PTI Security Systems streamlines business processes with B2B Commerce

PTI Security Systems
January 5, 2024
5 minutes

PTI Security Systems is a global provider of self-storage access control and security solutions with more than 40,000 installations of PTI products in self-storage facilities in more than 30 countries.

PTI was using Salesforce CRM with a lot of custom functionality to manage their specific business processes. Additionally, Salesforce CRM was integrated with NetSuite ERP for customer, order, payment, and invoice management. Finally, the sync between Salesforce CRM and NetSuite ERP was supported by two different software vendors.

Challenge

PTI needed a partner that could implement a modern B2B online store and integrate it with the existing IT systems so that their core business processes remain synchronized.

Solution

PTI partnered with forténext to create a brand-new eCommerce solution (enabled by B2B Commerce) that streamlines the purchase process and enables useful self-service options for their customers. We worked closely with software vendors responsible for the Salesforce CRM / NetSuite ERP sync. The new B2B Commerce solution fully integrates with PTI’s existing data infrastructure to maintain efficient internal business flows.

Key deliverables

forténext created a new B2B Commerce store that integrates seamlessly with existing business systems and improves ordering, buying, and self-service experience for PTI customers.

  • Customer and order data sync - Ability to place an order in B2B Commerce store and pay by a credit card.
  • Shipping - Automatic shipping cost calculation (through integration with UPS).
  • Backorders - Customers can order currently unavailable products.
  • Invoices - Invoices are available on the web store, customers can view or download them.

Results & added value

PTI now has a sleek, easy-to-use B2B storefront that provides a frictionless buying experience and smoothly integrates into the data sync between Salesforce CRM and NetSuite ERP.

  • Effective data sync architecture
  • Improved customer experience
  • Enhanced self-service
  • Reduced sales reps’ efforts
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