Understanding Recurring B2B Sales with Unleashed and TIDE

Imagine transforming your business from a series of one-off transactions to a well-oiled subscription machine. That’s the power of recurring B2B sales – consistent, predictable revenue and stronger customer relationships. Unleashed, an unleashed software for recurring B2B sales, is a robust inventory management system that lays the foundation for this transformation. When paired with TIDE, an advanced eCommerce integration service, the duo automates and streamlines your operations, making recurring sales not just possible but effortless.​

Benefits of Using Unleashed and TIDE for Recurring B2B Sales

Automating Order Processing and Invoicing

Manually handling orders and invoices traps you in a never-ending loop. Unleashed automates these processes, generating recurring orders and sending invoices without you lifting a finger. Integrate TIDE, and you add another layer of efficiency by seamlessly connecting Unleashed with your eCommerce platforms, ensuring data flows smoothly across all systems. This means fewer errors, faster processing, and more time to focus on growing your business.​

Improving Customer Retention and Revenue Predictability

Customers appreciate reliability. When their orders arrive on time, every time, trust builds. Unleashed ensures that stock levels are accurately managed, so products are always available when needed. With TIDE synchronizing data across sales channels, customers receive consistent service regardless of how they place their orders. This consistency not only boosts customer retention but also provides you with predictable revenue streams, making financial planning a breeze.​

Key Features for Recurring B2B Sales Management

Recurring Order Templates and Schedules

Setting up recurring orders in Unleashed is straightforward. You can create templates for frequently ordered products, set the schedule, and let the system handle the rest. TIDE enhances this by accurately reflecting these orders across all your sales channels and back-end systems, maintaining consistency and reducing your administrative workload.

Customer-Specific Pricing and Discounts

Every customer is unique, and their pricing should reflect that. Unleashed allows you to set specific pricing tiers and discounts for different customers. With TIDE, your pricing structures stay consistent across all platforms, ensuring customers receive the correct pricing whether they order online, through a sales rep, or via any other channel.

Setting Up Recurring B2B Sales with Unleashed and TIDE

Transitioning to a recurring sales model might seem daunting, but with Unleashed and TIDE, it’s a smooth journey.

Creating Recurring Order Templates

Defining Products/Services and Order Frequency

Start by selecting the products or services that will be part of the recurring order. Determine how often the customer needs them—weekly, monthly, or a custom interval. Unleashed lets you set this up effortlessly. TIDE ensures that these orders are processed correctly across all integrated platforms, maintaining consistency.​

Setting Start and End Dates for Recurring Orders

Specify when the recurring orders should commence and, if applicable, when they should conclude. This flexibility allows you to cater to various customer needs, such as limited-time promotions or seasonal subscriptions.​

Managing Customer Profiles for Recurring Orders

Assigning Recurring Order Templates to Customers

Once your templates are ready, link them to the respective customer profiles in Unleashed. TIDE updates these profiles and their associated orders across all your systems, providing a unified view of customer interactions.

Handling Customer-Specific Pricing and Discounts

Apply any special pricing or discounts to the customer profiles. Unleashed manages these details, and TIDE synchronizes them across all platforms, ensuring customers receive consistent pricing regardless of how they place their orders.​

Automating Invoice Generation and Payment Processing

Scheduling Invoice Creation and Delivery

Unleashed can automatically generate invoices based on the recurring order schedules you’ve set. TIDE delivers these invoices through the appropriate channels – such as email, customer portals, or other methods – streamlining the payment process.

Integrating with Payment Gateways for Recurring Payments

To make the payment process seamless, integrate Unleashed with your preferred payment gateways. TIDE facilitates this integration by processing payments efficiently and recording them accurately across all systems.

Managing and Tracking Recurring B2B Sales

With the setup complete, ongoing management ensures everything runs smoothly.

Monitoring Recurring Order Status and Fulfilment

Tracking Order Progress and Delivery

Unleashed provides real-time tracking of orders from initiation to delivery. TIDE enhances this by consolidating data from various platforms, giving you a comprehensive view of order statuses across all channels.​

Managing Order Changes and Cancellations

Customers may need to adjust their orders. Unleashed allows for easy modifications, and TIDE ensures these changes are reflected across all systems, preventing discrepancies and ensuring customer satisfaction.​

Generating Recurring Sales Reports

Analyzing Recurring Revenue and Customer Retention

Regularly review reports generated by Unleashed to assess the health of your recurring sales. TIDE can feed additional data into these reports, providing deeper insights into customer behaviors and revenue trends.​

Identifying Trends and Opportunities

Look for patterns in the data to identify upselling or cross-selling opportunities. For instance, if a customer consistently orders a particular product, they might be interested in complementary items.​

Best Practices for Recurring B2B Sales Management

To maximize the benefits of your recurring sales model, consider these strategies.

Optimizing Recurring Order Workflows

Automating Customer Communication and Notifications

Keep customers informed about their orders through automated emails or messages. Unleashed triggers these communications, and TIDE sends them through the appropriate channels, enhancing the customer experience.

Streamlining Order Changes and Cancellations

Make it easy for customers to modify or cancel their subscriptions.

Read more on how TIDE can support you on our Subscription Solutions page.