Migrating to a new B2B ecommerce platform:
Streamlining customer onboarding

While the prospect of change might seem daunting, a well-structured onboarding process can make the transition effortless and even exciting. In this post, we'll explore how to streamline the onboarding process and maximise the benefits of your new platform.

Migrating User Logins: Password Reset or Account Management?

One of the first steps in migrating to a new platform is addressing user logins. You have two primary options:

• Password Reset: Implement a secure and user-friendly password reset process, ensuring a smooth transition for your customers.
• Account Management: Consider setting up new passwords on a per-customer basis and communicate this change effectively. It's an opportunity to enhance account security and personalize the experience.

Managing Customer Custom Catalogues

Efficiently migrating customer custom catalogues is crucial for a seamless transition:

• Ensure all custom catalogues are accurately replicated on the new platform.
• Help customers understand the process and provide support if needed.
• Consider importing favorites and order pad preferences to save customers time and effort.

Restarting Communications and Identifying Opportunities

Migrating to a new platform is an excellent time to re-engage with your customers:

• Identify opportunities for upselling or cross-selling new product ranges.
• Encourage customers to set up their favorites and preferences from scratch.
• Use the transition to update customer information and preferences.

Creating Customer-Based Themes

Personalisation is key to delighting your customers:

• Develop co-branded themes that create a unique and memorable shopping experience.
• Tailor themes and content to individual customers, showcasing products relevant to their needs.
• Implement personalised content that guides customers based on their purchase history.

Configuring Customer Permissions

Customer permissions play a vital role in platform access and functionality:

• Configure feature access based on customer roles and responsibilities.
• Ensure customers have access to the reports and payment options they require.
• Customize permissions to align with the unique needs of each customer or contact.

Post-Onboarding Support and Resources

Customer onboarding doesn't end with the migration; it's an ongoing process:

• Keep in touch with customers to gather feedback and identify areas for improvement.
• Create resources such as videos and downloads to guide customers in using advanced features.
• Explore opportunities for more advanced functionalities like bundles, quantity breaks, and promotions.

Conclusion

Migrating to a new B2B ecommerce platform is not just a transition; it's an opportunity for growth, improved customer experiences, and stronger partnerships. By focusing on streamlined onboarding processes and personalized experiences, you can ensure that your customers adapt to the new platform seamlessly and discover the full potential it has to offer.

At Comgem we are committed to supporting you every step of the way during your migration journey. Our goal is to make the process effortless and rewarding for both you and your valued customers.