Business-to-consumer (B2C)

Commerce presents products and services with checkout; Register records in-person sales and receipts. CRM retains identified buyer history and Channels brings conversations together. Revenue Operations connects documents and inventory. Configure offers and payment methods for your operation and review pricing, return or availability exceptions.

Apply data and action permissions and human review before sending messages or committing terms. Respect contact preferences 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

• Publish the Commerce catalog with reviewed terms and record orders linked to the identified buyer.
• Identify the customer in Register to consult CRM history and link the receipt from an in-person sale.
• Resume questions in Channels and review Revenue Operations documents and inventory before confirming changes or availability.

Potential operational benefits

A more consistent journey across inquiry, purchase and support, depending on data quality and buyer identification.

Results depend on your process, data quality and configuration.