Orders become workflows
An order can trigger assignment, scheduling, approval, installation or aftercare rather than simply stop at dispatch.
Magento CRM integration
Magento handles the order. SmartCo handles what happens next.
For merchants whose sale starts an installation, service, approval or aftercare process, SmartCo connects the storefront to the operational work behind it.
Backed by technology and eCommerce experience since 2011.
The gap
The customer experiences one company. Staff often experience two systems.
Magento is excellent at catalogue, checkout and orders. The operational work that follows can end up in email, spreadsheets or another system entirely.
After dispatch
Anything that needs a survey, visit, installation, certificate or follow up often leaves the commerce platform.
Customer history
Purchase history sits in Magento while service history sits somewhere else, so nobody sees the complete relationship.
Pre-sale enquiries
Questions before checkout can disappear into a shared inbox instead of becoming part of the same customer journey.
What connects
Magento in front. SmartCo behind.
Orders, customers and relevant events can feed the operational workflow while Magento continues to do what it does best.
One customer view
Purchase history, enquiries, documents and operational activity can sit against the same customer record.
Events can move both ways
Status updates can be exchanged where the Magento implementation and operational workflow support it.
Useful where the order starts more work
- Sold, then installed
- Sold, then serviced
- Trade and account customers
- Warranty and asset history
- Operational status after checkout
Typical use cases
Commerce with an operation behind it.
Sold, then installed
Products that need a survey, fitting, commissioning visit or certificate before the job is finished.
- Scheduling
- Engineer assignment
- Site details
- Sign-off
Sold, then serviced
Equipment with warranty, maintenance, parts or a service history worth keeping.
- Asset history
- Warranty dates
- Service visits
- Parts and stock
Magento questions
Keep the storefront. Connect the operation behind it.
Questions about Magento, accounting software and connector costs are on the main FAQ page.
After the order
Show us what your team has to do once Magento says the sale is complete.
That is usually where the useful integration work begins.