Customizing CRM for B2C | Online Help - Zoho CRM

Customize Zoho CRM for B2C

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.comebay.com, or any company directly selling products to consumers.

B2C - New Business
B2C - Up-Selling and Cross-Selling

Procedure to customize Zoho CRM for B2C scenario

In order to customize Zoho CRM for the B2C scenario, instances that refer to Company or Account needs to be removed from Zoho CRM.

Step1: Customize Leads Page Layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup Customization Modules.
  3. From the list of modules, click Leads.
    The Layout Editor for Leads module is displayed.
  4. Move the mouse pointer over the Company field and click the Settings icon.
  5. Uncheck Mark as required. 

    Once marked as not required, you can remove the field from the Leads layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click SaveLayout.

Step 2: Customize Potentials page layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup Customization > Modules.
  3. From the list of modules, click Deals.
    The Layout Editor for Deals module is displayed.
  4. Move the mouse pointer over to the Account Name field and click the Settings icon.
  5. Uncheck Mark as required. 

    Once marked as not required, you can remove the field from the Potentials layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click SaveLayout.

Step 3: Customize Quotes, Sales Orders, and Invoices page layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup Customization Modules
  3. From the list of modules, select the required [Inventory] Module. (Quotes/Sales Orders/Purchase Orders/Invoices)
    The Layout Editor for the selected [Inventory] Module is displayed.
  4. Move the mouse pointer over to the Account Name field and click the Settings icon.
  5. Uncheck Mark as required. 
    Once marked as not required, you can remove the field from the [Inventory] Module layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click Save Layout.

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: sales@zohocrm.com


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • HubSpot for Zoho CRM

                                                                                            With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
                                                                                          • Managing Calendar in Zoho CRM

                                                                                            Planning and scheduling is important when it comes to business meetings. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled meeting can complement your planning.Businesses attend meetings for various ...
                                                                                          • Understand your CRM Account

                                                                                            Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
                                                                                          • Bigin for Zoho CRM

                                                                                            Bigin is a pipeline-centric CRM built to meet small businesses needs. With the Bigin extension for Zoho CRM, you can add contacts, accounts, and deals to Bigin, and manage deals and tasks across modules of Bigin and Zoho CRM. Using this extension, ...
                                                                                          • Troubleshooting Zoho Campaigns integration with Zoho CRM

                                                                                            1. Why aren't all of my contacts syncing between Zoho CRM and Campaigns?  There can be a few reasons why your Zoho CRM contacts are not syncing in Campaigns.   No email address has been entered in your customer account: Double check to ensure there ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources