Chris Reddick (President and CEO of Clarity) and Ron Halversen (Vice-President of Sales and Marketing at Clarity) discuss the importance of customer self-service for buying groups and what CEF can integrate with.

Part 3 of a 4-part series (Click to return to Part 2)

RON: So Chris mentioned a little bit before about the ability to connect, and this one I called "Connect In Your Ecosystem." So Chris, I want you to go in, and this is agnostic to any platform that they buy, right? If they buy Clarity's platform, great, then we're already interconnected with our Connect platform. But they can buy any buying group platform out there , and maybe that platform does not have the ability to connect, and they might need to come to Clarity and use our Connect platform to help.

So whether they come to us for the Connect platform or whether they go with other third parties, we're going to deep dive now into the different types of integrations and connections. So I want you to go ahead and dive in and talk really about the integration platform and the capabilities and how that really applies to buying groups and why it's so important. 

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CHRIS: Absolutely. Thanks, Ron. And this, to me, is the basis for why we built the Clarity eCommerce platform. Really what happened is, about a decade ago, whenever we were working with many of our clients, we were using off-the-shelf tools for the eCommerce, and, in particular for buying groups, group purchasing organizations. There are a lot of customizations that are necessary, and if you think about it, those customizations have a downstream impact on integration requirements. 

So the clients are scaling their business, we're working with them and we're trying to help them scale the software so that the software is essentially serving the business. And the business is able to be unbridled and just go and continue to grow and scale. One of the biggest inhibitors to that is allowing customers—the members of the buying group—to be able to self-service. 

And this is truly what creates a linear relationship between staff size and the ability for a company to grow. It's a linear relationship if you don't have this self-service capability, if you do though, if you can enable self-service, and this is typically done through these robust integrations, then you decouple in from this linear relationship with having to have more staff, to do more manual activities, and manual support as you scale up your buying group. 

So really this is the crux of why, like I said, we made our own platform. So in most cases clients, especially with purchasing groups, they have complex needs that off-the-shelf tools won't meet. A lot of those off the shelf tools have very specific requirements to customize them that essentially paint a customer into a corner. 

Whether or not you work with our buying group platform or group purchasing organization software or not—like you said, Ron—the next piece is, after you've gotten your platform doing what you want it to do, then you've got to integrate it within your back-office system for your ERP. You may have, depending on what industry you're in, have a manufacturing or a PIM management system as well and possibly other logistical applications that you're working with. 

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CHRIS: Of course, depending on where you're shipping to and you're fulfilling to, you may have customs duties and taxes. Really the list goes on, the B2B payment gateway payment processor as well. So there are a lot of systems you're going to be integrating with. So the bottom line for these systems is, if you think about your workflow and you think about what a customer is experience is going to be, especially with a buying group, they're going to be looking to get sophisticated information that's very precise about the large-quantity purchase and possibly the complex order fulfillment where they may have multiple locations, they may have a split-payment model that they need to implement.

They may have to have complex billing where it's possibly purchasing on account based on an account balance that they already have. Maybe they're going to be splitting out all the invoices across multiple locations, and those have to get integrated into there. Maybe a punchout catalog. The list the list of different variations really, truly does go on. Maybe they have a multi-step approval process that we need to know about and be able to keep in sync with the different roles and users within the organization.

Well, how in the world are you going to do all these things and scale your organization? We really leverage an integration platform to do that. And the idea behind the integration platform is going to be a two-way data sync.  They can run in real time, it can run periodically, they can do both. And it's going to need to be persistent so that if, for example, your buying group software is running and taking orders, but for whatever reason, there's maintenance on the ERP or possibly the payment gateway B2B solution isn't working properly, we still want to be able to process things and maybe complete parts of the steps and persist the data depending on what other dependent system is offline. Then be able to persist that data through to the offline system whenever it comes back online. 

You don't want to have a situation where someone can't place an order on your website as a member because your ERP is undergoing maintenance and patching. And so the integration platform is key to be able to handle those type of scenarios with the persistence.

The other big factors with an integration platform is it allows you to not just have spaghetti code where you're setting everything up and you're intermingling it. Think of like two different colors of Play-Doh that you're mixing together. Whenever you set up a buying group platform, depending on what vendor you work with, they may actually set everything up manually within the buying group software for the integrations. And this lack of normalization or lack of separation between the buying group software and the other line of business applications—ERP, CRM, customer support, etc.—that basically makes it so that it's like mixing two colors of Play-Doh. Whenever you go to upgrade your buying group software or upgrade your ERP or upgrade your CRM, it's very expensive and it's traumatic. It can create a lot of overhead for your customers. This is just from a principle perspective, some of the key things.

Now we can put a list on the screen to show some of the different ERPs, CRMs, line of business applications, and show you some of the logos of some of the different platforms we work with and different payment gateways, different shipping and logistics resources, as well as the standards. What we want you to take from this is essentially we can work with anyone that has essentially an API or a desire or an ability to be integrated to. We've pretty much done it for any of the most popular platforms out there and for quite a few of the very industry specific platforms as well. 

Now, the next thing that a lot of folks will want to know is, what are some of the common things that make sense to integrate with? Well, we also have a list of those, and so we can show those on the screen as well. But obviously we need the base data and we need to be able to integrate the base information. 

So this is going to be your customers, the customer address information, all of the customer's order history, if that makes sense to bring in. Their contact info, the different users or contacts within the organization, what their roles are, what access they should have. The pricing list and the pricing groups for the customer, the ability to get all of the orders, invoices, quotes, and all of the detail line items for those. Any discounts, any tracking, any detailed information about returns, return requests. This will all be a part of the buying group platform.

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CHRIS: Then, fundamentally within the platform itself, we also need categories, subcategories, all of the products and all of the variants or kits, any discounts, any again, priceless inventory again, the list really does go on. But the point is that these are things that you need to ask for whenever you're interviewing a potential buying group software company you need to ask about these things because if you're thinking about where you want to go over the next three to five years and how you can be the best steward of building this software for your members, they're going to need these things as you scale in order to get that self-service that they need. 

Some of the other interesting things that we want to point out here are that not only do we need the data in the system, but we needed to be actionable. So it's really, really important to be able to have stock counts, price updates, and detailed tracking information that's really flowing between the systems in an intelligent way. So does the integration have the ability to leverage workflows and really heavily just remove friction, substantially remove any friction from the process both for your internal team and for your members as well. 

 

Tailored For Customers

Customizing your platform per customer so that they can self-serve can save you money on staff and manual order entry. Clarity's eCommerce platform makes it easy.

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Continue to Part 4 to learn about the advantages of experienced platform developers.