Automating a B2B platform is designed to support more customers, orders, and partner workflows without a corresponding increase in manual administration. The primary objective of this automation is to transition from manual ordering to account-based self-service, resulting in fewer manual orders and more scalable operations.
Watch this video to understand what is needed to streamline your B2B platforms.
Key areas of B2B automation include:
- Systems Integration: Connecting a B2B portal to ERP, CRM, and accounting systems (such as SAP, NetSuite, MYOB, or Salesforce) allows for real-time data syncing. This creates a connected digital ecosystem that synchronises orders, inventory, and pricing, significantly reducing manual entry and improving accuracy
- Workflow Automation: Automation tools can handle lead-to-account conversion, quote-to-order processes, and credit checks. For example, platforms like Shopify use native tools such as Shopify Flow to manage these automated tasks
- Self-Service and Quoting: Implementing automated quoting engines and self-service tools for invoices and returns reduces manual admin for sales teams
This accelerates decision-making and helps teams close deals faster approval Routing: Complex B2B orders often require automated approval workflows, where purchase requests are routed to the correct finance or operations staff based on predefined rules - Infrastructure and Security: Automation also extends to the backend through automated health checks, incident alerts, and security testing within the deployment pipeline to ensure 24/7 reliability for large accounts.
Ultimately, the goal is to build a buying system rather than just a website, ensuring that the platform fits the specific pricing models and operational workflows of the business
