joejac
Posts: 242
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| Posted: 05/08/2009, 7:48 PM |
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Hello.
I have a customer that requested an estimate form that will provide the price for his products online. I showed a prototype and when he saw the registration form, he said "I want it real simple: the email, the customer ID number, and allow to configure and request product price without any barrier, no registration, no name, no login, no password". The ID would be equivalent to the social security number in the US, it is a unique number for each person in the country.
But the system has to store the estimate, in case the potential buyer goes to his physical store and then in the store the salesman will retrieve the estimate, searching by the customer ID and can convert the estimate into an order, when customer pay because the product needs a couple of weeks to deliver, done as per customer features request. He agrees that the physical store salesman will have to go to a Login page, and to have rights to modify the estimate.
I appreciate a lot your advice in which would be the best and more simple approach to handle this.
Best regards
joejac
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Edd
Posts: 547
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| Posted: 05/08/2009, 9:45 PM |
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I have done this before. I used email address as the ID, as it is their contact point and confirmation delivery point. People can also remember their email address and can quote it over the desk / phone.
For those people who don't supply email addresses, they proved not to be serious about being contacted.
Good luck
Edd
_________________
Accepting and instigating change are life's challenges.
http://www.syntech.com.au |
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joejac
Posts: 242
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| Posted: 05/09/2009, 7:21 AM |
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Thanks a lot Edd, good point.
With the email address, should I allow the user to make an estimate without any registration? Or it is recommended to do some kind of registration of this email address to have a session in the background without user awareness, I mean user identification and password being the same email address, or this is not technically feasible or is useless?
Any insight on this last question is very much appreciated.
Best regards
joejac
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Edd
Posts: 547
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| Posted: 05/10/2009, 12:17 AM |
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Quote :should I allow the user to make an estimate without any registration?
This depends on whether your customer believes that an unsolicited estimate is a negative or positive aspect of their business.
Quote :I mean user identification and password being the same email address,
You can generate a random password and email it to the user (with the estimate that can be printed ). Get them to change the password on first accessing the system.
You will get a lot of tire kickers so expect to do a lot of purging from time to time.
Cheers - Ed
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Accepting and instigating change are life's challenges.
http://www.syntech.com.au |
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