The Challenge

Difficulty managing B2B customers and fulfilling orders required better workflows.

Katerra, an American technology-driven construction company, sought to offer an immersive experience to its customers alongside a seamless platform that simplified its order fulfillment process.

The company was also experiencing major issues in managing its B2B customers and fulfilling orders, primarily due to the following:

• User groups had to navigate several workflows, leading to data inconsistencies.

• Price management was cumbersome and required a variety of price rules for multiple customer types.

• Responsive testing for the existing storefront consisted of checking more than 12 devices and resolutions, with multiple iterations of the checkout process.

The Solution

Realizing a robust system through multiple integrations enriched users’ experiences.

We helped Katerra realize a robust system through multiple integrations that enriched its users’ experience. The cornerstone of the collaboration was the implementation of the Katerra catalog on a mature ecommerce platform.

We met Katerra’s objectives by:

• Designing an enriched customer experience via personalized email notifications 

• Integrating the various systems for user groups and order management

• Implementing PayPal to reinforce transaction security

• Introducing CRM integration for visibility of new-customer registrations

• Simplifying content approval for page banners with the Smart Edit CMS tool

• Implementing continuous and comprehensive testing that covered automated responsive testing as well

Tools Implemented

• Salesforce Commerce Cloud

The Results

Boosting productivity with smoother workflows, stronger reliability, and reinforced security.

These are the results Katerra received after partnering with Credera:

• EASE OF USE

  • Seamless integration of multiple systems created a smoother workflow.

• STRENGTHENED RELIABILITY

  • Verification of data during order placement assisted order fulfillment.

• REINFORCED SECURITY

  • Introduction of PayPal for payment transactions assured PCI-DSS compliance.

The Credera team is very dedicated and reliable. I can count on them to produce the best quality for our web applications. We’re glad to have them as part of the team and really enjoy working with them.