Optimising Magento for B2B

Wednesday 8th of August 9am-10am

Presented by:

James Horne & Mal Williams

Agenda

1. Introduction

2. Definition: B2B vs B2C

3. 10 Techniques for optimising Magento for B2B

4. Q & A

B2B vs. B2C

• Business selling to Business

• Business seeking B2C functionality for it’s Business Customers

• Less customers but more elegant functionality

• Multiple Sites/Stores, Currencies and Price Points

• True B2B requires Customisation to Magento

Working Examples

Techniques for optimising Magento for B2B

10

1 B2C experience for B2B

1 B2C experience for B2B

• Business selling to Business

• Business seeking B2C functionality for it’s Business Customers

• Less Customers but more elegant functionality

• Multiple Sites/Stores, Currencies and Price Points

• True B2B requires Customisation to Magento

2 Restricted Login for Business Customers

• Variable business rules

• Change products and pricing

• Unique site for large customers

• Hide IP and USP from competitors

• Restrict Google indexing

• Integrate with ERP and/or finance systems

• Deliver a Mobile Presentation Layer

2 Restricted Login for Business Customers

MultiStore – Multisite Multilingual - Multiwarehouse 3

• Many Stores and Sites for different customer groups

• Multiple channels and marketplaces

• Language variations based upon market location

• Utilise dropship from suppliers, warehouses and 3PL providers.

• Stock levels, pricing and freight variations based upon business rules

Customer Groups 4 • Customer Groups can allow:

• Restricted login

• Private Sites

• Category Permissions

• Customer Segmentation

• Promotional Rules

Customer Groups My Account and my Order History 4

Customer Groups Pricing 5 • Contract Pricing levels based upon Customer Groups

• Group-based price books

• Tiered Pricing (quantity break points)

• Individual Contract Pricing

• Group-based tiered pricing

Tiered Pricing 6 • Can use Magento Core Functionality

• Group Customers into price ranges

• Change Prices on login

• Easier to deliver than contract pricing

• Can start here and roadmap contract pricing

Tiered Pricing 6

• Credit Card and Paypal

• BPay and Accounts

• BSB and Direct Debit

• Recurring Payments

• Loyalty Points

7 Multiple Payment Methods

7 • Purchase order raised for Supplier

• Invoice sent from ProSupply

Multiple Payment Methods

Custom Integrations 8 • Integrate with ERP’s, CRM’s, Warehouse and Finance

Systems

• Middleware or Direct Connector

• Scheduled vs. real time

• Bundled/Grouped Products

• Customer frontend for all systems

CRM and Loyalty 9

CRM and Loyalty 9 • Can use plugins like Sweet Tooth

• Integrate with CRM system like Salesforce

• Integrate with proprietary gift card, VIP or loyalty systems via API or web services

• Points associated with Cart functionality

• Syncronise with in-store or agency

CRM and Loyalty 9

Sales Team – Mobile Interfaces 10 • Can create multiple presentation layers

• Enable the mobile workforce

• Apps or Themes for phone or tablet

• Can utilise Magento out of the box functionality

• App or theme for each customer group or geographical location

• Utilise GEOIP

Sales Team – Mobile Interfaces 10

What are the first steps?

1. Invest Money in Scoping the Project

2. Detailed Scope and Specifications

3. Consider Prototype Approach

4. Roadmap functionality over 18 months

5. Plan for Organisational Change

Balance Internet

Magento

Q&A Any questions?

Do you need your B2B project scoped? We would love to hear from you … Balance Internet 53 Victoria Street Fitzroy VIC Australia 3065

+613 9415 1463

info@balanceinternet.com.au

www.balanceinternet.com.au

facebook.com/BalanceInternet