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B2B and CRM environment
Improve Your Marketing and Sales Processes
Agito implements a B2B and CRM environment, which gives you control over the marketing and sales processes and connects all company’s departments, people… with all partners (customers, agents, dealers, importers, distributors…).
B2B and CRM environment

CRM system needs to be connected to company's business model, business strategy and all involved processes. The support for whole range of these business processes needs to be ensured in different, but synchronized portals.

CRM + B2B Portal (Customer Relationship Management + Business to Business Portal) consist of:

  • Product Information Management Portal (PIM) for managing all marketing and sales information regarding products, solutions, services...,
  • Business Portal (BP) for sales department support, which can be accessed by buyers, agents, representatives, dealers, importers or other partners,
  • Marketing Portal (MP) for communication with external marketing agencies,
  • Internet Portal (IP) with public information,
  • and integration with CRM.

All modules are connected to Enterprise Resource Planning - ERP system.

Solution supports all necessary business processes through Business Portal and CRM:

  • Customer management,
  • Campaign management,
  • Opportunity management,
  • Order management,
  • Contract management,
  • Case management,
  • Payment management...

B2B and CRM environment are implemented on Microsoft Dynamics CRM platform, Microsoft SharePoint and Microsoft BizTalk. They can be implemented in local network, hosted or in cloud.

B2B and CRM building blocks

Product Information Management (PIM)

Product Information Management represents a central system for managing all product information and related documents. Product information, initially pulled from an ERP system, can be supplemented with multilingual marketing and technical descriptions, photos, video clips, sound clips, technical blueprints, approval certificates, instructions… This information can ultimately be published to different platforms (Extranet, Internet…) or used to create product catalogues. Typical user groups are: product department, marketing department, research department.

Business Portal (BP)

Business Portal represents a main web-based communication channel for a company towards its business partners. Portal allows partners to access their own basic information, payment terms, credits and conditions, product information and availability, latest news, submit orders, track order status, view invoices, submit warranty claims and track claim status. Product information is pulled from the »Product Information Management« system. Price lists, product availability information, selling terms, orders and claims are synchronized with the CRM system. Typical user groups are: business partners (agents, importers, dealers, registered buyers etc.)

Internet Portal (IP)

Internet Portal provides a web-based communication channel for a company towards its end customers, where they can access public product information and latest news, gathered from »Product Information Management« system. Typical user groups are: customers and potential customers, interested in public product information.

Marketing Portal (MP)

Marketing Portal provides support for the process of marketing material management for different locations, partners and customers. Users can view and order marketing materials, as well as track their preparation, publishing and approval status from all parties involved. Typical user groups are: internal marketing department, external marketing agency, individual partners / journalists.

Customer Relationship Management (CRM)

Customer Relationship Management represents a central system for business partner management with support for sales and marketing activities through business processes (Customer management, Campaign management, Opportunity management, Order management, Contract management, Case management, Payment management…). The system is tightly connected to Business Portal and Enterprise Resource Planning (ERP) system. Typical user groups are: sales department, marketing department.

Enterprise Resource Planning (ERP)

ERP is the core business system for finances, accounting, financial controlling, warehouse management and manufacturing management. ERP system is a data source for »Product Information Management« and »Customer Relationship Management« systems regarding product information, finance and accounting. Other business entities (like price lists, stock information, customers, orders, invoices…) are also regularly synchronized with the CRM system.

Microsoft BizTalk Server (BT)

Microsoft BizTalk Server is an integration platform for inter-connecting and asynchronous information exchange between different systems (for example: ERP to CRM, PIM/CRM to BP), that reside on different locations: local, remote, hosted or cloud based.

Document Storage (DS)

Document Storage is a central system for storing various documentation in the »Product Information Management« system (marketing media materials, technical documents, installation manuals etc.) In case of cloud storage, »Content Delivery Network« technology can be used to balance content delivery to users across the globe.

B2B and CRM users

Business Partners (agents, importers, dealers, representatives, registered buyers...)

B2B and CRM environment, especially BP as such, enable Business Partners (agents, buyers, dealers, importers, registered buyers...) to gain business, products and services information and related news. Users can get their own basic information, payment terms, credits and conditions, submit orders and monitor their status, submit invoices, payments and complaints.

Product Development Department

Production Development Department is typical user of PIM which represents a basis for BP. PIM, being a central system for data management, enables users to supplement product data, initially pulled from an ERP system.

Sales Department

Sales Department usually monitors its activities through a CRM system. CRM system enables partner management, control and monitoring of the sales process and marketing activities. Together with PIM system it provides information on sales processes and products, which represents the basis for next sales and marketing steps.

Marketing Department

Support for marketing activities is handled by a MP and CRM. Users can review and order marketing materials, monitor preparation process, publish and approve the materials. The use of marketing materials can be different on each product, location, partner and customers.

Technology, platform and implementation of B2B and CRM environment

B2B and CRM environment consists of following building blocks:

  • Microsoft Dynamics CRM as a collection of all information regarding the entities and processes,
  • Microsoft SharePoint as a platform for marketing, sales, B2B and WWW(web) portal,
  • Microsoft BizTalk as a platform for integration between all entities and an ERP system.

It can be implemented in local network, hosting or cloud.

CRM system really becomes a central source for all information regarding the marketing and sales activities and therefore provides data for business decision making.

In order to fulfill our customer's expectations, we structured our approach into following phases:

  • Analysis of the business environment and client expectations (business analysis).
  • Solution proposal: project management methodology, processes and workflows, documentation, integration, reports, IT infrastructure, configuration and support.
  • Infrastructure setup and configuration.
  • Security roles and user rights definition, implementing global resource pool, project templates, workflows and report design.
  • Trainings and workshops for marketing, sales, development and product departments.
  • Content and technical system maintenance.
  • Daily support.


Project is concluded with established B2B and CRM environment, integrations and qualified users!


With CRM system implementation, company can make a significant step towards information hygiene, transparency, accessibility... but it is also important to change business processes and CRM integrations with business processes that have any kind of influence on marketing and sales. That is why Agito is here!

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