Self-Service Portals
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 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:
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.
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.
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.
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.
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.
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.
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.
We review the existing processes in your organization and identify opportunities to improve efficiency.
Our certified Salesforce consultants design an actionable plan for your business model and present it in any appropriate form.
We recommend the best automation solutions to simplify operations and improve the productivity of your teams.
The RA consultants build a commerce solution that reflects your brand, product offerings, and buyer preferences.
We connect Salesforce B2B Commerce Cloud with your existing CRM and third-party tools.
We connect external systems to ensure smooth data exchange across platforms.
Our team refines your platform to keep it running at peak efficiency.
We connect your Commerce Cloud with Sales, Experience, or Service Cloud if required.
We migrate all data from the system you use accurately.
Your data stays protected, meeting all industry security and compliance standards. We use only reliable protocols.
The RA specialists ensure your platform is always updated with the latest Salesforce features and improvements.
We monitor and adjust system settings to keep your operations running efficiently.
We provide hands-on training so your team can utilize Salesforce B2B Commerce Cloud to the full.
Our engineers assist with troubleshooting and system adjustments.
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.
We had received many awards in the past years,
one of them beeing the Clutch's Top 1000 Consulting Firms
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.
Why spend months building an online store when you can launch in days? With prebuilt templates and automation tools, you can create a fully functional, branded storefront in as little as 30 minutes – no coding required. Adjust pricing, update inventory, and run promotions seamlessly with Agentforce Merchant.
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.
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.
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.
Expanding to new markets has never been easier. Manage multiple brands and regions from one central dashboard, localizing content, pricing, and payment options for different countries. With 99.99% uptime, PCI and GDPR compliance, and enterprise-grade security, you can scale securely while maintaining trust.
to implement Salesforce B2B Commerce Cloud
According to your requirements, we map out a clear implementation plan.
Our experts configure the platform and integrate essential features like rapid reordering or product catalogs into your Salesforce CRM.
We thoroughly test the platform to ensure every feature works flawlessly.
With everything in place, we roll out your new B2B commerce Salesforce solution.
Our Salesforce consultants analyze performance, gather feedback, and implement improvements to adapt the system to your business.
We offer continuous support, ensuring smooth operations and helping you maximize the solution's potential.
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.

