Success Story

Enhancing a Salesforce B2B Marketplace

Zoolatech enhanced a Salesforce B2B marketplace with intelligent search, subscriptions, and fulfillment automation to streamline operations and support growth.
Automated purchasing
supporting recurring orders through subscriptions.
Operational visibility
reducing manual reordering with subscriptions.
Enhancing a Salesforce B2B Marketplace
Enhancing a Salesforce B2B Marketplace

Technologies

Technologies

Expertise

Expertise
Client Overview

Procure Impact

The client operates a B2B marketplace connecting buyers and suppliers through a commerce platform built on Salesforce. The marketplace supports product discovery, procurement, fulfillment, supplier management, and analytics for both buyers and sellers. The platform serves multiple business customer segments and manages a large product catalog.

Industries

B2B marketplace, Social procurement

Headquarters

Falls Church, VA, USA

Company size

30+ employees
The Challenge

Scaling Marketplace Operations Increased Complexity

As marketplace adoption grew, manual processes, limited search capabilities, and operational inefficiencies created challenges for both buyers and suppliers. The platform required new capabilities to support growth while maintaining usability and operational control.
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Modern commerce platforms require scalable operational workflows to support growth.
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Repetitive purchasing workflows

Business buyers frequently reordered the same products. Creating new orders manually increased operational effort and reduced purchasing efficiency.
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Product discovery limitations

Standard Salesforce search functionality struggled to return relevant results for complex queries, synonyms, and contextual product requests.
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Limited product visibility

With thousands of products available, buyers often had difficulty discovering relevant items and suppliers struggled to surface newer offerings.
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Manual fulfillment coordination

Suppliers were required to manage shipping processes manually, including carrier coordination, tracking updates, and fulfillment administration.
Have a Similar Challenge?
Modern commerce platforms require scalable operational workflows to support growth.
Contact Sales
Why They Chose Us

Deep Platform Ownership and Product Execution

The engagement demonstrated Zoolatech’s ability to extend marketplace capabilities while continuously adapting solutions based on stakeholder feedback.
Tailored AI strategy for each client

Iterative delivery approach

The team rapidly delivered prototypes, validated ideas with stakeholders, and refined functionality through continuous feedback loops.
Tailored AI strategy for each client

Complex marketplace expertise

The team supported interconnected commerce, analytics, fulfillment, subscription, and operational workflows across multiple user groups.
Zoolatech is a senior-heavy engineering firm with Silicon Valley roots and a Miami HQ, specializing in legacy modernization, system re-architecture, and AI deployment to drive long-term, compounding value.

2017

Year Founded

600+

Employees

96%

Client Satisfaction
Workflow

Iterative Product Enhancement Across Marketplace Operations

The team used a collaborative and iterative delivery model to validate concepts and evolve features incrementally.
Phase 1

Discovery & Business Alignment

The team reviewed marketplace challenges and identified operational bottlenecks affecting buyers, suppliers, and administrators.
Phase 2

Rapid Prototyping

Initial solutions were implemented and demonstrated early to validate direction before broader rollout.
Phase 3

Capability Expansion

Subscription commerce, search improvements, analytics, referral workflows, and operational tooling were introduced across the platform.
Phase 4

Feedback-Driven Optimization

Marketplace stakeholders continuously evaluated functionality and provided feedback used to refine behavior and user experience.
Phase 5

Production Rollout & Evolution

Capabilities were progressively deployed and enhanced as marketplace adoption expanded.
The marketplace evolved into a more automated commerce experience, improving purchasing, fulfillment, and platform operations.
Solution

Expanding Commerce, Discovery, and Fulfillment Capabilities

Zoolatech supported the implementation of multiple marketplace capabilities designed to improve operational efficiency, product visibility, and user experience.
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Hybrid intelligent search

Implemented a multi-layered search experience combining keyword, category, manufacturer, and contextual search capabilities to improve product discovery across thousands of products.
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Marketplace analytics

Delivered custom dashboards and reporting tools that provide buyers and suppliers with visibility into purchasing activity, product performance, and marketplace impact metrics.
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Program Builder

Implemented an administrative tool that allows marketplace operators to create curated product programs and present targeted recommendations to specific customer segments.
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Shipping automation

Integrated marketplace-managed fulfillment workflows with external shipping providers, enabling automated carrier selection, label generation, tracking, and delivery management.
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Membership and referral management

Supported tiered membership programs and referral workflows that help expand marketplace participation while managing account-specific benefits, fees, and incentives.
Results

Improved Marketplace Scalability and Operational Efficiency

The platform gained automation, visibility, and operational capabilities needed to support continued growth.
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Reduced manual effort

Subscription ordering, fulfillment automation, and operational tooling decreased dependence on manual marketplace processes.
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Better product discovery

Enhanced search and recommendation workflows helped users navigate a large product catalog more effectively.
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Expanded operational visibility

Custom reporting and dashboard capabilities provided stakeholders with greater insight into marketplace activity and performance.
Empowerment & Value

Supporting Future Marketplace Growth

The platform is positioned to scale operations while maintaining a manageable user experience.
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Scalable commerce operations

Marketplace teams can support recurring purchasing, fulfillment, and supplier participation with less operational overhead.
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Increased business agility

Administrators can introduce new programs, recommendations, membership structures, and operational workflows without major platform changes.