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Hardware Distributor Launches Client Portal with Customer Self-Service Features to Streamline Operations

Cloudfy Relay Global Case Study

Relay Global, based in Ireland, is a leading distributor of hardware, homeware and gardening products.

The company creates long-term partnerships with its customers, providing top-quality products and exceptional service from Croatia to Singapore. They offer over 4,500 products sourced from over a dozen countries so efficiency in warehousing and distribution are top priorities. They meet the needs of many different retailers from builders merchants to lifestyle stores.

They chose Cloudfy as their business to business (B2B) ecommerce solution. Its broad range of features, purpose designed for complex online sales, was ideal to meet their needs.

Products

Solution: Customer self-service
Integration: Sage ERP
Features: Field sales representative app

The Challenge

To stay competitive, Relay Global needed a B2B ecommerce solution purpose designed for distributors. To improve efficiency the company wanted to streamline workflows for repetitive administration tasks like order taking and invoicing. Their field sales representatives needed a reliable and effective mobile ordering tool to support existing customers and to sign up new ones. Overall, they wanted to improve their customers’ experiences with online self-service tools.

Our Approach

Relay Global Case Study - Cloudfy
View their new online ordering portal - Powered by Cloudfy

Thanks to Sage enterprise (ERP) system integration Relay Global’s Cloudfy client portal provides information in near real time. As a result, product information, pricing and customer records are always up to date. With customers around the world, Sage’s multi-currency feature provides accurate pricing information based on customer locations and preferred currencies.

To maintain efficiency and stay competitive, Cloudfy’s field sales representative app makes it easy to take orders at their customers’ premises. Sales representatives can show buyers an up-to-date digital catalog along with current inventory in real time. They can look up product information, answer questions and take orders on the spot.

Relay Global wanted to make sure their customers could access their most popular products. To see what their other retail partners offer they needed a list of locations on their site. The ‘Find Stockists’ page allows their customers to check what’s on offer near their location before deciding to order.

Once registered, Relay Global’s trade customers have access to features like ‘Quick Order’ and ‘My Order History’ to streamline purchasing. Convenient ordering at any time is simplified and they don’t need to contact the administration team. They can quickly add items to their basket and review previous purchases for fast repeat ordering. It’s also easy to view, print, download and pay their invoices. They don’t need to wait for the sales representative or contact the customer service team. The order to cash (O2C) process is improved and customer satisfaction increases too.

Sage ERP integration

Sage accounting software is popular with businesses of all sizes. Integrated with your B2B ecommerce platform it can help automate order processing and reduce customer service enquiries.

Cloudfy comes with pre-built Sage integration so you can synchronize your products, inventory, pricing, and order histories in near real-time. Thanks to the power of Cloudfy’s connector, accurate information is always visible in your customer’s portal. They can easily view details about your products and pricing, place their orders, and check their account and invoices online.

Sage Connect offers a wide range of integration options making it even easier to connect your online store to your back office systems. Manual data entry is minimized, saving you time and reducing errors. It also provides real-time inventory visibility so you and your customers can make informed decisions.

Results

For Relay Global, B2B ecommerce-ERP integration supports automated processes that have reduced repetitive administration tasks. Product information, inventory, pricing and order histories are all synchronized in near real time.

The company has simplified its operations to save time and money and improve customer service. They have freed up customer support resources for other value-added activities and can scale more easily during periods of peak demand.

Find out how you can simplify and streamline your operations with customer self-service. Schedule your complimentary Cloudfy demonstration today.

 

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