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Customer Management (6.0 LTS)

Introduction

In today’s competitive business environment, effective customer management is crucial for boosting market share, improving services, and staying ahead. Every vendor is focused on meeting client needs to better predict future purchases, as the success of any business depends on satisfied customers.

With this in mind, we created the Customer Management Course to guide you through Oro’s robust customer management features. You’ll learn how Oro handles customers and their connections, gaining valuable insights into managing customer activities through a centralized system. The course includes five in-depth sections covering customer management tools and permissions, helping you kickstart your customer strategy.

By the end of the course, you will be able to:

  • Distinguish the main concepts of customers and customer users, customer groups and roles, accounts, and contacts to ensure that each entity is used for its intended purpose
  • Manage all your company’s relationships and interactions with past and existing customers
  • Analyze your customers from different perspectives based on their entire purchase history, lifetime sales value, marketing activity, and changes in their contact information
  • Understand the hierarchical structure of customers and their responsibility areas to manage them more efficiently
  • Grant and dismiss permissions from a customer user with a particular role or a guest visitor to define what a user can or cannot do within your website, which content to display to them, which products to showcase, which language to use, and more
  • Use tags to organize the data extracted from various business information into logical categories and subcategories

Once you complete the course, you will be offered to take a quiz and check how successfully you have acquired new knowledge. 

 

Customer Management (6.0 LTS) - Information

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Free

FREE
Table of contents
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    • Getting Started
      • 1.1. Introducing Oro Customer Management Functionality
    • Understanding Customers
      • 2.1. Section Overview
      • 2.2. Customer User Specifics and Management
      • 2.3. Customer Specifics and Management
      • 2.4. Customer Group Specifics and Management
      • 2.5. Contact Specifics and Management
      • 2.6. Business Customer Specifics and Management
      • 2.7. Account Specifics and Management
    • Working with Non-Authenticated Customers
      • 3.1. Section Overview
      • 3.2. Configuring Guest Website Access
      • 3.3. Managing Non-Authenticated Visitors Customer Group
      • 3.4. Permissions for Non-Authenticated Visitors Customer Group
    • Customer Hierarchy, Permissions, and Access Levels
      • 4.1. Customer User Roles
      • 4.2. Customer User Role Permissions
      • 4.3. Access Levels
    • Wrapping Up
      • 5.1. Recommended Resources
      • 5.2. Practice Quiz
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