M i n i C a s e S t u d i e s :

Strategies for Helping Your Clients Order Online

WEBINAR

Thursday, Apri l 19 th

Your Presenters

Lucy Taylor

M a r ke t i n g M a n a g e r

Lucy@BrightStores.com

Tanya Ignacek

V i c e P re s i d e n t

Tanya@BrightStores.com

We know Company Stores

Our expert staff is on hand to assist you every step of the way to help

you launch your store.

We know Promotional Products

Our solution is built specifically for Promotional Product Distributors

with features unique to our industry.

We’re Your Technology Partner

We’ve been designing, building, and hosting Company Stores for over

15 years for the world’s most recognizable brands – we are experts!

Why BrightStores?

Today’s WebinarQuick Overview

Strategies for Helping Your Clients Order Online

Quick Store Solutions Overview

Mini Case Studies – 8 Scenarios

Client Requests & Solutions

Recap & Next Steps

Questions

Store Solutions Finding the r ight solut ion for your c l ient.

Three Store Solutions

Advanced Program Management

Permissions & Approvals

Inventory Management

Customized Checkout

Advanced Payment Methods

Shipping Integrations

Custom Reports

Modern Storefront

Program Management

Unlimited Category & Product Options

Logo Management

Product Personalization

Shopping Cart & Checkout

Advanced Company StoresBasic Company StoresSimple Stores

Single Page Store

Temporary or Pop-Up Stores

Limited Products

Limited Checkout Options

Perfect For: Your clients who want a traditional

online store with a beautiful design.

Perfect For: Your budget-conscious client who

simply want to place orders online.

Perfect For: Your clients who need a store to

manage large and complex programs.

Mini Case StudiesClient Requests & Solut ions

A mid-s ize Cl ient needed a more organized and t ime

sens i t ive way to co l lect orders f rom employees (s ize and

colors ) than an exce l spreadsheet but they a lso don ’ t

want to spend much money.

Client Request #1

Solution

Simple Store

- Simple Stores are quick and easy to setup, so it was not time consuming for the distributor.

- The Countdown Clock feature was added to let the employees know the deadline for ordering products.

- An Email Campaign was sent from the system to employees when the store launched.

- Employees were able to pick the size and colors of the available items and checkout using their Department ID name as a custom payment method.

- A final Email Campaign was sent to all employees that had not placed their orders before the store closed.

Hol iday season was crazy! A corporate end -user c l ient

dec ided in November to g ive everyone in the company a

year-end g i f t . Each employee had three g i f ts to choose

f rom but could on ly p ick one.

Client Request #2

Solution

Redempt ion Store

- After the gifts had been decided, a Redemption Store was setup within 20 minutes.

- The distributor could manage which products were available to which employees by setting up codes by access code groups.

- Redemption codes were created by the distributor on a spreadsheet, uploaded to the store, and assigned to the code group.

- When employees arrived on the store’s landing page, they entered their code to see all three products.

- If anyone tried to add more than one product to the cart, the store would not allow it.

- Employees were able to check out and specify where they wanted to have their gift delivered and did not have to enter payment information.

A h igh school ’ s a th let ic department needed an eas ier way

to co l lect jersey s ize , last name, and the number of each

player before the star t of each sport ’ s season. Once the

season star ts , that sport would need to be “ turned off ”

and the next sport turned on .

Client Request #3

Solution

Bas ic Store

- A Basic Store was setup and branded with the school’s colors and mascot.

- Each Product Category was labeled per sport with the required jerseys and gear assigned to each team.

- Product Personalization feature added to each jersey requiring the athlete to add their last name and number before checking out.

- Each athlete paid by credit card in the store to complete the order.

- After the season started, the team’s category was turned off until the next year.

A corporate end -user c l ient with mult ip le locat ions needed

to g ive each sate l l i te of f ice the ab i l i ty to order market ing

approved products and have the order sh ipped d i rect ly to

the sate l l i te of f ices rather than the headquarters .

Client Request #4

Solution

Bas ic Company Store

- The store was set up with corporate branding, approved products, and approved logos.

- The Store Administrator added all satellite office addresses into a Shared Address book.

- Employees were able to select their office for delivery from a dropdown menu at checkout.

- Utilized a custom shipping rate.

Advanced Company Store Upgrade Option

- Integrate with FedEx, UPS, USPS

- Utilize Shipping Permissions to limit which shipping options users can and can’t use.

Client Request #5

A new end user s tar tup account ut i l i zed promo i tems for

exposure . Each employee was encouraged to p ick out , wear , and

carry branded gear . They were g iven a certa in amount to spend

each quarter in the store .

Addit iona l ly , Brand Ambassadors , who have more publ ic exposure ,

needed to have a h igher spending l imit and had access to more

products .

Solution

Advanced Company StoreAll Employees

- Have a loaded account balance of $250.

- Once logged in, employees can see and use their account balance with the option to use their personal credit card if going over the amount.

Brand Ambassadors

- Have access additional categories and products.

- Given an account balance of $500.

- May pay account balance overages with a Purchase Order.

The store admin created two groups of users, one for All Employees, and one for Brand Ambassadors. They used Permissions to control what products and payment methods each group had access to.

Client Request #6A end-user company needed to p lace la rge orders across mult ip le

departments throughout the year . They have st r ic t spending

l imits for each department and need to make sure spending wi l l

not go beyond the department ’s budget .

Solution

Advanced Company Store w/ Budgets and MOAS

Budget Feature

- Budgets were used to place a limit on spending for each department.

- The Marketing Department has a $10,000 budget, each marketing employee pays for their order using a cost center code.

Manager Order Approvals (MOAS)

- Each order required the department director’s approval before the order could be processed.

- When approved, shoppers were notified their order was in process.

- When denied, the order was deleted.

A store was built utilizing many features, including Budgets and Manager Approval.

Client Request #7

A large end-user c l ient needed a l l company purchases

to go through thei r procurement system so they can

t rack , contro l , and ana lyze a l l spending – inc lud ing

promot iona l products .

Solution

Advanced Punchout Store

- We worked with the distributor and end-user client to

integrate their store with Ariba.

- Note: We can also integrate with Oracle, Coupa,

PeopleSoft, and more.

- Supports cXML & OCI Languages

- This store supported Order Return. Once orders were

approved in the Procurement System, they were sent back

to Bright Sites as an order.

- This Punchout Store provided better order access, control,

and reporting so the end-user was able to get a more

complete overview of their organization’s spending.

Client Request #8

An end-user needed a s tore that would “pass” the i r user

credent ia ls f rom thei r company’s interna l system to thei r

Company Store so they are automat ica l ly logged in .

Solution

Advanced Store w/ SSO

- For this request, we worked with the end-user client on the Single Sign On (SSO) integration.

- With this integration, when the user logged into their intranet and clicked to shop, they entered the store and were already logged in.

- User information carried into the store – email address, name, group, account balance, and more.

- We support SAML 2.0 and token based SSO

- Standard SAML will support basic user data.

- Advanced SAML will support extended user data and account provisioning.

Let’s Recap!

Large or smal l , there’s an onl ine store for a l l of your c l ients .

Simple Online Ordering

Temporary and Seasonal Stores

Uniform & Team Stores

Centralized Corporate Ordering Location

Advanced Program Management

Punchout, SSO, Integrated Stores

Simple Store or Company Store?Simple Stores – Basic online ordering.

Single Page Storefront

Fundraising & Pop-Up Stores

Redemption Stores

Order Management

Easy Checkout Options

Company Stores – Retail-like promo ecommerce site.

Homepage/Category Page/Product Page

Program Management

Budgets, Permissions, Integrations

More Checkout Options

Flexible & Customizable

What’s Next?

We’re here to he lp !

Sales & Marketing Support

- Let’s talk about what your client needs.

- We can help you present a solution.

- BrightStores Distributor Sales Tools

Training & Orientation

- Company Stores Personalized Training

- Simple Stores On-Demand Video Training

Full Access to Support – Always!

- Online Training Articles & Videos

- Unlimited phone and email support with our team.

1.800.466.5930

Market ing@BrightStores .com

www.Br ightStores .com

Upcoming Webinar – Past, Present, and Future of Online Promo Stores

www.brightstores.com/company-store-webinars