Digitally automating quote to cash simplifies operations and increases efficiency and capacity.
Imagine if each customer could see their stock availability, price lists, contracted bundles, lead times, outstanding orders, lodged tickets, returns, SLAs, knowledge base, service capacity, and account status.
Our eCommerce Customer Portal directly connects your customers to your delivery and operational capacity.
Contracted customers can create and configure their own bundles of devices and instruments along with the required attached services such as calibration, testing, training and commissioning.
Non-contracted sales quotes are automatically routed directly to the sales team and customer service agents.
Automated workflows can be configured to streamline the sales process - automating customer quote approvals, tracking quote status and managing follow-up activities.
Customer Self Service
Business as usual involves customers digitally interacting with all their daily requirements.
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 services such as tests, inspections, calibrations, and maintenance.
ERP Master and Transactional Data Flows
Both Master Data (SKUs, Customers, Pricing, Bundles) and Transactional Data (POs, SOs, Inventory levels, Lead Times, Purchases, Returns) are bidirectionally transmitted between the ERP and the Customer's Portal.
Invest in streamlining your Q2C process and accelerate profitable growth!
Give your customers what they want-complete visibility and control over all their interactions with your company.
They can keep an eye on spending and order statuses, check on support requests, and quickly access and share documents. and that's not all; customer portals also:
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.
