Magento 2 Sales Operations
SoftwareSilo vs Aheadworks vs CreativeMinds Sales Representative Extensions
The names are similar, but one is a sales workspace, one a personal manager tool, and one a commission system.
Practical guides, comparisons and lessons from demanding commerce projects.
Tag:: #B2B × Reset
Magento 2 Sales Operations
The names are similar, but one is a sales workspace, one a personal manager tool, and one a commission system.
Magento 2 Sales Operations
A sales rep field tells Magento who owns the account. A portal gives that person somewhere to do the work.
Magento 2 Sales Operations
Assisted ordering works best in the customer's real storefront context, with the representative recorded separately.
Magento 2 Sales Operations
Commission reports are only trustworthy when every order channel follows a documented attribution rule.
Magento 2 Sales Operations
A useful field-sales record connects the appointment, conversation, quotation, and resulting order to the same customer owner.
Magento 2 B2B Accounts
A practical comparison of customer-based subaccounts, full company-account suites and native Adobe Commerce B2B.
Magento 2 B2B Accounts
The products overlap, but they organize customers, companies and add-ons differently.
Magento 2 B2B Accounts
The feature lists overlap, but licensing, data models and purchasing workflows differ.
Magento 2 B2B Accounts
A practical permissions model for buyers, approvers, branch managers and account administrators.
Magento 2 B2B Accounts
Spending limits and human approval are separate controls. A good workflow uses each for the right decision.
Magento 2 B2B Accounts
The difficult part of subaccounts is not creating logins. It is agreeing what those users share, control and leave behind.
B2B
Visibility, pricing and performance patterns for B2B shared/custom catalogs.