3 minute read

Guide to B2B Customer Account Management on Shopify Plus

Shopify Plus is an eCommerce platform aimed at B2B businesses that offers a range of tools and services to streamline and manage customer accounts. Efficient customer account management is crucial to the success of any B2B business. Customer account management is the process of effectively managing and organizing customer accounts, including their profiles, preferences, and purchase history. For B2B businesses, this process is even more important as it involves managing bulk orders, multiple users, and complex pricing structures.

One of the key features of Shopify Plus is the ability to create and manage custom pricing for each customer. This feature allows B2B businesses to assign different pricing levels to different customers based on their purchase history, loyalty, and other factors. Not only does this save the business time, but it also ensures that customers receive personalized pricing, making them feel valued and increasing their loyalty.

Another integral aspect of customer account management for B2B businesses is the ability to create and manage multiple users under a single account. Shopify Plus allows businesses to easily create and manage sub-accounts for different users, giving each user customized access and permissions. This level of control not only increases security, but also allows businesses to assign roles and responsibilities to each user, streamlining the ordering process.

Additionally, Shopify Plus offers built-in tax exemption management for B2B businesses. This simplifies the process of managing tax exemptions for resellers, saving businesses time and effort. Shopify Plus also offers automated invoicing and payment options, making it easier for B2B businesses to manage their accounts payable and receive payments efficiently. In addition to these features, Shopify Plus also offers customizable account registration forms and order approval workflows. This allows businesses to collect specific customer information and ensure that orders are approved by relevant decision-makers before they are processed. Not only does this streamline the ordering process, but it also helps businesses maintain control over their customers’ purchases.

Shopify Plus offers a variety of features and tools to help B2B businesses manage customer accounts effectively. From custom pricing and multi-user management to tax exemption management and automated invoicing, Shopify Plus offers a comprehensive solution for B2B businesses looking to streamline their customer account management processes. By investing in this platform, businesses can save time, increase efficiency, and ultimately improve customer satisfaction.

Ready to expand your B2B business with Shopify Plus? Silk Can Help.