Custom B2B portals

Two companies rarely run the same process, so we build every B2B portal around the company that will use it. In practice, a portal does one of two jobs.

A sales channel for your business customers. A B2B ecommerce portal where your customers order on the terms agreed with them, track the status of their orders and access their documents themselves, instead of asking your team for each one.

Internal process optimization. Procedures that run through email, phone calls and spreadsheets today, such as orders, confirmations, documents and records, move into one system with defined roles and approvals.

In both cases the portal is connected to your existing systems and data, so information comes from a single source and nobody re-types it. We set the scope together, starting where your process loses the most time.

What a portal can include

• Ordering on terms agreed with an individual customer or customer group
• User roles, approvals and multi-level authorization
• Documents in one place: quotes, purchase orders, delivery notes, invoices
• Connections to ERP, CRM and accounting systems such as Pantheon, SAOP, Vasco or Minimax
• Internal tools for your team: overviews, records, approvals
• Secure access, single sign-on (SSO) and two-factor authentication

A portal doesn’t need all of this. The written estimate lists exactly what yours will include.

Frequently asked questions

Can the portal work with our ERP or accounting system?

Yes. Connecting to the systems you already run is the starting point of every portal, so orders, documents and customer data come from one source. Pantheon, SAOP, Vasco and Minimax are examples of systems we connect to.

How much does a B2B portal cost?

It depends on the scope: which processes the portal covers, which user roles it needs and which systems it connects to. After we review where your process loses time, you get a written estimate of scope, price and timeline, with no obligation.