Visionet’s Customer Quotation Management Accelerator for B2B Commerce

Visionet’s Customer Quotation Accelerator optimizes the B2B sales process by enabling real-time, reliable customer quotations. Businesses can provide instant pricing and discounts. This ensures better conversion rates, faster deal closures, and an improved buying experience.

Visionet’s hybrid solution ensures uninterrupted operations—delivering instant quotes when HQ is online and seamlessly switching to fallback mode during downtime. With Dynamics 365 commerce batch job synchronization, your workflows stay smooth, and data remains accurate. Easily integrate with third-party front-end applications connected to CSU, leveraging newly added APIs that follow the same robust design principles for seamless quotation management. Empower your business with faster, more reliable quoting and a frictionless customer experience!

Streamlined Quotation Management

Our solution simplifies and streamlines the quotation management process for B2B businesses, enabling customers to create and track quotations with ease directly from the frontend. Through the My Account self-service section, users can efficiently manage their quotations without requiring additional support. Customers can seamlessly convert quotations into sales orders from the B2B portal, reducing manual intervention and significantly accelerating order processing. With personalized pricing and discounts, businesses can offer tailored quotations to enhance customer satisfaction.

A complete history of all quotations is maintained for easy reference, ensuring transparency and informed decision-making. The omnichannel experience allows collaboration on customer-created quotations across multiple touchpoints, improving engagement and accessibility. By enhancing sales efficiency, boosting conversion rates, and strengthening operational resilience, this solution creates tangible value for B2B businesses while delivering superior customer experience.

Hybrid Architecture for Uninterrupted Operations

Our solution is designed with a robust hybrid architecture that ensures seamless customer quotation management in both real-time and fallback scenarios. When the HQ system is available, quotations are instantly created in the back office using real-time APIs, enabling immediate processing and order fulfillment.

However, during HQ downtime, the system automatically switches to Fallback Mode, where quotations are temporarily stored in the channel database. These quotations are later synchronized with Dynamics 365 commerce through OOTB batch jobs, ensuring data consistency across the system.

This intelligent approach not only enhances operational resilience but also guarantees a smooth and uninterrupted quotation workflow, enabling businesses to deliver superior customer experience without delays or disruptions.

Key Benefits & Measurable Improvements

Our clients have achieved the following measurable improvements through Customer Quotation Management Accelerator:

Faster responses: Real-time creation accelerates responses to customer inquiries
Uninterrupted operations: Hybrid mode ensures functionality during HQ downtime
Seamless sales workflow: Customers can create, manage, and convert quotations efficiently
Increased reliability: Hybrid mode ensures uptime and functionality despite network issues
Data accuracy: OOTB synchronization keeps records consistent across systems
Scalable growth: Supports growing business needs with hybrid and omnichannel capabilities
Improved customer trust: Faster, more transparent processes foster stronger customer relationships

Microsoft Dynamics 365

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