Facilitating business to business operations (B2B) in Eduframe

TABLE OF CONTENTS

• Order and invoice address types in Eduframe
• Grouping business orders using Eduframe's 'Organizations'
• Other Eduframe organization features
• A note to existing Eduframe customers
• More information

If you operate in the B2B space, Eduframe offers a dedicated way to streamline your processes. With our business orders flow, you can manage B2B enrollments, invoicing, and CRM data efficiently - all in one place.

This article explains how to use Eduframe to manage your B2B relationships, from order creation, to invoicing to keeping overview on all of the different orders of one organization.

Note: this specific article describes the new way of working with organizations, which might not yet be activated for you. Reach out to us at support and we can activate the new way of working for you.

Order and invoice address types in Eduframe

When someone signs up for a course or program in Eduframe, an order is created. That order can either be a personal or business order, depending on the invoice address provided during signup.

Personal order

• Linked to a personal invoice address (e.g. a home address)

• Typically used by individual learners who pay for themselves

• Invoices are issued in the name of the order contact and sent to their email address

Business order

• Linked to a business invoice address (e.g. a company address)

• Used when a company or institution is paying

• Invoices are issued in the name of the business and sent to the business' provided email address

How does this work at signup?

When a participant registers through your signup form:

• If they select 'personal' for 'payer' and enter a personal invoice address, Eduframe creates a personal order

• If they select 'organization' for 'payer' and enter a business invoice address, Eduframe creates a business order

This logic helps distinguish who should be invoiced, and keeps your orders organized.

Did the participant make a mistake or change their mind? No problem - you can update all of the details above on the order detail page.

Grouping business orders using Eduframe's 'Organizations'

As an admin, you might have specific B2B relationships with some of your business customers - for example, because you’ve agreed on pay on account with custom payment terms. In these cases, it’s important to have a clear overview of who places which orders for which business.

That’s where Eduframe’s organization features come in.

Eduframe allows you to connect contacts, opportunities, orders, and invoices to a single organization in your CRM. Any contact linked to an organization can place business orders using the organization’s invoice address. These orders will then automatically appear in the organization overview - helping you stay organized.

How does it work when an order comes in?

When a new order is placed using a business invoice address, you can link it to an organization by clicking the button highlighted in green below:

You’ll then have two options:

• Create a new organization

• Select an existing organization

Once linked, the order, contact, and invoice are all associated with that organization.

Do I have to do this for every order?

No - this step is only needed for contacts who aren’t yet linked to an organization.

Once a contact is linked, they can continue to:

• Place orders on behalf of the organization

• Use the organization’s business invoice address

• Automatically appear in the organization’s order and invoice history

Other Eduframe organization features

The workflow described above ensures that your customers can place both B2C (personal) and B2B (business) orders without manual intervention from your team - while still giving you full control over your CRM data and a clear overview of your customer relationships.

But there’s more.

Eduframe offers several additional B2B features that can help you streamline your operations and increase revenue. These features are only available when working with organizations in Eduframe - not just business invoice addresses. As an admin, this gives you control over who can access what.

Additional B2B features (available via organizations)

Once an organization is created, you can make use of the following advanced features:

• Business portal access

  Give organizations a self-service portal and assign key-contacts to manage participants and orders.

• Private products

  Offer exclusive courses or programs that are only visible to selected organizations. 

• Organization opportunities

  Track sales and partnership opportunities within your CRM pipeline.

• Organization notes

  Keep internal notes per organization to log context, agreements, or preferences.

• Organization tasks

  Assign follow-ups or reminders to your colleagues related to specific organizations.

To use these features, first create an organization in 'Contacts' > 'Organizations' and link your business contacts accordingly.

A note to existing Eduframe customers

This article describes the new way of working with organizations, which may not yet be activated for you.
If you’re interested in enabling it, reach out to us via support.

Want to know what’s changed? Learn more in this article: Reducing duplicate organizations

More information

Click here for more info about Eduframe

Click here if you have any questions for support.