• 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.

  • Included Features
  • Extensions
  • Professional Services

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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Cultivating Strong Customer Loyalty

May 18, 2015 by Erica

As much as ecommerce transformed the retail landscape in the last decade, social media has transformed the landscape of ecommerce in a shorter period of time. Customers engage with brands in ways that differ greatly from previous generations and this will continue to change as technology evolves. As your company crafts customer engagement strategies, it is important to keep changing trends and shifting behavior in mind. Developing strong relationships with your customers and fostering brand loyalty may hinge on how well you engage with or respond to social media trends.

Image courtesy of https://www.bellycard.com/blog/

Image via https://www.bellycard.com/blog/

An effective loyalty program can be a useful tool in this process. In establishing or developing one, p... Read more


Integrating D2C with Your Existing B2B

Mar 23, 2015 by Erica

Surveys indicate that brand loyalty and better merchandise options are already drawing customers directly to brand and manufacturer websites with the intent of making purchases directly. As Alex Becker points out, “consumers will buy from the channel that best suits their needs and interests—so it only makes sense to make it as easy as possible for consumers to purchase your products according to their preferences.”¹ With customer habits trending this direction, taking the step to integrate a direct-to-consumer ecommerce site into your existing B2B enterprise could be an important new revenue source for your company. B2B is already a complex process and if you have made updates to serve the ecommerce needs of your customers (as discussed here previously), you may be better prepare to add a D2C storefront than you realized.

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Optimizing Your B2B System

Mar 16, 2015 by Erica

The volume of business-to-business orders occurring online continues to grow – even outpacing direct-to-consumer growth in 2014.¹ Research conducted by Forrester Consulting indicates B2B suppliers plan to expand ecommerce platforms in order to offer improved omnichannel experiences for customers in coming years. Survey respondents expressed a preference for B2B shopping experiences similar to to the D2C transactions they already engage in, with better search functionality, easy payment options, and other perks.²

Managing Merchandise

A B2B system can be as dynamic and engaging as a full-featured, responsive D2C system – for an optimized browsing and shopping experience – or barebones and straightforwar... Read more


Does ecommerce technology evolve through natural selection?

Mar 6, 2015 by Erica

Does technology evolve through natural selection? Or are all successful products simply the result of conscious design, based on customer feedback and preference? Drawing from a study published in the Proceedings of the Royal Society, an article in The Economist recently observed that evolution of technology may not always be deliberate – randomness may play a role as it does with biology.

Row of violins

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