Thermex (1C-Bitrix 24)

2020

Task

On the one hand, the customer needed a self-service service to increase the efficiency of B2B sales, on the other hand, he needed a comprehensive tool for posting information about goods and services.

Decisions

General:

• A fault-tolerant server architecture has been designed to ensure uninterrupted operation of the B2B portal;
• A modern and convenient portal design was developed taking into account the behavioral factors of the main focus groups;
• The accompanying documentation for the portal for the team from the Termex company has been formed.

Commerce and Logistics:

• Personal prices of the counterparty have been downloaded from the customer's accounting system;
• A catalog of goods has been developed with a reflection of personal prices, availability status and the possibility of mass addition to the order;
• Implemented the service of "quick order" by article and through copying from the excel file;
• The functionality of customer shopping cart templates is implemented with the ability to add to the order.

Counterparty's Personal Account:

• An omnichannel strategy has been implemented with the ability to view counterparty orders issued outside the B2B portal;
• It is possible to form a request for technical documentation, invoices and reconciliation certificates for the selected legal entity;
• The functionality of displaying the state of financial relations has been developed. Customer data is uploaded from the customer's accounting system;
• You have the option of generating a'collective' price list from selected item groups. after the price list is formed, it is available for download in xls and pdf format.

Result

The B2B portal for customers of Termex LLC has been launched in full. Thanks to self-service tools, the speed of processing orders has increased. This allows managers to reduce the time spent per customer and post more requests.