• 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
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.

If the form does not popup automatically use the button below:

Send Us an E-Mail

Use Brand Persona to Stand Out from the Crowd

Aug 4, 2015 by Erica

Finding your brand’s voice is as important as setting your site’s design. Customers respond to authenticity and consistency; without these, your brand will struggle to succeed in the crowded ecommerce landscape. While it is easiest to craft brand tone when first launching an ecommerce site, it is worthwhile to periodically review and clarify tone guidelines as your company evolves. If you haven’t generated a brand tone guide, now is the time to create one. Creating a brand persona is an invaluable tool for developing your brand voice and also determining how to best reach target customers.

Once formulated, a brand persona will:

  • set a tone for social media posts
  • assist in goal setting
  • help engender familiarity and trust
  • provide customer service with a framework for consistent, quality support

brainstorming developing brand persona

Building a Brand Persona

  1. Identify a brand speaking voice

Identifying a speaking voice is an essential first step in creating a brand persona. Is your brand speaking  voice funny, serious, cheeky, informative? Select phrases your brand voice would say – and phrases it would never say – and come up with sample scenarios and responses... Read more

Robust Promotional Tools to Drive Apparel eCommerce Sales

Jun 22, 2015 by Erica

Customers love a good deal. As the ecommerce landscape evolves, so too do promotional tools that you can use to draw customers to your site and drive sales. Free shipping – as standard practice or as special limited-time promotion – is a great place to start to help increase sales and drive conversions. There are many more techniques you can use, however, to make the most of your promotional strategy. The best ecommerce platforms will provide you the tools necessary to create complex, creative, and effective incentive programs.

Creativity with Coupons

Coupons that provide a set discount (either percentage or dollar amount off) are among the most common promotions offered today. The concept is familiar to customers, who understand the appeal and are therefore more likely to act on it, and can be effective when utilized as part of your larger marketing strategy. However, there are numerous other ways to use coupons – some of which may actually result in higher average order values in spite of the discount.

mobile ecommerce

Coupons created in a complex rule-based system allow you to offer more than just straight discounts. Can you think of a set of logical rules to create a coupon? W... Read more

3 Reasons to Integrate Your eCommerce Systems

Jun 15, 2015 by Erica

To stay competitive in ecommerce, you have to be able to respond quickly to customer demands. This may mean integrating with new social media platforms, deploying new marketing strategies, taking advantage of innovative merchandising tools, or responding thoroughly and effectively to service requests. Integrating the systems that handle various elements of your ecommerce apparel business not only makes you more effective, but it can help you stay competitive. It can even provide you with unexpected opportunities for growth – courting customers overseas or by moving into the DTC market after years of success serving B2B customers.

Better Inventory Tracking

Unreliable inventory numbers can lead to lost sales and unhappy customers. While calling to notify a customer that an item they requested is actually out of stock, it’s worse still to have that customer leave your site entirely when discovering their desired item is “out of stock.” Having a supermaster for inventory, functioning as a central trusted source of inventory data across your system ensures that consistent and accurate stock levels are available at any time.

Tracking Inventory

Having one integrated inventory syste... Read more

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, planning can be crucial in making the expense and effort worthwhile – consider what methods you will use to engage customers and foster that loyalty, and what metrics you will use to quantify the relative success of your program. According to research conducted by COLLOQUY, average U.S. households are signed up for nearly 22 separate loyalty programs, but actively use less than half. How can you ensure your program is one of that handful that customers actually use, so that you realize retu... Read more

Legal Disclaimer: Logos, Trademarks and/or copyright marks are owned and registered by their legal owners. The use of any logo, trademark does not constitute endorsement of any product or service.