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Product Catalogue | The Product Catalogue consists of the list of a business’s product offerings, their prices, and promotions applied to purchasing these products. A key attribute of a product is the organisation that owns the product and can be the business or a merchant/service provider or a B2B Merchant. The organisation that owns the product will also manage it and price it. |
Products | Product key attributes and behaviour is : It has a unique SKU Multiple prices in multiple currencies Classification and composition define how the product can be ordered and its behaviour Classifications Composition Flat Fixed Bundle Flexible bundle Composite
Stockable or not Provisional or not Ability to define Composite & Variation products Ability to add Modifiers Ability to create Bundles & their components Its behaviour can also be defined using characteristics, a set of project-definable attributes that can be used for provisioning or usage charging. Accessibility settings define which organisation(s) can sell them The business always invoices the products, pays the taxed amount Taxes Tiering Dependencies
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Product Categories | Categorise products in the catalogue in a hierarchical structure for easier tracking by both back-end users and contacts. Mark each category (or any sub-category) as to be used in order menus, to mark the products which are available for ordering by contacts. Add images to categories that can be used in front-end applications in cases where there’s no image for each product. |
Product Sync | Synchronise the products of CRM.COM with those of a 3rd party system (e.g. POS) |
Pricing | CRM.COM supports multiple pricing models and boasts a powerful set of pricing features. Pricing models Flat Tiered Volume Stairstep
Multiple prices in multiple currencies Default price: To ensure that a price will be applied, the default price is the one applied if no price is identified (for example multiple prices exist but they all include special contact conditions. If one of them is marked as the default, then it will be applied if there’s a contact that does not meed any of the contact pricing conditions). Pricing areas; contacts, segments, sales models, supply methods Price terms - available for services only and determine the service’s billing terms (when, how often, billing model) Billing cycle Termed period in number of billing cycles; Auto-renewed or to be expired Contract period Trial period Billing model (pre-/post-bill) Price while in contract and how it’s changed when contract period ends.
Apply pricing based on who is ordering the product - a price is always applied on ordering a product, prioritising the cheaper one/the one with fewer restrictions to the buyer if no default price exists. Differential pricing - price is differentiated based on the flexible bundle or usage service through which the service is consumed/used.
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Allowance | Allowance limits determine how much contact is allowed to consume within a period (per transaction, day or billing cycle) when consuming usage services and non-traceable physical goods. Defined in a usage service’s measurement unit or an amount of money Specified per service (termed or one-time) price. This is the service to which the contact must be subscribed to have access to consuming the allowance. |
Taxes | Taxes within CRM.COM are applied during the invoicing process. The amount is determined based on the following. Tax-exempt: define either Contact level or for specific products. On applying taxes, the Tax rate applied is always 0%, and it is also specified which is the reason for exemption(contact or product) Tax-inclusive or not: General setting can be overridden when setting up prices. Taxes are applied when posting the invoice/credit note, and the % applied is the one that is valid on the date of posting (regardless, for example, that invoice pre-bills a future period of service) |
Promotions | Set up by the business to provide their contacts with a discount when they are ordering physical goods and services with the purpose of increasing the business’s sales and revenue Conditions to get the discount: Who is making the order Where the order is placed (organisation) When (timings) What the contact orders: Basket conditions - which items are ordered, their quantities, amounts, how they are paid, how they are delivered to the contact)
Offerings Subscription promotions provide some additional basket conditions and offerings: The service’s price terms show the contact’s billing (contract, billing cycle) Pre-requisites - services the contact is already subscribed to and their quantities. Offerings: for how long the service will get this discount (once, forever or for a number of months) As long as the promotion’s conditions are met per subscription, the subscriber benefits from it. Otherwise, they lose the promotion’s discount.
Each Promotion is related to a Currency, indicating which contacts can benefit from the promotion and get a discount when they make purchases and pay in the same currency as the promotion’s. |
Order Catalogues | An Order Catalogue may include all or a sub-set of the Product Catalogue. It enables the business to categorise and present its products to consumers based on distinct characteristics, such as the Summer catalogue or Student catalogue. Utilise order catalogues in ordering flows to facilitate consumers to view the products in the catalogue based on the following: the organisation that fulfils their order the time of day on which they are ordering The order’s supply method an enhanced categorisation of products
Provide the ability to merchants/venues to have their own catalogues. Provide the ability to the business as well to set up different catalogues for the organisations in its Business Network.
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Pricing Utility | Easily identify and update product prices per pricing area within a single process. Products whose prices will be changed For which pricing area prices will be changed (contact, segment, sales model) View & change product prices per pricing area.
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Pricing process | The business invoices contacts/organisations for their purchases, and taxes are applied based on the pricing process at the following points: On placing an order (for services and physical goods) On raising a service request where one-time services and physical goods charged to the contacts On managing a subscription where contacts/organisations amend their subscription services with new services
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Estimations | Estimation Web APIs provide the ability to preview a purchase’s detailed amounts before submission. Estimation Web APIs work on: invoice estimation order estimation billing estimation
In all cases, detailed pricing details are returned (net, tax, discount and total costs) |
Product Tags | Tags can be pre-created and then used for easy classification of the product, including how it is retrieved on front-end systems |
Custom Fields | Custom fields can be used to extend a Product’s information. Create custom fields to accommodate information not catered for by the system. |
Product Recommendations | Three main processes responsible for presenting recommendation of products that a consumer can order or subscribe to: Order Recommendation: Recommends products that can be additionally included in an order based on the already ordered items and their configured upsell and cross-sell products. Recommendations returns when ordering any product regardless of its classification or composition. Service Recommendation: Provides recommendation of service products to which the contact can subscribed to in various subscription ordering flows. Apart from recommending services, this recommendation also returns the applicable price as well: On ordering new services for a new contact (not yet a subscriber): returns all services and all of their available price terms On ordering new services for an existing active subscriber: returns only services to which the contact is not already subscribed to (and all of their prices) On adding more services to a subscription: returns only services that have a price for the same billing cycle as the subscription’s (and contact not already subscribed to) On changing a service: returns services with which the service can be changed to (upgraded or downgraded to) and their prices. On changing a service of flexible bundle composition: returns a list of components that can be added to the bundle as well as the applicable price.
Product Recommendation: Recommends products to a contact to order based on various categories: Best Selling Products: Recommends product to buy based on the business’s best selling products Reward Offers: Recommends products included in SKU-based Offers which also target specific Segments and the contact is included in that Segment. Promotions: Recommends products included in Basket conditions of a promotion and contact is included in the promotion’s segment.
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Products Accessibility | Which Organisations across the Business Network can access the product, i.e. be able to include them in Orders fulfilled by these organisations: Products B2B Accessibility Across B2B Network by specific B2B Peers
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Products AI Tool | AI Tool that allows a business to categorise and set a description to products in its catalogue. |
Automations | Automations for products can be created based on the following trigger events: Events New Product Update Product Product Synchronisation
Available actions depending on the selected event: Actions CRM.COM Communications CRM.COM Webhookds CRM.COM AI Tool
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Analytics | |