The challenge
A B2B brand needed to sell to trade customers online, each with their own pricing and catalogue, while keeping its sales team informed. Off-the-shelf storefront features did not cover customer approval, relationship tracking or the link to internal reporting.
Our solution
We designed an enterprise-grade Shopify Plus B2B store and extended it with a custom ERP and reporting system.
- Shopify B2B configuration: customer registration, email-based approval workflow, company accounts and customer-specific pricing
- Product catalogues and purchasing workflows tailored to each trade customer
- A custom ERP and reporting system synchronised with Shopify customer data through the Admin APIs
- Customer follow-up modules so agents can track interactions and conversations and collaborate across company teams
- Role-based access control for internal users managing customers, reports and follow-ups
- Automated reminders for scheduled follow-ups, to support sales and engagement
Results and impact
- Trade customers onboard through a controlled approval workflow and see their own pricing
- Sales and support teams work from one synchronised view of each customer
- Fewer missed follow-ups through automated reminders