How to create a personal account for a wholesale client: developing and strengthening customer service

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The personal account for b2b clients has features that distinguish it from the interface intended for retail buyers. To optimize interaction with corporate clients, the personal account should include automated solutions.

Advantages of a personal account
Self-service for customers . Using a personal account, wholesalers can independently place orders, request invoices, track deliveries and access documents, which reduces the need for constant communication with managers.
Automation of document flow . Digitization of document exchange (invoices, consignment notes) reduces the workload on the sales department and minimizes errors.
Simplified support and increased efficiency . Integration of your personal account with CRM, ERP and other systems minimizes the need for manual interaction between departments, automating routine processes and facilitating support. Managers have more time to build long-term relationships with clients.
Transparency and risk reduction . Standardization of processes reduces the risk of errors, and customers can independently track the status of orders and the availability of goods.
Scalable architecture . Proper database organization and containerization allow the B2B solution to flexibly scale depending on the load. This reduces the risk of bottlenecks and ensures stable performance even with sudden traffic surges.
Main functions of the personal account for users

Orders and purchase history. Detailed whatsapp number list purchase log with filters by order status and stages.
Loyalty program. Special conditions, individual prices and promotions, accumulative points.
Support and feedback. Interactive options for contacting technical support and managers.
Financial control. Access to financial reports, balance sheets and debt information.
Analytics and reports. Ability to generate reports for purchasing and planning analysis, financial reports and debt control.
Manage your profile and notification settings. Ability to manage multiple accounts.
Custom or standard development: what to choose
Creating a personal account for B2B clients requires taking into account specific requirements that distinguish it from B2C platforms. However, here it is especially effective to use best practices and ready-made modules that have been tested by time and contribute to convenience and efficiency.

Custom development is needed only for non-standard projects with a specific interface or business logic. Many companies are not ready for individual development or simply do not need it, and saving on quality in such cases often results in higher costs for website support and development. Therefore, assembly according to code quality standards with proven solutions is important.

This affects:

Launch speed . Using ready-made components allows to significantly reduce the time for development and launch of the product on the market, which is especially important in conditions of high competition.
Risk reduction . Ready-made solutions are based on best practices and experience, which reduces the likelihood of errors and problems at the operational stage.
Support : Standardized components are easier to maintain and update, allowing the team to focus on improving functionality instead of solving problems associated with custom development.
Scalability : Modular architecture makes it easy to add new features and integrations, allowing your business to grow and adapt to changing conditions.
Cost optimization . Using standard solutions allows you to reduce development and support costs, which is especially important for small and medium-sized businesses.
How to develop a B2B personal account?
1. Define the requirements
Study the needs of users to understand their expectations from the personal account. Record all the functions that must be implemented, including mandatory and desired ones. Use Agile methodologies to describe how users will interact with the personal account. This will help the team understand priorities.

2. Design the interface
Since B2B clients often interact with their personal account over a long period of time, the interface should be intuitive and convenient.

The design of the personal account should be consistent with the design of the website for a holistic user experience. The start page of the account is best designed as a customizable dashboard displaying the status of orders, personal offers and bonuses, so that the user can customize the widgets to suit their needs.

personal account b2b
Example of dashboard implementation

Use frameworks like React or Vue.js to create dynamic interfaces, and prototyping tools like Figma or Adobe XD to test user interfaces early on. Using lazy loading, caching, and database query optimization will help speed up page loading.

3. Choose technologies
Choose technologies that provide scalability and security, including programming languages, databases, and APIs for integration with CRM, ERP, and other systems.

4. Use modular architecture
Using a flexible architecture makes it easy to add new features. This means the team can easily add new modules, such as document management, user management, and data analysis, without changing the rest of the system.

Developed modules can be reused in other projects. Using proven modules and templates reduces development time and costs, reducing the risk of errors and operational problems.

The modular structure facilitates the transition to microservices and APIs such as RESTful or GraphQL, which allows for processing larger volumes of data and users without sacrificing performance. For example, the system can provide APIs for creating, updating, and deleting orders.

5. Establish a strict system of roles and access rights
In a B2B environment, there are often multiple users with different access levels. A clear distribution of roles (managers, accountants, etc.) will help ensure security, as well as a clear division of user responsibilities.