TOOLBOX B2B
B2B Sales Process Automation
Automate your business processes for greater efficiency and operational precision.
Is it the right solution for your company?
Toolbox B2B is suitable if:
You manage orders, quotes, and manual approvals that require time and effort.
You want to automate quote creation based on variables such as price lists and customer conditions.
You manage complex approval workflows involving multiple teams or roles.
You need to integrate business systems (ERP, CRM) for centralized data management.
You are looking for a scalable platform that supports growth without slowdowns.
It might not be the right choice if:
Your company handles very simple orders and has no automation needs.
You do not require integration with ERP or CRM.
You prefer a non-automated approach due to simpler business processes.
Why Toolbox B2B solves automation-related issues
Toolbox B2B is designed to directly address the challenges of automation in industrial B2B, improving operational efficiency, reducing errors, and freeing up time for strategic activities.
1. Order Management Automation
With Toolbox, orders are automatically created based on predefined rules, reducing the risk of manual errors and speeding up the sales process.
2. Automatic Quote Creation
The automation of quote creation allows you to generate customized offers quickly, adapting them to price lists, variants, and the specific conditions of each customer.
3. Automated Approval Workflows
Toolbox automates approval workflows, reducing waiting times for order approval and speeding up the sales cycle.
4. Complete Integration with Business Systems
Toolbox B2B easily integrates with ERP, CRM, and other business systems, ensuring that data is consistent and updated in real-time across all platforms.
What sets Toolbox B2B apart in process automation
Toolbox B2B is not just a platform, but a solution designed to adapt to real business processes, helping you save time and reduce errors. The platform is designed to support your specific automation needs and integrate easily with your business ecosystem.
Flexibility and Scalability
Toolbox is fully modular and can be customized according to your specific needs, with the ability to add new features as your company grows.
Native Integration with Systems
The platform integrates seamlessly with ERP, CRM, and other business solutions, eliminating the need for additional software and improving overall efficiency.
Intelligent Automation
Toolbox not only performs repetitive tasks but optimizes workflows intelligently, allowing your resources to focus on high-value activities.
How Each Toolbox B2B Project is Implemented
Each implementation follows a structured approach:
1. Business Process Analysis
Understanding operational logic and objectives.
2. Platform Configuration
Activation of necessary modules and features.
3. Integration with Systems
Connection with ERP, CRM, and existing workflows.
4. Training and Ongoing Support
Operational support to ensure tangible results.
This approach allows you to reduce risks and maximize value in the long term.
Let’s talk about your project.
If you are looking for a platform that can automate your B2B sales processes, request a personalized demo to see how Toolbox B2B can meet your business needs.