In this new edition of #KeepingUpWithColect, we sat down with the Implementation team, the stars behind the process of onboarding new customers. In this interview, they tell us more about their work and Colect’s Best Practice Template, the latest version of our Brand Portal.
Michael: “I would say it is giving the customer the best product knowledge about the Colect tools, by transferring what I know and explaining our product to its fullest. The process starts with understanding the customer’s data structure, their ERP system and how it’s organized, and then figuring out how to transfer that data into the Colect System.”
Mateusz: “We achieve this by having weekly alignment meetings with the customers where we can understand what they really want to get out of our product, and how it’s useful to them. During the whole process, we are in constant communication with the customer, the ERP system, and sometimes a middleware system, which is the one that transfers the customer’s ERP data into the Colect tools.”
David: “The onboarding process consists of different steps, depending if it’s for the Sales App or the Brand Portal. For both we start with:
In case we’re onboarding for the Best Practice Template, the latest version of our Brand Portal, we proceed with the following steps to configure the portal to the customer’s needs:
Finally, with both products, we proceed with the last steps of the process:
Michael: “The goal of the Best Practice Template was to create a brand portal that’s visually configurable to the brand’s identity so customers can have their B2C feeling and storytelling but still enjoy the core of B2B operational features, quick re-ordering, and overview of stock levels of particular collections, especially highlighting the self-service for brand’s retailers.”
Michael: “The Best Practice Template is a lot more focused on the self-service functionality. Retailers can find credit notes, invoices, history of orders, and a track and trace section which makes the pre-order and re-order of stock collections easier for our customers’ retailers and clients.”
David: “The Best Practice Template also drives hybrid selling since it’s a way for sales teams to continue selling without having to be present, it can all be done online by the retailers themselves, self-guided and self-explanatory.”
Mateusz: “Additionally, during corona, it was hard for sales reps to meet their customers face to face so we created the order proposal method. This way they could send order proposals from the Sales App to the Brand Portal, and have their clients review and edit orders directly on the web.”
Michael: “Definitely! Customers are delighted with the product. A lot of these customers used to have their own brand portals but maintaining them was a lot of work, especially when adding the ERP data to their site manually. But the good thing with Colect is that the process is easier and requires less effort since our integration with the ERP system allows the customers to apply changes in the backend and see them directly reflected in their brand portal. Plus, the data is reflected in real-time.
For example, when a retailer goes into a brand’s portal to re-stock a certain product, the stock availability they see is the real one, and if it’s modified in the backend, it will also be modified on the site, allowing the process to be more error-free.”
Mateusz: “It’s as easy as turning a button on and off, because the Colect backend has been developed to provide all the different functionalities that customers expect to have in their e-commerce webshop environment.
We were able to nail this because of all the years of experience working with so many different brands. We know that what one brand needs might tackle another brand’s necessities, so we basically know what’s in their general best interest. We save time and money for them because if the brands were doing this process on their own, it would be more difficult to really know what is necessary, plus they would also need to have developers in-house, etc. We are the easy solution.”
David: “Configurability is another point of difference that our customers love. During the onboarding process, we help them configure and bring to life their brand story visually, so it can be shown to their retailers like it’s shown in their B2C shop, without losing the B2B usability. We make sure retailers have easy access to the products and a less complicated ordering process. We merged the best of both worlds: storytelling and easy selling. The best practice template is also very useful because brands of all sizes can benefit from it, it’s scalable and easy to use for everyone, you just need to have an ERP system.”
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