Products and Product Catalogs
Zurmo 2.0 includes Products, one of many added features that welcome newcomers to our family of use cases. Why would you need Products and Product catalogs? How do they work? Well let’s play around with an example.
Arnold sells wholesale camping equipment in the Midwest.
He calls an old customer called Jim’s Outdoor Adventures in Grand Rapids, MI to finalize an annual sale. When Arnold pulls up Jim’s account in his CRM, he sees the products that have been sold to Jim in the past. A list of items appears in the Products widget that include items like “Tents”, “Canteens”, “Beer Cozies”, and “Bear Deterrence Instruction Guides”.
Arnold decides to try to sell more of the same items to Jim and successfully closes an opportunity called “2013 Summer Season Purchase”, which has the new products directly tied into the record.
Fast forward 90 days. After purchasing a tent and a Bear Deterrence Guide from Jim, a man and his wife head north to the Sleeping Bear Dunes National Lakeshore for the weekend. While grilling a cherry bratwurst on the fire, an unfortunate occurrence takes place. The couple are confronted by a wolverine. A Michigan Wolverine to be exact. Otherwise known as a Skunk Bear.
It turns out that the Wolverine was quite friendly, as most creatures in Northern Michigan tend to be, but he did leave an odorous dividend inside the couple’s tent. This resulted in a rather unpleasant evening.
The next morning, while having their smoked chub breakfast, the couple recalled that Jim had guaranteed bears would not be capable of fitting through the door of their tent. Although he had some questions as to whether or not Skunk Bears qualified under this category, Jim’s lawyer advised him to issue a full refund.
Jim called Arnold to explain the problem and see whether or not the tent warranty would cover his loss.
Back to the Products Module. Arnold pulled up Jim’s recent order and, with the tent serial number, was able to quickly locate the exact product item. He found that the manufacturer had in fact issued a recall on that specific lot shipped to the warehouse.
Voila. The product module in Zurmo saves the day and Michigan Wolverines are not to blame.