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AI Workflows for B2B sales and ordering

Automate B2B sales, customer communication, and ordering

B2Bee AI Workflows contact customers, recommend products, collect orders, and sync everything directly into ERP. Powered by real customer data from Hive365, they help distributors and wholesalers reduce missed sales, improve upsell, and automate repetitive processes at scale.

Built on Hive365 data. Executed through AI. Connected to ERP.

AI workflows connecting customers, sales channels and ERP

Why B2B sales processes break

In many distribution and wholesale businesses, customer ordering is still inconsistent, manual, and reactive. Orders arrive through messages, calls, spreadsheets, or not at all. Sales teams spend too much time on follow-ups, manual input, and repetitive communication instead of selling.

Missed orders become normal. Upsell opportunities are lost. Planning becomes reactive. And even when data exists, it is rarely used to trigger the right action at the right time.

Automate what your team does manually today

B2Bee AI Workflows run on top of your customer, product, pricing, and order data. They can execute predefined workflows or create new ones from a simple text instruction.

Instead of just sending messages, they create business outcomes:

Contact customers automatically

Trigger communication based on routes, inactivity, promotions, timing, or customer behavior.

Recommend relevant products

Use customer history and available data to suggest what they are most likely to order.

Collect orders directly

Turn replies into structured ERP-ready orders without manual retyping.

Reduce missed sales

Proactively engage customers before orders are lost or forgotten.

Define workflows in plain language

New workflows don't need to be hardcoded from scratch. They can be defined with a simple text instruction.

Example:
“Send a message to all customers on route B2 that we are coming tomorrow and recommend products they usually order.”

The AI understands this instruction and turns it into a working operational process.

What the system does automatically

  • Selects the right customers
  • Reads order history and buying habits
  • Generates personalized product suggestions
  • Sends messages through the right channel
  • Collects replies and confirmations
  • Creates structured orders
  • Syncs everything into ERP

How the system works

1

Hive365 unifies your data

Customer, product, pricing, route, and order data is collected through ERP sync or manual import.

2

AI Workflows decide the next action

The system identifies who to contact, what to recommend, when to trigger, and which workflow should run.

3

Channels execute in real time

Messages and actions are delivered across WhatsApp, Viber, email, digital ordering flows, and sales channels.

4

Results flow back into ERP

Replies, confirmations, and orders are structured and pushed back into ERP and operational systems.

Powered by Hive365 data foundation

AI Workflows become powerful because they run on real operational data. Hive365 unifies data from ERP systems, customer profiles, price lists, product catalogs, ordering history, and more.

This gives every workflow the context it needs to make relevant, timely, and commercially useful decisions.

Works across the channels your customers already use

AI Workflows are executed through the channels where your customers already communicate and order.

WhatsApp

Message-based ordering and customer engagement.

Viber

Fast ordering and communication in markets where Viber is dominant.

Email

Automated outbound and inbound communication for structured ordering flows.

Sales reps and digital channels

AI supports field sales, route-day workflows, and digital ordering touchpoints.

The goal is not just to send messages. The goal is to generate orders, automate follow-up, and expand commercial execution.

Measured business impact

30%+

Autonomous orders in the first months

20-50%

Less missed sales

20-30%

More upsell

The system does more than improve communication. It improves commercial execution.

More than messaging. More than automation.

Most communication tools stop at sending messages. Most dashboards stop at showing insights.

B2Bee AI Workflows take action: they trigger communication, collect responses, generate orders, and create measurable revenue outcomes.

What makes B2Bee different

  • Runs on operational data, not generic prompts
  • Works across real customer channels
  • Creates orders, not just notifications
  • Connects directly to ERP and business processes

Start with one workflow

You don't need to automate everything at once. Start with one route, one customer segment, or one sales process — then expand step by step.

Schedule a POC