PTI Security Systems streamlines business processes with B2B Commerce
PTI Security Systems is a global provider of self-storage access control and security solutions with more than 40,000 installations of PTI products in self-storage facilities in more than 30 countries.
PTI was using Salesforce CRM with a lot of custom functionality to manage their specific business processes. Additionally, Salesforce CRM was integrated with NetSuite ERP for customer, order, payment, and invoice management. Finally, the sync between PTI’s Salesforce CRM and NetSuite ERP was supported by two different software vendors.
PTI needed a partner that could implement a modern B2B online store and integrate it with its existing IT systems so that their core business processes remain synchronized.
Solution
PTI partnered with Forte Group to create a brand new e-commerce solution (enabled by B2B Commerce) that streamlines the purchase process and enables useful self-service options for their customers.
We worked closely with software vendors responsible for the Salesforce CRM / NetSuite ERP sync. The new B2B Commerce solution fully integrates with PTI’s existing data infrastructure to maintain efficient internal business flows.
Solution highlights
Customer and order data sync
Ability to place an order in a B2B Commerce store and pay by credit card
Shipping
Automatic shipping cost calculation (through integration with UPS)
Backorders
Customers can order currently unavailable products
Invoices
Invoices are available on the web store, customers can view or download them
Integration with the existing Salesforce and NetSuite synchronization After an order is placed in the store:
A credit card token (via integration with CyberSource) is sent to the ERP
An opportunity and a quote are created on the Salesforce CRM side
What we did
In 2021, Forte created a new B2B Commerce store powered by Salesforce integrations that integrates seamlessly with existing business systems and improves ordering, buying, and self-service experience for PTI customers.
Third-party integrations include:
NetSuite | ERP
CyberSource | payment processing
UPS | shipping cost calculator
Outcome
PTI now has a sleek, easy-to-use B2B storefront that provides a frictionless buying experience and smoothly integrates into the data sync between Salesforce CRM and NetSuite ERP. See for yourself in the PTI store demo!
