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A CRM offers a 360 degree view of the customer that goes beyond just displaying basic information such as their name and address. Being connected to the cloud, a CRM can connect various strands of information together to give you an advanced understanding of your customer.

Types Of Customers:

  1. B2C
  2. B2B

B2C Customer

A B2C customer is generally an individual customer, because of this a B2C customer has a much simpler profile when compared to a B2B customer. A B2C customer’s payment method is generally a credit card or cash on delivery, or an installment program. Generally a B2C customer ships to one address, rarely having more than one shipping address. They also, primarily, have the same billing and shipping address. The company may also provide a B2C self service portal for the B2C customer to use.

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Level 3

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Lead Management

Lead is a new inquiry that comes directly to a company as a part of a campaign/trade show/direct mail, through personal referrals, etc. and could form the basis for future deals.

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