Customer and account workflows
A workflow built around customer and account workflows, scoped to how b2b solutions teams already work.
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Industry solutions / B2B solutions
ERP & CRM for B2B solutions
Business information is harder to act on when teams have to reconcile separate systems.
01 / Understand
Map the processes and data ownership first, then build or connect ERP and CRM workflows around the organization's requirements.
Where technology can help
Solutions shaped around the work
Operational dashboards
A workflow built around operational dashboards, scoped to how b2b solutions teams already work.
ERP and CRM integration planning
A workflow built around erp and crm integration planning, scoped to how b2b solutions teams already work.
Explore the focus areas
Find the workflow you need to improve.
Related Raybit products
Tools for connected experiences
Questions for B2B solutions
Start with the right questions.
What should we understand before designing a b2b solutions solution?
Business information is harder to act on when teams have to reconcile separate systems. We start with the current process, the people involved, and the tools already in use.
Can a solution connect with systems we already use?
Integration options depend on the systems, access, and documentation available. We can map those dependencies during discovery.
Can we begin with one workflow and expand later?
Yes. A project can be scoped around a clear first workflow, with later phases planned against business priorities and technical dependencies.