Case StudiesSoftware DevelopmentCybersecurity and InfrastructureeCommerce and Online B2B

Introduction

In 2024, OPTI undertook the challenge of implementing a B2B affiliate portal for a retail e-commerce company.

The primary goal was to enhance the user experience for business clients while simultaneously increasing sales volume and providing support for traditional individual customers.

The new portal needed to integrate various promotional activities, manage different user groups, and streamline account management to cater to both business and regular customers.

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Challenges

The project presented several obstacles such as:

The platform was to offer personalized promotions that resonated with both business clients and traditional customers.

A dedicated account management system was needed to meet the specific needs of business clients.

The solution required a communication module for managing notifications and marketing materials.

The portal needed to provide access to account management functionalities, such as order history, invoices, and logistics management.

There was a need to implement a monitoring and analytics system to track the performance of the new portal and make data-driven decisions.

"Working with OPTI has been an absolute pleasure from the start! They are very quick to respond and complete projects, and have been a joy to work with. We highly recommend OPTI!."
- Ethan Harris, Spatz Medical

Solution

  1. Personalization of promotions
    • The portal provides relevant personalized promotions based on client type.
    • Special voucher campaigns to reward loyalty among returning clients and newsletter subscribers.
    • Discounts and promotions are customized based on client order metrics and their respective categories.
  2. Business client account management
    • A KYC (Know Your Customer) verification process is implemented to verify the legitimacy of business clients.
    • Upon login, business clients have immediate access to personalized pricing, improving their shopping experience and increasing the likelihood of conversion.
  3. Communication and order management
    • The platform includes a communication module for notifications related to account and marketing materials.
    • Clients can add specific notes to their orders, improving the accuracy and efficiency of the delivery process.
    • The solution offers flexible payment options tailored to the needs of business clients who wished to purchase large volumes of products.
  4. Transparency and accessibility
    • The portal allows business clients to manage multiple entities under a single account.
    • Clients can access detailed order and invoice histories.
    • The solution supports multiple shipping addresses and pickup points, catering to logistical needs of businesses.
    • The platform includes features such as gift cards, returns, and subscriptions, enhancing the customer experience.
  5. Monitoring and analytics
    • The system implemented distinct analysis capabilities for B2B sales sources, providing insights into the performance of the affiliate portal.
    • The solution offers detailed reporting options, allowing for filtering and analysis of sales data to inform decision-making and strategy development.