Here it is also worth checking the technical infrastructure:

[nusaiba126]

How to transition a B2B client to self-service
This is a strategic objective aimed at reducing costs, increasing efficiency and improving customer satisfaction.

We suggest using the following step-by-step plan:

Analysis of the current state

The task : to determine the level of digital literacy and readiness of your customers to switch to self-service.

This can be done through:

surveys and interviews;
analysis of the current level of use of digital tools;
competitor analysis.



Does the current system provide stable and safe operation?
Is it possible to integrate new self-service tools with existing systems (CRM, ERP)?
Developing a self-service implementation strategy

Task : formulate goals and determine key performance afghanistan consumer email list indicators (KPI, what and why you will do and how to evaluate the result):

improving customer satisfaction;
reduction of maintenance costs;
increasing the speed of order processing.

At this stage, the right platform and self-service tools are also selected. Ready-made solutions or custom development - you need to decide what is right for your case:

self-service portals with intuitive interfaces;
mobile applications;
chatbots and artificial intelligence for process automation.
Development and implementation of user interface

Task : design, prototyping and testing. We need to decide how to make the account user-friendly, the interface uncluttered, and go through the standard development stages:

conducting UX/UI research;
development of prototypes and their testing with the participation of real users.