B2B Architecture
El Zarco.
From 6 hours of manual coordination to zero human intervention.
We transformed a 100% manual wholesale operation into a B2B digital infrastructure with dynamic pricing, closed portal, and full order automation.
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Wholesale distributor with 150+ active clients operating entirely on spreadsheets, phone calls, and WhatsApp. No digital catalog, no customer-specific pricing, and no real-time inventory visibility. The sales team lost 6+ hours daily to manual coordination — untraceable orders, pricing in the salesperson's head, and invoices generated by hand. Equivalent to having 1.5 people dedicated solely to tasks the system now runs on its own.
- Closed B2B portal with invitation-only access — each client sees only their pricing and catalog
- Dynamic tiered pricing: wholesale, retail, and VIP, synced in real time
- Digital catalog with inventory availability connected to the internal system
- Full automation via Make: from order to PDF invoice with zero human intervention
- Sales dashboard in Airtable with real-time metrics for the team
- Klaviyo flows for automated restocking and post-sale follow-up
RESULTS
Results measured 90 days after the portal launch.
Increase in average order value driven by structured upsell in the portal — distributors see complementary product suggestions inside the order flow, with no intervention from the sales team.
From order to PDF invoice with no manual intervention from the sales team.
Processing time dropped from 6 hours to under 2 hours a day — and that time is spent by the system, not the team. The sales team now uses it to onboard new clients.
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