Implementation of the B2B platform

The roll-out of the B2B platform, which is transforming the way wholesale customers are served

From process analysis, through integration with ERP and CRM, to system launch — a comprehensive implementation of the B2B shop, tailored to your sector.

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  • Analysis

    Audit of sales processes and integration requirements prior to launch.

  • Integration

    Integrating the platform with ERP, CRM and the warehouse into a single, coherent process.

  • Support

    Staff training and technical support following the system’s launch.

Scope of implementation

What does the implementation of the B2B platform involve?

A comprehensive process designed for wholesale businesses wishing to move their sales online without losing control over their data.

  1. Pre-implementation analysis

    Mapping the sales processes, customers and systems that the platform is intended to integrate.

  2. Integration with ERP

    Real-time synchronisation of stock levels, price lists and orders.

  3. Customising price lists

    Individual prices and credit limits visible to each customer.

  4. B2B client panel

    Place orders yourself, view your order history and access invoices online.

  5. CRM Relationship Management

    A comprehensive overview of customers’ contact history and business activity.

  6. Team training

    Onboarding of internal users and support during their first few weeks on the job.

How is the implementation going?

A step-by-step guide to implementing the B2B platform

  1. Needs analysis

    Audit of the company’s processes and systems.

  2. Project

    Functional architecture and integrations.

  3. Implementation

    Configuration and programming of the platform.

  4. Tests

    Verification of processes prior to launch.

  5. Getting started and training

    Launch and roll-out of the team.

Would you like to discuss implementing the B2B platform for your business?

Book a demonstration and find out how the platform can work within your wholesale sales process.