How to build an e-commerce portal for your Zoho CRM Accounts
Entering orders into any CRM or system can be time consuming. Internal sales people typically have to manually copy order information from things like pdf documents or spreadsheets, emails or even snail mail.
THE PROBLEM IS THIS IS TIME CONSUMING AND INEFFICIENT AND CAN ALSO LEAD TO MISTAKES WHEN ENTERING INFORMATION SUCH AS SHIPPING INFORMATION, PRODUCT PRICING AND/OR QUANTITY.
Imagine if there was a way for your customer to enter information directly into your Zoho CRM environment??
In this short video, we’ll demonstrate just how this our B2B Portal for Zoho CRM enables your wholesale or B2B customers to very quickly place orders directly into your Zoho CRM environment at agreed pricing levels?
The B2B portal is customer specific and as such you can setup discount price points for all of your B2B accounts and ensure orders are placed correctly without mistakes.