customer qualification/segmentation

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IT infrastructure that will allow working with different audience segments
In addition to the main site or landing page, it should at least include:

CRM system to automate:
distribution of applications;
;
sending letters;
filling out contracts and appendices;
collecting NPS based on work results.
Many companies still work manually. Imagine you receive an order for 100 items. Managers manually enter them into 1C. Some items are out of stock, you need to call the client to notify them france consumer email list , find and offer a replacement, etc. In this case, automation is a decisive factor.



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Personal account with different roles so that partners can quickly: track statuses, place orders, receive information on balances and specialist support, etc. It is important to organize integration with other services.
Using a case as an example , we will list what a personal account may include:

Different functionality for different types of users: distributors, dealers, etc. Each has its own interface features, determined by the chain of interaction with the company: from registration to receiving an order.
Communications. The ability to notify users within the personal account about important innovations, changes in the service, new arrivals, promotions and discounts, etc.
History of all orders and requests. The user can always recreate the chronology of interaction with the company and use the data for future orders.
Ability to add your own objects and employees. For example, if you have many objects and different managers handle orders, their actions will be differentiated. Also, the orders themselves can be linked to different objects.
Service center. Possibility to submit a request for equipment repair.
Document management. All contracts and other documents necessary for cooperation are in one place.