Commerce consulting for B2B and B2C operations

    Orders, catalog, and customers in one connected flow.

    Challenges we hear

    • Quotes and orders disconnected from CRM deals
    • Pricing and catalog changes not reflected in sales tools
    • Fulfillment status invisible to sales and support

    Outcomes with CloudXD

    • Quote-to-order tied to CRM accounts and pipelines
    • Unified catalog, pricing, and promotion rules
    • Order status shared with sales, ops, and finance

    Workflows we implement

    Step 1

    Quote & order capture

    Step 2

    Catalog sync

    Step 3

    Fulfillment updates