---
title: page06-customer-info
description: 文本抽取：产品介绍演示/B2B/ENG/page06-customer-info
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category: B2B
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Customer Info & Access Management — B2B Channel Digitalization
Customer System
Customer Info & Access Management
Customer information system + access process design, enabling channel customer tiering, onboarding, review & entitlement configuration
👥
Section Guide
In this section you will learn:
01
Six dimensions of customer info management enabling personalized permissions
02
ERP sync + online registration dual-track access - faster onboarding, stricter review
03
OA-style multi-level approval + tiered entitlements to activate channel vitality
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Customer Information System
Multi-dimensional customer info · Differentiated permissions · Precision operations
What · Design Scope
Build a multi-dimensional customer info system for tiered customer management
For B2B channel ordering scenarios, build a customer info model covering six dimensions: basic info, corporate qualifications, credit limits, customer type, invoicing info, and account management. For retail, small-B, and enterprise customers alike, implement differentiated permissions across product visibility, pricing strategy, and approval workflows — delivering unique views, unique prices for every customer.
Why · Business Need
Diverse customer procurement needs make uniform permissions both risky and inefficient
In B2B channels, retail customers only need to see available products with base pricing, small-B customers need tiered pricing and catalogs, while enterprise customers require full product access, multi-level pricing and complex approvals. Without a tiered system, low-privilege customers see prices they shouldn't — causing channel conflict — while high-value customers miss out on exclusive service. The customer info system is the foundation that answers "who sees what, who buys what, at what price."
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Customer Access Management
ERP data sync · Online registration · Qualification review · Member entitlements
What · Design Scope
Dual-track access via ERP sync and online registration for prospect recruitment and legacy data governance
Design two parallel customer onboarding paths: ERP data sync — connect the ordering platform with ERP to directly sync existing dealer profiles for rapid re-onboarding; online registration — for prospective customers, provide a full online application with OA-style multi-level review (initial → member confirmation → final review), with fine-grained entitlement configuration for each customer's product visibility, pricing policy, and credit limits.
Why · Business Need
Fragmented customer management leads to slow onboarding, weak review, and one-size-fits-all entitlements
In traditional models, existing customers relied on manual ERP entry by sales reps while new customers submitted paper applications — resulting in weeks-long onboarding cycles and, without systematic review, inconsistent channel qualifications and misaligned pricing policies. ERP sync addresses legacy onboarding efficiency; online registration tackles new customer qualification review. Multi-level OA-style approval ensures clear accountability for "who reviews what and to what extent." Differentiated entitlements give each customer tier the service they deserve, activating channel vitality.
Conclusion
A unified foundation from customer tiering to access review
The customer info system solves "how to identify and manage different customer groups," while access management solves "how to onboard customers and grant appropriate entitlements." Together, they form the infrastructure for B2B channel customer operations.
6
Dimensions
2
Access Tracks
Tiered
Entitlements
Index
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中文