Self-Service & Customer Portals

Customer portal. After Sales. Extranet. Let's call it Self-Service.

Self-service and after-sales services bundled into one portal for your customers. Get information and carry out transactions quickly and easily.

In their day-to-day business, customers often face a fragmented customer experience. This is where the B2B customer portal comes in, enabling simple digital after-sales processes. With consolidated data in one place, your customer can access all services autonomously.

Consolidating customer, transaction, and product data into a single front-end is a huge step forward in terms of convenience for your customers. And convenience is a critical element of B2B customer service. By offering your customers self-service options that are directly integrated into your system landscape, you can reduce your sales and customer service costs and improve your business performance.

5

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implemented customer portals

50

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Engineers

50

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B2B Customers

Megatrend: Digital Self-Service

Megatrend: Digital Self-Service

The trend toward digital self-service in the B2B sector reflects a profound shift in customer expectations that coincides with increasing cost pressures in sales. The following phenomena can be observed:

  • Traditional sales models are reaching their limits: 80% of B2B decision makers prefer remote interactions or digital self-service (McKinsey, 2022)

  • Customer demand for empowerment and efficiency: 59% of B2B decision-makers do not want to speak to a salesperson on first contact (Lünendonk, 2020).

  • Demographic change: 55% of B2B decision makers are under the age of 40, a generation that has grown up with digital tools and has high expectations for the customer experience.

  • High sales cost pressures: Companies must increasingly rely on more efficient, digital solutions to remain competitive.

Specific Use Cases for B2B Customer Portals

A B2B customer portal provides a central platform that makes the entire after-sales process efficient and user-friendly. The integration of various functions such as quote, order and document management optimizes the customer relationship. Three key use cases illustrate the added value of such a portal:

  1. Order management: Customers can view and manage their orders in real time. This creates transparency and reduces the need for follow-up questions, since all information is available at all times.

  2. Complaints: A structured complaint management system allows problems to be resolved quickly and easily. This builds customer trust and satisfaction.

  3. Reordering: Automated processes simplify reordering, saving time and increasing efficiency.

Our Services

As a strategic partner, we offer comprehensive support in the consulting and implementation of customized customer portals based on leading platforms such as the Salesforce Experience Cloud or Spryker CommerceOS. Especially in the B2B sector, where requirements such as account management, rights and role concepts, and complex buyer journeys play a central role, we ensure real added value with our B2B expertise and end-to-end offering. Three of our key services are

  • Service Consulting: In-depth analysis and customized strategies that address a B2B company's specific service needs, including account management and rights and roles.

  • Platform Development: Technical implementation of developed concepts into powerful, scalable solutions that address complex B2B buyer journeys.

  • System Integration: Seamlessly connecting all existing systems to ensure smooth and efficient use of the new platform and optimize the entire B2B

End-to-end support

We understand the complexities and requirements associated with implementing a B2B customer portal. As an end-to-end partner, we guide our customers through the entire process - from strategy development to final rollout. Our goal is to deliver solutions that not only perform technically, but also maximize business impact. Here are three highlights of our end-to-end support

  1. Strategy & Roadmap: We work with you to develop a clear strategy and roadmap that accurately reflects the project scope and timeline to ensure all goals are met.

  2. System and Cloud Evaluation: We help you select the right platform and evaluate system and cloud options to create the optimal foundation for your customer portal.

  3. Implementation & Rollout: Our experts implement the solution and perform a comprehensive rollout, including training your team to ensure seamless integration with your existing processes.

We work for global market leaders, B2B corporations, family-owned businesses and hidden champions.

Our tool stack for customer portals and more

Our toolkit includes powerful platforms like Spryker and the Salesforce Experience Cloud that enable us to build highly customized and scalable B2B customer portals.

Spryker: With Spryker, we offer a flexible commerce solution that is ideal for companies with complex, modular e-commerce requirements. This platform enables the implementation of specific requirements such as multi-channel commerce and customized customer portals.

Salesforce Experience Cloud: The Salesforce Experience Cloud seamlessly integrates with existing Salesforce ecosystems. It is ideal for companies that want to streamline customer interactions and create a consistent user experience. With the Salesforce Experience Cloud, we create personalized experiences and increase efficiency through automation.

Our Specialty: Seamless Customer Experience

Seamless customer experience is the state of the art today and is critical to retaining customers and delivering a consistent experience across all touchpoints. Composable commerce and headless approaches play a central role by offering the flexibility to integrate different systems and services in a modular way, decoupling the front end from the back end.

The best practice for a seamless customer experience today is to make all services and information accessible through a single platform. Thanks to a headless front end, customers can access a wide range of functions without leaving the platform. In the backend, specialized business applications work together seamlessly to ensure a consistent user experience.

The holy grail of this evolution will be achieved when websites and applications completely merge, and public and private spheres flow seamlessly together. In this way, companies can offer customers a tailored experience that is personalized according to the user data collected.

Our System Integration Expertise

Efficient processes are crucial in the IT system landscape, but the requirements are complex and growing. With the help of system integration, different environments - such as ERP, CRM, PIM, payment and many other applications - can be connected and successfully managed.

System Integration Expertise: System integration enables seamless data exchange. For example, orders are automatically processed and inventory levels are synchronized. Our system integration toolbox includes powerful tools like Mulesoft, Lobster, Azure Data Factory and Talend.

API development expertise: Off-the-shelf solutions are often insufficient to meet complex business needs. That is why we develop custom software solutions that are tailored to your exact needs. Our expertise in API development and management allows us to build powerful interfaces using REST or GraphQL, among others. These solutions ensure seamless integration with your systems and data sources.

Case Study: Meusburger Customer Portal

Meusburger, a leading manufacturer of high-precision standard parts, is committed to providing its customers with a seamless and personalized digital experience. Using composable commerce and headless approaches, a central platform was created to unify and seamlessly integrate all digital services. The result is a platform that delivers a unique, personalized experience. Three project highlights include

  • Central Platform Integration: By merging the website and applications, Meusburger enables its users to access all information and services through one platform. This reduces complexity and provides a consistent user experience.

  • Customized user experience: Seamless integration of public and private areas based on user permissions allows customers to receive customized services such as parts lists, watch lists, quotes, and more.

  • Consolidated functionality in a single interface: Customers now have access to everything - from the website to the tool requirements shop to digital services and configurators - in a single, easy-to-use interface.

Case Study: Pfeifer Customer Portal

Pfeifer, a leading company in the wood industry, has optimized its digital services to create a platform that meets the specific needs of the industry. The result is a central platform that not only simplifies the ordering process, but also supports logistics and document management. Three highlights of the project include

  • Order management: Pfeifer implemented an advanced order management system that allows customers to easily manage and track orders.

  • Logistics functionalities: Advanced logistics capabilities allow customers to track the status of their shipments in real time and optimize loading schedules. This optimizes the supply chain, reduces process costs, and ensures on-time delivery.

  • Document Management: An integrated document management system allows customers to manage all relevant documents - from order confirmations to invoices and delivery documents - in one place.

We accompany you on the journey into the digital future

Our work packages are diverse and coordinated.

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Strategy & Transformation

Consulting to create a customized roadmap that supports your goals and drives the transformation of your service organization. The service sets clear milestones for implementation and engages the sales force to drive efficiencies and synergies between service and sales.

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Customer Journey Management

Optimize the entire customer journey to ensure the B2B customer portal delivers a seamless and personalized experience. The service improves customer interactions and increases the efficiency of the service organization and the internal sales force, especially in handling requests.

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Data & System Integration

Develop a data integration strategy that ensures efficient integration and use of customer, transaction, interaction, and product data. This supports data-driven decisions in service and inside sales, further improving business performance.

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Vendor Selection

Helping you select the right technology and platform for your B2B customer portal. This service takes into account your requirements and helps you transform your service organization and increase the efficiency of your inside sales force.

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Training & Enablement

Change management support during the B2B customer portal launch. The service trains your service team and internal sales force to ensure a smooth system launch and adaptation to new digital processes.

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Optimization & Support

Service and experience design optimization for an intuitive B2B customer portal. This service creates a seamless user experience and develops processes that support and increase the efficiency of your internal sales force.

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B2B E-Commerce - Cases, Trends & Insights

The OMR Masterclass 2023 on B2B E-Commerce followed companies at a crucial turning point: increasing customer demands for digital services and platforms require comprehensive digitalization. In addition, a shortage of skilled workers and increasing cost pressure make the automation of sales processes unavoidable. In short, B2B commerce is and will remain one of the "hot topics" in many companies!

Florian Wassel presented 10 use cases - from enterprise marketplaces to customer portals and order management - to show how B2B champions can adapt their complex data models and specialized business models to the digital, agile world. Topics such as service design, operating models, technology and change management were also discussed.

Talk to me about your customer portal.