Here it is also worth checking the technical infrastructure:
Posted: Wed Jan 29, 2025 8:44 am
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.
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.