Personalized Selling Tools

In B2B commerce, sales reps need more than CRM access—they need the ability to manage multiple client storefronts, enforce customer-specific pricing and catalogs, and assist buyers directly when needed.

Virto Commerce delivers these capabilities out of the box with powerful tools like Multi-Account Management, Organization-Specific Views, Dynamic Pricing, and Login on Behalf, empowering your team to deliver personalized service, faster and at scale. 

Sales reps often manage dozens of client accounts, each with different pricing, catalogs, and business rules. Manual workflows lead to errors and slow response times. 

Virto’s multi-account management lets reps: 

• See their entire customer portfolio from one dashboard 

• Deliver a personalized ecommerce experience for each client with the right catalog, pricing, and branding 

• Switch between accounts instantly, no login required

In B2B, every organization has its own structure. Two clients may use the same platform, but need to see completely different products, prices, and users. 

Virto enables: 

• Segmented views by organization: order history, addresses, users, and more 

• Catalogs that adjust based on contracts and business rules 

• Clean data separation for compliance and clarity 

A shared platform delivers a distinct, rules-driven experience for each organization without custom development work for every client.

Static catalogs and pricing don’t reflect the realities of B2B. Buyers expect personalized product access, live pricing, and tailored offers. 

With Virto, you can: 

• Display only the products available to that customer 

• Show promotional messages dynamically, no manual tagging 

• Apply contract-specific pricing, volume discounts, and terms 

The result is a buying experience that reflects each customer's actual contract and catalog, reducing ordering errors and giving buyers confidence in what they see.

When buyers need assistance completing an order, sales representatives and support teams need a way to step in directly—without asking for credentials, disrupting account ownership, or operating outside governed access controls.

With Virto, authorized sales representatives, support teams, and administrators can:

• Act on behalf of a buyer through the Buyer Portal or Back Office, using role-based permissions that define who can initiate an assisted session and under what conditions.

• Assist buyers through support-assisted ordering (reproducing issues, completing carts, and guiding checkout) without accessing the buyer's login credentials.

• Initiate Back Office-assisted sessions through a dedicated security verification step, with a persistent banner identifying the operator and the person they are acting for throughout the session.

• Log every assisted action with operator attribution, creating a reliable audit trail for governance, compliance, and dispute resolution.

Every assisted session preserves account ownership and visibility. When the session ends, the buyer's account is returned exactly as it was.

1. A vendor marketplace customizes product visibility by vertical: each buyer sees a unique catalog, with pricing and promotions matched to their contract and organization structure.
2. A sales representative assists a customer through checkout during a live call using Login on Behalf, completing the order without asking for the buyer's credentials.
3. A distributor manages hundreds of clients with dynamic pricing and contract-specific rules, all from a single platform without per-client development work.

• Scalable account coverage: Serve dozens of clients with full personalization (each with their own catalog, pricing, and organizational rules) without increasing operational overhead.
• Consistency & compliance: Enforce pricing and permissions and business rules per organization, with clean data separation that supports both operational accuracy and audit readiness.
• Personalized selling at scale: Tailored content, catalogs, and offers per customer—delivered without manual configuration or IT involvement for every change.
• Assisted commerce with accountability: Sales and support teams act on behalf of buyers through governed, traceable sessions—with role-based permissions, operator attribution, and no credential sharing.

Virto Commerce empowers your team to deliver a truly personalized ecommerce experience, built for complex B2B sales environments. Explore how to configure and apply personalized selling tools in your solution by visiting the Virto Commerce User Guide.