Case study / food wholesale
A B2B platform, CRM and integrations for a food wholesaler.
The solution connects customer self-service, sales team work and data flow into Subiekt GT, ERP and KSeF.
This is an implementation in a company run by the founder of FUTURIO-LABS, not for an external customer. The wholesaler’s name remains undisclosed.
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Customer
Illustration of an example process
Problem
Starting point
The wholesaler serves repeat B2B customers with individual terms and orders arriving through several channels. The process involves customers, sales reps, warehouse operations, the sales system and financial documents.
Orders
Customers contacted a specific sales rep by phone or email.
Agreements
Customer history and commercial terms remained in several places.
Data hand-off
Order information had to be transferred manually into downstream systems.
Solution
What was delivered
B2B platform
A self-service ordering panel with the offer relevant to each customer.
Sales CRM
Shared contact history, agreements, tasks and relationship status.
Integrations
Order and customer data passed into Subiekt GT, ERP and the downstream document process.
Process visibility
Shared context for the customer, order and next handling stage.
Customer
Customer / project
- Owner
- Assigned
- Delivery
- In progress
- Status
- Quote accepted
RECENT ACTIVITY
Calendar: onlineCustomer call
recorded in history
Quote updated
linked to the case
Delivery date confirmed
visible to the team
Illustration of an example process
Integrations
Solution architecture
The portal and CRM are the working layer for customers and sales reps. Sales, warehouse and financial systems remain the data sources, while integrations move information between them.
FUTURIO-LABS
integration layer
Illustration of an example process
Change
Change after launch
Customer
Places an order independently using individual terms.
Sales rep
Uses shared history and focuses on relationships and exceptions rather than re-entry.
Systems
Order data continues through the agreed flow.
Owner
Has a more coherent view of customers, orders and sales activity.
What comes next
The solution develops alongside wholesale operations. New functions come from real use and changes in integrations.
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