Context
A multi-brand B2B retailer across the US and Canada whose repeat buyers placed orders through sales representatives.
Constraint
Heavy sales-team dependency, manual quote and order workflows, and no self-service for repeat buyers slowed revenue and inflated cost-to-serve.
Architecture
A centralized My Account experience — customer-generated quotes, quote-to-order, bulk reorder, and saved payments — built on the existing commerce platform, with quotes and orders flowing through to ERP and payments handled by the incumbent gateway.
Integration map
Kaaylabs platform
Services, data model, and governed automation
Team
Onsite architect + Chennai pod, paired with the client's ecommerce and sales operations teams.
Outcome
~$150K / yr
Forecasted ROI
Engagement