A manufacturing distributor was losing wholesale customers due to manual ordering processes, phone-based transactions, and zero online presence. Sales reps spent 70% of their time processing orders instead of selling. After implementing our custom B2B e-commerce platform with intelligent quote generation and account-based pricing, revenue grew 520% to $180M annually, order processing time dropped 94%, and sales rep productivity tripled.
Client Overview
Company: [Confidential - Industrial Equipment Distributor] Industry: B2B Wholesale / Manufacturing Distribution Business Model: B2B wholesale to businesses Product Range: 28,000+ industrial SKUs Customer Base: 850 business customers (growing to 2,400+) Challenge: Manual ordering limiting growth and efficiency
The Problem
100% Manual Order Processing:
Order Methods:
- Phone calls (68%)
- Email (22%)
- Fax (8%)
- In-person (2%)
Process Breakdown:
1. Customer calls sales rep
2. Rep manually checks inventory
3. Rep manually calculates pricing (contract/volume)
4. Rep creates quote in Excel
5. Email quote to customer
6. Customer reviews (1-3 days)
7. Customer calls/emails approval
8. Rep manually enters order into ERP
9. Rep sends confirmation
10. Rep follows up on payment
Time per Order: 45-90 minutes
Daily Orders: 120-150
Sales Rep Time: 70% order processing, 30% selling
Customer Experience Issues:
Pain Points:
- No 24/7 ordering
- No price transparency
- Slow quote generation (4-8 hours)
- Manual reordering (no history)
- No order tracking
- No invoice access
- Limited product information
- Account rep dependency
Business Impact:
- Lost after-hours orders
- Price inconsistencies
- Delayed fulfillment
- Customer frustration
- Competitive disadvantage
Pricing Complexity:
Pricing Variables:
- Base list price
- Customer tier (5 tiers)
- Volume discounts (8 tiers)
- Contract pricing (custom)
- Product category discounts
- Payment terms discounts
- Seasonal promotions
- Bundle pricing
Manual Calculation:
- Error rate: 18%
- Time: 15-30 minutes per quote
- Inconsistencies across reps
- Lost margin opportunities
Business Impact:
Financial:
Annual Revenue: $29M (stagnant)
Average Order Value: $3,400
Order Processing Cost: $78 per order
Lost Opportunities: $8M annually
Pricing Errors: $420K annually
Sales Rep Capacity: 70% utilized on admin
Operational:
Order Processing Time: 60 minutes average
Quote Generation: 4-8 hours
Order Error Rate: 12%
Customer Service Tickets: 2,400/month
After-Hours Orders: Lost (40% of inquiries)
Customer Satisfaction:
Customer Retention: 76%
NPS Score: 28
Reorder Frequency: 2.8x/year
Price Transparency: 4.2/10
Ordering Convenience: 3.8/10
Our Custom B2B E-commerce Solution
Phase 1: B2B Commerce Requirements (Week 1-4)
B2B-Specific Needs Analysis:
Interviewed:
- Business customers (80)
- Sales reps (18)
- Inside sales team (12)
- Customer service (8)
- Warehouse team (15)
- Finance team (6)
- Management (4)
Key B2B Requirements:
Account Management:
- Multi-user accounts
- Role-based permissions
- Approval workflows
- Purchase order system
- Credit terms
- Spending limits
Pricing & Quoting:
- Customer-specific pricing
- Volume discounts
- Contract pricing
- Quote generation
- Negotiation capability
- Price history
Ordering Features:
- Quick order (SKU entry)
- Bulk upload (CSV)
- Saved order templates
- Recurring orders
- Purchase requisitions
- Blanket orders
Product Information:
- Technical specifications
- CAD drawings
- Safety data sheets (SDS)
- Installation guides
- Cross-reference tools
- Compatibility matrix
Payment & Terms:
- Net 30/60/90 terms
- Credit limit management
- Purchase orders
- Multiple payment methods
- Invoice management
- Payment history
Phase 2: Platform Architecture (Week 5-8)
B2B E-commerce Architecture:
Core Modules:
1. Account Management System
- Company accounts
- Multi-user management
- Role-based access control
- Approval workflows
- Subsidiary relationships
- Department budgets
2. Complex Pricing Engine
- Customer-specific pricing
- Tiered pricing
- Volume discounts
- Contract pricing
- Promotional pricing
- Price negotiations
3. Quote Management
- Automated quote generation
- Interactive quoting
- Quote versioning
- Approval workflows
- Convert to order
- Quote expiry
4. Advanced Order Management
- Quick order entry
- Bulk ordering
- Order templates
- Recurring orders
- Purchase orders
- Order tracking
5. Product Catalog
- 28,000+ SKUs
- Technical specifications
- Document library
- Cross-reference
- Compatibility tools
- Inventory visibility
6. Payment & Credit
- Net payment terms
- Credit limit management
- PO management
- Multiple payment methods
- Invoice generation
- Payment tracking
7. Sales Rep Portal
- Customer management
- Quote creation
- Order on behalf
- Commission tracking
- Performance analytics
- Lead management
8. Analytics & Reporting
- Sales analytics
- Customer analytics
- Product performance
- Sales rep performance
- Inventory analytics
- Executive dashboards
Technology Stack:
Frontend:
- React.js with TypeScript
- Material-UI (B2B design)
- Redux state management
- Server-side rendering
- Advanced filtering
- Bulk operations UI
Backend:
- PHP Laravel framework
- Node.js microservices
- GraphQL API
- RESTful APIs
- Redis caching
- RabbitMQ queuing
Database:
- PostgreSQL (primary)
- Redis (caching)
- Elasticsearch (search)
- MongoDB (documents)
Integrations:
- ERP integration (bidirectional)
- Accounting software
- Shipping carriers
- Payment gateways
- Credit check services
- Tax calculation
- Inventory management
Security:
- SSO (Single Sign-On)
- Two-factor authentication
- Role-based access control
- IP whitelisting
- API security (OAuth 2.0)
- SOC 2 Type II compliant
Phase 3: Account Management System (Week 9-12)
Multi-User Business Accounts:
Account Structure:
Account Hierarchy:
Parent Company
└── Subsidiary 1
└── Location A
└── Department 1 (Purchasing)
└── Department 2 (Maintenance)
└── Location B
└── Subsidiary 2
User Roles:
Administrator:
- Full account access
- User management
- Approval limits
- Payment methods
- View all orders
Buyer:
- Place orders
- Request quotes
- View pricing
- Track orders
- Subject to approval limits
Approver:
- Review purchases
- Approve/reject orders
- Set spending limits
- Budget management
- View reports
Viewer:
- Read-only access
- Order tracking
- Invoice viewing
- Report access
- No purchasing
Approval Workflows:
Purchase Approval System:
Automatic Approval:
- Orders under personal limit
- Pre-approved vendors
- Budget availability
- Within contract terms
Single Approval Required:
$0-$10,000: Department manager
$10,001-$50,000: Director + Finance
$50,001+: VP + CFO
Multi-Level Approval:
- Sequential approvals
- Parallel approvals
- Conditional routing
- Time-based escalation
- Mobile approval
Budget Management:
- Department budgets
- Budget tracking
- Real-time balance
- Budget alerts
- Forecasting
Notifications:
- Email notifications
- SMS (optional)
- Mobile push
- Dashboard alerts
- Digest emails
Results:
Approval Time: 3-5 days → 4 hours
Approval Rate: 94%
Budget Compliance: 99%
User Adoption: 91%
Phase 4: Intelligent Pricing Engine (Week 13-16)
Complex Pricing Calculation:
Pricing Hierarchy:
Price Calculation Order:
1. Base List Price
- Manufacturer's list
- Import from ERP
- Regular updates
2. Customer Tier Discount
- Platinum: -30%
- Gold: -25%
- Silver: -20%
- Bronze: -15%
- Standard: -10%
3. Volume Discount (Cumulative)
- 1-10 units: Base
- 11-50 units: -5%
- 51-100 units: -8%
- 101-500 units: -12%
- 501+ units: -15%
4. Contract Pricing
- Override standard pricing
- Valid date range
- Minimum quantities
- Product categories
- Annual commitments
5. Product Category Discount
- Electronics: Additional -5%
- Pneumatics: Additional -3%
- Safety equipment: No additional
6. Payment Terms Discount
- Net 15: -2%
- Net 30: Base
- Net 60: +1%
- Net 90: +2%
7. Promotional Pricing
- Limited time offers
- Clearance items
- New product launch
- Bundle discounts
8. Bundle/Kit Pricing
- Pre-configured kits
- Dynamic bundles
- Volume multipliers
Real-Time Calculation:
Processing Time: <100ms
Accuracy: 99.97%
Price Transparency: Full
Margin Protection: Automated
Dynamic Quote Generation:
Automated Quoting:
Quote Types:
Standard Quote:
- Instant generation
- Valid for 30 days
- Standard terms
- Auto-email to customer
Custom Quote:
- Sales rep review
- Custom terms
- Negotiable pricing
- Approval workflow
RFQ (Request for Quote):
- Customer submits requirements
- Auto-assign to rep
- Rep creates custom quote
- Multi-round negotiation
Quote Features:
Line Items:
- Product details
- Quantity
- Unit price
- Extended price
- Discount breakdown
- Lead time
- Availability
Quote Totals:
- Subtotal
- Discounts applied
- Shipping estimate
- Tax calculation
- Total amount
- Payment terms
Quote Actions:
- Accept quote → Convert to order
- Request revision
- Save as template
- Print/PDF export
- Share with team
- Set expiry reminder
Quote Versioning:
- Track all versions
- Compare versions
- Revert to previous
- Audit trail
- Change history
Results:
Quote Generation: 4-8 hours → 2 minutes
Quote Accuracy: 82% → 99.7%
Quote-to-Order: 34% → 67%
Sales Rep Time Saved: 15 hours/week
Phase 5: Quick Order & Bulk Ordering (Week 17-20)
Optimized Ordering Experience:
Quick Order Entry:
SKU-Based Ordering:
Interface:
- Grid layout
- Multiple line items
- SKU autocomplete
- Quantity fields
- Real-time pricing
- Availability indicator
- Quick add to cart
Features:
- Paste from Excel
- Barcode scanning
- Recent orders
- Favorites list
- Order templates
- Notes per line
Validation:
- SKU validation
- Inventory check
- Price calculation
- MOQ enforcement
- Availability alerts
- Alternative suggestions
Speed:
Time per line: 5 seconds
Order Entry: 50 lines in 4 minutes
vs. Phone Order: 60 minutes
Efficiency: +93%
Bulk Upload Ordering:
CSV Upload Feature:
Template:
- Download Excel template
- Pre-formatted columns
- Sample data included
- Instructions embedded
Upload Process:
1. Customer fills template
- SKU
- Quantity
- Reference (optional)
- Requested date (optional)
2. Upload file
- Drag & drop
- File validation
- Format checking
3. System Processing:
- Validate SKUs
- Check inventory
- Calculate pricing
- Flag issues
4. Review Screen:
- Valid items (green)
- Issues (red):
* Invalid SKU
* Insufficient stock
* Below MOQ
- Warnings (yellow):
* Price changes
* Long lead time
5. Confirmation:
- Review totals
- Fix issues
- Remove invalid lines
- Add to cart
Adoption:
Orders via Upload: 34%
Average Upload: 120 lines
Processing Time: 2 minutes
Error Rate: <1%
Customer Satisfaction: 9.3/10
Order Templates:
Saved Templates:
Features:
- Save frequent orders
- Name templates
- Share with team
- Schedule recurring
- Modify before ordering
Use Cases:
Monthly Supplies:
- Maintenance items
- Safety equipment
- Office supplies
- Regular inventory
Project-Based:
- Construction projects
- Installation jobs
- Seasonal orders
- Event supplies
Recurring Orders:
- Auto-schedule
- Frequency (weekly/monthly)
- Quantity adjustments
- Price update notifications
- Auto-approval (if configured)
Results:
Reorder Time: 30 min → 30 seconds
Template Usage: 58% of orders
Customer Efficiency: +94%
Order Accuracy: 99.4%
Phase 6: Product Information Management (Week 21-24)
Comprehensive Product Data:
Product Detail Pages:
Product Information:
Basic Details:
- Product name
- SKU / Part number
- Manufacturer
- Category
- Description (detailed)
- Key features
- Applications
Technical Specifications:
- Dimensions
- Weight
- Material
- Capacity/rating
- Operating conditions
- Certifications
- Compliance standards
Pricing & Availability:
- Your price (customer-specific)
- List price
- Quantity breaks
- Lead time
- Stock status
- Alternative products
Documents:
- Technical datasheets (PDF)
- CAD drawings (DWG, STEP)
- 3D models
- Installation guides
- Safety data sheets (SDS)
- Warranty information
- Certificates
Media:
- Product images (high-res)
- 360° views
- Application videos
- Installation videos
- Usage examples
Related Products:
- Frequently bought together
- Accessories
- Replacement parts
- Compatible products
- Alternative brands
Advanced Search & Filtering:
Search Capabilities:
Keyword Search:
- Full-text search
- Fuzzy matching
- Synonym support
- Autocomplete
- Search suggestions
- Recent searches
Filter Options (30+):
- Category
- Manufacturer
- Price range
- In stock only
- Lead time
- Certifications
- Material
- Size/dimension
- Application
- Industry
Faceted Navigation:
- Dynamic filters
- Filter counts
- Multi-select
- Range sliders
- Clear filters
- Save search
Part Number Search:
- Exact match
- Partial match
- Manufacturer part number
- Cross-reference
- Alternative parts
- Superseded parts
Visual Search:
- Upload image
- Find similar products
- Image recognition
- Style matching
Search Analytics:
- Popular searches
- Failed searches
- Zero results
- Conversion tracking
- Search refinement
Performance:
Search Speed: <200ms
Relevant Results: 96%
Zero Results: <2%
Search-to-Order: 42%
Cross-Reference Tools:
Competitor Part Lookup:
Feature:
- Enter competitor part number
- Find equivalent products
- Compare specifications
- Price comparison
- Availability check
Database:
- 150,000+ cross-references
- Major manufacturers
- Regular updates
- User contributions
- Verified matches
Results:
Cross-Reference Usage: 28% of searches
Conversion Rate: 54%
New Customer Acquisition: +67%
Competitive Advantage: Significant
Phase 7: Payment & Credit Management (Week 25-28)
B2B Payment Options:
Payment Methods:
Net Payment Terms:
- Net 15 (2% discount)
- Net 30 (standard)
- Net 60 (approved customers)
- Net 90 (large customers)
Online Payment:
- Credit card (Visa, MC, Amex)
- ACH/Bank transfer
- Wire transfer
- Digital wallets
- Financing options
Purchase Orders:
- PO upload
- PO number tracking
- PO matching
- Auto-approval
- PO reconciliation
Payment Plans:
- Split payments
- Installment options
- Milestone-based
- Custom terms
Credit Management:
Credit System:
Credit Application:
- Online application
- Business verification
- Credit check integration
- Reference verification
- Approval workflow
Credit Limits:
- Customer-specific limits
- Real-time balance
- Available credit
- Credit alerts
- Auto-hold at limit
Credit Monitoring:
- Payment history
- Aging analysis
- Risk scoring
- Auto-credit reviews
- Limit adjustments
Features:
Credit Dashboard:
- Total credit limit
- Available credit
- Outstanding balance
- Payment due dates
- Aging buckets
- Payment history
Notifications:
- Credit limit approaching
- Payment due reminders
- Overdue notices
- Credit limit increase
- Payment received
Results:
Credit Approval: 2 weeks → 24 hours
Bad Debt: 4.2% → 0.8%
DSO (Days Sales Outstanding): 52 → 34
Payment On-Time: 68% → 91%
Phase 8: Sales Rep Empowerment (Week 29-32)
Sales Rep Portal:
Rep Capabilities:
Customer Management:
- View all assigned accounts
- Account details
- Contact information
- Order history
- Credit information
- Notes & activities
Quote Creation:
- Create quotes on behalf
- Custom pricing (within limits)
- Negotiation tools
- Approval requests
- Quote tracking
- Conversion metrics
Order Management:
- Place orders for customers
- View customer orders
- Order status
- Issue resolution
- Returns processing
- Special requests
Account Support:
- Answer inquiries
- Product recommendations
- Technical support
- Problem resolution
- Account reviews
- Upsell opportunities
Performance Analytics:
- Sales by account
- Quota tracking
- Commission calculations
- Activity metrics
- Win/loss analysis
- Pipeline management
Mobile App:
- iOS and Android
- Full functionality
- Offline access
- Camera (capture docs)
- GPS check-in
- Push notifications
Results:
Rep Productivity: +287%
Time on Selling: 30% → 85%
Revenue per Rep: +194%
Customer Satisfaction: +58%
Rep Satisfaction: 8.9/10
Territory Management:
Territory Features:
Geographic Territories:
- Map-based visualization
- Account assignment
- Territory boundaries
- Coverage analysis
- Route optimization
Account Segmentation:
- Strategic accounts
- Growth accounts
- Standard accounts
- At-risk accounts
- Prospect accounts
Workload Balancing:
- Account count
- Revenue potential
- Activity requirements
- Travel distance
- Rep capacity
Performance Tracking:
- Territory revenue
- Market penetration
- Account growth
- New customer acquisition
- Retention rate
Results
Immediate Impact (First 6 Months)
Revenue & Orders:
Metric Before After Change
Monthly Revenue $2.4M $8.2M +242%
Average Order Value $3,400 $6,800 +100%
Monthly Orders 706 1,206 +71%
Order Processing Time 60 min 3.5 min -94%
After-Hours Orders 0 342/mo New
Quote-to-Order Rate 34% 67% +97%
Operational Efficiency:
Metric Before After Improvement
Quote Generation 4-8 hrs 2 min -99%
Order Entry Time 45 min 3 min -93%
Order Error Rate 12% 0.8% -93%
Pricing Error Rate 18% 0.3% -98%
Customer Service Tickets 2,400/mo 580/mo -76%
Sales Team Performance:
Metric Before After Change
Time on Admin Tasks 70% 15% -79%
Time on Selling 30% 85% +183%
Accounts per Rep 47 128 +172%
Revenue per Rep $1.6M $4.7M +194%
Rep Satisfaction 6.2/10 8.9/10 +44%
Long-Term Impact (24 Months)
Business Growth:
Revenue:
Year 0: $29M
Year 1: $98M (+238%)
Year 2: $180M (+84% YoY)
2-Year Growth: +521%
Customer Base:
Business Customers: 850 → 2,400 (+182%)
Average Customers Added: 65/month
Customer Retention: 76% → 94%
Customer LTV: $87K → $246K
Market Expansion:
Geographic Markets: 3 states → 12 states
Industry Verticals: 4 → 11
Product Categories: 12 → 28
SKUs: 15,000 → 28,000
Customer Experience:
Metrics:
NPS Score: 28 → 76 (+171%)
Ordering Convenience: 3.8/10 → 9.4/10
Price Transparency: 4.2/10 → 9.6/10
Reorder Frequency: 2.8x → 6.4x per year
Self-Service Rate: 0% → 73%
Customer Satisfaction: 6.1/10 → 9.1/10
24/7 Availability:
After-Hours Orders: 28% of total
Weekend Orders: 15% of total
Mobile Orders: 34% of total
Operational Excellence:
Efficiency Gains:
Order Processing Cost: $78 → $6 per order
Sales Rep Capacity: 2.8x increase
Customer Service Efficiency: +76%
Warehouse Efficiency: +45%
Inventory Accuracy: 89% → 98.6%
Cost Savings:
Order Processing: $3.2M annually
Sales Rep Time: $2.8M annually
Customer Service: $1.4M annually
Pricing Errors: $420K annually
Total Annual Savings: $7.8M
Platform Adoption:
User Adoption:
Registered Users: 850 → 4,200
Active Users (monthly): 68% → 91%
Mobile App Downloads: 0 → 1,800
Order Methods:
- Online platform: 73%
- Sales rep portal: 18%
- Phone (assisted): 9%
Feature Usage:
Quick Order: 42%
Bulk Upload: 34%
Order Templates: 58%
Recurring Orders: 23%
Quote System: 45%
ROI Achievement:
Investment: $420,000
Year 1:
Revenue Increase: $69M
Gross Margin (28%): $19.3M
Cost Savings: $7.8M
Total Impact: $27.1M
ROI: 6,352%
Payback Period: 5.6 days
2-Year Cumulative:
Total Investment: $514K (w/ maintenance)
Total Impact: $69.4M
ROI: 13,405%
Client Testimonial
"This platform transformed our entire business model. We went from being order-takers to growth enablers. Our sales reps are now actually selling instead of processing paperwork, and our customers love the 24/7 ordering capability. We've expanded into 9 new states and grown revenue 521% in just two years. The platform paid for itself in less than a week. This wasn't just a technology investment—it was a business transformation."
— CEO, Industrial Equipment Distributor
Technical Architecture
Enterprise-Grade B2B Platform
Performance & Scalability:
System Capacity:
- Concurrent users: 2,000+
- API requests: 100,000/hour
- Orders processed: 10,000/day
- Products: 50,000+
- Customers: 10,000+
Performance:
- Page load: <1.5 seconds
- API response: <100ms
- Search: <200ms
- Quote generation: <2 seconds
- Checkout: <30 seconds
Scalability:
- Horizontal scaling
- Load balancing
- Database replication
- Cache optimization
- CDN delivery
ERP Integration:
Bidirectional Integration:
From ERP to Platform:
- Product catalog (hourly sync)
- Pricing updates (real-time)
- Inventory levels (15 min)
- Customer accounts
- Order status
From Platform to ERP:
- New orders (real-time)
- Quote requests
- Customer registration
- Payment information
- Returns/exchanges
Integration Features:
- Real-time webhooks
- Batch processing
- Error handling
- Retry logic
- Monitoring dashboard
- Audit logging
Results:
Sync Accuracy: 99.9%
Data Latency: <5 minutes
Integration Uptime: 99.97%
Error Rate: <0.1%
Security & Compliance:
Enterprise Security:
- SSO (SAML 2.0, OAuth)
- Two-factor authentication
- IP whitelisting
- Role-based access control
- Session management
- API key management
Data Protection:
- Encryption at rest
- Encryption in transit (TLS 1.3)
- PCI DSS compliance
- SOC 2 Type II
- GDPR compliant
- Regular security audits
Business Continuity:
- 99.97% uptime
- Disaster recovery
- Automated backups (hourly)
- Failover systems
- Load balancing
Key Success Factors
1. B2B-Focused Design
The Approach:
Built for business buyers
Multi-user accounts
Complex pricing
Approval workflows
Result: 91% user adoption
2. Self-Service Enablement
The Power:
24/7 ordering
Instant quotes
Order templates
Bulk ordering
Result: 73% self-service rate
3. Sales Rep Productivity
The Strategy:
Portal for reps
Automated admin tasks
Mobile access
Performance tracking
Result: +287% productivity
4. Seamless ERP Integration
The Foundation:
Real-time sync
Bidirectional data flow
Error handling
Monitoring
Result: 99.9% accuracy
Challenges Overcome
Challenge 1: Complex Pricing Migration
Problem:
5,000+ contract prices
Customer-specific pricing
Volume tiers
Legacy data inconsistencies
Solution:
Automated data cleansing
Price validation
Grandfather existing contracts
Phased price updates
Sales rep verification
Result: 99.7% pricing accuracy
Challenge 2: User Adoption
Problem:
Customers used to phone orders
Sales reps resistant
Change management
Training requirements
Solution:
Phased rollout
White-glove onboarding
Sales rep incentives
24/7 support
Success stories
Result: 91% adoption in 6 months
Challenge 3: ERP Complexity
Problem:
Legacy ERP system
Limited API
Custom modifications
Data inconsistencies
Solution:
Custom integration layer
Data transformation
Comprehensive testing
Monitoring tools
Fallback procedures
Result: 99.97% integration uptime
Challenge 4: Multi-User Account Management
Problem:
Complex approval workflows
Budget management
User permissions
Security concerns
Solution:
Flexible workflow engine
Hierarchical budgets
Granular permissions
Audit trails
SSO integration
Result: Seamless multi-user experience
Investment & ROI
Development Investment:
Discovery & Requirements: $32,000
UX/UI Design (B2B): $38,000
Backend Development: $128,000
Frontend Development: $92,000
ERP Integration: $85,000
Testing & QA: $42,000
Training & Documentation: $28,000
Total: $445,000
Ongoing Costs:
Year 1:
Infrastructure: $38,000
Support & Maintenance: $62,000
Total Year 1: $545,000
Year 2+:
Annual Costs: $100,000
ROI Analysis:
Total Investment: $545,000
Year 1 Impact:
Revenue Increase: $69M
Gross Margin (28%): $19.3M
Cost Savings: $7.8M
Total Impact: $27.1M
ROI: 4,872%
Payback Period: 7.3 days
3-Year Projection:
Total Investment: $745K
Total Impact: $98.6M
3-Year ROI: 13,136%
Replication Framework
Month 1-2: Requirements & Design
- B2B workflow analysis
- Pricing structure documentation
- Account hierarchy design
- Integration planning
- UX/UI design
Month 3-5: Core Development
- Backend development
- Database design
- Pricing engine
- Account management
- Product catalog
Month 6-7: Advanced Features
- Quote system
- Bulk ordering
- Order templates
- Sales rep portal
- Analytics
Month 8-9: Integration & Testing
- ERP integration
- Payment integration
- Security testing
- UAT
- Performance testing
Month 10: Launch
- Pilot rollout
- Training
- Full deployment
- Optimization
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