Business Network and B2B Business Features

Business Feature / Process	Description

Business Feature / Process	Description
Business Network	The organisational topology within CRM.COM, comprising roles such as Platform Owner, Service Owner, Transaction Processor, Business, Merchants, and Venues, which define responsibilities, hierarchies, and interactions within the platform.
Organisations	Platform Owner: Operates the CRM.COM SaaS platform, providing the multi-tenant wallet as WaaS (Wallet as a Service), handling B2B settlements, and managing purchase events as part of the core platform business transactions. Service Owner: Manages a service and bills the associated businesses. Can optionally set up a Contact Registry (see Contacts). Transaction Processor: Routes purchase events to multiple Service Owners and Businesses (see Purchase Events). Business: The primary organisation managing enterprise memberships for contacts. Owns the contacts and a CRM.COM Wallet. Merchant: An organisation managed by a business, with its own users and optionally its own products. Merchants can have an Account, place orders, or become subscribers of the Business. Venue: A retail point where contacts transact. Venues can be set up by either the Business or a Merchant.
B2B Connect	A business becomes a peer of another business, forming a B2B collaboration. B2B Invitation: Sent by a business to any other registered business on the platform to establish a B2B collaboration. B2B Peer: The business that sends the B2B Invitation to initiate the connection. B2B Merchant: The business that accepts the B2B Invitation and becomes the B2B Merchant of the inviting business.
Ownership	Owned by (Ownership): Indicates the organisation that owns and controls a given resource. Contacts: Always owned by the Business. Explicit Ownership: Specifically assigned to resources such as: Activities Communication Plans Order Catalogues Organisation Groups Products Reward Offers Segmentation: Ownership can be extended by specifying which other organisations are allowed to use the segment.
Assigning	Assignable Entities: Activities, Leads, and Service Requests. Assignment: Each entity can be explicitly assigned to a User and/or a Team for ownership or processing purposes.
Fulfilled by	Specifies the organisation responsible for fulfilling a process, primarily applicable to Orders.
Data Access	Organisations or users can access data that is: Owned by them Assigned to them Fulfilled/Serviced by them
Organisation Groups	Groups merchants into a single addressable unit for streamlined management.
Teams	Groups Users within an organisation into specialised functional areas, facilitating assignment, collaboration, and controlled access.
B2B Marketplace	The B2B Marketplace enables B2B Peers to enhance their product catalogue by including products shared by their B2B Merchants. Product Aggregation: B2B Merchants contribute their products to the Business’s catalogue. Order Management: The B2B Peer business receives orders for shared B2B products, issues invoices, and collects payments. Fulfilment: A separate order is created for each B2B Merchant responsible for fulfilling their portion of the order. Inter-Business Charges: A charge is generated within the B2B Merchant’s business, invoicing their B2B Peer for the products sold through the marketplace.
B2B Commerce Pools	Publish and sell your idle capacity. Promote your commerce pool and let other businesses join and use it in their rewards and wallet top-ups.
B2B Spend	When B2B Spend is enabled, contacts can use their Business Pocket balance throughout the Business Network. This feature allows contacts from other businesses to spend their Business Pocket funds at your business, while also enabling your own contacts to spend their Business Pocket funds at other businesses.
Tags	Tags can be assigned to a Business, Merchant, or Venue and can be used as a filtering option on summary screens and reports.
Custom Fields	If you require additional information not supported by CRM.COM, you can create custom fields of various formats to meet your specific needs. Custom fields can be configured either at the Service Owner level and used for Businesses or at the Business level and used for Merchants and Venues.
Custom Forms	Configure your own custom data screens for Merchants and Venues. This is an external implementation designed using CRM.COM’s Back-Office APIs and hosted outside of CRM.COM, which can be loaded and used via the back-end system.
Analytics	A Business can make use of the following analytics tools to monitor their business network: Dashboards View the number of Merchants and Venues from the following dashboards: Home Business Network Overview Reports Generate or schedule Organisation reports to run regularly according to selected criteria: Organisations Financial Analysis - A financial performance summary of Organisations primary accounts. Organisations Purchase Events Analysis - A report with consolidated information relating to purchases performed per organisation, details include number of visiting Contacts, number of purchases, purchase amounts, award and spending information. B2B Spend Analysis - A report with consolidated information relating to spends performed on B2B Peer Organisations, details include number of visiting Contacts, number of spend amount and spends. Organisations Purchases Statement - View a list of Contact purchases (including cancellations) performed across Organisations, along with ad hoc returns, event totals, award and/or spend information.
Automations	Automations can be created for each organisation type within the Business Network topology: Automations at Service Owner level allows service owner users to communicate and manage effectively with signed up businesses. Automations at Business level again allows business users to communicate and manage effectively Merchants signing up