• 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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Strategies for Increasing Your Average Order Value

Dec 15, 2014 by Vlad Zachary

Encouraging your customers to buy more items and spend more money each time they shop is a proven method to boost revenue and profitability. Brick-and-mortar retailers have perfected the practice over the years, based on the marketing concept of the ‘halo effect’. The halo effect is the bias shown by customers towards certain products because of a favorable experience with other products made by the same brand, or sold in the same store, where the favorite item was originally purchased. For years retailers have used the halo effect to measure, quantify and profit from brand equity.

 

Halo Effect In The Digital Commerce Ecosystem

 

E-commerce professionals are constantly looking for proven merchandising and other methods to take advantage of the halo effect online. The best measure of success for these efforts is Average Order Value (AOV). The simplest way to calculate AOV is:

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Christmas 1.0 – or the E-commerce Playbook for the Holidays

Nov 7, 2014 by Vlad Zachary

Part 4 of 4 – Fulfillment

In the first three parts of the E-commerce Playbook for the Holidays we discussed how to use Data Analysis to create an effective Holiday Sales plan, how to focus your Marketing in order to achieve the best ROI and what the top Site Optimizations are for maximum impact during the holidays. With this final post we will discuss how to work with your partners to ensure smooth and friction-free fulfillment during the 2014 holidays.

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Christmas 1.0 – or the E-commerce Playbook for the Holidays

Oct 20, 2014 by Vlad Zachary

Part 3 of 4 – Website Optimization

In our first two parts of the E-commerce Playbook for the Holidays we discussed how to use Data Analysis to create an effective Holiday Sales plan and how to focus your Marketing in order to achieve the best ROI. Today we will focus on Website optimization for superior holiday performance in 2014.

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Because of the large number of different changes that an e-commerce retailer can initiate – at this stage we will talk more about focus. You want to determine what those web-store tweaks and changes ... Read more


Are we ready yet?

Sep 24, 2014 by Vlad Zachary

The National Retail Federation estimates that what a retailer sells during the holidays can be as much as 20 – 40% of the annual sales. The expectation is that 2014 will build upon the success of 2013. During last year’s shopping season there was an unprecedented increase in eCommerce conversion rates and order volume – 12 and 15% respectively.

At the same time the increased complexity in eCommerce operations leads to the need for precise planning. Last year the shopping season – between Thanksgiving and Christmas had the fewest number of days – 27. This helped highlight the convenience of the online shopping and is one of the reasons for the record 2013. This year consumers and merchants have one more day for shopping.

Here is a chart of the top performing days during the 2013 shopping season – based on data from ComScore and ChannelAdvisor:

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