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Optimize B2C sales workflows with a robust CRM 7 min read
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Retail companies create products or offer services that help customers fulfill needs or overcome challenges. Even if you’ve only just begun your career in the B2C sales field, you’re already familiar with the concept from a consumer standpoint. For example, let’s say you just identified a challenge: You sometimes forget appointments or deadlines because you have so many. You’d likely take to your favorite search engine to get advice on your problem and see what products might help. In this instance, you might find a combination of a scheduling app with reminder alarms and a visual whiteboard in your office is the best option.

Someone working in B2C sales would go through this same process from a retailer’s point of view. First, you’d consider the consumer’s problem, then create and market a product to meet those needs. But if you run a B2C sales company, you understand the importance of optimizing workflows to save time, improve company-wide efficiency, and boost profits. Today, we’ll discuss how a robust sales CRM can help your business achieve these goals.

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What are B2C sales?

B2C stands for business to consumer. In this selling model, a company offers products directly to the consumer through various channels like physical storefronts, online stores, or third-party platforms. As a consumer, this is a way to purchase things you’re very familiar with in your personal life. Every time you go to the grocery store, find a last-minute birthday gift at your favorite big-box retailer, or shop online from your favorite clothing boutique, you’re participating in B2C sales as a consumer.

What’s the difference between B2C and B2B sales?

B2C and B2B sales are standard selling models that focus on providing products or services to a consumer. The primary difference is who that consumer is and what problem you, as the seller, are trying to solve.

In B2C sales, your organization focuses on how it can help the end consumer fulfill a need or want. For example, you may sell kitchen gadgets that make cooking at home simpler and faster. The gadget you sell solves the consumer’s problem — it reduces cooking time, makes a challenging job more manageable, and helps them free up time better spent relaxing with their family. When creating products, you’d keep this consumer in mind and tailor any new ideas to fulfilling other needs they might have.

B2B stands for business-to-business, and in this sales model, you’re fulfilling the need of another company instead of a consumer.

For example, a B2B company may design industrial-strength kitchen equipment to fulfill restaurant workers’ needs. Restaurants need much stronger (and larger) kitchen equipment because of how often those tools get used and the large quantities of food being prepared. If your business sells products primarily to restaurants, then you keep in mind the demands of a commercial kitchen and the needs of the people working there when you figure out which products to sell them.

You may find it helpful to read about different kinds of B2C retailers.

Some examples of B2C retailers

You encounter B2C retailers in your everyday life all the time. You may not have thought about it before, but every major grocery chain is a prime example of a B2C business. This includes big names like Kroger, Winn-Dixie, Acme Markets, ShopRite, and Publix. Another example of B2C retailers is the classic generalized chain stores people love shopping at because they sell a little bit of everything. Think Walmart, Target, Dollar General, or even Amazon. Clothing retailers, jewelry shops, and beauty shops are also generally B2C businesses.

Tips for effective B2C sales

A few excellent tips for developing an effective business-to-consumer sales strategy are:

  • Create meaningful content: Great content can help you connect with your audience and add value to their lives. To be most effective, you’ll want to use the best search engine optimization practices in all your content to rank high in search engines.
  • Use multiple communication channels: You can reach your consumer where they are by using multiple communication channels to make contact and promote sales or discounts. For example, social media is an excellent way to reach your audience, as are your blog and email. When customers need to contact your company, make it easy for them by offering a combination of phone, email, text, and chat options.
  • Always place the consumer first: Consider the wants or needs of your ideal consumer in every major decision you make, including what marketing strategies to use or new products to create.

Using a robust sales CRM like the one from can help you create a more effective B2C sales strategy.

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How to create an ideal B2C workflow on sales CRM

Creating an ideal B2C workflow is simpler and more time-efficient when you use the robust monday sales CRM. You can easily assign tasks through the customizable dashboards to manage individual projects or entire departments, depending on how you want to set up your workflows. Track progress and set reminders when crucial deadlines are nearing.

grid dashboard

Mine all the data you can about your customers, products, services, marketing campaigns, and overall profitability. Use this data to help forecast future sales estimates and make decisions about marketing, products, or operational changes. Then, view this data in the way you like best, including Gantt charts and Kanban boards.

Save your team ample time by automating routine processes and task approvals, and integrate your favorite business tools into our sales CRM to eradicate the need to open numerous applications throughout your workday. Be sure to take advantage of real-time collaboration opportunities and design a workflow that best promotes cross-department teamwork, so your consumers have the most cohesive experience.

By now, you likely have a solid understanding of what B2C is and how you can create an effective sales strategy for this sales model. However, we’ve answered a few FAQs below, just in case.

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Learn more about other type of sales: Direct Sales, Inside Sales, SaaS Sales, AI Sales


What are B2C sales?

B2C stands for business to consumer. These types of sales happen when products or services are made available to individual customers through various means, including retail outlets, online options, and third-party websites. The opposite of this is B2B or business-to-business sales, where a company provides products or services to other organizations.

How can you improve B2C sales?

The best way to improve B2C sales is to connect with consumers more personally. Targeted marketing, social media interactions, and providing excellent customer service through all available channels are wonderful ways to do this. Ensuring your products, services, applications, and website are user-friendly is also essential.

Improve your B2C sales by optimizing your workflows using sales CRM

Optimizing your workflows can lead to less downtime, higher productivity, and, ultimately, an increase in profits for your B2C sales company. monday sales CRM has all the features needed to streamline processes and keep consumers happy, plus much more.

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