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Ron Halversen, vice-president of sales and marketing at Clarity Ventures, pinpoints the advantages that you can get from Clarity's eCommerce platform.

Hi, Ron from Clarity. I'm here to introduce you to Clarity's integrated eCommerce solution, where we take our eCommerce platform and integrate it with your back office applications like your ERP or CRM. Clarity eCommerce built as a platform instead of as an off-the-shelf product. This modular architecture allows us to pick and choose which modules are needed for a client's solution.

This means that coupling a CMS with different combination of modules allows us to build distributor online storefront solutions B2C, B2B, C2C, D2C, multi-store installations, all the way up to global marketplaces with our platform. With our integration platform natively attached, this means that any of these solutions can then be seamlessly integrated with your CRM, ERP, PIM, supply chain, inventory management, warehousing solution, and much more. Improving efficiency, data accuracy, and automating your business processes with B2B vs B2C vs D2C.

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Let's take a quick drive through the out-of-the-box eCommerce framework. The first thing we'll do is go searching for a product by misspelling the name. The elastic search engine's fuzzy logic matching displays items close to my spelling, and its predictive auto fill shows me the results.

Next, we'll go look at the built-in mega menu, where I've created a few graphics and uploaded them for each category. We'll take a quick look at the electronics. On the left side of the catalog, we've got the category, pricing, and attribute filters, which are dynamic along with accounts of each, another search box, and the comparison engine. On the right, we have the typical sorting filters plus the standard grid and list views. One B2B eCommerce view that we've added is the table view. This allows you to quickly view every product within the category, seeing the price, stock quantity, and adding them easily to your checkout cart.

Let's check out the Acer laptop today. Magic zoom allows us to zoom and check out all the uploaded image. The numerous lists and request a quote are on the right. One B2B option allows you to create any number of custom lists and add the laptop to the list. Attributes can allow HTML markup and can be turned on as tabs as the bulleted specs here. You can see I've created a nice looking list of all the laptop features, and then embedded a YouTube video in the notes attribute that shows a demo of the laptop. The long description shows a number of views of the laptop, some text, and a model comparison. And finally, at the bottom of our B2B eCommerce platform, I've included a few upgrades and accessories for the laptop.

For those in marketing that are interested in increasing UI/UX, and sales conversions, we can do custom elements such as this upsell opportunity at checkout to save 10% by switching to quarterly billing.

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For something more straightforward though, let's go look at the RAM. Once loaded, you can see that this product is displaying a different HTML template, where on the right sidebar we've included our recently viewed products, keeping them in our site so we don't forget to buy those too, as well as another list of similar products within the electronics category. These lists are customizable and used to help personalize the shopping experience. Other layouts, such as these dresses, is helpful when we want to completely change the way we showcase our products or services. This layout is more about the vertical and graphical display of the clothing and any related pieces that we the user to see. Gone are the specs and anything getting in the way of clearly seeing the beautiful clothing.

The final view I'll showcase is where we have a one to many SKU. This means that our eCommerce engine can show one image, in this case, an Amazon Echo, can represent many different colors, sizes, or variants.

So in this template, I've added the ability to order any number of all the colors and add to the cart at the same time. Now that we've seen the product catalog, let's go look at how we can quickly order and reorder items. First off in the checkout cart, we've added a quick add feature where you can type any part of a product skew, name, or short description, and it will auto fill and per provide you matches automatically that can be added to the cart with a single click. Checkout allows you to decide if you force a login or allow guest checkout. I'm already logged in. So onto selecting or entering a billing address on file, then onto shipping.

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We allow split shipping before estimating, so I'll send one of the products to each location. And once the estimates are back, we will select one from FedEx and the other from UPS. For payment options, we've integrated hundreds of payment gateways, but credit card, ACH, and net terms are the out-of-the-box payment options.

I'll enter my PO number, confirm the order, and we're done. The secure shopping cart automatically separated the sub orders, since the items are fulfilled by two different vendors, allowing us to track shipping independently. Going into my account, the default dashboard shows me my most recent orders, invoices, and quote requests. I can click into any of them to check shipping details or look for a tracking status. In my account settings, since it's built for B2B as well, we have both our user and company profiles, tax exempt status, and more. The address book allows me to define my own addresses, but checkout can be populated with additional addresses from the ERP integration. The wallet is PCI compliant. When checking orders, I can filter on any order status or date, finding orders placed in Q3 of last year, for example. I can drill into any order to view details, print them, or even reorder items.

Invoices are the same. Being able to view details from any invoice, reordering from them, and finally paying them online, even selecting a card for my PCI compliant wallet. The platform has 36 built-in notifications. For example, for when your orders are updated or invoices are posted. For those that order are reorder frequently, we have wishlists, favorites, and custom shopping list where you can create many lists for any recurring things like monthly office purchases or upcoming needs such as events or annual yard maintenance. Finally, there's an in-stock alert that automatically emails you when your product that was out of stock is in.

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Let's go look at the types of integrations you can have with your solution. There are three main architectural types of integrations. The first are the cloud to on-premises integrations. These are the most common. An example would be a small to mid-size company, integrating their WooCommerce storefront with their QuickBook software to automatically process online orders and payments.

The second moves the back office application to the cloud so everything is now running in the cloud. Examples would be a Shopify storefront integrated with a Sage 100 Cloud integration, Salesforce, or QuickBooks Online.

The last business model happens all behind the client's firewall. Those integrations are used to integrate an automated company's full back-office applications into a fully automated solution. Your accounting software talks to your ERP, the ERP talks to the warehouse, the warehouse to manufacturing, et cetera. Connect is designed out of the box to handle all these scenarios and more complex, hybrid scenarios as well.

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The most common B2B integrations are cloud to on-premises. This is where we integrate your ERP to your online storefront to automate the posting of products, pricing updates, invoices, inventory, as well as updating your customer's order and shipping status, to name a few examples.

This is also common for integrating patient portals into a hospital's EMR. From the eCommerce side, the integration automates user registration, sales order processing, invoice payments, quote requests, and much more. Clarity Connect has a persistent bidirectional connection, which can run an unlimited number of tasks in either real time or on a schedule. For example, while sales orders get pushed in real time to the ERP to ensure shipping goes out on time, inventory updates from the ERP back to the eCommerce storefront might only get pulled once an hour. In this scenario, Connect is normally installed behind your firewall to talk securely to your back office application, then configured to communicate outside the firewall only with the eCommerce or portal solution. This provides complete control over redundancy and security with your back office applications.

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Another popular integration starts with your eCommerce or online portal in the Cloud needing to be integrated with another SaaS-based application. These integrations are common with NetSuite, Epic Salesforce, Microsoft 365 applications, QuickBooks Online, and many more. In this scenario, Connect is also installed in the cloud with application-specific access restrictions to enable a fully SaaS-based and secure integration solution.

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The last configuration is where a client wants to connect two on-premise applications behind their own firewall. For example, connecting their accounting software with their ERP or manufacturing software.

Clarity Connect in this instance is installed on a server behind the customer's firewall so it can securely integrate with all the applications needed to provide the complete solution. This is common when customers are looking to improve the accuracy of their data shared between all their back office applications and are looking to improve and automate many of their business processes.

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Every project begins with a technical discovery where a Clarity business analyst works with your team to document all the available data fields and workflows that can be integrated with each of your company's applications, helping you define the ones you need to drive and achieve your business goals. Typical integrations are usually bidirectional and will integrate the creation of user accounts on the portal side, pushing sales orders, invoice payments, return and quote requests into the back-office applications such as an ERP or CRM.

To improve your customer's user experience, the reverse integration would typically push product updates, inventory accounts, order and shipping status, and control all the customer-specific information in the portal, such as custom pricing, purchasing terms, and invoicing, for example. Although these may be the typical integration workflows, with over 3,000 integrations under our belt, we help clients automate, customize, and improve many other business processes and custom workflows.

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Let's take a look at an integrated Clarity eCommerce implementation. This client of ours had us design and build a B2B storefront providing supplies to wineries. So let's buy a big lot of wine bottles and see how this client's integration with Microsoft Dynamics GP both improves the buyer's experience as well as automates the back office processes. Let's go shopping for some wine bottles. Now there are prices for each bottle in the catalog. However, I'm not logged in yet. The integration looked up the retail uplift for each bottle and calculated the prices that you're seeing.

It also checked to see if each product was in stock or not to help improve the speed and accuracy of the shopping experience. Next, we'll adjust our filters for Bordeaux, 750 milliliters, and finally, pick our favorite colors. We'll pick these three that are similar so we can quickly compare them side by side before deciding on the blue one. Once on the product details page, you can see the exact stock count as being displayed. This is another field pulled from the integration. Now, some of the custom work we did for this client allows their customers to add to cart, add to custom quote request, request a sample bottle. Each of these cart workflows go to different departments, thus the separate carts.

Let's go ahead and check out. One of the custom workflows we built checks the bottle's exact requirements for stacking and lets us know that we have to purchase this bottle in cases of 16. Let's go ahead and grab 4,200 bottles and update our cart. Now we can see that this is quite expensive at just over $44,000. For new visitors, we've added the ability to convert this into a quote request since we're buying so many. For us, however, we'll just log in. Once logged in, you can see that the integration has looked me up, seen that I'm Lee from Black Star Farms, also, that we're a defined partner with tiered pricing. And it's recalculated our cost, lowering the price per bottle to 9.81, which has resulted in a $7,000 savings. Here on the right, it's also pulled in our billing address since the ERP configuration says that I'm approved to purchase on account.

Next we'll go to shipping. For this client, we've integrated eight different LTL shipping carriers, as well as UPS for the smaller items. The solution has calculated the shipping rates for these carriers based on the 38 pallets that will be shipped, automatically looking up the address, and in this case, seeing that we're less than a hundred miles away from brick is providing us free local delivery with no pallet court charges.

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However, if I swap the shipping location to the Indianapolis warehouse, you can see that the free shipping option is no longer available, and we've tacked on a 7.50 court charge per pallet. We provide the ability to customize your receiving information and adjust to your shipping before finally moving onto our payment options. I'll pay on terms, entering my PO number and confirming my order. The order receipt is done in real time, allowing me to view or print it. I'll just head into my account dashboard. You'll notice that the checkout cart has been cleared and my order has been submitted for processing. I can even go in, review my order, cancel it, or reorder the items again. Quote requests, order and tracking statuses, returns and invoicing can all be automated with the integration as well.

So in summary, Clarity Connect provides a robust and customizable eCommerce platform for your B2C and B2B needs. Integrated with your back office ERP, CRM, or other line of business application in any architectural configuration, whether in the cloud, on-premises, or both. We offer the solution in both a one-time license with no ongoing or annual fees, or SaaS-based monthly pricing, whether you need CAPEX or OPEX billing for any and all business models.

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All administrative access to the solution is provided, allowing you to both maintain and manage the solution yourself. You can also get a copy of the source code if you want. For more information on getting your own  eCommerce integration solution, give us a call or visit us online at clarity-ventures.com. Thanks for watching.

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