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Customers and distributors · Catalogues · Connected systems

B2B platforms and system integrations

We build customer and distributor portals and connect business applications. Catalogues, quote requests, orders and data transfers, with features scoped for your project.

Constraint trackedcatalogue · orders · integrations

The operating constraint

A platform for how you sell to other businesses

B2B means selling between businesses. A portal can let customers explore products, request a quote or place orders. It does not need to be a huge platform: we select features around your commercial rules and connect them, where necessary and feasible, to stock, pricing and internal applications.

What would you like to simplify?

  1. 01

    Customers receive catalogues and prices in files that are difficult to maintain.

  2. 02

    Requests and orders are copied manually from email into other applications.

  3. 03

    Distributors have different commercial terms, but information access is not organised.

  4. 04

    Stock or product information is inconsistent between systems.

Fit

Who this service is for

01

Manufacturers and distributors needing a customer portal.

02

Companies needing catalogues, quote requests or online business orders.

03

Teams connecting ERP, CRM, stores and other existing applications.

Execution

From requirements to a working platform and integrations

01

What your project can include

  • Define users, access and request, quote and order stages.
  • Build or configure catalogues and customer or distributor accounts.
  • Implement agreed quote, order and approval features.
  • Connect systems for agreed product, price, stock, customer or order data.
  • Test access, transfers and failed-operation scenarios.
02

What the client receives

  • Requirements, access rules and clearly scoped features.
  • The portal or configurations included in the project.
  • Agreed integrations with defined sources and update rules.
  • Tests for users, requests, orders and transfer errors.
  • Instructions and responsibilities for solution administration.

Operating method

How the engagement works

01ClarifyHow you sell, who uses the portal and which systems exist.
02ChooseA platform, features, access and integrations suited to requirements.
03ImplementBuild and connect the agreed features.
04VerifyTest real scenarios and hand over to the team.
01

Requirements guide the platform

We assess what an existing platform can support and where development is necessary. ERP usually manages operational business data; CRM tracks customer relationships. We establish each system’s role in the project.

02

What we check

Correct requests and orders, appropriate user access, data updates and reduced manual entry. A working technical connection is not the same as a fully tested commercial process.

03

Limits checked before a proposal

We verify application access and integration capabilities. Licences, hosting and maintenance are agreed separately. We do not promise connections without the required access or any development without checking requirements.

FAQ

Frequently asked questions

Can we have only a catalogue with quote requests?

Yes. Online payment is not mandatory. The portal can start with a catalogue and a quote-request process.

Can you use our existing ERP or CRM?

Yes, where the systems provide the required access. We check documentation, permissions and available data before scoping integration.

Can customers have different access and pricing?

Differentiated rules can be included according to requirements and the chosen platform. We define and test them for the agreed user types.

Must everything be built from scratch?

No. We compare existing-platform configuration with necessary development and choose based on features, administration and project costs.

Next step

How should customers work with your business?

Describe who will use the platform, what they should be able to do and which applications your business uses. We clarify requirements and check integrations before a proposal.

Discuss your platform and integrations
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