Skip to Content
author's profile photo Former Member
Former Member

CRM Internet sales

Hi Experts

Can anyone please give me the answers to my below questions

E-business:

Any internet user can visit Website and has the option of logging in (existing customer) or registering (new customer)

During the registering process, the customer details would be captured

A user would have the option of browsing the webpage without registering/logging also.

Any internet user can browse the catalog, compare products, select products and create order as below:

i. If existing customer (already logged in as a registered user), proceed with the order creation

ii. If not existing customer (not logged in), check login credentials with an option for new customers to register

Tracking of orders

1. salesperson 1 logs in to the CRM system and can see the orders created by existing customers/distributors in their CRM screen

2. salesperson 2 (DIRECT SALES) logins in to the CRM system and can see the orders created by new (newly registered / Direct) customers in their CRM Screen

3 Sales Manager logs in. He should be able to see both the orders.

Tracking of leads

Webpage visitors to be tracked: if the visitor does not place order, the visitor details could still become a lead for to follow-up along with the products compared/seen. (To check: if the internet user browses the catalog without logging in, how does the system capture the user details?)

Regards

Srinivas

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on May 29, 2008 at 07:27 AM

    Hi

    U can do all this in e-commerce b2b and b2c settings of course u told all

    and also u need to do the roles and authorizations for the other settings

    about ur question

    if any user enters his information (without registering) almost u will set a button like <next> u can link to there as save and create a propect

    because if u save only u can make the user as prospect and create lead

    hope it helps

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on May 29, 2008 at 08:33 AM

    HI

    Srinivas

    as you know B2B is completely deals with own permanent customers like dealers company will provide them username and password in B2c as consumer's registration of account in webshop is mandatory for ordering, with out registration to entering into webshop you can only view Product catalog and compare and you can do rest of all but cannot order as the person like sales manager once you order online he will check for your credit card and delivery address details this provision in is only Possible in B2c registered customers.

    Reward for useful

    Cheers

    Venkat

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.