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The solution provides easy-to-use self-service portals where businesses can allow their customers to easily place orders, check their status, and manage their accounts with chatbots or independently.
Salesforce B2B Commerce Implementation
Build B2B buying workflows around your customer accounts, catalogs and commercial terms. Routine Automation helps scope Salesforce configuration, ERP handoffs, data migration and testing for the buyers and teams who will use the storefront.
What is Salesforce B2B Commerce Cloud?
Salesforce B2B Commerce Cloud is a powerful e-commerce solution designed to help businesses sell smarter and scale faster. It helps companies create easy, self-service buying experiences, automate sales processes, and expand globally – all while integrating with existing systems for a connected and data-driven approach.
Key Benefits of Salesforce B2B Commerce Cloud:
- 29% revenue growth driven by state-of-the-art tools.
- Easy global expansion with multi-language, multi-currency, and compliance-ready capabilities.
- 27% increase in sales rep productivity through AI-powered insights and self-service portals, leading to higher conversions.
- Enhanced customer retention and satisfaction through personalized recommendations and efficient self-service portals.
- Up to 25% reduction in operational costs with automation tools.
Salesforce B2B Commerce Cloud Features
B2B Accounts and Segmentation
Deliver highly customized buying experiences with built-in account segmentation and entitlements. Assign personalized pricing, promotions based on buyer groups, negotiated contracts. Enable buyers to purchase on behalf of different locations or businesses, streamlining procurement across large organizations.
Intelligent Order Management
Simplify complex purchasing workflows with fast checkout, split shipments, and multiple payment options. Order orchestration reduces manual work, ensuring efficient fulfillment across digital and physical channels. A unified order management system synchronizes inventory, automates shipping preferences, and enhances cross-channel purchasing.
AI-Powered Merchandising & Promotions
Drive growth with dynamic promotions, personalized product recommendations, and AI-optimized search. With pre-built promotion types, businesses can create targeted offers that increase conversion rates and customer lifetime value. AI-driven insights simplify merchandising, ensuring the right products reach the right customers at the right time.
Agentforce Merchant – No-Code Store Management
Launch and manage a digital storefront with ease using pre-built templates and automation tools. Adjust inventory, pricing, and promotions in real time, all without coding. With guided setup, businesses can go live quickly, reducing time-to-market and enabling rapid adaptation to market demands.
Unified Insights & Analytics
Gain a comprehensive view of your business with built-in reports and dashboards. Track top-performing products, monitor inventory levels, and identify at-risk customers before they churn. Advanced analytics provide actionable insights, helping businesses optimize operations and improve customer retention.
Agentforce Buyer – Streamlined B2B Purchasing
Deliver a consumer-grade experience for B2B buyers. enhances the B2B buying experience, helping your buyers find products, make purchases, and track orders via chat or within sales portals.
B2B Commerce Cloud We Offer
Consulting
We take the time to understand your business goals and challenges. We offer practical strategies to help you make the most of Salesforce B2B Commerce Cloud.
- Analysis
We review the existing processes in your organization and identify opportunities to improve efficiency.
- Strategy development
Our certified Salesforce consultants design an actionable plan for your business model and present it in any appropriate form.
- Recommendations
We recommend the best automation solutions to simplify operations and improve the productivity of your teams.
Implementation
We handle everything from configuration to customization to ensure your store is up and runs quickly and efficiently.
- Platform Setup
The RA consultants build a commerce solution that reflects your brand, product offerings, and buyer preferences.
- System Integration
We connect Salesforce B2B Commerce Cloud with your existing CRM and third-party tools.
Development
Our team designs and builds functionalities that improve your platform.
- API & Third-Party Integrations
We connect external systems to ensure smooth data exchange across platforms.
- Optimization
Our team refines your platform to keep it running at peak efficiency.
- Salesforce Ecosystem Integration
We connect your Commerce Cloud with Sales, Experience, or Service Cloud if required.
Migration
Our specialists make sure all your critical data is transferred without loss, errors, or disruptions.
- Data Transfer
We migrate all data from the system you use accurately.
- Secure & Compliant Process
Agree the migration security requirements, access controls and validation responsibilities for the data in scope. Review applicable industry obligations with the responsible client stakeholders.
Support
We provide long-term support to keep your business running smoothly.
- Technical Assistance & Updates
The RA specialists ensure your platform is always updated with the latest Salesforce features and improvements.
- Performance Optimization
We monitor and adjust system settings to keep your operations running efficiently.
- User Training & Onboarding
We provide hands-on training so your team can utilize Salesforce B2B Commerce Cloud to the full.
- Post-Implementation Support
Our engineers assist with troubleshooting and system adjustments.
Routine Automation is Your Reliable Partner
At Routine Automation, our team of 27 certified Salesforce consultants is dedicated to delivering successful Salesforce product implementations. We are at your disposal for fast and secure implementation of Salesforce solutions to make the most of your e-commerce platform.
Our 4.9-star rating on Clutch and AppExchange reflects our commitment to exceeding client expectations and delivering exceptional results. We have 293 projects delivered in our portfolio with the utmost results.
Awards & Recognitions
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
Salesforce Commerce Cloud Simplifies B2B Sales
Discover how Salesforce Commerce Cloud empowers businesses to create premium, content-rich shopping experiences. From drag-and-drop tools for merchandisers to intelligent order management and personalized B2B features, learn how to streamline your sales, enhance customer engagement, and drive efficiency with integrated, mobile-first solutions.
Top 5 Salesforce B2B Commerce Cloud Reasons to Use It
Get to Market Faster
Plan storefront delivery around the catalog, buyer access, negotiated pricing, payment options and connected systems required for launch. Templates may support the build, but project timing depends on those requirements and acceptance testing.
Make Smarter, Data-Driven Decisions
Knowing what your customers want is half the battle. With real-time analytics and over 30 built-in reports, you can track sales, monitor buying trends, and optimize inventory. AI-driven insights help refine pricing strategies, improve marketing campaigns, and boost conversions.
Cut Costs & Increase Efficiency
Manual processes slow businesses down. Automate key operations like order management, inventory tracking, and self-service portals to reduce overhead costs and free up your team’s time. Features like bulk ordering, contract pricing, and approval workflows ensure a smooth, efficient buying process.
Deliver Personalized Buying Experiences
B2B buyers expect the same seamless experience as B2C customers. Customized catalogs, tailored promotions, and AI-powered recommendations ensure each buyer sees the right products at the right price. Fast, flexible checkout options – including split orders and personalized payment terms – make every transaction smooth.
Scale Globally with Confidence
Define the markets, languages, currencies and payment arrangements in scope, then review the required integrations and commercial terms. Security, privacy and availability commitments must be checked against the selected products and contracts.
steps
to implement Salesforce B2B Commerce Cloud
Planning
According to your requirements, we map out a clear implementation plan.
Integrating
Our experts configure the platform and integrate essential features like rapid reordering or product catalogs into your Salesforce CRM.
Testing
We thoroughly test the platform to ensure every feature works flawlessly.
Launching
With everything in place, we roll out your new B2B commerce Salesforce solution.
Optimizing
Our Salesforce consultants analyze performance, gather feedback, and implement improvements to adapt the system to your business.
Support
We offer continuous support, ensuring smooth operations and helping you maximize the solution's potential.
Hear from Companies Like Yours
Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.
We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.
They have excellent communication skills and are always well-organized.
Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.
Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.
Driven by what was best for us, not what would bring them the most revenue
They're true consultants that listen to requirements and provide productive feedback.
Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.
Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success.
The developer is the best we’ve had.Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style.
The project management was professional and followed the Agile methodology.
Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.
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