E-commerce · Sales

B2B / Wholesale Inquiry Qualification

Separate B2B/bulk inquiries from standard retail traffic and route them appropriately.

Apps this needs

Store Platform Shopify, WooCommerce or your storefront for carts, orders & status. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies bulk-quantity or business-account signals (quantity requested, business email domain, resale intent).
  2. Qualifies volume, frequency and intended use, applying wholesale/bulk pricing tiers where the pricing engine matches.
  3. Routes qualified B2B leads to a dedicated wholesale pipeline in the CRM rather than standard checkout.
  4. Sends a formal quote/account setup path for recurring bulk buyers.

Data sources

Wholesale pricing tier rules CRM B2B pipeline

What it targets

  • B2B inquiries correctly identified and routed Target 90%
  • B2B inquiry-to-account conversion Target 25%