B2B Sales & Account Workflows
Modernize quoting without slowing down complex B2B sales
Turn RFQs, negotiated pricing, approvals, and follow-ups into a structured workflow connected across your commerce platform, CRM, ERP, and sales operations.
Many B2B teams still manage quoting through email threads, spreadsheets, and disconnected systems. This creates delays, inconsistent pricing decisions, and missed opportunities. Arizon Digital helps you design and implement a quoting workflow that supports both customer experience and internal control.
The Problem
Why quoting breaks in most B2B commerce environments
Quoting is not just a form — it is a process that includes customer-specific pricing, margin checks, product availability, approvals, sales ownership, ERP data, and follow-up timing.
When these elements are disconnected, teams experience:
- ✕Slow quote turnaround times
- ✕Inconsistent pricing decisions
- ✕Missed follow-ups and lost opportunities
- ✕Limited visibility into open quotes
- ✕Heavy reliance on manual coordination
Our Approach
A structured quoting workflow, designed around your business
Arizon Digital approaches quoting as part of your broader commerce operating model — not as an isolated tool deployment.
We help define:
How quote requests are captured across storefront, sales, and offline channels
How customer-specific pricing is applied, governed, and protected
How approvals are routed, tracked, and resolved with clear ownership
How sales teams manage quotes, follow-ups, and pipeline visibility
How quotes connect to CRM, ERP, and order management systems
How the workflow scales across teams, regions, and customer segments
This ensures quoting becomes a controlled, repeatable, and scalable workflow — not a collection of disconnected steps.
Workflow Design
How the workflow comes together
Request Intake
Capture RFQs directly from your storefront, sales team channels, or offline intake — in a single structured workflow.
Quote Management
Track status, ownership, revisions, and full quote history across your sales team in one place.
Pricing & Approvals
Apply customer-specific pricing rules, margin controls, and multi-level approval workflows before quotes are issued.
System Integration
Connect quoting data with your CRM, ERP, and commerce platform so nothing lives in a silo.
Visibility & Reporting
Give sales teams and leadership dashboards to track quote volume, conversion, and pipeline health.
Application Layer
Where application acceleration fits
This solution is supported by Sales Pilot, available as part of the IntegerCloud platform. Sales Pilot provides the application layer for managing RFQs, quote workflows, and sales team coordination.
Arizon Digital designs and implements the surrounding business process, integration architecture, and operational model — ensuring the solution fits your organization, not just the tool. The application accelerates delivery; the transformation strategy is what makes it work.
Powered by
Sales Pilot
IntegerCloud Platform
Fit Assessment
Who this is best suited for
This solution delivers the most value for commerce-led organizations where quoting, pricing control, and sales workflow are core operational challenges.
- ✓Manufacturers with negotiated pricing models
- ✓Distributors managing dealer or account-specific pricing
- ✓B2B commerce teams with RFQ-heavy workflows
- ✓Organizations integrating commerce with ERP and CRM systems
Delivery Model
How Arizon Digital delivers this
We follow a structured approach that ensures the workflow is right before any configuration begins.
Workflow Assessment
Understand your current quoting process, tools, and operational gaps before designing a solution.
Solution Design
Define how intake, pricing logic, approvals, and downstream integrations should work together.
Application Configuration
Configure Sales Pilot where applicable as the application layer for quote and RFQ management.
Integration
Connect your CRM, ERP, and commerce platform into a single, unified quoting workflow.
Launch & Optimization
Roll out to your sales team and continuously improve the workflow based on usage and outcomes.
Ready to modernize your quoting workflow?
Talk to Arizon Digital about designing a quoting workflow that fits how your sales team actually works — and the systems it needs to connect.