Business-to-business (B2B)

CRM retains accounts and opportunities; Channels keeps linked conversations. Commerce presents the catalog and captures orders, while Revenue Operations connects documents, invoices and inventory. This workflow covers product or service sales to other businesses without assuming account-specific pricing rules or automatic credit approval.

Configure access and action permissions. Review messages and documents before sending and hand exceptions to specialists; respect opt-outs and provider limits.

Getting started depends on loading reliable data, connecting compatible channels and configuring and validating the required integrations. Test the workflow and its permissions before expanding it.

Key Workflows

• Record account, buying contacts and opportunity in CRM from a Channels inquiry, with an owner and next step.
• Share the Commerce catalog and link the identified buyer’s order to commercial history.
• Review terms and inventory in Revenue Operations before confirming sales documents and invoices.

Potential operational benefits

Greater continuity across negotiation, ordering and administration, depending on your team’s configured data and rules.

Results depend on your process, data quality and configuration.