Customers on your platform
From a quote to self-service ordering online
E-mail or PDF → quote → link → platform → account → basket → future orders on their own
From e-mail to platform
Do not ask customers to change their habits before the first order
The customer gets to know your platform while placing a real order.
- 01 · Today
The customer sends an enquiry just as before.
- 02 · Quote
B2Bmind prepares the quote.
- 03 · Completion
The customer gets:
linkPDFe-mailand completes the order on your B2B platform, activating an account along the way.
- 04 · Self-service
Next time they order on their own, even in the evening or at the weekend.
E-mail to the customer
The quote is ready. B2Bmind also helps you send it
In the plugin, B2Bmind also drafts the quote e-mail. The sales rep approves the message before it reaches the customer.
With an API integration, e-mails and PDFs stay on your platform’s side.
- To
- Tomasz W., Instalacje Zabłocie
- Subject
- Quote #2481
Hello Tomasz,
please find quote #2481 attached.
- ✓3 products in stock now
- ◦Ball valve 1/2": also available with a butterfly handle
Repeat orders
The customer pastes a list on your platform and gets a basket instantly
Once trained on your data, B2Bmind works for customers too. The customer pastes a list or a file straight into your platform and instantly gets a basket with items from your catalogue.
- no waiting for a sales rep
- even in the evening or at the weekend
- sales reps do not retype orders placed out of hours
- unmatched items go to a sales rep
elbow 16 - 40 pex tee 16 x25 ball valve 1/2 10pcs
Implementation
Plan for the first 30 days
- 01 · Sales reps
B2Bmind works for your sales reps first. They check and correct the results.
- 02 · Rules
Every week the head of sales approves rules based on corrections, so the same mistakes do not come back.
- 03 · Quotes with a link
Customers complete orders on your platform and create accounts along the way.
- 04 · Customers on their own
Once the model is trained, we switch on list pasting for customers on your platform.
We do not switch B2Bmind on for customers before it is trained, because their first impression of the platform has to be a good one.
What about sales reps?
Sales reps stay with the customer. They just stop retyping
Every quote goes through a sales rep
AI builds the basket, the sales rep checks and approves it. Nothing reaches the customer without them.
They add whatever is missing
A handy catalogue search in the dashboard: the sales rep adds products the customer asked for by phone, or ones worth suggesting.
Their know-how keeps working
Sales rep corrections become rules that the head of sales approves. Cover staff do not mean new mistakes.
Less retyping, more selling
Instead of 15 to 60 minutes of retyping, a few minutes of checking. That time goes back into talking to customers.
Customer and platform
Customers get to know your platform through a real order
- link to the quote
- quote viewable without logging in
- account activation
- quote moved to the basket
- self-service orders 24/7
- unmatched items handed to a sales rep
Customers place repeat orders on their own, even in the evening or at the weekend.
Try it free on your own product data
Leave your details. In a 30-minute presentation we will show B2Bmind on your products, and you will get the free quote simulator for testing.
