• Struggling to manage multiple systems for Ecommerce store and CRM needs. 
  • Needed the ability to Quote/Back Order while placing the Order. 
  • Challenges in managing Work orders with barcode scanning 
  • Multiple portal for buying products 


  • Create Salesforce B2B Commerce Store front with customizations to accommodate below – 
  • Custom reports, dashboards and list views for CRM purposes. 
  • Created affiliate portal for getting maximum leads which turned into orders, generating revenue 
  • Created customer portals to view their orders, cases 
  • Created a custom dev for generating WO 
  • Accommodated service setup so that all order related cases can be acknowledged on priority basis. 

Benefits / Highlights

  • Client had a ROI increase of 35% as all the data came in 1 place which helped in removing all the efforts, time, manpower and human errors needed for manual work of syncing. 
  • Many other custom-developed features according to business needs like Back Order, generation of WO, shipping to multiple locations etc made the system more robust and powerful. 
  • Getting multiple orders through affiliate portals, backend ordering system. 

Snapshot (Storefront setup)

Lanyard Store


Product PLP


Product PDP


Cart page


Affiliate Portal

  • The purpose of affiliate portal is to generate leads and generate business for lanyards through this portal 
  • Leads will be generated through portal and ability to see the status of those leads 
  • Generate the revenue and get the commission for the leads. 

Backend Ordering

  • Ability to order through sales rep for most of the business via CRM 
  • Ability to generate Work orders and scan the barcodes for WO 
  • Ability to add different types of product types based on customer