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B2B Commerce Implementation Case Study

Learn how Ovation Medical teamed up with forténext to create a robust B2B commerce portal that enabled much-needed process automation for their sales team, and self-service capabilities for their customers.

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Driving sales efficiency with self-service and automation

120

Salesforce specialists

150

Salesforce certifications

100

Salesforce Lightning projects

"I thought the timeframe would be a challenge, but the forténext team managed our expectations, was always available and was completely committed to getting our platform deployed. We were all connected and on the same page, which created a great, collaborative vibe."

Erik Rost

VP of Sales at Ovation Medical

Business needs:

‍

Automate reordering for repeat customers
Create a scalable sales system
Reduce the load on the sales staff

Technologies:

‍

Commerce Cloud | B2B Commerce
Sales Cloud
Service Cloud
Experience Cloud
Salesforce CRM
Fishbowl

Results delivered:

‍

MVP went live in 4 weeks

2x faster order processing time
2x increase in sales reps’ productivity
30-40% of custom features
Managing 400+ customer accounts per sales rep

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Solutions implemented

Sales process automation

Automated order creation for existing customers; onboarding of new customers with minimal involvement from the sales team.

Integration with order-related systems

Set of customizations to seamlessly introduce B2B Commerce into the existing data management and order fulfillment flows.

Self-service options for reorders

Customized 'Order Now' page for registered customers, instant access to previous orders with individual pricing built in.

Custom order flow

A bridge between the new order placement portal and existing order processing systems.

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