Retailer area: what it is and how to create one
Posted: Tue Dec 24, 2024 10:46 am
B2B Customer Area Diagram
Have you ever heard your customers asking for a “retailer area” or a “customer portal”? These are some of the names given to a B2B ecommerce , designed to make life easier for customers, allowing them to place orders, track the status of purchases, access financial information and even create B2B marketing campaigns . This digital space is an essential tool for companies that want to centralize and optimize their sales processes.
Summary
What is the store area?
Why have a retailer area?
How to create a store area
1. Choose the right platform
2. Define the functionalities
3. Personalize the purchasing journey
4. Integrations and composable
5. Training and support
6. Feedback and continuous improvements
And now?
What is the store area?
This term is typically used to designate a portal where a greece whatsapp database customers, whether a manufacturer, importer or distributor, can interact with the company. The retailer's area functions as a virtual customer service office available 24/7, packed with features that facilitate sales management and customer interaction. In this B2B portal, retailers can manage their orders, check financial documents and promote marketing campaigns , all autonomously.
Why have a retailer area?
Implementing a retailer area brings numerous benefits, such as:
Autonomy for the customer: They can place orders and monitor the status independently, whenever they want.
Transparency: All transactions, trading rules and financial information are accessible and organized.
Efficiency: Reduces errors and rework by centralizing all data in a single system.
Loyalty: Customers who have access to clear information and can manage their purchases tend to be more loyal.
Data: With a customer portal you can control information about your customer's purchasing behavior and use it to increase your average ticket .
How to create a store area
To create an efficient retailer area, follow the steps below:
1. Choose the right platform
It is essential to choose a robust and reliable platform that specializes in B2B. Platforms that also serve the B2C market usually cannot offer the same level of customization as platforms that specialize in business rules for wholesalers, manufacturers and distributors. Zydon , for example, offers an unparalleled user experience, with customization features and ERP integration .
2. Define the functionalities
List the essential features for your retailers, such as:
Self-service orders: Allow retailers to place orders and track status via b2b ecommerce.
Access to financial information: Make bills, invoices and payment receipts available.
Order History: Allows you to view, edit, and reorder previous orders.
FAQ: Do you know those questions that your sales team is tired of answering? Leave them answered in the FAQ.
Opening calls: In the store owner's area there must be a place where he can create requests, whether for guarantees, complaints, suggestions, service orders or any other type of call.
B2B Marketing: Offer tools for creating campaigns, discount coupons and contact segmentation .
Digital catalog : Allow your customers to view yourproduct catalog , with detailed information and technical specifications.
3. Personalize the purchasing journey
Use the platform’s portal builder to customize the layout and settings to suit your merchant’s needs. Customization improves the user experience and increases the efficiency of the checkout process.
One thing that few people worry about but is extremely important is the UX/UI of the solution that your customers will access. UX is the name given to the user experience on your platform, while UI is the interface that your customer will see. A platform with a modern and optimized design makes customers buy more from your company.
Have you ever heard your customers asking for a “retailer area” or a “customer portal”? These are some of the names given to a B2B ecommerce , designed to make life easier for customers, allowing them to place orders, track the status of purchases, access financial information and even create B2B marketing campaigns . This digital space is an essential tool for companies that want to centralize and optimize their sales processes.
Summary
What is the store area?
Why have a retailer area?
How to create a store area
1. Choose the right platform
2. Define the functionalities
3. Personalize the purchasing journey
4. Integrations and composable
5. Training and support
6. Feedback and continuous improvements
And now?
What is the store area?
This term is typically used to designate a portal where a greece whatsapp database customers, whether a manufacturer, importer or distributor, can interact with the company. The retailer's area functions as a virtual customer service office available 24/7, packed with features that facilitate sales management and customer interaction. In this B2B portal, retailers can manage their orders, check financial documents and promote marketing campaigns , all autonomously.
Why have a retailer area?
Implementing a retailer area brings numerous benefits, such as:
Autonomy for the customer: They can place orders and monitor the status independently, whenever they want.
Transparency: All transactions, trading rules and financial information are accessible and organized.
Efficiency: Reduces errors and rework by centralizing all data in a single system.
Loyalty: Customers who have access to clear information and can manage their purchases tend to be more loyal.
Data: With a customer portal you can control information about your customer's purchasing behavior and use it to increase your average ticket .
How to create a store area
To create an efficient retailer area, follow the steps below:
1. Choose the right platform
It is essential to choose a robust and reliable platform that specializes in B2B. Platforms that also serve the B2C market usually cannot offer the same level of customization as platforms that specialize in business rules for wholesalers, manufacturers and distributors. Zydon , for example, offers an unparalleled user experience, with customization features and ERP integration .
2. Define the functionalities
List the essential features for your retailers, such as:
Self-service orders: Allow retailers to place orders and track status via b2b ecommerce.
Access to financial information: Make bills, invoices and payment receipts available.
Order History: Allows you to view, edit, and reorder previous orders.
FAQ: Do you know those questions that your sales team is tired of answering? Leave them answered in the FAQ.
Opening calls: In the store owner's area there must be a place where he can create requests, whether for guarantees, complaints, suggestions, service orders or any other type of call.
B2B Marketing: Offer tools for creating campaigns, discount coupons and contact segmentation .
Digital catalog : Allow your customers to view yourproduct catalog , with detailed information and technical specifications.
3. Personalize the purchasing journey
Use the platform’s portal builder to customize the layout and settings to suit your merchant’s needs. Customization improves the user experience and increases the efficiency of the checkout process.
One thing that few people worry about but is extremely important is the UX/UI of the solution that your customers will access. UX is the name given to the user experience on your platform, while UI is the interface that your customer will see. A platform with a modern and optimized design makes customers buy more from your company.