A Guide To Help Traditional Businesses Implement A B2B Customer Portal

Transforming Your Brick-and-Mortar Business: A Guide to Building a B2B Portal for Customers

Introduction: In today’s digital age, the ability to adapt and grow is essential for any business. For brick-and-mortar businesses with established stock and ERP systems, the next step often involves going online to cater to B2B customers. This article explores how to address this challenge, develop a plan, envision the outcome, and measure ROI.

Understanding the Challenge:

  • Identify the Need: Begin by recognizing the demand for online services among your B2B customers. They may seek convenience, faster transactions, and access to real-time information.
  • Market Research: Understand your competition and industry trends. Identify gaps in the market that your online solution can fill.

Planning Your B2B Portal:

  • Set Clear Objectives: Define what you want to achieve with the portal. Is it to improve customer service, streamline operations, or increase sales?
  • Budgeting: Determine your budget for development, marketing, and ongoing maintenance.
  • Selecting the Right Team: Consider hiring developers, designers, and experts in B2B e-commerce. Alternatively, explore outsourcing options.
  • Choosing the Technology: Decide whether you want a custom-built portal or an off-the-shelf solution that integrates with your ERP system.

Building Your B2B Portal:

  • Integration with ERP: Ensure seamless integration between your new online portal and your existing ERP system. This is crucial for real-time stock updates, order processing, and inventory management.
  • User-Friendly Interface: Create an intuitive interface that allows customers to easily navigate the portal, place orders, view product catalogs, and access account-specific information.
  • Security Measures: Implement robust security measures to protect customer data and financial transactions.
  • Payment Gateway: Choose a secure payment gateway to enable online payments.

Communicating the Change:

  • Customer Outreach: Inform your B2B customers about the new online portal through personalized communications.
  • Training and Support: Provide training resources and customer support to assist users in adapting to the portal.

Envisioning the Outcome:

  • Enhanced Customer Experience: B2B customers will benefit from the convenience of online ordering, quick access to invoices, and tracking shipments.
  • Increased Efficiency: Streamline order processing, reduce manual errors, and save time on administrative tasks.
  • Expanding Reach: Attract new B2B customers who prefer online interactions.
  • Data-Driven Decisions: Access valuable data on customer behavior and preferences for informed decision-making.

Measuring ROI:

  • Key Performance Indicators (KPIs): Identify KPIs such as increased sales, reduced order processing time, improved customer retention, and decreased administrative costs.
  • Regular Analysis: Continuously assess your portal’s performance against established KPIs.
  • Customer Feedback: Gather feedback from B2B customers to make ongoing improvements.


Transitioning your brick-and-mortar business into the digital realm to serve B2B customers is a strategic move that can lead to significant benefits. With proper planning, integration with your ERP system, and a focus on user experience, your business can thrive in the online space. Regularly measure ROI and make adjustments as needed to ensure continued success.

As a specialist provider of Online Portal Websites integrated with various ERP systems coupled with our experience of delivering Datafile Software ERP solutions, we could be the perfect technology partner for your customer B2B portal integrated with an ERP.

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