This guide is designed to help a user new to business understand the CRM.COM explore all of the setup they’ll need in place before launching an online ordering platform for their business solution around online ordering. The guide is set up around a fictitious coffee shop that offers online ordering for delivery and pickup via its mobile app.
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Multiple venues
The business sets has the ability to set up its venues (i.e., shops/outlets) by providing contact as well as industry details for each of them. The supported delivery and pickup hours are provided.The business can then specify the different rules that apply per venue such as different hours supported for delivery or pickup, different menu etc.
In addition, for each venue CRM.COM provides the ability to define a TAP (Transaction Acquiring Point)
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🔧 For more information on how to set up your Venues click here.
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Extremely flexible product catalog
The business sets can easily set up its product catalog including product images and pricing information.
CRM.COM allows the business to set up its product catalog in an extremely flexible way and define products including their variants (e.g. sizes), modifiers (e.g. sugar, milk), add-ons (e.g. extra espresso shot) etc.
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The products are set up and which are defined in the backend are immediately reflected on the mobile app ordering menu complete with its their images, components, pricing etc.
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🔧 For more information on how to set up your Products click here.
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Providing extra incentives to customers via reward offers
Reward offers provide incentives to customers to improve their engagement with the business such as performing more frequent purchases or of higher value. Each offer defines a goal that customers must reach in order to be awarded.
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. Awards earned via offers end up in the customer’s eWallet in the form of conditional cashback which can be spent on subsequent purchases either in-store or via an online order.
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🔧 For more information on how to set up your Reward Offers click here.
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Multiple methods of payment accepted
The business selects has the option to define the methods of payment accepted when a customer submits an online order (i.e., card, cash, eWallet etc.). Cashback awards earned from offers either in-store or via online orders can be used to pay for online orders, thus giving customers extra incentives to use the business’s online ordering platform.
🔧 For more information on how to set up your Payment Methods click here.
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Rich set of ordering policies
The business has the option to set up the policies around online ordering for delivery and pickup and specify the different rules that apply for each option per venue such as minimum cart amount, delivery charge etc.
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🔧 For more information on how to set up your Fulfillment Policies click here.
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Fully configurable look and feel of the ordering mobile app
The business has the flexibility to configure the look and feel of the mobile and set it up according to its brand in regards to font and colors and set up a beautiful mobile app as per its brand identity.
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🔧 For more information on how to set up your Applications click here.
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Quickly enable/disable online orders
The business enables has the option to enable or disable the online ordering option at any given time so as to be available or non-available to customers via the mobile app respectively.
CRM.COM also allows businesses to specify the supported supply methods, i.e., whether they support online ordering for delivery and/or pickup.
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🔧 For more information on how to set up your Applications click here.
Fulfilling the orders
There are multiple ways to accept and fulfill an order. Either the order goes directly to the POS, or is printed on a printing machine, is sent via email to a person in charge or it’s accessed via the CRM.COM backend orders page. The order acceptance as well as the rest of the order lifecycle can be communicated to the customer via the mobile app.
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🔧 For more information on how to use Orders click here.
Ready to launch
The business is now ready to accept online orders via the mobile app.
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In the background
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