Customer portal B2B for small business
How to implement B2b Customer portal in a small business company?
What is B2B? What are the core features of modern Customer portal?
The first thing that crosses your mind is – does a small business have the need for a B2B solution?
It’s ok to have e-commerce but B2B? Really?
Like, I have 20 buyers and do I really need a B2B platform? We can handle it by phone slash email.
Let me save you the time and effort, and just give you the answer:
Of course, it’s a clever thing to have a B2B solution. Why?
Our statistical data shows that B2B brings 50% less time of engagement per order
and cuts errors by 70%.
It also streamlines the Supply Chain Management process and unleashes the company resources for other, usually more important tasks.
How do we know that these are ”more important”?
The answer is simple: it is the essence of the modern small business – it is what a small business
stands for – delivering goods and services that bring more value to the market and the users.
So, any task or action that puts you sidetrack from what you do best is a waste of your precious time and resources.
Just think about it: your customers enter their own orders directly into your system from your website.
They schedule the delivery.
You, on the other hand, can apply different sales terms automatically and enable them
to attach documentation or any other type of attachment necessary to fulfill their order according to their needs. They can do it in their pace, in the time of day (or night) that suits them best, and you are free to focus on the manufacturing/delivering the best goods and services to your
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So, what’s the catch, why it’s not a standard to have a B2B portal or why it’s not such a widespread business practice?
Well, the main cause is complexity. You need to implement different solutions that share the same data, and that is usually not doable without introducing a third party in the whole process –
and that can often be very expensive and time-consuming. In the end, it can bring more problems than it solves, so many small business owners decide not to follow the B2B path.
That’s why the ERPAG approach is to enable a user-friendly and a technically affordable B2B portal that follows the SMB logic. All you need to do is to create accounts in your user dashboard.
For each user/B2B customer you can define:
Warehouse access (available quantity)
Minimum and maximum quantity
All customers orders are automatically entered into the system so they can be reviewed and approved.
As the orders change status, they automatically trigger the purchasing process,
so you can order missing parts from manufacturing or if you are just a wholesale
– order them from your vendors.
As the ordered items enter you warehouses, all orders are automatically updated
and the status is changing from ‘ordered’ to ‘available’.
In this scenario, your B2B customers can follow the expected delivery dates and pay their invoices.
The security is fully covered with data encryption and user level privileges
so you don’t have to worry that any sensible data can be displayed to your B2B customers.
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