I am starting out in the CRM environment and came to know about you.
I have a small business running.
I have a few questions and wonder how you guys can help me manage my business with you.
Please listen to me carefully:
Well, I run a B2B business.
I got around 200 clients from all over the country. I ship the products to them over their request and receive the payments digitally or by cash.
The problem is that I got around 1000 products and which I ship to 200 different clients.
I need to remember the pricing I quoted to different customers, different type of products I have shipped to them, their dimensions, details and all.
The thing I want is:
- I make the profile for each one.
- Update all the products I shipped to them with details, dimensions and pricing I quoted.
- Whenever, a client returns, ask for the same product he bought in the past.
- I search for the client and see what price I quoted to him for that particular product.
This will help me to manage long-term relationships with them as they usually complain that I quote different prices to them each time for same product.
I have even created an excel file to understand it better.
I have attached it too.
Please reply to me as I see your company as a solution to my problem.
Waiting to hear from you soon.