The Secrets to Enhancing Your Customer Order Management Portal


customer order management

Sometimes, we get the question of why a B2B business should use a customer order management add-on for QuickBooks for a better customer experience. The answer is simple when you consider how a small upgrade to your order process can elevate the customer experience.

Using a little creativity in your approach to how you present your products and deliver more responsive services to all clients can increase loyalty among your customers. If you aren't using the reporting features in your QuickBooks order management system, you aren't maximizing your relationships with your customers.

Check out ways to boost the customer order management experience:

Utilizing Customer Specific Order Forms

We recommend that you tailor the sales ordering experience to each B2B customer by customizing their order form.

One way is to create a checklist in Excel for each customer. In your spreadsheet, mark which products a company orders most. Another option is to rank those best-selling products for the customer from highest-selling to lowest-selling. As your company grows, you don't want to waste time researching past client orders. You want these types of customer details available for quick reference.

When your wholesale customers log in to your web portal, they should immediately see the products they usually buy and be able to quickly fill in a quantity for each item required. Customize your web order form for each client and watch their orders increase.

Check out why you should establish customer-specific pricing in QuickBooks price levels for each client's needs here.

Aligning Website and Blog Content to Your Ordering System

To increase sales, align the customer's order management experience with your core marketing strategy. There's nothing more frustrating than when a customer wants to locate information on your website or blog and they can't. Ensure that your company uses a content mapping strategy to provide information to customers. Make it a smooth transition from reading about a new product on your blog to adding it to their order in the web portal.

Build in links into your web and blog content to take clients to the order management portal, saving them a step. Include links for coupons and other special offers they can only get through the website. Clients should always get routed to the order management system and be required to click only a few times to complete their order.

Making Time for Analysis

Your web order management system makes it easy to study the consumption pattern of each client. Conduct a trend analysis to identify the times that most clients visit the website and submit their orders. Perform another analysis that notes when each client typically submits the order within the week or the month. Create a schedule for supporting clients who are ordering on your website based on these two analyses.

In addition, you can send a survey to clients to ask when they want your product support the most. If you are logged into the ordering system and monitoring client activity, chat with clients or place a strategic phone call to them to ascertain how they are enjoying their web ordering experience.

Identifying Other Trends to Streamline Your Supply Chain

You can also run reports that will reduce the time that it takes for customers to receive their orders.  Create a report that shows the time it takes between when the customer's order is placed and when it is shipped. Work with the warehouse personnel to decrease high wait times for your clients.

This is just a sampling of how you can use your order management system to create a better customer service experience.  To learn more, check out us out at Now Commerce.

B2B orders online