1.0 - Introduction
A storefront is only truly effective if you can see exactly what your clients are interested in. That’s why we’ve made it easy for your clients to request products directly from your storefront. When they do, you’ll have all the information you need right at your fingertips, enabling you to follow up quickly and efficiently. This ensures that you can engage with clients at the right time, with the right information, ultimately making it easier for you to close sales and meet their needs. It’s all about giving you the tools to stay on top of client interest and streamline the sales process.
2.0 - Understanding the product request flow
When your client finds a product they're interested in on your storefront, they won’t be able to purchase it directly—they'll need to go through a simple request process.
This ensures that both you and your client are on the same page before moving forward. Here’s how the request process works:
Step 1: The client opens the product they’re interested in and selects Request.
Step 2: They’ll then enter their contact details, including their name and phone number, along with their preferred day and time for being contacted. This allows you to follow up at a time that’s convenient for them.
Step 3: If applicable, the client will choose the pricing option they prefer, such as monthly, annual, or a one-off payment. This gives them flexibility in how they want to pay.
Step 4: The client will specify the quantity of the product they need, ensuring you know exactly what they're looking for.
Step 5: Finally, they’ll click Request to send their inquiry to you.
This simple process helps ensure you have all the necessary details to follow up efficiently and make the sale, without any unnecessary back-and-forth. It streamlines communication, giving you the information you need to close the deal while also offering your clients a smooth, straightforward experience.
3.0 - Viewing and managing incoming requests
The request process is fully customizable to suit your needs. When a client submits a request through your storefront, it will appear in your Requests list, complete with all the details they’ve entered. The request will automatically have a status of New, but you have the flexibility to change this status as needed, making it easy for your team to track the request’s progress and know exactly where it stands.
Tip: You can also set up storefront to send you emails when a product request is made from one of your clients. This can be done from the notifications section in your storefront settings. To learn more about this read our Storefront Settings article.
While the request process can vary depending on your MSP's workflow, we recommend acknowledging the client’s request promptly and informing them that you’ll be in touch soon. Keep in mind that HighGround doesn’t automatically notify clients when their request is received, so it's a good idea to personally confirm receipt and set expectations for follow-up.
Managing requests is another area where you have complete control. You can choose how you handle each request, whether that’s by adding updates in the Notes section or deleting requests after the initial follow-up call. The approach you take will depend on your sales process, so it’s all about finding the method that works best for your team. This flexibility ensures that you can manage requests in a way that fits your business and keeps things running smoothly.