B2B commerce optimization

Personalized B2B commerce experiences

Deliver a personalized, friction-free B2B buying experience with an always-on digital sales portal.

• Customer-specific price books and catalogs. Ensure your customers' buying experience matches their contract terms with personalized price books and product assortments.
• Hassle-free ordering. Expedite restocking by uploading multiple SKUs, using one-click reorders, and initiating orders from pre-defined requisition lists of frequently purchased items.
• Buyer-defined purchase approval workflows. Empower customers to stay within their budget with automated purchase approval workflows.
• Flexible buyer management. Allow your buyers to purchase on behalf of multiple companies and easily switch between accounts.
• Flexible payment options. Let your customers pay down their account with either credit cards or digital wallets.

Built-in support for complex B2B accounts

Cater to B2B businesses of all sizes and structures with tools that make it easy to acquire new customers and establish company account hierarchy.

• Seamless customer acquisition. Enable new customers to sign up for a company account directly from your storefront.
• Company accounts. Let your customers set up accounts with multiple buyers that can be organized into buying groups or hierarchies.
• Parent-child account structure. Support complex business structures — such as businesses with multiple subsidiaries or regional operating companies — by allowing your customers to assign accounts under a parent account.

Tools for stronger sales

Transform your sales team from order takers to proactive sellers with tools for digital selling and support.

• Streamlined quoting. Empower both your customers and sellers to create and negotiate quote requests directly through your site.
• Standing quotes. Simplify repeat purchases using a quote template with pre-approved contract and pricing terms that can be applied to multiple quotes.
• Quote to cash. Create quotes, apply line-item discounts, trade messages to negotiate the agreement, and let customers check out — all through your site.
• Assisted selling and login as the customer. Let sales and customer service reps log in as their customer — after permission is granted — to troubleshoot issues, walk them through product configurations, and create orders or quotes on their behalf.

Self-service account management

Put your customers in control with 24/7 account access so they can take care of day-to-day tasks independently. With our intuitive self-service portal, customers can track shipments, view their entire quote and order history, access invoices, monitor company credit, request returns, manage buyers and permissions, and more. This reduces the number of customer phone calls and frees your teams to focus on high-value activities.

Unified B2C and B2B platform

Easily manage every aspect of your business — whether B2B, B2C, or both — with a unified commerce solution that lets you simplify your workflows and deliver seamless customer experiences, all from one interface.

• Unified platform. Share catalog, product merchandising, and marketing resources across your site instances.
• Lower overall costs. Save money with a single integrated solution, which reduces costly back-office duplication, multiple license fees, and the need to hire specialists with different product expertise.
• Customized experiences. Create different experiences for B2B versus B2C customers. Show separate branding, offerings, pricing, and catalogs depending on which type of client logs in.