Client:
PTI Security Systems
Industry:
eCommerce
Technology and Platforms:
Commerce Cloud – B2B Commerce, Sales Cloud, Experience Cloud, CPQ, Salesforce CRM
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.
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.
Ability to place an order in a B2B Commerce store and pay by credit card
Automatic shipping cost calculation (through integration with UPS)
Customers can order currently unavailable products
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
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
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!
Improved customer experience
Enhanced self-service
Reduced sales reps’ efforts