Customize Zoho CRM for B2C

Customize Zoho CRM for B2C

In Zoho CRM, Business-to-Business (B2B) the business process data is populated. However, customers can customize the CRM business process for Business-to-Consumer (B2C) by using the Zoho CRM Customization tools.

In a typical B2C business process, adding the Company's Name is optional, so before using Zoho CRM for B2C type scenario, the 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.

B2C - New Business
B2C - Up-Selling and Cross-Selling

Procedure to customize Zoho CRM for B2C scenario

In order to customize Zoho CRM for the B2C scenario, instances that refer to Company or Account needs to be removed from Zoho CRM.

Step1: Customize Leads Page Layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup > Customization > Modules.
  3. From the list of modules, click Leads.
    The Layout Editor for Leads module is displayed.
  4. Move the mouse pointer over the Company field and click the Settings icon.
  5. Uncheck Mark as required. 

    Once marked as not required, you can remove the field from the Leads layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click SaveLayout.

Step 2: Customize Potentials page layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup > Customization > Modules.
  3. From the list of modules, click Deals.
    The Layout Editor for Deals module is displayed.
  4. Move the mouse pointer over to the Account Name field and click the Settings icon.
  5. Uncheck Mark as required. 

    Once marked as not required, you can remove the field from the Potentials layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click SaveLayout.

Step 3: Customize Quotes, Sales Orders, and Invoices page layout

  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Click Setup > Customization > Modules
  3. From the list of modules, select the required [Inventory] Module. (Quotes/Sales Orders/Purchase Orders/Invoices)
    The Layout Editor for the selected [Inventory] Module is displayed.
  4. Move the mouse pointer over to the Account Name field and click the Settings icon.
  5. Uncheck Mark as required. 
    Once marked as not required, you can remove the field from the [Inventory] Module layout.
  6. Move the mouse pointer over to the field and click Delete icon.
    The field is moved to the Unused Fields section. Note that the field is only hidden from the layout and not permanently deleted from the CRM.
  7. Click Save Layout.

Once the Account Name field is made an optional field, your Sales Representatives can associate business opportunities with the Contacts (Consumers) as per the B2C process.

If you are looking for a personalized walk through of Zoho CRM implementation for the B2C process, please contact us at: sales@zohocrm.com

    • Related Articles

    • How to customize the Terms & Conditions for Invoices, Quotes or Orders?

      Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...

    • Webform A/B Testing

      Web forms are interactive HTML forms published on web pages which users can fill in and submit. Like any other web form, the ones created in Zoho CRM can be embedded on your web pages for various purposes, such as to gather feedback, place product ...

    • Webform A/B testing

      Compare and A/B test different versions of your webforms in Zoho CRM Help guide: Webform A/B Testing

    • How do you integrate Zoho Forms with Zoho CRM?

      It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...

    • Can I select an org if I install an extension from CRM Marketplace?

      Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...