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Oracle Modern Best Practice—B2B Cart to Agreement

Optimize the Shopping Cart

B2B Cart to Agreement

Maximize the business buyer’s journey at the shopping cart. Respond quickly to customer requests via social networks. Use workflow to automatically route purchase approvals through buyer organizations. Streamline price negotiations. Transform the business shopping journey into a great commerce experience.

Finalize Cart
Handle Request for Quote
Respond to Quote Request
Negotiate Pricing and Terms
Finalize Purchase
Post Purchase Communication

Mobile. Social.

Finalize Cart

Summarize shopping cart with default or prenegotiated pricing and terms. Automatically route approval requests though buyer organization via workflow.

White paper: B2B Cross-Channel Commerce: Complexity, consumerization, and change (PDF)

Mobile. Social.

Handle Request for Quote

Request price quote for items in cart using a mobile device. Initiate discussion online, by phone, or through social network. Identify follow-up actions, such as product demo or in-person appointment.

Article: The Increasing Role of ERP in Customer Experience and B2B E-Commerce

Mobile. Social.

Respond to Quote Request

A sales rep prepares the proposal and routes it for approval based on the preset workflow. The rep can send the approved quote to the buyer via a mobile device.

Demo: Oracle B2B Commerce in Action (5:41)

Mobile. Social.

Negotiate Pricing and Terms

Negotiate with buyer through chat, phone, or in person meeting. Maintain online record of changes to pricing and terms and approval history.

Mobile. Social.

Finalize Purchase

Finalize pricing, delivery methods, and financial terms of purchase. Pay by PO, invoice, or credit with a mobile device.

White paper: The Content & Commerce Collision (PDF)

Mobile. Analytics. Social.

Post Purchase Communication

Automatically update order fulfillment status. View and pay invoices via mobile device. Automatically handoff to customer service center based on predetermined workflow.