We provide an overview on how the vast majority of CRM tickets can be systematically automated for any Shopify store.

CRM KPIs Overview

We discuss the main CRM KPIs that should be optimized for a Shopify store and how to prioritize them.