- Website
A B2B platform that combines a product catalog with customer relationship management.
- Website
- CRM Integration
- Custom Development
- Wordpress
- Backend Developer
- Project Manager
- UX/UI Designer
- Web Developer
About the Project
Expectations
The main goal of the project was to create a platform that would improve both the acquisition of new customers and the service of existing business partners. The client expected a solution that would:
- A professional corporate business card – the site is designed to build trust and show Puidukod as a leader in the timber industry from Scandinavia, with almost 30 years of experience.
- Product catalog with full specifications – B2B customers need detailed technical information, formats, certifications and product availability. The catalog must be clear and easy to navigate.
- Customer zone after logging in – registered business partners should have access to dedicated materials, documents, offers and product specifications prepared specifically for them.
- Customer management system – sales supervisors need a tool to manage their customers, send communications and track activity in the customer area.
- Statistics and analytics – both site administration and document usage by customers should be measurable to better understand the needs of business partners.
- Document management system – ability to easily share documents (specifications, certificates, quotations) with specific customers with automatic email notification.
Challenges
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No central product catalog – customers did not have easy access to the full range of products with technical specifications, formats and certificates. Everything was emailed to individual inquiries, which prolonged the sales process.
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Time-consuming customer service – sales supervisors had to manually send documents and offers to each customer separately, which generated a huge amount of repetitive administrative work.
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No tracking of customer activity – the company had no insight into which customers were viewing materials, downloading documents or interested in specific products. This made it difficult to personalize offers and sales follow-up.
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Fragmented communication – contact with customers took place through various channels (email, phone, meetings), and all information was dispersed. There was a lack of a central place to manage relationships.
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Limited online presence – without a professional website, it was difficult to build brand credibility in the international market and attract new business customers.
Project Process
Solutions
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Comprehensive solution – one platform meets all needs: marketing, sales, customer service and relationship management.
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Process automation – the system eliminates repetitive activities of sales supervisors, saving dozens of hours of work per week.
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B2B data security – an authorization system ensures that each customer sees only their documents and materials, which is crucial in business relationships.
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Interactive product catalog with full specifications
We have designed and implemented a comprehensive catalog of wood products with intuitive navigation and filtering. Each product includes detailed technical specifications, available formats, certificates and availability information from warehouses in Estonia. Customers can quickly find the profiles they are interested in and download all the necessary technical data – without having to contact a salesman. -
Customer area with access to dedicated documents
We have created a secure area for logged-in B2B customers, where each business partner has access to materials prepared especially for them – individual offers, specifications, certificates, instructions. A system of permissions ensures that each customer sees only his documents. This greatly improves cooperation and eliminates the chaos of email file exchanges. -
Internal customer management system (CRM)
We have built a dedicated CRM system integrated with the platform, which allows caregivers to manage their clients, assign documents to them, send email notifications and track their activity. Each caregiver can see their customers, their activity history and can quickly respond to their needs. All this in one place – without the need for external tools. -
Statistics and activity analytics system
We have implemented an advanced statistics system that tracks both site traffic and customer activity in the private area. Administration can see which products are most popular, and caregivers can see which customers have downloaded documents and which materials they are interested in. This is valuable data for personalizing offers and more effective follow-up. -
Automatic notifications and document management
The system automatically sends email notifications to clients when a custodian makes new documents or materials available to them. Document management is simple and central – a custodian can assign a file to selected clients in a few clicks, and they will receive access and notification immediately. This eliminates manual emailing and greatly speeds up communication.
Effects
The implementation of the Puidukoda project has brought tangible benefits both in the area of the company’s image and the operational efficiency of the sales team. The platform has significantly improved daily work and opened up new opportunities for business development.
A very satisfied customer – Puidukoda was extremely pleased with the final result. The platform fully met expectations and became a key tool in the team’s daily work.
Significant time savings – automation of document management and customer communication has saved sales supervisors dozens of hours of work per week. What previously required sending emails and documents manually now happens automatically.
Improved customer acquisition – a professional website with a full product catalog and technical specifications facilitated the sales process and increased brand credibility in the international market.
Better relationship management – with an in-house CRM system and activity statistics, caregivers have a full view of what their customers are interested in and can respond faster to their needs.
Centralization of communication – all materials, documents and customer communications are now in one place, eliminating chaos and facilitating team coordination.
Scalability of the business – the platform has been built to easily add new products, customers and caregivers without technical modifications.