Planning and Go-live
- Go-Live Checklist and Step-by-Step Process
- Mapping Macro Requirements and Specifying B2B Features
- Coexistence of B2C and B2B Operations
Content Management and Personalization
- Does Your B2B Need a Front-End Similar to B2C?
- Ideas for Customized Front-Ends to Simplify Purchase Journeys
- Ideas for Different Front-End Approaches in B2B
Blueprint and Modeling
- Customer Registration and Analysis Process with Native B2B Apps in VTEX
- Approval Flow for Access Registration
- Base Registration for Companies
Customer Relationship Management
- Buyer Organizational Hierarchy and Permissions
- Sales Representatives vs. Telesales
Pricing
- Levels of Price Segmentation: Price per Customer and Customer Clusters
- Audience API + Price Tables
- Hot Pricing Strategies and Caching
Logistics and Shipping
- Freight Segmentation: Customized Delivery Options by Customer
- Delivery Clustering and Defining Specific Methods/Windows
- Order Routing Process
Checkout and Payments
- Customization Limits in the Checkout Process
- When to Use a Headless Checkout
- Credit Management for Deferred Payments: Offline vs. Online Workflows
Promotions and Marketing
- Budget Management and Credit Limits by Customer
Orders
- Order Queue Strategies with Feed/Hook vs. ERP
- Multichannel Order History Management
B2B Architecture and Solutions
- VTEX Master Data Entities
- Master Data V2 Triggers and Applications with B2B Organizations
- Punch-Out: What It Is and VTEX Integration Options
Case Studies and Best Practices
- Challenges Faced by B2B Clients (e.g., Hinode, Supercampo, Camesa)
- Change Management for Clients with Manual Operations
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