A B2C CRM (Customer Relationship Management) software helps businesses manage interactions with their customers, track sales, and enhance marketing efforts.
Unlike B2B CRM, which focuses on long-term business relationships, B2C CRM prioritizes customer engagement, fast transactions, and personalized communication to drive sales and customer loyalty.
Make prospects ready to buy
A pipeline will help you visualize your sales process. In other words, it will show where your deals are!
A visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks and it can make the difference in your bottom line.
Your teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Activity Management
You can schedule tasks, calls, emails, meetings, and deadlines, linking them to deals and contacts, and customize activities to align with your business needs!
Automated reminders can be sent to your contacts via email or SMS, tailored to include specific details like time, date, and location.
Optionally, sync with your Gmail or Outlook calendars in a two-way replication.
Contacts & Touchpoints
Manage customer and prospect data, and capture interactions.
Keep a comprehensive record of emails, phone calls, meetings, and notes, providing you with a detailed overview of your customer relationships and sales activities.
Easily start phone calls or send SMS with a single click. Additionally, you can schedule and send bulk emails or text messages to multiple contacts at once.
Quote Management
Professional sales quotes can be easily created from deals in 2 minutes, an you have the option to export as a PDF or send the offer from your email address.
Moreover, your quote template can be customized (and translated in any language) for each team, and you will use your own predefined pricebook.
New quotes can be subject to team leader/admin approval before the team members can send them to the customer.
Also, you can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).
Forecast your Sales
Perhaps the most important B2C CRM feature you should look for is the ability to help forecast for the upcoming month and year.
Basically, with Forecasts by Product of Onpipeline you can view your sales (won deals) based on the products you sold and the products added to your “quotes”, based on expected closing date.
Also, forecasts are also a very important tool for provisioning.
Save time with Automations
Automate and simplify processes across front and back-office. In a nutshell, you can save time on recurring tasks like manually sending emails or creating follow-up activities.
For example, you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.
Understanding B2C Sales
Business-to-Consumer (B2C) sales constitute a dynamic and ever-evolving aspect.
Mass Appeal and Broad Audiences
B2C companies often employ marketing strategies aimed at reaching a wide range of consumers. This includes everything from television and online advertising to social media campaigns. The goal is to create mass awareness and generate interest among potential customers.
Shorter Sales Cycles
Compared to the typically longer cycles of B2B transactions, B2C often involve shorter decision-making processes. Consumers can make quick purchase decisions, especially for everyday items or impulse buys. This places an emphasis on providing seamless online shopping experiences and efficient customer service.
Emotional Engagement
In B2C emotional engagement plays a significant role. Consumers make purchasing decisions based on emotions, desires, and personal preferences. Successful B2C companies know how to tap into these emotions, whether it’s through storytelling, branding, or creating memorable customer experiences.
E-commerce Dominance
E-commerce is the backbone of B2C. With the rise of online shopping platforms, consumers have greater access to products and services than ever before. B2C companies need to establish a strong online presence, optimize their websites for user-friendliness, and offer secure payment options to thrive in this digital landscape.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedOnpipeline™ is a Sales CRM Platform designed to manage customers and sales from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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