• Upshot Commerce: Customer ManagementOn the most customizable, on-demand ecommerce solution. Ever.

Customer Management

Now that you have loyal customers who adore your retail store, it's time to give your call center and customer service representatives the tools to do a superlative job when working through customer questions and problems. Arm your staff with the tools and information they need to gain insight into customer accounts quickly. Reduce hold times, resolve issues faster. Keep your hard-earned customers the happy, return shoppers they should be.

Customer Browsing and Searching FeaturesCategory Management

  • Assign multiple groups to customers and users
  • Search for customers by selectable metadata
  • Filter view by registered or guest customers
  • See which registered customers are on your site right now and their cart contents
  • View deleted/inactive customers

Customer Profile Management

  • Batch update users to delete, assign to a group or make active or inactive
  • Allow customers to be tax exempt
  • Manage payment information
  • Manage multiple billing and shipping addresses
  • View complete order history
  • View and manage Reward Points account (if Rewards Point Extension is enabled)
  • View items that a customer recently viewed
  • Update the customer's password or any other metadata
  • Add internal customer notes with priority, flags and email reminders
  • Add unlimited miscellaneous fields per customer
  • View and manage a customer's wish list
  • Masquerade as the user and view your retail web site as the customer
  • View coupons used by the customer
  • View gift certificates used by the customer
  • Place a new order for the customer

Customer Groups

  • Create unlimited customer groups
  • Allow specific payment options per user group
  • Allow specific shipping methods per user group
  • Contract price levels - assign a price per unique group
  • Create viewing rules and apply to all or select customer groups
  • Restrict or allow product, category or site access on a group by group basis
Extensions
Call Center Management More Info »
The Call Center Extension enables you to accept phone orders for your web store. This software is directly integrated into your Upshot Commerce e-commerce solution. The administrator has a dedicated control panel, located in the Upshot Commerce Suite Order Manager... Learn more...
Social Log In Extension More Info »
Using Social Log In reduces barriers to registering and signing in on your website by allowing users to create accounts and authenticate their identity using a verified social network account such as Facebook or Twitter... Learn more...
Social Bundle More Info »
The Social Bundle includes four extensions: Social Log In, Social Pricing, Share-a-Sale and Social Comments. Normally, these four extensions purchased separately would add up to a cost of over $500 in set up fees and $200 in monthly fees. With the Social Bundle, you get all the integrated advantages of the extensions working together, at a discounted price. What could be better? Learn more...
Help Desk Ticket System Extension More Info »
The Help Desk Ticket System Extension enables you to operate and manage an integrated CRM support system for your online store. This software is directly integrated into your Upshot Commerce e-commerce solution. Customers generate and manage... Learn more...
In-Store Pick-Up Extension More Info »
The In-Store Pick-Up Extension gives business owners the ability to let customers shop online and chose to have their orders shipped to or picked up at a brick & mortar store location. Merchants typically offer online customers free shipping for in-store pick up orders, thus encouraging... Learn more...
Favorite Orders Extension More Info »
The Favorite Order Extension allows repeat customers to easily place repeat orders on your site. Our system saves the customer's order history. The customer can place a repeat order with the click of a button. Learn more...
Membership Access System Extension More Info »
The Membership Access System app enables you to require your customers to provide verifiable credentials to gain access to specific content on your website and online store. This software is directly integrated into your Upshot Commerce e-commerce solution... Learn more...
Rewards Program Extension More Info »
The Rewards Program Extension enables you to create and track incentive marketing programs. This software is directly integrated into your Upshot Commerce e-commerce solution. The administrator defines what actions and items receive the rewards, as well as the value of each reward point.... Learn more...
Wholesale Extension More Info »
The Wholesale Extension for the Upshot Commerce platform allows business owners to create and manage a wholesale business, either as an addition to a retail store, or as a stand-along wholesale operation... Learn more...
Multi-Storefront Extension More Info »
The Multi-Storefront Extension allows you to create and manage multiple new online business models that share the same Upshot Commerce E-commerce administrative back-office environment. This means you are able to run multiple storefronts and shopping carts that share a single data source... Learn more...

Professional Services

Your hard-earned customers are the lifeblood of your business. Capturing leads, upselling products and quickly solving problems are at the top of your priority list. Over the years your organization may have adopted a unique tableau of tools and practices which converts visitors into the the satisfied repeat customers they were meant to be.

And now you're considering upgrading to a better ecommerce software platform, but the thought of abandoning the successful secret sauce that keeps you ahead of the competition makes you shudder. Good news. You aren't pigeon-holed into a rigid, pre-defined set of tools. While the Upshot Platform customer management features and all extensions work on-demand, as is, they're also fully customizable by our experienced team of ecommerce strategists and engineers.

Customizable Customer Management Extensions for ECommerce

The Upshot Commerce Platform is fully customizable.
Contact us about your professional services
and customization needs today.

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Christmas 2.0

Aug 5, 2014 by Vlad Zachary

Back-to-school – the three words that will make middle school kids cry and the retailers sweat. That’s right – the second biggest shopping season of the year is right now and it is heating up. Every year more than $70 billion of merchandise is sold as part of back-to-school drive and around one third of it is online. This is a sizable amount of revenues.

The one major difference between Back-to-school and Christmas is that shoppers are way more price sensitive and not willing to open their wallets as much as during “the holidays”. According to a National Retail Foundation survey – more than 45% of shoppers indicated that coupons influenced where they planned to shop for back-to-school. Another survey by Thomson Reuters and Ipsos discovered that as much as 54% of all parents are influenced by sales and special offers and the second biggest influencer at 48% was teachers’ recommendations.

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Jul 14, 2014 by Vlad Zachary

Is your company at the crossroads, trying to determine if a full investment in Direct-to-consumer e-commerce is worth it?

Are you having doubts about the effectiveness of your current site?

Do you believe that your market is growing, while you are not?

If you answered “Yes” to any of the above – this post is for you.

For many brands the main reason for investing in e-commerce comes down to “Because everybody is doing it and we need to be competitive”. There are endless examples of brands failing to maximize their online selling, due to non-technical reasons.

The main issue is balancing of the relationship with your resellers or channel partners. This can be a powerful motivator to set prices that “don’t compete” with your retailer network. Nobody wants to piss off their resellers.

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Fans, Not Audiences! Customers, Not Conversions!

Jul 11, 2014 by Vlad Zachary

Everything is becoming a machine. Marketing is a machine. We automate processes, campaigns, segmentations, customer acquisition, content distribution. We do landing page optimizations, Call-To-Action A-B testing, localizations and social monetizations. In e-commerce we make everything better, faster, more efficient, more profitable … hopefully.

This is all good as long as we remember the goal of e-commerce – any commerce really. At the end of the transaction a customer pays for a product and needs to be satisfied with both the product and how they got it. Because even the top conversion rate in the industry will not help you have a business next year, if today’s customers are consistently not happy with your product or how they bought it.

In e-commerce we concern ourselves with the “how”. We help businesses get that e-commerce machine running and at Upshot Commerce – we do that well. We also try to help businesses remember &ndash... Read more


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Businesses in the digital economy are increasingly dealing with tons of data. Supplier data, traffic data, site performance data, sales and promotions data, AB testing data … Big Data. How do you sort it all out and have the confidence at the end of the day that you are not missing what’s important? Oh well – you are right – the title gave it away. The most important data for a business to organize well and leverage is the customer data. The goal of course is to attract, keep and grow the number of customers. Or is it? Let’s see.

Understanding the Customer

The key question a retailer needs to ask is – what customer data do I have, or can I easily obtain? Data that will help me learn about my customers, their affinities, their influencers, how they prefer to buy, what deals are they most likely to respond to, what time of the day or the week are they most likely to engage and interact with my brand, how often are they likel... Read more