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B2B PORTAL DEVELOPMENT

AUTOMATE YOUR WORK WITH WHOLESALE CLIENTS AND DISTRIBUTORS

WHAT IS A B2B PORTAL

B2B portal is an online platform that makes trade between companies more convenient.

With this type of B2B eCommerce website, you’ll step up your cooperation with distributors, dealers, wholesalers, retailers, or any other partners. Portal is suitable for bulk sales, order management, and document exchange.

B2B portal offers benefits for both suppliers and buyers. Suppliers will save time on interactions with clients and take the load of sales and support teams. In turn, buyers will be able to look for products in an online catalog, get help, and place orders with no need for phone calls. With these and many additional features, you'll reach new audiences and make new loyal customers using your B2B website.

HOW DOES IT WORK?

1. WE DESIGN A PORTAL PRECISELY FOR YOUR BUSINESS

We research your niche and tailor an individual solution exactly to your company’s goals and workflows, ensuring you’ll get the most out of your investment.

2. INTEGRATION WITH YOUR SYSTEM

We’ll integrate a portal with your accounting and planning apps. In case you don’t have any automation software yet, we’ll gladly build an ERP system for you.

3. CONNECTING YOUR PARTNERS TO THEIR ACCOUNTS

You decide who gets access to your portal. Each of your trusted clients will receive an individual login and password.

4. YOUR CLIENTS NOW HAVE ACCESS TO ALL THE DATA THEY NEED

Clients get all the information about the goods, stock availability, delivery and payment terms. There is also a built-in support chat.

5. ORDERS AND TRANSACTIONS GO ONLINE

Your partners pick products in a convenient online catalog. You can set tier and individual pricing. There is no need to call to checkout.

6. CLIENTS CAN TRACK ORDER STATUSES IN THEIR ACCOUNTS

Your partners can check order progress and deal history in their personal accounts. The system generates bills and invoices for every order.

B2B PORTAL BENEFITS

01

IT’S CONVENIENT
FOR CLIENTS

According to Statista, 93% of B2B buyers prefer to place orders online. At the same time, 72% of B2B clients would like to have self-service through a personal cabinet. The portal gives these opportunities to your clients, increasing their loyalty.

02

BOOSTED
PRODUCTIVITY

Communication issues and human error decrease companies' productivity by 20-30%, according to McKinsey. For example, on average managers spend 150 hours a year searching for documents. Integration of B2B-portal, ERP and document management systems solves these problems.

03

LOWER
CHURN RATE

With manual inventory counting, stock availability is incorrect 37% of the time, as shown in a survey from PR Newswire. Clients waste time trying to order goods that are out of stock, become frustrated, and leave for another supplier. In contrast, the B2B portal integrated with ERP shows accurate inventory balances in real-time.

Catalog

The catalog contains personalized prices, stock availability, photos, and descriptions of your products. Customers can search, filter, and sort products by multiple parameters.

  • Real-time stock info
  • Individual prices for each client
  • Personalized discounts
  • Daily updated exchange rates for international trade
  • Quick search by SKU or product name

Orders and Returns

You can check return requests, orders and payments statuses in your admin account. B2B portal syncs data with your ERP and other systems for faster order processing.
  • Returns management
  • Client's legal entity options
  • Real-time order progress check
  • Shipping status syncs with delivery services

Mutual settlements and document flow

You can view the balance of settlements with your partners, print out documents, or send them to your contractors right from the portal.
  • Mutual accounting balance
  • Operation history
  • Receivables reminders
  • Transaction documents packages: bills, invoices, acts
  • Printing out reconciliation statements

Customer support

B2B-portal has essential support features, like knowledge base, F.A.Q., and chat for getting help from your managers. This functionality saves customers’ time and takes the load of the support team.

  • Personal manager
  • Communication at a time convenient for the client
  • Chat history backup

What goals do our sites achieve?

After implementing tons of complex web projects, we came to the conclusion that in addition to technical competence, it is important to understand the client's business niche in order to offer solutions and improvements that will achieve the goals.

Tell us about your idea or problem. The experience and expertise of the WebCase team is at your service.

Tell about the project

B2B Portals Types

We make B2B portals taking clients’ business specifics into account. Every industry needs its own type of portal. Let’s look at typical examples.

B2B wholesale portal

Serves to implement transactions between manufacturers, wholesalers, and suppliers

B2B portal for customers

It’s a general-purpose type of B2B portal. Any kind of business can work with it

B2B portal with an online store

Some online stores work directly with manufacturers. They serve as intermediary platforms between a manufacturer and retailers

B2B automotive portal

Ensures transparency of the transactions between counterparties in the Automotive sale industry (e.g. car / parts suppliers, sellers, and service stations)

B2B insurance portal

Helps business owners to find proven insurance companies and choose the best offers

CASE STUDY: TOTIS

TOTISPHARMA GROUP LTD. is one of the leading companies in the beauty industry. It is an official distributor of well-known European brands in Ukraine. Totis works with large manufacturers, like Croma (Austria), Simildiet, Innoaesthetics, ME Line (Spain), Mastelli (Italy), and Dr.Spiller (Germany).

Goals

  • To provide a convenient platform for b2b clients
  • To implement the marketing tools aimed at increasing brand engagement and key growth indicators

Solution

To provide clients with the best service we digitalized existing workflows and implemented features like a flexible discount builder, an advanced loyalty program and a recipe function.

CASE STUDY: PNEUMAT

Our client is the largest supplier of pneumatic equipment in Europe, specialising in wholesale and retail trade with industrial enterprises.

Goal

To build a portal with 160 000 items in assortment, nested categories structure, stock availability control, and price configuration feature.

Solution

To achieve the project goals our team

  • Balanced the load across multiple servers
  • Implemented pre-ordering feature if the product is out of stock
  • Developed a product configurator
  • Carried out integration with accounting and ERP software

The latter enabled the portal to sync primary order documents (e.g. invoices, delivery notes, work completion certificates) and up-to-date information on product prices and availability in warehouses in real-time.

SIGN UP FOR A CONSULTATION WITH A BUSINESS ANALYST

We’ll help you to pick the right solution for your particular business. We’ll make the list of features your B2B portal needs and draw up a plan for building and launching the projec.t

MOBILE VERSION OF AN ACCOUNT

Clients will be able to work with you when and where it’s convenient for them

B2B portal works on any device, including laptops, tablets, and smartphones. Your partners will be able to quickly look for products, place orders, and get consultations from anywhere.

B2B PORTAL DEVELOPMENT STAGES

  • Meeting dedicated to future service, working through ideas and use cases
  • Writing a technical specification and drawing prototypes
  • Project complexity and timing evaluation
  • Signing a contract and advance payment transfer
  • Step-by-step project development
  • Launching the portal and training your staff to work with an admin panel
  • 6 months warranty to test the product

INTEGRATION WITH ENTERPRISE SOFTWARE

Data exchange with SAP

Accounting and ERP systems: SAP, Microsoft Dynamics, etc.

Delivery services: DHL, FedEx, UPS, etc.

CRM-systems: SalesForce, HubSpot, Zoho, etc.

3rd-party services: messengers, digital signatures, etc.

We’ll connect your B2B-portal to any system that has an API

B2B-PORTAL DEVELOPMENT QUESTIONNAIRE

Filling out this questionnaire will help us reach a common vision of your project goals. Thank you for taking the time!

B2B-PORTAL DEVELOPMENT GOALS

01

Building a unified ecosystem

B2B-portal saves the entire history of interactions between you and your partners. This includes deals and mutual accounting archive, payment status of active orders, and negotiations chat history.

02

Increasing customer loyalty

Many B2B-buyers prefer to have a self-service option. By empowering partners with this function you not only save your team’s time but also meet your clients' needs and increase their loyalty to your company.

03

Sales scaling

With B2B portals a lot of operations are automated or self-served by clients. This will allow you to scale sales without hiring more sales reps.

04

Improving efficiency

Launching a B2B-portal and integrating it with ERP-system and significantly cuts time to process orders, reduces cost, and improves the accuracy of operations.

Focused on Your Goals

Building a B2B-portal is not the ultimate goal. It’s just a tool aimed to solve your business problems.

CHALLENGES SOLVED WITH A B2B PORTAL

INCREASING ACCURACY AND ELIMINATING CLUTTER

Did you know that 2 to 5% of documents are lost when sorted manually? B2B-portal attaches a digital backup copy of documents to every order. Built-in automation also excludes typos and other human errors.

DOING BUSINESS WITH FOREIGN COUNTRIES

Clients can place orders and get help 24/7 on the portal. It will be much more convenient to work with partners from other time zones. No more keeping a night shift of sales reps.

ORDER PROCESSING SPEED

Once the portal is connected to your inventory management or ERP systems, you’ll need much less manual checks and approvals to process orders.

ROUTINE AUTOMATION

B2B-portal will free your managers from tedious tasks, like making up invoices or entering data into a spreadsheet. Your employees will be able to focus on more important and creative tasks.

TRANSPARENCY

Automated request processing eliminates the chance of corruption within the company. Additionally, an information-rich personal account makes work with external partners easy and transparent.

COMPLAINTS MONITORING

Executives can check the request statistics, such as customer satisfaction ratings, in the Support section. This helps to ensure that all clients’ issues were solved.

Thank you for your interest!

We will contact you soon