Salesforce and Shopify, read together
Shopify is the store: every order, customer, product and payout, net of fees, refunds and discounts. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. A customer places an order in Shopify and the account owner in Salesforce does not know; a deal is negotiated in Salesforce and the store has no idea the price changed.
Liaison reads Shopify and Salesforce together, matches orders to accounts, and tells you who is buying more, who stopped, and which conversations in Salesforce the order history contradicts.
Where Salesforce and Shopify disagree
- Buyers in Shopify with no account or contact in Salesforce, so repeat customers are never worked as accounts.
- Order volume dropping in Shopify on an account Salesforce still shows as growing.
- Pricing or terms agreed in Salesforce that Shopify does not apply at checkout.
- Returns and refunds in Shopify that the account owner never hears about.
- The same company as three buyers with three emails in Shopify and one account in Salesforce.
Questions it answers across both
- “Which accounts in Salesforce ordered less this quarter than last, by how much?”
- “Who are the top repeat buyers in Shopify that have no owner in Salesforce?”
- “Which deals in Salesforce are open with customers who just placed an order?”
- “Which customers had a refund or return this month, and who owns the relationship?”
What Liaison does with Salesforce and Shopify
- Matches Shopify buyers to Salesforce accounts and contacts, and lists the repeat buyers with no owner.
- Flags order declines, returns and refunds on owned accounts to the account owner.
- Drafts the Salesforce account updates, such as last order and lifetime value, for you to confirm.
- Writes the monthly customer summary from both: new buyers, growing accounts, slipping accounts.
What it reads and does in each
Liaison across Salesforce and Shopify, set up with you, for $629 a month.
- Connects to Salesforce and Shopify with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Salesforce says, what Shopify says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison change orders in Shopify?
Reads run on their own. Anything that changes an order, a price or a refund moves money, so it always waits for your yes.
Will it create Salesforce contacts for every buyer?
It drafts the contacts and accounts it thinks you want, with the order history attached, and waits for your yes on the first batch.
Does it work if I run a sync between them already?
Yes. Keep it. Liaison reads both after the sync and finds what still does not match.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.