Once your catalog is shared, you will receive your first requests. Here's how to turn these opportunities into commercial success.
Reception and Qualification
Every time a client validates their cart, you receive a notification and the request appears in your Dashboard > Activity.
Quick analysis: Consult the client's selection, notes, and contact information.
"New" status: All new requests arrive with this status. Get into the habit of processing them daily.
Customer Relations (Relational Selling)
Vitrin is not a cold automated e-commerce site; it's a tool to engage in conversation.
Responsiveness: A client who receives a response within the hour is 4x more likely to close than after 24 hours.
Internal Notes: Use the "Notes" field to remember important details about the client (e.g., "Preference for gold", "Event on June 12th").
Transformation into Quote & Invoice
The final goal is to close the transaction.
Adjustments: If the client wishes to modify their request after discussion, you can update the draft directly from your interface. Manage your modification policies.
Invoicing PRO: Once the project is validated, use 1-click Invoicing to generate a legal and professional document. Learn more about invoicing.
Follow-ups and Monitoring
Not all requests are signed immediately.
Follow-up Statuses: Mark requests as "Processed" or "Followed up" so you never forget a client.
History: Keep a record of all your exchanges to offer a premium experience during the client's next order.
Expert advice: Never leave a request unanswered, even if you cannot fulfill the order. A polite message today is a potential sale tomorrow.