B2B Operations / Integration
Connecting onboarding, provisioning, CRM, inventory, and billing.
Vintel / GovIntel
Cass & York worked across a connected set of customer-facing and internal systems spanning onboarding, account management, automated provisioning, CRM, inventory, billing, ecommerce, and operational synchronization.
The situation
Customer operations rarely live inside one platform.
The challenge is keeping the systems aligned while giving both the customer and internal team a usable interface.
- +Signup
- +Authentication
- +Customer records
- +CRM
- +Inventory
- +Product data
- +Provisioning
- +Billing
- +Payments
- +Administration
What we built
A B2B customer portal and the systems around it.
The surrounding ecosystem included billing, signup, ecommerce, and pricing applications.
- +Authentication
- +Role separation
- +Customer onboarding
- +Customer dashboard
- +Automated provisioning
- +Customer records
- +Administrative management
- +Integration testing
- +Synchronization monitoring
Zoho integration
CRM and inventory connected to the customer lifecycle.
A separate Go synchronization service supported heavier synchronization workloads, while logs and monitoring exposed integration activity.
- +Contacts
- +Accounts
- +Products
- +Customers
- +Invoices
- +Payments
- +Subscriptions
- +Sales orders
- +Contact persons
The workflow
One customer lifecycle across several systems.
01
Customer signup
02
Onboarding
03
Customer record
04
Provisioning
05
CRM / Inventory synchronization
06
Billing & account operations
07
Administration & monitoring
Relevant capabilities
The capabilities behind the platform.
Systems Integration
Customer operations connected with Zoho and adjacent systems.
Explore capability →Data Synchronization
Integration state, events, webhooks, retries, and processing logs.
Explore capability →Custom Operations Software
Software modeled around the customer lifecycle rather than one SaaS product.
Explore capability →