Turn website visitors into customers with integrated order capture, payment processing, and customer data systems — built for conversion, not just presentation.
Deploy e-commerce platforms, service portals, or quote-to-order systems that connect directly to your CRM, inventory, and fulfillment operations.
What THATMABD Delivers
Custom Sales Platform Architecture
THATMABD builds revenue-generating digital platforms tailored to how your business actually sells:
E-Commerce Systems for Product Sales
Complete online store infrastructure handling product catalogs, inventory synchronization, shopping cart functionality, checkout processes, and order management. Supports complex product configurations with options, variants, and bundling. Includes product search and filtering, comparison tools, customer reviews, wish lists, and related product recommendations. Integrates with inventory systems for real-time availability, pricing engines for customer-specific rates or volume discounts, and shipping calculators for accurate delivery costs. Built on platforms matching your technical requirements and team capabilities — Shopify for turnkey solutions, WooCommerce for WordPress environments, custom builds for unique business logic.
Service Portals and Booking Systems
Digital platforms for service businesses requiring appointment scheduling, resource allocation, service package selection, and client onboarding. Handles calendar integration showing real-time availability, automated confirmation and reminder communications, deposit or prepayment collection, and service agreement documentation. Supports complex scheduling scenarios: multi-location booking, team member assignment based on skills or availability, buffer time between appointments, blackout periods. Integrates with internal scheduling systems and sends automated updates to operations teams when bookings occur.
B2B Quote and Order Platforms
Sophisticated systems for businesses selling complex products requiring configuration, custom pricing, or approval workflows. Enables customers to specify requirements through guided configuration tools, receive instant quotes or submit requests for pricing, track quote status through approval processes, and convert approved quotes to purchase orders. Supports customer-specific catalogs showing only relevant products, contracted pricing that varies by customer agreement, volume discount tiers, and approval routing for orders exceeding thresholds. Integrates with ERP systems to check inventory availability, validate pricing, and transmit orders for fulfillment without manual data entry.
Customer Self-Service Portals
Secure environments where customers manage accounts, view order history, track shipments, download invoices and documentation, submit support tickets, and access product specifications or technical resources. Reduces inbound service inquiries by enabling customers to find information and perform routine tasks independently. Includes account management features: update billing and shipping addresses, manage payment methods, set communication preferences, add authorized users. Provides visibility into order status, production progress, quality certifications, and delivery tracking — data pulled directly from operational systems rather than requiring manual updates.
Subscription and Recurring Revenue Systems
Platforms managing subscription products, membership programs, or usage-based billing. Handles customer enrollment, payment method storage, recurring billing cycles, usage tracking and metering, plan upgrades or downgrades, and cancellation workflows. Automates renewal communications, failed payment recovery, and subscription lifecycle management. Supports trial periods, promotional pricing, annual versus monthly billing options, and proration calculations when customers change plans mid-cycle. Integrates with accounting systems for revenue recognition and financial reporting.
CRM Integration and Customer Data Infrastructure
THATMABD ensures sales platforms connect seamlessly with systems storing and using customer data:
Unified Customer Data Architecture
Design and implementation of data infrastructure establishing single source of truth for customer information. Maps how data flows between sales platform, CRM, marketing automation, support systems, and analytics tools. Ensures customer record created during purchase automatically appears in CRM, service tickets link to purchase history, and marketing automation accesses transaction data for segmentation. Eliminates duplicate data entry, prevents conflicting information across systems, and enables complete view of customer relationship regardless of which system team members access.
Real-Time CRM Synchronization
Bidirectional integration keeping sales platform and CRM continuously aligned. New customer account created on website instantly appears in CRM with complete profile. Sales rep updating customer information in CRM immediately reflects on customer portal. Order placed online triggers CRM activity log and updates opportunity stage. Support ticket opened through portal creates CRM case with full context. Synchronization happens automatically without manual exports, imports, or batch processes that create lag time and version conflicts.
Customer Segmentation and Personalization Infrastructure
Systems enabling different customer experiences based on relationship, purchase history, or business rules. B2B customers see negotiated pricing while retail customers see standard rates. VIP customers access priority support channels. Returning customers receive product recommendations based on previous purchases. Geographic regions see localized content, currency, and shipping options. Account managers view dashboard showing their assigned customers’ activity. Segmentation rules administered through business logic layer rather than requiring code changes for adjustments.
Sales Pipeline and Opportunity Tracking
Integration connecting e-commerce activity to sales process tracking. Website visitors identified through marketing automation become CRM leads. Quote requests trigger opportunity creation and assign to appropriate sales rep. Abandoned carts generate follow-up tasks. Large orders requiring approval create notifications for sales management. Closed deals update forecasts and commission calculations. Provides sales leadership visibility into digital channel performance within existing CRM reporting rather than requiring separate analytics platforms.
Payment Processing and Order Automation
THATMABD implements secure, compliant payment infrastructure and automated order workflows:
Multi-Method Payment Processing
Integration with payment gateways supporting credit cards, ACH transfers, digital wallets (Apple Pay, Google Pay), buy-now-pay-later services, and B2B payment terms. Handles payment authorization, capture, refunds, and dispute management. Stores payment methods securely for one-click purchasing and subscription billing using tokenization that keeps sensitive data off your servers. Supports multiple currencies for international sales with automatic conversion and settlement. Complies with PCI-DSS requirements through gateway-managed security, minimizing your compliance scope and liability.
Order Management and Fulfillment Automation
Automated workflows connecting order capture through fulfillment completion. Order placed online immediately transmits to ERP or warehouse management system with complete details. Inventory automatically decrements. Fulfillment team receives pick lists and packing instructions. Shipping label generation integrates with carrier systems. Tracking information updates customer portal and triggers shipment notification email. Enables straight-through processing where orders flow from customer through fulfillment without manual intervention for routine transactions.
Subscription Billing and Revenue Recognition
Automated recurring billing handling subscription renewals, usage metering, and revenue accounting complexity. System processes scheduled charges, handles payment failures with retry logic and customer notifications, manages plan changes with proration calculations, and generates detailed revenue reports for accounting. Supports dunning workflows that attempt payment recovery before canceling subscriptions. Integrates with accounting platforms for proper revenue recognition under ASC 606/IFRS 15 standards, particularly complex for annual subscriptions or multi-year contracts.
Tax Calculation and Compliance
Integration with tax engines (Avalara, TaxJar) providing accurate sales tax, VAT, or GST calculations based on customer location, product taxability, and nexus rules. Automatically applies correct rates for thousands of tax jurisdictions. Generates tax reports and remittance files for filing obligations. Updates automatically when tax rates or rules change. Critical for businesses selling across multiple states or countries where manual tax management creates error risk and audit exposure.
Fraud Detection and Risk Management
Systems analyzing transactions for fraud indicators before processing payments. Evaluates factors like billing/shipping address mismatches, unusual order patterns, velocity checks on payment methods, geolocation analysis, and device fingerprinting. Automatically approves low-risk orders, flags suspicious transactions for manual review, and blocks high-risk attempts. Reduces chargeback losses while minimizing false positives that frustrate legitimate customers. Particularly important for digital goods, high-value items, or international sales with elevated fraud risk.
Analytics and Conversion Optimization
THATMABD implements measurement and optimization infrastructure showing what’s working and what needs improvement:
Conversion Funnel Analytics
Detailed tracking of customer journey from initial visit through purchase completion. Measures drop-off rates at each step: product page views, add-to-cart, checkout initiation, payment submission, order confirmation. Identifies friction points causing abandonment — confusing navigation, unexpected costs, payment failures, lengthy forms. Segments analysis by traffic source, device type, customer segment, or product category to understand where conversion problems concentrate. Provides data-driven prioritization for optimization efforts.
Revenue and Performance Dashboards
Real-time visibility into sales metrics leadership cares about: daily/weekly/monthly revenue, average order value, customer acquisition by channel, product performance, geographic distribution, new versus returning customer ratios. Compares current performance against historical trends and targets. Alerts when metrics fall outside expected ranges. Accessible to executives, sales leadership, and operations teams — providing shared visibility into business performance without requiring manual report generation or data reconciliation across systems.
Customer Behavior and Product Analytics
Analysis of how customers interact with platform: which products get viewed most, what search terms customers use, how product recommendations perform, which content engages customers, what features drive conversion. Identifies best-selling products, underperforming inventory, frequently bundled items, and seasonal patterns. Informs merchandising decisions, pricing strategies, and product development priorities based on actual customer behavior rather than assumptions.
A/B Testing and Experimentation Framework
Infrastructure enabling controlled testing of changes before full deployment. Test different homepage layouts, product page designs, checkout flows, pricing displays, or promotional strategies with portion of traffic while measuring impact on conversion, average order value, or revenue per visitor. Statistical validity calculations show when results are significant versus random variation. Prevents implementing changes that seem better but actually hurt performance. Creates culture of data-driven optimization rather than opinion-based decisions.
Attribution and Channel Performance Analysis
Understanding which marketing channels drive valuable customers and revenue. Tracks customer journey across multiple touchpoints — organic search, paid ads, email campaigns, social media, direct traffic. Attributes revenue to appropriate sources using first-touch, last-touch, or multi-touch models. Calculates customer acquisition cost and lifetime value by channel. Enables intelligent budget allocation toward channels delivering best return rather than spreading investment equally or relying on vanity metrics like traffic volume.
Digital Sales Platform Deliverables
Complete Sales Platform
Fully functional e-commerce store, service portal, or B2B order system with product catalog, shopping cart, checkout process, payment processing, and order management. Designed for your specific business model and integrated with your operational systems. Includes responsive design working across desktop, tablet, and mobile devices.
CRM Integration Architecture
Bidirectional data sync between sales platform and CRM (Salesforce, HubSpot, Pipedrive, or other). Customer records, orders, quotes, and interactions flow automatically between systems. Includes data mapping documentation, sync frequency specifications, and conflict resolution rules.
Payment Gateway Integration
Secure payment processing through Stripe, Square, Authorize.net, or other gateway matching your requirements. Supports credit cards, ACH, digital wallets, and alternative payment methods. Includes PCI-compliant tokenization, fraud detection configuration, and reconciliation reporting.
Order Management Workflows
Automated processes connecting order capture to fulfillment systems. Integration with ERP, inventory management, or warehouse systems. Includes order routing rules, fulfillment notifications, shipping integration, and tracking updates.
Customer Portal and Account Management
Self-service environment where customers view order history, track shipments, manage account details, download invoices, and access support resources. Reduces service inquiry volume while improving customer satisfaction through transparency.
Analytics and Reporting Dashboard
Real-time visibility into revenue, conversion rates, customer behavior, and channel performance. Custom dashboards for different roles: executives see high-level metrics, operations track fulfillment, marketing analyzes campaigns. Integrates with Google Analytics, data warehouses, or BI tools.
Security and Compliance Infrastructure
SSL certificates, PCI-DSS compliant payment handling, data encryption, secure authentication, and fraud prevention systems. GDPR/CCPA privacy controls including consent management, data deletion capabilities, and privacy policy integration.
Documentation and Training Materials
Administrator guides for managing products, processing orders, and configuring settings. Customer-facing help documentation. Training for staff on order processing, customer service, and system administration. Video tutorials and decision trees for common scenarios.
Why This Capability Matters
Converts Digital Traffic into Revenue
A marketing website attracts visitors but doesn’t capture transactions. Sales platforms transform interest into orders without requiring human intervention for each sale. Enables 24/7 revenue generation regardless of business hours or sales team availability. Particularly valuable for businesses with products or services that don’t require customization or extensive consultation — where customer is ready to buy but existing website can’t accept the order. For B2B companies, self-service quoting and ordering reduces sales cycle time by eliminating back-and-forth for routine purchases.
Eliminates Manual Order Processing
Without integrated sales platforms, orders flow through phone calls, emails, or faxes requiring manual entry into multiple systems. Sales reps transcribe information into CRM, operations teams enter orders into ERP, accounting manually creates invoices. Each manual step introduces error risk, creates processing delays, and wastes skilled labor on data entry. Automated order capture and system integration processes transactions without human touch for routine orders — allowing teams to focus on complex deals, customer relationships, and exception handling rather than administrative work.
Scales Revenue Without Proportional Cost Increase
Traditional sales models require adding salespeople to increase revenue — each rep has capacity limits based on time and energy. Digital sales platforms handle unlimited simultaneous transactions at near-zero marginal cost. A company processing 100 orders monthly can scale to 1,000 or 10,000 orders using same platform infrastructure. Labor costs grow based on exception handling and customer support, not transaction volume. This unit economics transformation enables profitability at scales impossible with manual processes.
Provides Customer Experience Competitive Advantage
Modern buyers expect self-service capabilities: instant pricing, real-time availability, order tracking, account history access. Companies forcing customers through phone calls or email for routine transactions lose business to competitors offering digital convenience. B2B buyers particularly value self-service — 70% prefer ordering online versus through sales reps for reorders and routine purchases. Customer portals providing visibility into orders, invoices, and shipments reduce “where’s my order” inquiries by 60-80% while improving satisfaction through transparency.
Generates Operational Intelligence
Manual sales processes produce minimal data about customer behavior, conversion patterns, or channel performance. Digital platforms automatically capture every interaction: which products customers view, what they add to cart but don’t buy, where they abandon checkout, which promotions drive conversion. This behavioral data informs product development, pricing strategies, merchandising decisions, and marketing optimization. Companies make decisions based on actual customer behavior rather than sales rep anecdotes or management intuition.
Who Needs This Capability
Companies still processing orders manually through phone, email, or paper forms. Sales team spending hours daily on order entry instead of selling. Operations team manually keying orders into ERP systems with error rates causing fulfillment mistakes and customer dissatisfaction. No visibility into order status forcing customers to call for updates. Need automated capture and processing to scale operations and improve accuracy.
Businesses with website traffic but no transaction capability. Marketing investment driving visitors who express interest but can’t complete purchases online. Sales team fielding inquiries for simple transactions that don’t require consultation. Revenue constrained by sales team capacity for handling routine orders. Need self-service transaction capability converting traffic into revenue without proportional increase in sales headcount.
B2B companies wanting to enable customer self-service. Large customers making frequent reorders through manual processes. Sales team handling routine orders rather than developing new business. Customers requesting order history, invoice copies, or shipment tracking requiring service team lookup. Need portal where customers independently place orders, track shipments, and access documentation.
Service businesses relying on manual scheduling and booking. Phone-based appointment scheduling creating administrative burden and limiting booking to business hours. Double-bookings and scheduling errors due to manual calendar management. Customers unable to see available time slots without calling. Need automated booking system with real-time availability and calendar integration.
Organizations with disconnected sales and operational systems. Orders captured in one system but manually entered into ERP, accounting, and fulfillment platforms. Customer data fragmented across CRM, e-commerce, and support tools creating incomplete views and duplicate records. Need integrated infrastructure where transaction automatically flows through all relevant systems.
Integration with Digital Transformation
Digital Sales Platform connects with THATMABD’s other transformation capabilities to create cohesive revenue infrastructure:
Brand Development establishes visual identity and messaging that sales platform implements — ensuring product pages, checkout experience, and customer portal reflect consistent brand quality that builds trust and conversion.
Marketing Automation drives qualified traffic to sales platform through campaigns, then uses transaction data for segmentation — enabling abandoned cart recovery, post-purchase nurture, and customer lifecycle communications based on buying behavior.
Customer Experience Design optimizes conversion paths through user research, interface design, and journey mapping — ensuring sales platform not just functions but delivers intuitive experience that minimizes friction and maximizes revenue.
AI-Driven Optimization analyzes platform performance to identify conversion barriers, personalize product recommendations, optimize pricing, and predict customer behavior — continuously improving results through machine learning.
Process Automation connects sales platform to operational systems — integrating with ERP for inventory and order processing, accounting for invoicing and revenue recognition, and warehouse management for fulfillment.
Sales platform deployment typically happens mid-cycle in 90-day transformations after brand development establishes design standards and CRM integration creates customer data foundation. Platform goes live with marketing automation ready to drive traffic and analytics infrastructure measuring performance from day one.
Timeline and Investment
Digital Sales Platform development typically requires 6-8 weeks within THATMABD’s 90-day transformation cycle:
Week 1-2: Requirements definition, data architecture design, payment gateway setup, and integration planning
Week 3-6: Platform build including product catalog, checkout flows, payment processing, CRM integration, and order automation
Week 7: Testing including transaction processing, integration validation, security review, and load testing
Week 8: Training, soft launch to limited users, and full deployment with monitoring
Timeline varies based on complexity: simple product catalog with standard checkout deploys faster than complex B2B portal with custom pricing, approval workflows, and ERP integration. Businesses with clean product data and documented workflows progress faster than those requiring extensive data cleanup or process redesign during build.
Platform development often runs parallel to other transformation work — marketing automation configures while sales platform builds, both launching simultaneously for integrated customer experience.
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