In Zoho CRM, Business-to-Business (B2B) type of business process data is populated. However, customers can customize the CRM business process to Business-to-Consumer (B2C) by using the Zoho CRM Customization tools.
In a typical B2C business process, Company Name (Account Name in Zoho CRM) is an optional field, hence before using Zoho CRM for B2C type scenario, 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.
Procedure to customize Zoho CRM for B2C scenario
Step1: Customize Leads Page Layout
- Log in to Zoho CRM with Administrator privileges.
- Click Setup > Customization > Layouts.
- In the Edit Page Layout page, move the mouse pointer over the Company field and select the check box.
- Drag and drop the Company field to the List of Removed Fields.
- Click Save.
Step 2: Customize Potentials page layout
- Log in to Zoho CRM with Administrator privileges.
- Click Setup > Customization > Layouts.
- In the Edit Page Layout page, move the mouse pointer over the Account Name field and select the check box.
- Drag and drop the Account Name field to the List of Removed Fields.
- Click Save.
Step 3: Customize Quotes, Sales Orders, and Invoices page layout
- Log in to Zoho CRM with Administrator privileges.
- Click Setup > Customization > Layouts.
- In the Edit Page Layout page, move the mouse pointer over the Account Name field and select the check box.
- Drag and drop the Account Name field to the List of Removed Fields.
- Click Save.
Once the Account Name field is made an optional field, your Sales Reps can associate business opportunities with the Contacts (Consumers) as per B2C process.
If you are looking for a personalized walk through of Zoho CRM implementation for B2C process, please contact us at: support@zohocrm.com
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