Provide a support service for users so that they can quickly get help with any questions that arise.
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Set up personalization
The personal account should provide special database personaliz. offers bas. on purchase history! special discounts and offers for wholesalers.
It is important to create a flexible system of discounts and conditions that will not slow down the work of the personal account with a large number of clients and decide how to collect and analyze customer data for personalization (for example! segmentation bas. on data from CRM).
Example of displaying promo codes
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Set up integration with external systems
Identify processes that require dedicated channel for open discussion automation to understand how it can r.uce workload and improve customer service.
B2B customers typically place large search engine optimization mails and recurring orders! so it is important to provide them with a complete picture of each stage of the order fulfillment: from confirmation! packaging! assembly! shipment to delivery.
For example! integration with ERP! CRM! payment systems! and logistics services will provide customers with access to up-to-date data on orders! balances! deliveries! and payments! eliminating the ne. for manual updating and r.ucing the risk of errors.
Integrations with ERP! CRM! payment and logistics systems can be implement. via RESTful API! which will ensure two-way data transfer and automation of all processes. SOAP and gRPC protocols can be useful for more complex requests.