STEP 01
The customer sees their specific terms
After logging in, they receive the appropriate catalog, purchase units, and individual prices. Availability has a defined meaning and update timestamp. We reduce uncertainty before the order is placed.
B2B PLATFORM / INTEGRATIONS
Commerce, connected.
The entire buying journey in one place.
WHO THIS SCENARIO IS FOR
The entire buying journey in one place.
For a company where customers regularly order products, and sales representatives spend a lot of time on pricing, availability, and status inquiries.
STEP 02
The order undergoes validation
The application checks items, company data, and required acceptances. A price change or product unavailability does not clear the cart. The user can correct the specific issue and continue.
STEP 03
Status is returned to the customer
The order is sent to the processing system, and the portal displays the subsequent progress. The team has an integration history and a queue of exceptions. The customer does not need to email about every change.
01 / CHALLENGE
The customer asks about availability, the sales team checks the ERP, and the order arrives by email.
02 / SOLUTION
A B2B portal shows the catalog, individual prices and availability. Orders go to the ERP, while customers can track their status.
03 / HOW TO MEASURE VALUE
Order processing time, status inquiries and the share of self-service orders.
DESIGN DECISIONS
A scope you can test.
We would start with the most common type of order and a selected group of recipients. The ERP could remain the source of settlements, while the portal handles purchase convenience. We would establish pricing, reservation, and role rules before designing additional recommendations or AI features.
How would we plan a pilot?
The pilot would include a full purchase by real users from the selected segment. We would measure the share of self-completed orders, necessary interventions, and status inquiries. It would be particularly important to determine why customers return to phone or email despite having access to the portal.
SAMPLE ACCEPTANCE CRITERIA
What needs to work?
- The customer sees only prices and orders available to their company.
- Availability changes before approval are handled clearly.
- An interrupted save and re-click do not duplicate the order.
- The status in the portal has consistent meaning with the status in the target system.
EXPLORE OUR APPROACH
From scenario to informed decision.
01 Products and integrations / 4 min
A B2B platform that customers want to use: scope of the first version
Business customers are not looking for another login account. They want to know the price, availability, and order status without waiting for a sales representative's response.
Read article
02 Products and integrations / 4 min
CRM and ERP Integration: What to Define Before Connecting APIs
The technical connection may work, yet the data may still not match. The most critical decisions concern responsibility for records, exceptions, and reprocessing.
Read article
03 Products and integrations / 4 min
An MVP that answers business questions
The first version of the product should help make the next decision. See how to limit scope without removing value and plan an experiment with real users.
Read articleLET'S TAKE THE FIRST STEP
Let's discuss
your project.
You don't need a finished specification. Tell us what you want to improve, and we'll find the right place to start together.
- We'll find where technology can bring you the most value.
- We'll discuss scope, budget and a practical plan.
- We'll agree on a clear next step, with no obligation.