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 Features
- Assign multiple types 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 | Setup Fee | Monthly Fee |
|---|---|---|
|
Call Center Management 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...
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|
Included | Included |
| Help Desk Ticket System Extension
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...
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|
None | $50 |
| In-Store Pick-Up Extension
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...
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|
None | $200 |
| Favorite Orders Extension
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.
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|
None | $25 |
| Membership Access System Extension
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...
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|
None | $25 |
| Rewards Program Extension
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....
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|
None | $25 |
| Wholesale Extension
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...
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|
None | $100 |
| Multi-Storefront Extension
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...
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|
None | $175 |