Implementing Our Automated Customer Portals in ERP Systems to Drive B2B Success.

Here’s our quick guide to successfully implementing custom branded automated customer portals into your ERP system to deliver 600X sales.

1. You Define Objectives, we define scope:

– Identify the specific functionalities and geographic outlets you want to optimize.

2. We assess the current state:

– We assess the accuracy of your inventory data and fulfilment gaps.

3. We define the technology solution:

– Propose an impact solution factoring scalability, compatibility and customization features.

4. We clean and prepare your data:

– We prepare clean data for integration into your automated customer portals to ensure accuracy across geo-locations.

5. Integration planning and implementation:

– We assemble a detailed integration plan outlining data mapping, features, interface requirements, and workflow processes.

– We collaborate with your ERP vendors to ensure seamless integration and support to your team to empower skills readiness.

– We test integration points to ensure compatibility before deployment.

6. Training and Change Management:

– We provide comprehensive training to onboard customers on how to use your new customer portal.

– We address any concerns to drive adoption and ensure consistency.

7. Deployment and Monitoring:

– We monitor system performance, user feedback, and key performance indicators (KPIs) to track the impact on B2B sales.

– We manage system configuration based on user feedback and evolving business needs.

– We identify areas for optimisation, to further enhance the value delivery.

ERP Systems and Automated Customer Portals are not the same, by understanding the unique capabilities of each system working together in achieving your business objectives, you can better position your B2B strategy for success.

Click here👇 to get a better idea of how our automated customer portals integrate with major ERP systems to harness greater sales and bottom-line growth.

Happy building.

Regards,

GB360 Team