Client:
Ovation Medical
Industry:
eCommerce and Retail
Type of work:
Managed SaaS
Technology and Platforms:
B2B Commerce on Lightning Experience
Background
- Ovation Medical distributes its orthopedic and podiatry products to more than 12,000 private practices, medical facilities, and retailers across the US but faced growing digital needs.
- Being an innovative company selling innovative products, Ovation decided it was time to tap into the potential of digital commerce to automate its repeat operations and prime its sales machine for growth.
- Ovation comprehensively communicated its Ideal Customer Profile (ICP) to Forte Group, and the team visualized customer behavior in wireframes, making feature validation and delivery straightforward.
- The Salesforce B2B Commerce product managers consulted Forte Group’s team on the platform’s capabilities. They provided mutual feedback while building a B2B Commerce-based portal that matched well-established business practices at Ovation.
- Since Ovation already used Salesforce as its CRM, business leaders at Ovation identified the new Salesforce-native B2B Commerce application as the ideal fit to bridge its digital gap and streamline self-service reordering for their repeat customers.
- To fully address its MVP requirements and receive a custom-tailored B2B Commerce integration, Ovation partnered with Forte Group.
“Most of our business comes from repeat orders, but in our previous system, our sales reps were spending most of their time manually inputting up to $10,000 in orders a day, instead of developing new business, our team was putting in orders all day long.” - Erik Rost, Vice President of Sales at Ovation Medical
Business Challenges
- Provide customers with a full range of products in a portal that’s easy to use
- Shift focus to drive incremental business
- Free up sales reps to engage in meaningful conversations about new products that help customers
Feature-based Challenges
- Streamline reordering for repeat customers
- Develop custom features to complement the out-of-box functionality of the Salesforce B2B Commerce platform
- Match the platform’s functionality with Ovation’s unique order flows
Solution
After understanding Ovation’s unique goals, the Forte Group team worked to integrate the self-service shopping functionality without disrupting Ovation’s existing order fulfillment process.
Working together, Ovation, Salesforce and Forte Group’s cross-functional teams built the following features into the platform in less than 30 days:
The automated sales process for repeat business.
To cut order processing actions down to the minimum for the sales reps, the Forte Group team focused on automating existing order flow. Since Ovation manages more than 500 active product items coming in different variations of sizes and colors, automation enables customers to place orders and perform slight order modifications instantly without calling. For the customers new to the portal, all it takes to negotiate pricing options is a registration request and a follow-up by a sales rep — from there, the reordering is streamlined.
Custom “Order Now” page.
Due to the practice of reordering the same set of items, adopted by Ovation’s customers, the company needed hassle-free order placement possible with no involvement required from the sales team. The B2B Commerce-native “Lists” feature provided an ideal foundation for enhanced functionality like the “Order Now” page. On this page, registered customers have instant access to their previous orders with individual pricing already applied.
Order data integration.
Prior to launching its B2B purchasing portal, Ovation used an integration between Salesforce CRM and an inventory management system Fishbowl. Forte Group adapted it to the platform to keep the order fulfillment process uninterrupted with the introduction of B2B Commerce. The Forte Group team also built several customizations to preserve the standard order processing on the platform’s back-end.
Custom order flow.
To solve the issue of switching between different apps to access the same data, Ovation needed to convert B2B orders into Salesforce “opportunities.” Forte Group engineers implemented features that facilitated a smooth order handling process to meet this goal. Orders placed on the B2B Commerce platform appeared in Salesforce CRM as closed with the status “Opportunity,” allowing for automated sales pipeline monitoring. Following the confirmation, orders flow from the new portal into Fishbowl for fulfillment.
and was completely committed to deploying our platform, we were all connected and on the same page, which created a great, collaborative vibe.” - Erik Rost, Vice President of Sales at Ovation Medical
Results Achieved
- Ovation Medical now utilizes a powerful, self-service B2B purchasing portal with personalized and simple order experiences for corporate buyers.
- When Forte began platform implementation in July 2020, Salesforce had just launched its B2B Commerce app — making this initiative the first integration of its kind.
- The application enables organizations to create, manage and track their orders within an online storefront specifically designed for businesses making repeat sales of varying volumes with other organizations online.
- The Ovation purchasing portal automates previously manual processes, resulting in a more efficient, stable sales organization that is primed and ready for growth.
Case study benchmarks
- Smooth integrations between the B2B commerce storefront and order processing in the Salesforce CRM enabled sales representatives to ramp up their productivity by 2x, managing up to 400 customer accounts per representative simultaneously.
- Between 30-40 percent of the portal’s feature implementation was custom, resulting in a frictionless and streamlined buying process and a user-friendly quick reorder for registered customers.
- Being the pioneers in launching an integrated and customized Salesforce-based B2B Commerce project, Ovation Medical achieved an unprecedented acceleration of delivery — 30 days after an initial roadmap discussion, Ovation Medical welcomed its first online order on the new platform.
- Multiple integrations and customizations between sales and order fulfillment software eliminated manual data entry. They accelerated processing time by as much as 200 percent, freeing up the sales team to reallocate their resources and focus on business growth.
