Manage corporate customer accounts, users, and business relationships seamlessly between your digital platform and ERP system.
At the heart of B2B digital sales is not a single individual, but a customer organization. This organization may consist of a central company, affiliates, branches, stores, delivery points, buyers, approvers, finance users, and various business responsibilities.
Customer management goes beyond simply creating a user account on the portal; it requires centrally managing the customer's legal and commercial identity, organizational structure, addresses, tax information, contracts, catalogs, prices, payment terms, credit status, and user relationships.
Key components of the B2B customer model
Corporate client and legal entity records
Main customer, affiliate, branch, and location hierarchies
Invoice, delivery, ordering and paying party relationships.
Customer managers, sales representatives, and service supervisors
Product catalogs, price lists, and contract terms.
Tax, currency, payment, maturity and credit information.
Sales territory, channel, segment, and customer classifications
Digital platform users, roles, and account permissions.
Documents, certificates, permits, and commercial compliance records.
Separate customer master data from the portal application.
Customer applications submitted through the website should not be considered as automatically approved customer registrations. The customer account should only be activated after matching the application with an existing customer, checking for duplicate registrations, assessing business suitability, and obtaining necessary approvals.
Reflect organizational relationships in business transactions.
A user may have different companies, branches for ordering, cost centers, delivery addresses, and billing accounts. These relationships must be defined within the customer hierarchy and automatically applied in ordering, approval, pricing, and reporting processes.
Identify the authorized source of customer data.
It must be clear which data is created in which system between the digital platform and the ERP. While legal client, tax, credit, and contract information is managed in the main corporate system, specific user preferences or digital communication areas can be updated via the portal. Changes must be verified, approved, and stored with an audit trail.
Give the client the ability to manage their own organization.
Authorized customer managers can invite users from their company, assign specific roles, and deactivate them. However, business authorizations, credit information, catalogs, and critical limits that the customer manager cannot change must be controlled by the vendor company.
Manage the customer not just as an account placing an order, but as a holistic business partner with an organization, users, business terms, and long-term relationships.