The solution: Built-in features streamlined the B2B experience
The companies migrated to Sana in 2020 to integrate their ERP with their e-commerce platform for a modern B2B customer experience. The deployment process went smoothly, and they launched the new, ERP-integrated web stores in less than four months – a tight turnaround for a complex undertaking.
The mission support provider implemented a purchasing process that addressed their customers’ needs, met the complex requirements of military contracts, and enabled sophisticated integration with various systems and software.
Our solution streamlined the quoting and approval processes: customers could now add products to the cart, but instead of checking out, they could configure all the purchasing options, receive a quote that includes shipping costs and lock in the pricing all in a matter of seconds as they went through internal review and bidding processes.
Upon approval, buyers would simply visit the customer portal to download the quotes, reference the content, or place their orders. The clean and intuitive user interface allowed users to easily compare bids and convert a past purchase into a re-order to save time and simplify workflows.
For the sporting equipment seller, Sana set up the platform to integrate with their ERP to assign product character categories across different brands. Through this integration, products that are frequently purchased together (such as a surfboard with a specific tether) can now be grouped within the ERP, and customers are given the ability to purchase them individually or as a kit.
Since product grouping in the ERP is a standard out-of-the-box feature on Sana, no customization was required — reducing deployment time while allowing the retailer’s small e-commerce team to manage the web store easily. This feature makes it easy for customers to find products that complement each other from different brands. It also helps the seller drive cross-sell and upsell to increase the average order value.