How a Trade Portal Increases Wholesale Customer Loyalty
Posted: Tue Apr 22, 2025 1:04 pm
Although B2B buyers want the same experience with wholesale portals as online retail buyers, these target audiences have different needs. Portal owners need to understand what features are needed for a platform that will be convenient for a wholesale buyer.
What functionality should a wholesale portal have?
The wholesale trade portal is aimed at business clients who buy products in large volumes and must meet the requirements of wholesale trade. Wholesale buyers know why they go to the portal. It is important for them to solve their problems, and the portal must provide all the opportunities for this.
What is it impossible to imagine a whatsapp number list modern B2B portal without?
1. Counterparty's personal account
Personal account with the ability to add users with different roles and access rights, set up a company profile, contact information. In the portal, you can register managers and add several legal entities to quickly switch between them and manage access for different users.
Counterparty's personal account
2. Flexible pricing
The cost of products for each wholesaler depends on various factors, such as the duration of cooperation, purchase volumes, payment terms, participation in the loyalty program, etc.
3. Order management
View order history and statuses (e.g. "processing", "shipped", "delivered"), track shipments, create multi-cart and draft carts, split an order, and more.
4. Financial information
View and download invoices, certificates of completion and other financial documents, track balances and account status, check debts and payment deadlines.
5. Quick and clear search of goods
A convenient catalog and smart search should be organized in such a way as to help the wholesaler find the necessary goods quickly and without reloading the page.
Search for products in online stores
6. Customer support
Access to information on returns and exchanges, a form for contacting support representatives, a frequently asked questions section and knowledge base, a claims and complaints section.
Chat support on the site
7. Personalization and special offers
Information about current promotions, discounts and special offers available to wholesale customers.
Special offers on the site
8. Analytics and reports
Access to sales reports, consumption analytics and other important data for making business decisions is a convenient tool for both the portal manager and the client.
Product Sales Report
The B2B portal provides price transparency, accessibility of product information, the ability to conduct transactions at any time with any region and helps to establish new business connections and build long-term partnerships.
How a Trade Portal Increases Wholesale Customer Loyalty
The wholesale self-service portal increases b2b customer loyalty through several key aspects:
Customers can place and manage orders at any time, regardless of the company's working hours.
Intuitive navigation and quick access to the information you need.
Fast order processing thanks to automation of ordering and processing processes.
Customers can track the status of their orders and shipments in real time and access detailed information about each order, including history, statuses and invoices.
The ability to see current balances, outstanding balances and payment due dates helps customers better manage their finances.
Individual offers and personalized promotions and discounts based on the customer's order history and preferences.
The ability to set up an account and manage employee access within the company, and set up their roles.
Quick contact with support: the portals have forms for contacting company representatives and getting help.
Access to the knowledge base, FAQ and instructions, which helps to quickly resolve emerging issues and improve skills in using the portal.
Customers can analyze their orders, view sales and consumption reports, which helps them make informed business decisions.
The ability to forecast needs and plan purchases, and leave planned requests for products.
Regular customers can receive additional benefits such as special payment terms, priority service and exclusive offers.
Together, these factors create a positive portal experience that increases customer satisfaction, retention, and ultimately loyalty to your company.
What influences the increase in customer loyalty
To summarize the above, we can identify four main aspects that influence users' decisions to interact with the portal.
What functionality should a wholesale portal have?
The wholesale trade portal is aimed at business clients who buy products in large volumes and must meet the requirements of wholesale trade. Wholesale buyers know why they go to the portal. It is important for them to solve their problems, and the portal must provide all the opportunities for this.
What is it impossible to imagine a whatsapp number list modern B2B portal without?
1. Counterparty's personal account
Personal account with the ability to add users with different roles and access rights, set up a company profile, contact information. In the portal, you can register managers and add several legal entities to quickly switch between them and manage access for different users.
Counterparty's personal account
2. Flexible pricing
The cost of products for each wholesaler depends on various factors, such as the duration of cooperation, purchase volumes, payment terms, participation in the loyalty program, etc.
3. Order management
View order history and statuses (e.g. "processing", "shipped", "delivered"), track shipments, create multi-cart and draft carts, split an order, and more.
4. Financial information
View and download invoices, certificates of completion and other financial documents, track balances and account status, check debts and payment deadlines.
5. Quick and clear search of goods
A convenient catalog and smart search should be organized in such a way as to help the wholesaler find the necessary goods quickly and without reloading the page.
Search for products in online stores
6. Customer support
Access to information on returns and exchanges, a form for contacting support representatives, a frequently asked questions section and knowledge base, a claims and complaints section.
Chat support on the site
7. Personalization and special offers
Information about current promotions, discounts and special offers available to wholesale customers.
Special offers on the site
8. Analytics and reports
Access to sales reports, consumption analytics and other important data for making business decisions is a convenient tool for both the portal manager and the client.
Product Sales Report
The B2B portal provides price transparency, accessibility of product information, the ability to conduct transactions at any time with any region and helps to establish new business connections and build long-term partnerships.
How a Trade Portal Increases Wholesale Customer Loyalty
The wholesale self-service portal increases b2b customer loyalty through several key aspects:
Customers can place and manage orders at any time, regardless of the company's working hours.
Intuitive navigation and quick access to the information you need.
Fast order processing thanks to automation of ordering and processing processes.
Customers can track the status of their orders and shipments in real time and access detailed information about each order, including history, statuses and invoices.
The ability to see current balances, outstanding balances and payment due dates helps customers better manage their finances.
Individual offers and personalized promotions and discounts based on the customer's order history and preferences.
The ability to set up an account and manage employee access within the company, and set up their roles.
Quick contact with support: the portals have forms for contacting company representatives and getting help.
Access to the knowledge base, FAQ and instructions, which helps to quickly resolve emerging issues and improve skills in using the portal.
Customers can analyze their orders, view sales and consumption reports, which helps them make informed business decisions.
The ability to forecast needs and plan purchases, and leave planned requests for products.
Regular customers can receive additional benefits such as special payment terms, priority service and exclusive offers.
Together, these factors create a positive portal experience that increases customer satisfaction, retention, and ultimately loyalty to your company.
What influences the increase in customer loyalty
To summarize the above, we can identify four main aspects that influence users' decisions to interact with the portal.