Does Your B2B e-Commerce Solution Measure Up?

Rate your current B2B web portal against this 10 point checklist.

1. Can account customers view customer specific pricing and access their own online dashboard which can be customized with quick links, message board and recommended products?

2. Does my website facilitate the creation of multiple catalogs which can be tailored to individual customer needs and buying requirements?

3. Can my customers adapt their own ordering processes with specific roles and permissions for staff which includes an order approval level?

4. Can account balances be viewed online by account customers and can they make direct payments online using a secure card payment option?

5. Can my customers use devices such as smartphones and tablets and still experience a consistent and streamlined ordering process?

6. Are my customers able to access live NAV reports online?

7. Can my customers create multiple pre-defined order lists for speedy re-ordering?

8. Can I create submission forms such as Account Applications and Request a Catalog in NAV for customers to access online and submit back electronically?

9. Can my vendors use my B2B portal to update shipping, supply product information, and access order quotes?

10. Can my customers process a product return or exchange online?

If you answered “No” to any of the above, you’re missing out. Here are some capabilities of an integrated B2B portal:

Customer Specific Pricing and Personalization with B2B Customers: As B2B clients login to the website they are able to view prices and discounts relevant to their account. A customer dashboard can be created in NAV to include client-specific content such as key messaging, upcoming events, and helpful reminders. Recommended products can also be featured together with frequently bought items.

Multiple Catalog Capability: Create catalogs within the B2B portal targeted to specific customers to tailor the buying experience. This means that catalogs with specific product categories can be produced without the need to build separate websites.

Roles and Permissions: Roles and permissions  in the Nav-to-Net™ B2B solution can help customers manage their ordering procedure. Roles can grant or restrict access to areas and functions of the website while permissions define what the user can perform within the roles.  An approver level can be applied to manage a tiered workflow of orders. This can apply cost limits to orders placed by company individuals and ensure the order is authorized before it is processed.

Check Account Balances and Make Online Payments: The Nav-to-Net™ B2B portal allows buyers to view account balances at any time without the need to refer to invoices or request a balance check. Direct payments can also be made online using a secure payment card option.

Use Mobile Devices: Built with Responsive Design, Nav-to-Net™ allows buyers and sales representatives to place orders using any device, be it tablets or smart phones, anywhere in the field or company location. The screen layout adapts depending on the device used to maximize the viewport and simplify navigation. Click here for further info.

Access to NAV reports:  Nav-to-Net™ is pre-configured with Accounts Receivable and Sales Order Status reports which customers can access online.

Order Lists: The creation of order lists is an invaluable tool giving the user the option of re-ordering from a pre-defined order list or using the items on a previous order to create a new order. This makes for more convenient and ultimately more valuable business relationships.

Submission Manager: Submission Manager enables the creation of forms, large or small, directly within NAV. Customers access these forms via the website and fill in their details. The information is relayed electronically back to NAV or emailed to an administrator to process the information. Forms can be constructed using several different forms of questions like checkbox, drop down lists, ratings, and free text fields to obtain the information required. Click here for further information.

Vendor Portal: A Vendor Portal is an integrated channel to aid communication with suppliers. The Vendor Portal manages shipping dates, enables requests for quotes, and allows vendors to supply new product information or update current product information such as pricing. Click here for further information.

Manage Returns Online: RMA’s, Return Merchandise Authorization, can be submitted online for shipped items which need to be returned. This eliminates lengthy emails or phone calls to facilitate the returns process, keeps the corresponding data within NAV, and minimizes return fraud.

For more information on how you can start transforming your B2B e-Commerce, talk to us today.

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