How Clarius Saved $150K+ by Streaming Global B2B Operations

Industry:  Healthcare

Partner:  Makro Agency

Products:  B2B, Shopify Flow

Introduction

Clarius, a leading provider of medical imaging solutions, faced the complex task of managing multiple international online stores, each with unique customer needs, including B2B distributors. The company's global operations faced challenges due to opportunities for optimization in their e-commerce processes, such as streamlining manual tasks, improving order processing speed, and enhancing the management of subscriptions and purchases.

Key challenges included:

.01

Managing multiple international stores

Coordinating operations across different regions and complying with diverse regulations was a significant challenge.

.02

Serving B2B distributors

Meeting the specific needs and requirements of B2B distributors called for a specialized approach.

.03

Streamlining e-commerce processes

Manual tasks, slow order processing, and inefficient subscription management hindered operational efficiency and customer satisfaction.

.04

Ensuring compliance

Adhering to tax regulations, data privacy laws, and other compliance requirements in multiple jurisdictions was complex and time-consuming.

Leveraging Shopify Tools  to Simplify Operations

Tool for Global E-commerce Transformation

.01

Tool for a Unified Approach to Subscription Management

.02

Tool for Speeding Up Quotes with Shopify Functions

.03

Tool for Clarius' Automation Success - Shopify Flow

.04

Leveraging Shopify Tools to Simplify Operations

Tool for Global E-commerce Transformation

Challenge:

Clarius' six international stores required a centralized approach to global management. This was critical due to the time, cost, and complexity of managing B2B distributors across multiple markets, while ensuring compliance with complex tax regulations across different regions.

Solution:

Shopify made it easy for Clarius to manage multiple international stores while accommodating B2B distributors with burden-free store management, a crucial solution for their operations.

.01 Solution

Custom UK VAT Validator  and Exception App

To ensure compliance with UK Value-Added Tax (VAT) regulations, a custom app was developed by partner agency, Makro, to validate VAT numbers and handle exceptions, automating a critical aspect of tax compliance.

.02 Solution

Integrated Account Page

A custom account page was created to seamlessly integrate Clarius' NetSuite ERP, Salesforce CRM, Shopify Plus, and a custom Membership app built by Makro Agency. This integration enabled a unified view of customer information, orders, and invoices across multiple systems, improving transparency and facilitating collaboration across teams.

Results

By implementing these solutions, Clarius achieved the following significant results:

.01 Reduced Processing Time

Centralizing operations and automating processes led to a reduction in processing time.

.02 Unified B2B Management

The centralized membership management system simplified the tracking of company-wide order history and subscriptions for the B2B team, improving efficiency and accuracy.

.03 Ensured Compliance with Tax Regulations

The UK VAT validator and exception app ensured that Clarius remained compliant with tax regulations in the UK, mitigating the risk of penalties and fines.

Leveraging Shopify Tools to Simplify Operations

Tool for a Unified Approach to Subscription Management

Challenge:

Clarius sought to enhance the customer experience and streamline the management of subscriptions and purchases across their product line.

Solution:

In an effort to unify all operations, a custom software was developed for Clarius leveraging Shopify Plus API, including the Subscription API. This enabled them to manage their store memberships for scanners in one place.

.01 Solution

Shopify Plus API and Subscription API Development

A custom software solution was built leveraging the Shopify Plus API and Subscription API, providing a tailored platform for managing subscriptions and purchases.

.02 Solution

Membership Engine App

The "Membership Engine" app was developed by Makro Agency to simplify the subscription and one-time purchase process for customers, offering a user-friendly interface and streamlined options. Makro centralized the management of store memberships for their scanners, providing a unified view of customer subscription information and simplifying administrative tasks.

Results

Clarius successfully transformed their subscription and purchase management, delivering a superior customer experience and realizing substantial cost savings.

.01 Cost Savings

The new system reduced operational costs by over $100,000 annually in third-party apps and fees.

.02 Improved Conversion Rates

The simplified subscription and purchase process led to higher conversion rates, boosting revenue.

.03 Enhanced User Experience

Customers benefited from a more intuitive and efficient shopping experience, increasing satisfaction and loyalty.

.04 Streamlined B2B Management

The centralized membership management system simplified the tracking of company-wide order history and subscriptions for the B2B team, improving efficiency and accuracy.

Leveraging Shopify Tools to Simplify Operations

Tool for Speeding Up Quotes with Shopify Functions

Challenge:

Clarius' sales team faced inefficiencies in the quoting process, which hindered their ability to respond promptly to customer inquiries and close deals.

Solution:

By leveraging Shopify Functions, we built a custom flow that allows sales reps to quickly create quotes with custom and dynamic elements.

.01 Solution

Custom Shopify Functions Flow

A custom flow was built using Shopify Functions, empowering sales reps to create quotes with dynamic elements, such as product options, discounts, and shipping costs. This eliminated the need for manual calculations and reduced the time required to generate quotes.

.02 Solution

Enhanced Flexibility

The custom flow provided sales reps with greater flexibility to adjust and create quotes on the fly, tailoring them to specific customer needs. This flexibility improved responsiveness and increased the likelihood of closing deals.

Results

The new quoting system empowered Clarius' sales team to be more efficient, responsive, and successful in closing deals.

.01 Accelerated Sales Process

Using Shopify to unify all quoting tasks in one place, sales reps were able to generate quotes more quickly, leading to shorter sales cycles and faster deal closures.

.02 Improved Client Response Times

The ability to create and adjust quotes on the fly enabled Clarius to respond promptly to customer inquiries, enhancing customer satisfaction and building stronger relationships.

Leveraging Shopify Tools to Simplify Operations

Tool for Clarius' Automation Success - Shopify Flow

Challenge:

Clarius sought to streamline their e-commerce operations, reducing manual tasks and improving overall efficiency.

Solution:

Using Shopify Flow, we automated many processes, reducing the manual work required for certain cases to be entered into the system before orders are picked up by NetSuite ERP.

.01 Solution

Shopify Flow Automation

Key processes were automated using Shopify Flow, a powerful workflow automation tool. This eliminated manual tasks, reducing the risk of errors and freeing up staff to focus on higher-value activities

.02 Solution

NetSuite ERP Integration

Automated actions within Shopify Flow were integrated with Clarius' NetSuite ERP system, streamlining order management processes and ensuring seamless data synchronization between the two platforms.

Results

Automation initiatives resulted in a more efficient and streamlined e-commerce operation, improving productivity and reducing costs.

.01 Reduced Manual Work

The automation of key processes significantly reduced the need for manual input, freeing up staff time and resources.

.02 Improved Order Processing Efficiency

The integration of Shopify Flow with NetSuite ERP streamlined order management processes, reducing processing time and improving accuracy.

.03 Decreased Errors

Automation helped to eliminate manual errors, improving data quality and reducing the risk of costly mistakes.

Advanced Enterprise  E-commerce Marketing Solutions

Simplified Buying Journey

.01

Harmonized Data Presentation for Easy Decision-Making

.02

Hierarchical Shopping Cart Design

.03

Advanced Enterprise E-commerce Marketing Solutions

Simplified Buying Journey

Challenge:

Customers were overwhelmed by the complexity of choosing between different scanner options and associated software packages.

Solution:

We revamped Clarius' website to create a clear and intuitive buying journey. Intuitive widgets and a straightforward navigation structure were introduced to help customers easily understand their options and confidently select the right product.

Results

We revamped Clarius' website to create a clear and intuitive buying journey. Intuitive widgets and a straightforward navigation structure were introduced to help customers easily understand their options and confidently select the right product.

Advanced Enterprise E-commerce Marketing Solutions

Harmonized Data Presentation for Easy Decision-Making

Challenge:

Customers struggled with understanding product details due to information overload, making the buying process cumbersome.

Solution:

Consistent data display mechanisms were implemented throughout the website to ensure the necessary product information was presented in a digestible way that didn’t overwhelm customers.

Results

Improved clarity led to a 20% boost in customer satisfaction, with users finding it easier to navigate and compare products during the decision-making process.

Advanced Enterprise E-commerce Marketing Solutions

Hierarchical Shopping Cart Design

Challenge:

Clarius’ product and add-ons structure needed to be reflected in the shopping cart for ease of purchase.

Solution:

We created a hierarchical shopping cart design that allowed customers to clearly see the main product with all associated add-ons, ensuring a clear understanding of their purchasedecisions.

Results

This led to a 25% reduction in abandoned carts, as customers felt more confident in their understanding of the products and add-ons being purchased.

Conclusion

Shopify Powers Clarius' Global E-commerce Transformation

By leveraging Shopify Plus and implementing custom solutions with the expertise of Makro Agency, Clarius successfully transformed their e-commerce operations. The company was able to centralize global management, streamline processes, reduce costs, and improve customer experience. The solutions implemented not only addressed the specific challenges faced by Clarius but also provided a scalable and flexible foundation for future growth.

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