In Zoho CRM, Business-to-Business (B2B) the business process data is populated. However, customers can customize the CRM business process for Business-to-Consumer (B2C) by using the Zoho CRM Customization tools.
In a typical B2C business process, adding the Company's Name is optional, so before using Zoho CRM for B2C type scenario, the System Administrator has to customize Leads, Contacts, Potentials, Quotes, Orders, and Invoices modules.
Best Examples of B2C Companies: amazon.com, ebay.com, or any company directly selling products to consumers.
In order to customize Zoho CRM for the B2C scenario, instances that refer to Company or Account needs to be removed from Zoho CRM.
Once the Account Name field is made an optional field, your Sales Representatives can associate business opportunities with the Contacts (Consumers) as per the B2C process.
If you are looking for a personalized walk through of Zoho CRM implementation for the B2C process, please contact us at: email@example.com
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.