B2B Marketplace Migration

Success Story

Accelerating B2B Marketplace Migration and Innovation on Salesforce Commerce

A high-velocity engineering partnership that modernized a legacy PHP platform and unlocked scalable, automation-driven growth.

$2,000+

monthly savings by automating accounting & tax processes.

5x faster

feature delivery compared to Salesforce vendor estimates.

Technologies

Upscribe

Stripe

Shopify

Avalara

Bill.com

AWS CloudFront

AWS Services

Google Analytics

Expertise

Salesforce B2B commerce cloud

Integrations

Legacy modernization

Fullstack engineering

CI/CD

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Our client is a B2B marketplace that connects companies with social enterprises employing people overcoming barriers to work. It enables organizations to source a wide range of products such as corporate gifts, event supplies, and wellness items while generating measurable social impact.

The company aimed to replace its legacy PHP/Laravel-based system with a scalable, efficient, and future-ready Salesforce Commerce Cloud platform.

Industries:

B2B marketplace

Country:

USA

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Legacy platform bottlenecks

The PHP/Laravel system constrained scalability, operational efficiency, and the ability to rapidly launch new B2B features.

High manual workload

Accounting tasks, order approvals, account matching, and customer payment processes required hours of daily manual intervention.

Salesforce B2B commerce gaps

Native Salesforce capabilities could not support required workflows such as real-time shipping visibility, tax automation, media delivery optimization, and custom order approvals.

Vendor delivery slowdowns

The existing Salesforce vendor struggled to meet timelines, creating a need for faster prototyping, deeper problem-solving, and a more ownership-driven engineering approach.

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Salesforce and full-stack excellence

We combine deep Salesforce B2B Commerce expertise with strong full-stack engineering, enabling scalable architectures, secure customizations, and capabilities traditional Salesforce-only vendors cannot achieve.

Integration and automation leadership

We excel at complex integrations, workflow automation, and modernization efforts, reducing time-to-market through high-velocity development, engineering rigor, and ownership-driven delivery.

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

Phase 1

Team formation and alignment

We deployed a hybrid agile team: 1 engineer from Zoolatech, 1 engineer from the Salesforce vendor, a QA lead, and a BA, led by Zoolatech's head of engineering.

Phase 2

Technical discovery and reverse engineering

Our engineering-first approach began with a full reverse engineering of the vendor’s Salesforce implementation.

Phase 3

Early delivery and critical fixes

Within two weeks, we delivered the first accounting system upgrade.

Phase 4

Best practices and delivery acceleration

Leveraging Salesforce out-of-the-box features when possible.
Prototyping and deploying alternatives when features were missing or costly.
Setting up CI/CD for faster, automated deployments.
Applying Agile best practices with short feedback loops.
Ensuring continuous QA and system monitoring.

Phase 5

Continuous optimization and feature expansion

Ongoing improvements focused on shipping, accounting automation, punch-out integrations, media optimization, shelf-life visibility, and data migration engines.

By combining Salesforce with automation and deep integrations, we enabled faster decisions, lower operating costs, and a platform built to scale.

Finance and accounting automation

Integrated with Bill.com and Avalara to automate creating invoices, bills, tax calculations, and monthly reporting. Eliminated the need for two outsourced accountants—saving more than $2,000/month—and enabled real-time tax reporting and compliance.

Operational and commerce enhancements

The seller pages communicate clear service levels and transparent policies, giving customers the confidence to purchase from new and established marketplace partners.

Shipping management system: Built a custom shipping tracker integrated with delivery aggregators. Delivered in just two weeks, it enabled complete real-time shipment tracking, real-time updates and customer notifications, solving a core Salesforce limitation.
Manufacturer order approval via email: Developed a secure, token-based one-click approval directly in email, no login required. Reduced manual steps and improved manufacturer responsiveness.
User account matching during registration: Automated detection and linking of users to business accounts, cutting 1–2 hours/day of manual work.
Customer self-service (early payments): Enabled early invoice payments through a self-service portal. Prototype built in 1 day, live in 4—accelerating revenue recognition.

SEO and campaign entry points

The storefronts act as optimized landing destinations for both organic search traffic and paid ad campaigns, ensuring sellers can reach new customers effectively.

Platform scalability, media optimization and data migration

Optimized media delivery: Bypassed Salesforce image delivery limits by offloading to AWS CDN with smart caching, improving site performance, user experience, and operational flexibility, while reducing infrastructure costs.
Punch-out Integrations: Integrated the marketplace with customer procurement systems, leveraging both standard marketplace inventory and Shopify-sourced supplies. Enabled seamless purchasing flows directly from client systems.
Shelf-life visibility: Introduced shelf-life tracking on the marketplace, allowing buyers to view product expiration timelines and make smarter purchasing decisions based on product viability.
Data migration engine: Developed automated pipelines to migrate all historical data (customers, manufacturers, orders, and products) from the legacy PHP-based platform to Salesforce. Ensured a smooth, disruption-free transition with full data integrity and account mapping, enabling sustainable business operations on the new platform.

Faster delivery and time-to-market

Efficiency and time-to-market improved by 5x compared to the Salesforce vendor.

Accelerated deployments and stability

The deployment speed increased 2 times with the introduction of CI/CD.

Rapid early impact

The first accounting system upgrade was delivered within the first 2 weeks.

Long-term technical uplift

Zoolatech helped the client not only migrate but also significantly upgrade their B2B marketplace, delivering measurable impact across cost savings, delivery speed, automation, and customer experience.

Ongoing partnership

We continue to serve as the client’s core engineering partner, supporting new feature development, platform optimization, and long-term roadmap initiatives such as discounted delivery integrations, subscription workflows, and AI-driven shipment estimations.