Digitally automating quote to cash delivers outstanding Customer Service
Imagine if every customer could see their stock availability, price lists, service catalogue and contracted bundles, lead times, outstanding orders, lodged tickets, returns, SLAs, knowledge base, service capacity, and account status.
Our eCommerce Customer Portal connects your customers to your delivery and operational capacity, including Warehouse and Field Service.
Customers can access their service catalogue, create and configure their own quotes and receive real-time confirmation of stock availability and field service bookings.
Sales and Customer Service Operations are aligned, and non-contracted sales quotes are automatically routed directly to the sales team and customer service agents.
Workflow Automation streamlines the sales process by automating customer quote approvals, tracking quote status, and automating after-market processes.
Customer Self Service
The Customer Portal delivers self-service when customers need it .
Through the automated Q2C process via their self-service portal, they can place orders, log tickets, arrange returns, inquire about new products, update their delivery details, arrange repairs and returns, and schedule field and factory-based services such as tests, inspections, calibrations, and maintenance.
ERP and Field Service Integration
Inventory availability, lead times, and field service schedules are integrated to complete the Q2C process.
Master Data (SKUs, Customers, Pricing, Bundles) and Transactional Data (POs, SOs, Inventory levels, Travel Time, Schedules, Lead Times, Purchases, and Returns) are bidirectionally transmitted between the ERP, Field Service and the Customer's Portal.
Workflow automation and integration into existing systems align and streamline sales and customer service operations.
Connects front and back office to the field to deliver on premium customer promises.
Integrate into Existing Systems
Align sales and Customer Service Operations on one platform
Align Sales and Customer Service Operations on one platform.
Eliminate spreadsheets and data entry into multiple systems with a single, easy-to-use unified platform.
Integrate with WMS and field service scheduling and operations.
Easy to Scale at zero cost
Onboard new customers in days
Onboarding new customers into their eCommerce Portal takes hours and days, not weeks and months. Through efficient processes and digitised automation, new capacity is delivered at zero cost.
HubSpot CRM
HubSpot's smart CRM helps you gather customer data and once integrated with your existing systems, like your ERP, your Sales and CS teams can easily access real-time inventory status and customer order history.
With HubSpot, you can effortlessly track customer website visits and get a peek into their browsing habits. This gives you valuable insights into your HubSpot web-shop traffic and helps you fine-tune your sales and marketing efforts with intent data.
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Delivering the B2C buying experience to your B2B customers
B2B buyers now expect a seamless buying experience similar to B2C shopping, preferring self-service options over sales calls.
CommercePro facilitates this by offering eCommerce features like self-service portals and automated processes, leading to faster transactions and improved customer satisfaction.
CommercePro simplifies the buying process by combining all transaction steps into one system, reducing delays. B2B companies using eCommerce in their CRM see better sales cycles and customer retention.
Commercient
Commercient is a powerful tool that connects ERPs with HubSpot CRM to make the quote-to-cash processes a breeze.
Commercient can significantly streamline your quote-to-cash (QTC) automation process by integrating your HubSpot CRM with your ERP (like SAP, MS Dynamics, Sage or NetSuite)
With real-time data synchronisation, your sales and support teams can view a customer's transaction history, preferences and outstanding issues directly in the CRM.
From creating quotes to ensuring accurate pricing, managing orders, automating invoices, and tracking payments, Commercient gives its customers a fantastic edge with a more powerful connected system, greater visibility of revenue metrics and a much better customer experience.
Implementation Management
Our expert team will review your existing Quote-to-Cash Process and design a new, improved Q2C process with cutting-edge technology, and best practice procedures will be automated.
We start by documenting the buying experience your customers need and understanding the best path to deliver the required outcomes.
We can then scope the project and make recommendations before creating a detailed plan to roll out the best technology for you and put the new processes into place - right on schedule and within your budget.
Yes, our solution offers bidirectional integration with your ERP and field service platforms, ensuring synchronised data across SKUs, pricing, inventory levels, and service schedules.
Customers can place orders, log support tickets, arrange returns, and schedule services directly through the portal, enhancing convenience and reducing administrative overhead.
By automating workflows, aligning sales and customer service operations, and providing real-time data access, our Q2C solution reduces manual errors, accelerates order processing, and enhances overall efficiency.
