Manage your B2B and B2C Customers on a Single Platform

Dealing with B2C and B2B customers simultaneously can be a hectic task to manage. Today we are discussing 

  • Why do you need to upgrade your system? 
  • What are the possible solutions for the seamless management of both B2C and B2B customers?
  • How can businesses imply these solutions?

Why do you need to upgrade your system?

All businesses aim at capturing high-revenue customers- both B2B and B2C. However, managing both B2C and B2B customers is a cumbersome task that can lead to discrepancies in data resulting in delayed deliveries and bad customer experience. 

  1. Pricing based on customer type- The pricing of the product differs for both residential and commercial customers. The price difference can cause confusion while receiving payments causing customer disputes over-invoicing.
  2. Payment terms based on customer types– The terms of payment are different for both B2C and B2B customers. Payments that are managed manually are fallible. This can cause discrepancies in the payment received and the actual bill or the generation of the wrong invoice.
  3. Onboarding a new customer- Adding new residential or commercial customers to the same list can create confusion and a mix-up of the data due to any human error. This can lead to order and delivery errors increasing the cost of delivery and reducing customer experience.

What are the possible solutions for the seamless management of both B2C and B2B customers?

  1. Segregation based on customer type- The details of residential and commercial customers must be separated to avoid confusion while invoicing, receiving payments, and onboarding them. This will help in having a clear view of the payments received by residential and commercial customers.
  2. Automated invoicing based on payment terms- Automated invoicing and payments according to the payment terms give an overall clear differentiated picture of residential and commercial customers. This removes confusion and reduces human mistakes making the payment process easy.

How can businesses imply these solutions?

  1. Customer grouping and set pricing– Both B2C and B2B customers are segregated. The pricing must be mentioned and associated with the details of the specific customer. Doing this can help businesses know the exact pricing and create an invoice for a particular customer.
  2. Onboarding new customers by delivery person- Delivery partners should have access to onboarding new customers. The onboarding and order notification must automatically be sent to the business. This data gets uploaded hassle-free into the system making the chances of errors zero.
  3. Automated invoicing based on customer type- The system should generate automated invoices that are based on the type of customers and payment terms. These invoices are sent flawlessly to the respective customers. This ability to accurately pay and receive the payment increases the positive cash flow. 

Don’t let these issues come in the way! 

Book a free consultation session with our experts!