Commerce and Coffee - E-Commerce Trends

Transcript

Hi everybody and welcome to Commerce and Coffee Ecommerce Trends. I see that we have a lot of people that are still joining us but we’re going to go ahead and get started because we have a packed session today so let’s jump right in. So again welcome to Commerce and Coffee Ecommerce Trends. If this is your first time joining us Commerce and Coffee is an ongoing webinar series hosted by myself and Cori Gelato. The session is designed to be interactive so we encourage you to ask questions in the questions box on the GoToWebinar control panel throughout the presentation. You just type them in there and we’ll do our best to answer as many of those as we can. I want to quickly mention a few housekeeping items. Before we get started we will be recording this webinar to be viewed on demand and shared with other members of your team that might not be able to attend today. Audio is routed through your computer so please ensure that your speakers are not muted. If you can hear me then we are good to go. We’re going to leave a few minutes at the end to answer questions so feel free to start asking those throughout the presentation and if your question is not answered please follow up with your customer success manager for additional information. And at the end of the webinar please complete a short survey that’s going to pop up on your screen to help us continue delivering the best and most relevant information to you, our customers. So diving into today’s agenda, first I’ll formally introduce myself and Cori Gelato who will take us through a presentation of some of the latest e-commerce trends. Cori will then run through roughly a half an hour demonstration of many features including event tickers, category permissions, and B2B capabilities. After the demo Cori will spend a few minutes going through some important information regarding 2.4.4 upgrades and some key dates in the upcoming months. We do have a very packed session as I mentioned and might run up against time at the end. If that happens we’re going to try and stay on for a few extra minutes to get to a couple of questions but if your question is not answered please follow up with your customer success manager for additional information. So to introduce myself my name is Alana Cohen. I’m on the customer success strategy team here at Adobe. I’ve been with Adobe for over three years and spent roughly the last two years working with Adobe Commerce customers, organizing and hosting our customer exclusive events. Prior to my time on this team I spent two years working with Adobe’s advertising cloud customers, creating data-driven campaigns to help customers implement and execute their advertising strategies. Before coming to Adobe I spent over 10 years at different advertising agencies around New York working with brands helping them launch and optimize their advertising campaigns. If you’d like to connect with me on LinkedIn feel free to do so. If you have any questions or comments about today’s event or any of our customer exclusive events please do reach out. Next I’d like to introduce the one and only Cori Gelato, Senior Commerce Strategy Consultant who brings a ton of experience to us and Adobe today. Cori has over 15 years of experience in e-commerce, mostly advising merchants across various industries from SMBs to Fortune 500s. Almost all of his time has been with Adobe Commerce or formerly Magento specifically so he brings a very deep knowledge of the products and the features and how to use it best. So Cori strategizes directly with merchants to ensure that they’re maximizing what Adobe Commerce has to offer. We’re very lucky to have Cori here as a mainstay at our webinars to help guide and answer all of our questions. So at this point I’d like to take a quick pause to thank Julia Fish who stepped in to host these events in my absence for the last six months. Back in November we welcomed a baby girl to my family and I went out on maternity leave leaving you all in Julia’s hands and she did not miss a beat. So thank you very much to Julia for managing everything while I was out. And on that same note I’d like to take a moment to congratulate our Commerce and Coffee star Cori Gelato who also just welcomed a baby girl to his family a few weeks ago. So big congrats to Cori. I imagine he is drinking a very large coffee this morning. So with that I’m going to hand the presentation over to Cori for today’s session. Cori. Thank you so much. So that was one of the best intros. I love it. And definitely I want to say congratulations to you as well. And I also want to say thank you to Julia to help supporting this event and our events going forward and in the past. So our Commerce and Coffee series has definitely grown. We have a great following. So I appreciate everybody’s support that’s on this call. Thank you so much for joining today. I’m really excited about today’s session. You know we’re talking about e-commerce trends. We’re talking about things that are absolutely relevant. Right. And really today we’re going to be really heavy on the B2B demonstration today. I’m going to go through some other things you know with event ticker and getting ready for sales events and so forth so on. But you know really we’re going to be focusing on the B2B capabilities within Adobe Commerce today. But we’re going to talk about the trends. We’re going to talk about what’s happening in the ecosystem. We’re going to talk a little bit about you know how those trends can kind of formulate into what to do within the platform itself. And you know I definitely would be remiss if I didn’t highlight our next upcoming event. So for those that are on this that are more direct to consumer driven and even if you are B2B too really this is relevant for everybody within our next event in June. It is all around personalization so it’s a huge topic. So while I’m going to kind of cover these trends today and what’s bubbling up in the ecosystem and the commerce trends you do not see personalization here but trust me I know and I’m sure you know that that is a very very very big trend is making sure you’re delivering a one to one experience. So really excited really jazzed up today. Let’s kind of jump into this. So really when we start thinking about what’s bubbling up in the commerce landscape and the ecosystem itself. You know these I’m sure you guys are looking at this and you’re like yeah Corey we know this of course. And yeah I know this too. I’ve seen it. I’ve heard it. I continue to keep hearing it across industries across different verticals across different distribution models no matter kind of what the business is everyone’s talking about mobile shopping everyone’s talking about you know kind of marketplaces sales events and what those look like and what those align like. It also just kind of like that you know when you’re thinking about things from a brick and mortar side focus and omni channel experience and even a little bit of a highlight there on secondhand sales and we’re going to kind of cover that. So mobile shopping guys everyone’s doing it. You’re doing it right. So the use that you that are on here today. Think about yourself as a consumer. We are all consumers. But as you are delivering to consumers to your shoppers know that everyone is doing it. Have you mobilized. I love this. This is a huge point. You know thinking of your business in a survey that was conducted by PWC they saw 41 percent of respondents say that they shop daily or weekly via mobile or smartphone compared to thirty nine percent six months ago and then 12 percent five years ago. That’s a huge point and a huge jump. We know that the commerce landscape has continued to keep seeing mobile growth and we know mobile is king and we know if you’re looking at your analytics you know mobile is continuing to keep driving upwards. So what was also found with surveys conducted is that 59 percent of shoppers that are in store also will look up information on their mobile device. I’ve done it for myself. I hardly ever ask an associate. I’ll look it up on my mobile device immediately. I’ll see if there’s obviously one thing if it’s cheaper somewhere else. But I’m also going to look and just see where it is inside of a store too. So if I’m in Home Depot etc. wherever I might be I might be looking on my mobile device. In a global shopper survey that was conducted really you know one of the fine nights in North America specifically consumers and associates revealed that more shoppers are using mobile ordering year over year. So that’s 69 percent in 2021 versus a 58 percent left in 2020. And you could see that that’s continuing to keep jumping. So that’s something to be mindful of. So as you are strategizing around different technologies and what you’re thinking about for the future you know I’ll add a little nugget here PWA. Come on guys PWA is a big thing too. So progressive web apps. We know Google is out there. We know Google for ranking us. They’re going to look at something like that. So make sure you guys are preparing for the future. Prepare your your website and your business so that you’re able to deliver to consumers. So we kind of hit on it. But I want to talk a little bit more about it and see what the stats are really calling out here. So you know shoppers do want options when it comes to businesses that have multiple different channels. So you’re talking about online. You’re talking about doing things with delivering as well as you know obviously shipping expectations but also things with same day in store pickup. So you’re looking at BOPIS. I mean the stats are here. The proof is in the pudding right. We’re seeing it. We know what the trajectory looks like. We know what’s happening. We know that obviously with the pandemic this has changed and more and more people are looking for curbside and buy online pickup in store. So if you have the option if you do have brick and mortar locations if you have physical locations think about how you can do this. Think about what is available to you and think about you know even natively what can you do. Is there things with sourcing inventories or thing with in-store delivery etc. Those types of things to kind of make sure you’re in mindful and that you’re thinking about how you can deliver this. You know retailers offering curbside pickup or BOPIS you know fulfilled one in four of online orders during 2021 holiday peak season. I mean that’s huge right you’re talking about 25 percent of that revenue that you’re generating during that time. That’s a huge point. So you know really when you start thinking about that and you start breaking things down for BOPIS you know these stats are kind of are sitting there and they’re out there for you. They’re out there for you to take a look at. So you know as you’re thinking about this shoppers are embracing you know these omni channel activities. Make sure you are delivering an omni channel experience. I know that that’s subjective to different businesses it means different things but you know really when you start looking at your business how can you fulfill that omni channel experience when it comes to your customers and your branding. How does that what does that look like for you. So when you start thinking about this and you start thinking about do we have the option to do BOPIS do we have the option to do in store delivery. Do we have an option of doing same day pickup etc. These are types of things that you really want to start looking at from a stats side. You know sales events are obviously always important. I know I just hit on peak season but sales events in general you know you’re trying to make sure that you generate buzz. Right. You know I love it generate buzz and you want to increase brand loyalty too. So at the same time as you’re potentially acquiring new customers and new consumers and new shoppers new brand loyalists or brand ambassadors as I called it in the past. At the same time you know you want to generate the buzz at the end of the day. So let’s think about it the imperfect perfect recipe for a sales event. Nothing’s perfect guys right. It’s not. Nothing is perfect. So what does it mean to your business. What where are these bubbles kind of lie inside of your business and where specifically in the consumer experience are these important and relevant. So we kind of drew this out and we figured here’s a different areas that are based on stats that are out there right now. Your content we know is important. So at the end of the day you still need landing pages you need different types of collateral different types of things that are happening from a content perspective. Any marketing initiatives to be able to do that. But at the end of the day what’s kind of the nuts behind it. It’s the merchandise and you want to make sure you have your merchandising done and it’s very clear and obviously adding promotions and adding you know from that brand loyalist side and you’re kind of VIPs think about exclusive early access and kind of with that is that event event countdown or an event ticker. So it’s creating that buzz and you’re creating it from again think about this even outside of this in a multi-channel facet. Think about your social media blast. Think about things with your emails things with you kind of digitizing every aspect of it. Speaking of the digitizing word itself. So thinking of B2B I know I’m flying through this pretty quickly guys but when it gets to the demo we got a lot of good stuff but from the B2B side in thinking about you know you that are potentially a business to business or even if you’re a hybrid model or if you have multiple distributions so you’re doing B2C and B2B expectations have been rewired. I feel like almost all of my conversations that are with merchants with B2B capabilities it’s all around us all around the stats that are out there and looking at these graphs I mean wow right at the end of the day what the pandemic did for B2B was really digitizing and B2B this is where things are really starting to grow and really starting to take off. If you are you know if you have the familiarity with our platform with with commerce your 240 really delivered a lot of new B2B capabilities that we’re going to go through today. So we’re going to talk a lot about that during the demonstration but the stats are there right. We’re seeing this this lift we saw you know even just from 2020 to 2021 we saw 17.8 percent growth and when you look at it from the dollars perspective right here in that graph it’s huge. It’s a really big deal. So you know thinking of digitizing and looking at those stats or these stats specifically we can see how these stats are supporting that B2B growth. We’re seeing what buyers are doing what suppliers what distributors etc are doing kind of across the board. Right so marketplaces this is an emerging storefront. It would be crazy for us not to think about this. I know I personally and if you’ve joined these in the past I’m all about you know having brand ambassadors making sure that you’re delivering directly to your consumers but at the end of the day you know marketplaces are there and they’re there for ease of shopping to be able to go through things quickly. You know so this is an emerging and it’s continuing to be an emerging storefront. I kind of have said this in the past but you know for I’ll say it as like an Amazon channel from a direct to consumer side and you know retail and B2B and so forth so on but you know at the end of the day if you can’t beat them you’ve got to join them but it also kind of helps you have some brand loyalists as well. So those that even shop on marketplaces there still might be brand ambassadors for you so if you have a way to connect that tissue between the marketplace to your branding site and then where that direct consumer definitely do that but marketplaces are on the rise and again looking at it from more direct to consumer side but also B2B. So B2B is seeing that growth too even with marketplace so it’s happening it’s happening across the board. We know that and thinking of kind of more and more of those stats you know the global to desire to shop responsibility and something that I really think is important to think about too is the resale marketplaces. That is another part that is a trend that’s happening in the digital ecosystem. Resale marketplaces or resale in general you know so kind of thinking of it like secondhand sales you know really yes it’s used products but that is something that is predicted to be a major player in the retail landscape for this year and it’s continued to see growth year to year over year too so that’s happening as well. So if you have that opportunity even from a kind of resale aspect this is something that I would say we start taking a look at. All right I’m gonna jump into the demo right I love kind of going through obviously the stats I think it’s great to as we’re talking through things but I love really want to you know I really want to start focusing in on what types of things you know based on those trends based on those stats based on what we’re seeing how can those be done what can we do kind of out of the box and natively so everything you see during the demonstrations throughout all commerce and coffees but including today is all native capabilities and native features. I am operating on two four three so version 2.4.3 and it’s gonna be both for the direct to consumer side but also for the b2b side so everything you see is part of those versioning. Now the first one I want to highlight because this is probably gonna be the quicker part is the event ticker so I think I probably went through this way back probably about a year and a half ago and I’ve heard some questions about it in the past so I wanted to bring this back up and showcase it. So the event ticker is essentially the ability to kind of see different things that are happening from an event side so you have it where this VIP sale category is something that has with a sale ending at a specific time so it’s creating buzz in two different fashions so if this did not yes part it would actually have this where a sale starts in obviously with us already being active in the sale it’s giving us sale ends in so we have the banner that’s up here at the top and we also have it here at the left hand side we also have the ability to do that through the basically that left rail or the right rail or really anywhere throughout the the site that we want to as well this is basically just an event ticker widget that we can always add basically to anywhere throughout the customer journey so you know I’m showcasing it here on the VIP sale itself but let’s say we were in the what’s new page right for instance so we’ll pull this up we could see right here the VIP sale we have that little banner here again it’s within the the left rail again so if I went into let’s say we went into one category that just basically goes right into products right away same concept here in the layer navigation left rail we’ll see that that VIP sale and saying at that end so we’re creating the buzz you know what I mentioned this before but from a content side and on-site content I’m creating buzz throughout the customer experience so no matter where you are I’m saying hey guess what we got a VIP sale going on you’re you’re invited to it so you’re creating that exclusivity nest to it too so you’re not just saying that we have a sale going on you’re saying VIP come on in knock on the door we’ll let you in and we’re gonna give you some sales here so it’s important to think about that and as you are thinking about how to build your branding and how to become more entrenched into kind of that brain loyalist aspect think of these types of ways to do that so again native capability a native feature it coincides with the category itself so the VIP sale category but also you can see I do have a promotion here so my promotions very very big it’s a 50% one so I’m obviously this problem I wouldn’t say to always do this because some things in here like this for instance at $2.99 having a 50% off is a pretty significant and steep promo so essentially that’s one area that I wanted to kind of call out and I’m going to show you on the admin side just how the events are set up in just a second but the other thing I actually wanted to take you through is this idea of of actual true VIP VIP so if you have segments of customers right and like I said our next event in June we are really focusing on on personalization so I’ll talk a little bit more about that in depth during that one but for now I wanted to quickly showcase one thing so one of the things that I’m going to highlight is category permissions really awesome feature I’m gonna log in as myself here and I’m just logging in as a customer essentially and one of the things I want to highlight your eyes to here is the weightlifting VIP sale category that actually just showed up and it’s specific to my customer to my customer account essentially now again I’m going to show that just in one more fashion I’m going to sign out here you’ll actually after I signed out that that navigation element is no longer there so that is actually done through category permissions so just one more flavor of that I’m going to show you Veronica here so let me log in as Veronica and you’ll see that she instead of the weightlifting category or instead of no category here she’s actually going to have a different one so she is a VIP in the yoga segment essentially and her being that chopper in yoga she gets this VIP treatment essentially for a sale that’s around it so that is that category permission aspect it really does focus in on and kind of deliver more of a one-to kind of a many experience I’ll call it out is that so how is all that done right that’s an important question so through the marketing aspect and down into your private sales and events so the reason why I don’t you know look it’s not really a private sale because event ticker you can essentially have it publicized so I have mine publicly you know basically out there right now for the Luma branding but you can kind of see you can add this as more of a private sale to the event itself you’ll see here this is the one that I have it’s the VIP sale I’ll go into this editor so you can see what this looks like I have my start date so if I ever wanted to increase this if I wanted to change the date or anything like that I can do that here I have it associated with a specific category I have that VIP image here and I’m also displaying the countdown ticker on the category page plp or PDP so both of them are there now the just to kind of flip to the to the shared or that basically the category permissions here so again native feature within Adobe Commerce is category permission you’ll actually see the weightlifting VIP cell and the yoga VIP cell those two that I have right here are active categories active included in the menu as well but the reason why they’re not showing is because my category permissions essentially I’m saying for all customer groups I’m denying browsing category product prices as well as add to cart but for one specific customer group my weightlifting one I’m allowing them to browse add to cart as well as to the prices so if I come back here and just take a look at the yoga VIP cell one you’ll see the same concept here but instead of weightlifting you’ll see that it’s yoga so browsing the category product prices and add to cart so really simple easy way to do it an easy way to kind of deliver that one-to-many experience that seems like it’s personalized and it’s kind of geared towards that specific shoppers so really cool thing all right we’re gonna pivot we’re gonna go into b2b so b2b features things that I want to cover I’m gonna go through this pretty quick there is going to be a recording so you guys can always come back and watch it at your leisure but what I’m gonna go through today is company and business management so the b2b features within Adobe Commerce it’s going to be company and business management I’m gonna go through shared catalogs gonna go through quoting quick order requisition lists and purchase orders which is including workflow rules we’re gonna spend a lot of time on the business management company management which is gonna allude right to bit to purchase orders essentially and that workflow what that looks like so during this demo I’m going to be talking about Brent mill which is my fictitious business that I’m essentially going to use also Luma tools and under Mifflin so you’re gonna see two different buyers that I work with and go to my business Brent mill to purchase specific goods so I’m going to talk about both of them today so if I start referring to my business you kind of get a little bit of a feedback or a little bit understanding of what I’m referring to so I’m going to start with on the admin side and just so you could see what company and how these setups really are so one of the things that I truly love about the b2b capabilities is the fact that I it’s not every single business fits one bill and the mold can be different depending on the business deeds and business requirements meaning the buyers my companies that I’m working with that are essentially purchasing from me some have purchase order and they have workflows some don’t some have different types of workflows and different types of purchase order approvals that others do not you know I’m gonna first kind of go through my Luma tools branding so in my Luma tools branding what I have set up here is again most of this is just general so you have account information legal address etc you also have the company admin so it’s essentially who the president is or who did the main super super admin is of the company I’m going to show why that’s important on a front end side of this in just a second so we’ll come back to that but also company credit so this essentially is allowing them to purchase orders and have a credit approval of a certain amount of available credit to them you can see here there’s an outstanding balance you can also see that I can increase this I can change this as a seller as somebody that is from an admin admin of all side essentially you can also see here that I’m allowing I could allow them to exceed their credit limit too so we have a really good buyer we know we trust them we can let them exceed this limit if we wanted to this advanced setting is a really cool feature because here you can see the different areas of essentially where I’m allowing quotes I can allow enable you know basically purchase order so here this is where you kind of can start saying different companies look for different types of things maybe it’s different payment gateways maybe on certain companies we don’t they don’t need quotes they already have set pricing rules there’s no additional quoting that’s absolutely needed there we can also enable purchase orders or we can enable it where it’s kind of in this way of more of like it kind of has a direct to consumer e-feely type type type of thing so it’s a little bit different type of experience so depending on what the brand or what the buyer needs or company is looking for you can essentially deliver that as a business so that’s on different types so I’ll actually pop open I’m gonna open up another tab here and we’re gonna just look through Dunder Mifflin so hopefully some of you guys have watched The Office before I’m a huge fan of it so within The Office obviously we know that they’re not breaking the bank with making money right so paper products etc it’s not something that you know it’s a copy paper and so forth so on it’s not something that’s huge so you know with them I don’t want them to have any sort of credit so at one point I was like all right I’ll give them $5,000 credit limit but now that’s changed we we’ve had problems in the past with them paying their bill so they don’t have any company credit so instead what I’ve done with them is I have advanced settings with them and their specific settings for their branding so on the front inside when they’re actually doing purchase orders when they’re doing orders and creating orders they have the ability to allow them to do quotes still because they don’t have any sort of specific set pricing but I’m not allowing them to do purchase orders so essentially again going back to that credit limit I’m not allowing them to do something like that they also don’t have really approval rules or anything like that they’re a little bit of a disjointed company so the way that they have their setup when their rules they don’t really have anything specific but what they do ask for is they want specific payment methods available to them so I’m allowing them to purchase essentially through credit cards so they could do key payments and then the other option that they have is essentially stored cards so it’s the same concept it’s through credit cards and I’m going to show this on the front end too so you’re gonna really get a flavor of the experience but company setup that’s essentially the crux of kind of the company setup from an admin side so from again from your side as you’re creating as companies are being added into this where they have for shorters if you want them to if you want to know how quoting and etc now one other point before I jump into the front-end side is you also have the ability to do shared catalogs so you know Dunder Mifflin I’ll use them as the example again here they have a specific I don’t want them to see everything so Brent Mill as a business we sell power tools and different types of hard you know hardware company type things but we also do have paper products so we have you know pallets of paper essentially that they could purchase so the way that I have their setup right now is this paper catalog I have specific pricing and structure for them too so instead of them being able to see all of my different categories that are available again I silo it down so to give them the what’s relevant to them essentially so if I go into their configuration you’ll actually see what’s essentially available to them so you can see different categories are not checked off or not ticked off right now but then if I keep scrolling down I have things like paper and I’d have things like lights and I have things that you know might be a little bit more in their realm of what’s relevant to their business into their buying abilities essentially so and within here really nice features you can also do kind of that one-to-one pricing so you know there’s group pricing obviously and there’s tier pricing that you can set up within Adobe Commerce but you can also do a one-to-one pricing so from a catalog a shared catalog side in a more specific catalog you can do something like this as well where you can change different prices you can do it based on discount you can also do it based on fixed pricing too so if you’re changing specific aspects of this as well okay so I’m gonna come back here I’m gonna go back into our customers now so within the customers essentially you’ll be able to see who’s a part of which company etc and you can see here right now the company that I’m looking at is Dunder Mifflin I’m looking at the specific customers that are associated with it so I’m actually gonna start and log in just as as Jim here so one of the really cool features about the Adobe Commerce and actually didn’t highlight this as I was saying before but is the login as customer we call it a seller assisted shopping essentially so one of the things you could do is as you are a sales rep potentially or you know some of your field reps or maybe you’re even customer service you can actually log in as these buyers and you can essentially put together a cart for them put together a quote for them put together their business rules and logic and their their user structure and so forth so on so I talked about that and I’m going to show you on the front end a very kind of stripped-down version and then we’re going to go into a much more robust version with the Lumen tools but let me log in as Jim here so this is the actual front end experience so what you’re getting to right now so as I was showing all the admin stuff this is now my front end experience of Brent now of my business and of my branding and we’re in here as Jim right now and we could see that the navigation has bestsellers and papers and just orders and returns so it basically is just going into this account side if I go into say the paper side you’ll see that there’s a specific palette of paper here so Jim can always order this can you know change things that he needs to so forth so on kind of create that cart but I wanted to kind of highlight this section specifically where you kind of see here different information about the company so again with them they don’t have purchase orders they don’t have company credit or anything like that they essentially just have you know a little bit of a structure that they have with their business they have different areas different regions so you can see here they have stranded in Nashua so and they also have people that are associated with each of those those basically those areas too so when I kind of go through the Lumen tools I’m gonna really explain how this might work in more of a retail so more of an a distributor aspect but here you can kind of see this is their structure their company users that they have this basically list them all out one of the things with Jim Jim is not an admin so you can see the actions is blank because I can’t edit anything I can’t delete customers I can’t add new customers or anything like that so I’m gonna actually show this just as Michael so I’m gonna log in as Michael Scott instead here so you can kind of get a good feel of more of the company admin able aspects and things that a business can do so they’re adding you know maybe they’re adding new users and maybe a new location was added maybe there’s a new manager maybe there’s a new regional manager but here you could see the one thing that I have now access to is roles and permissions so I’m logged in as Michael Scott I have more access now for managing mostly again overall business from a front-end experience for more of kind of this side of it so you know if I’m looking at a company structure now you could see I also have the ability to add teams edit selected I have the ability to drag and drop people if I needed to you know just by clicking this I also have the ability underneath those company users to add new company users to change company users to you know if I wanted to come in here and say well you know Dwight is is still the assistant to the regional manager but maybe now he’s the junior assistant to the regional manager I can always change that through here too I can also delete folks that are specifically in here so if anybody is moved on from the company you know I might do that through this as well the roles and permissions this is a really cool area because essentially when you start seeing this through the Luma tools you get a little bit better of a flavor here but essentially you have different access points so we’re logged in before as a sales rep which was Jim specifically within the sales rep aspect they do not have access to certain points you could see this is just kind of areas that they have access to in areas that you don’t want them to have access to so they can’t view roles and permission they can’t do any sort of management they can’t also manage users and teams and they also have no access to company credit if it’s available to them so you essentially are guiding maybe buyers maybe sales reps maybe a procurement manager maybe an admin so forth so on by creating these different roles and permissions and like I was saying before I’m going to show you a different company that has a different setup entirely this can be different per each business they don’t even have to have a a trade structure or anything like that they could have one location with multiple users and have different basically permissions or different areas that they can access so with that I’m going to go into the Luma tools aspect so you’re going to see a little bit different now here so let me actually come into here I will grab the Luma tools so we’ll grab this one now we could see different setup we have different people and here you can see company wise we have all these different users the first person I’m going to go in as is I’m actually going to log in as John Allen John Allen is the super admin he’s the president he’s the CEO of this company however you kind of you want to look at it but he essentially runs everything for Luma tools the reason why I’m logging in as him is because you get to be able to see every access point now so Luma tools just as reference they have access to purchase orders they have access to quoting and so forth so on and also have a credit limit too so different than what you saw with Dunder Mifflin but here what you’re kind of getting now is you can see for that that company section you have company profile you have company credit now the company structure users and roles and permissions are there but now you also have approval rules so this is where kind of that procurement aspect comes in that allows more digitizing that type of experience so instead of people calling each other waiting for approval or anything like that all things are done through email transactions so as a rule is basically hit essentially emails will be triggered off and I’ll kind of walk through that in a second but I wanted to talk about so we went through roles and permissions I’m going to show you Luma tools quick Luma tools you can see they have completely different roles different permissions they have buyer they have head of procurement they have junior buyers they have store managers and so forth so on and if you look at their company structure the way that there’s a setup Luma tools is retail they essentially have different retail locations they have Luma tools California New York as well as Texas so there are three different locations and essentially roll up to Janet Smith and core gel these two are essentially their head of procurements and then John Allen who I’m logged in as now is that super admin user but you can kind of see all the different aspects here you have buyers you have junior buyers you could see each manager for each location as well as the buyers that are associated with them and where those really come into play now outside of just what they could see from the front end experience is really these approval rules so here this is where you start building out what buyers or what companies need so if they’re like hey you know Brent mill I’m looking where if my buyer comes into here I want them to not be able to purchase over $2,000 without basically being able to go through head of procurement or through a store manager sure no problem okay well instead of that I want it to be purchased over $10,000 they need head of procurement they also need store manager and they need junior you know junior manager to also approve it sure no problem so those types of things are all things that can be editable and those things can be changed and added new and so forth so on depending on what the business needs are so I’m gonna jump into one of these here so let’s look at the procurement over 2,000 so essentially I have this enabled I have the procurement over $2,000 for for Luma tools Luma tools is requesting this they’re also applying this to specific roles so if for this case in this instance it’s for buyers as well as store managers the rule type really cool thing is we streamlined this a bit from the Adobe commerce platform side we did surveys we were really trying to understand what business to business was really looking for for different rule types what are those those procurements essentially look like and we found that about 95% have covered this essentially so it was border total shipping costs or number of SKUs and you can see here for kind of that conditional aspect what we’re saying is the total is more than $2,000 you could say is is equal to or more than and essentially if you did have also different currencies so let’s say Luma tools did you can also do this with different currencies I only have USD in here right now but you could do this with different currencies as well and the requires approval from so this is a really cool feature where you could do different approvals so if it was the head of procurement and also the store manager or the purchase manager or a store manager or a company admin you can basically do multiple selections here you can have it as single you can you can kind of do this at your leisure is what the business or what the company actually needs here so let’s just take one step back I’m going to show you one that has two of them so here we’ll go into let’s say the $10,000 one so purchase over 10,000 yeah we could see each person we could see a little description of this here we could see buyer we could again in this case we would say let’s also do store manager here we’ll do junior buyer and that’s it anything that’s over 10,000 will essentially do that and for this we’ll say head of procurement and maybe instead of store manager here again we’ll keep that as is but we could say company admin too so again thinking of that from the John and on side so you can always update this again you could change this to a shipping cost so you can do this as number of SKUs or anything like that too so these rules essentially you can add new ones at any point in time so as you know maybe rules change maybe you know with quote unquote you know with things that are different changing with businesses you might need to do something like this with inflation whatever it might be so adding new rules super simple you can do the same thing here we can add a new one at any point in time we can add different different you know conditions on this we could say applies to specific rules we could also do a different approvals etc so you can see kind of how that builds out in real time all right so I’m gonna just change this session quick I’m gonna log in as somebody else because I want to give you another flavor of the Luma tools side what we’re gonna do is we’re gonna log in as Adam Jones Adam Jones is a buyer for the New York location he essentially is working in the retail retail location he’s looking at different inventory levels and he’s looking through the shelves and saying we need different orders we need different things so he is the person that really is putting together the cart and purchasing and actually doing everything as to get the store ready with inventory he still goes through those approvals and you’ll also see here his access level he only has company profile he sees nothing else if I go into you know his purchase orders we could see what he has currently that’s happening we could see you know there’s certain orders that are yet just sitting there as POs they’re not actually order numbers yet because they haven’t been approved they haven’t gone through the approval process one of the examples that we could say is we could see one of them that’s been updated you know really even today so we’re waiting for this one so it’s pending payment now I’m gonna pull it okay so perfect so it’s actually showing I wanted to make sure you guys that were able to see the actual transaction emails so we could see that this order zero zero to one so if I come back here zero zero to one this has actually been approved and it’s waiting payment so just to show you what the email looks like okay so this is not actually up right now but what this actually goes to is usually we’ll go to this page right here and what you’ll actually see is it’s given the option to place the order now so what I’ve done with this order is I’ve actually selected that I wanted an e-payment essentially using credit card here we can also see that this has been approved by everybody so here’s this purchase order we could see that the manager has approved it so Jessica feels did also Janet Smith Smith did so we could see each person has already approved this order we could see if there’s any comments throughout this too it would be noted here we could see the history log of when this was created but basically once we know that this has been essentially been approved we can go in and we could go through that purchase order workflow we can go through the checkout process now at this point and we can see kind of how that looks and we can you know again we could see all this process throughout it so outside that we can also see which ones are still waiting for approval right so I had one that I placed this morning that was over $6,000 so this actually triggered off a few different rules so you can have multiple rules that are associated with a specific order based on what’s there and that approval process itself so here we could see it’s hit those three ones so here’s the three rules we see manager over 500 that doesn’t mean that the manager has to go in and approve it three different times because you have manager approval here you have manager approval here they approve it one time and basically this would be checked off and this would be checked off but we also see that had a procurement is needed because there’s over 2,000 and over a thousand so once procurement comes into this and says okay this looks good and they approve it this will kind of go off and show that this has been approved so this basically again from Brent Mill side so my business that’s selling to these businesses to these distributors to these retailers etc I won’t see anything with this order yet from my side so if I’m in the admin side right here and I look through the orders right so I’ll pop this open so we can look at it there’s no order that’s associated with that right now there’s nothing that’s been placed yet because I this is not yet been approved excuse me that’s been basically submitted to me so it still needs that approval process so kind of a cool area of just being able to see how this really is coming to life so if I’m looking through again all purchase orders we could see which ones were waiting for approval which ones I have been ordered and have been created which ones may have been even declined from an aspect anything in that regard as well so we can kind of see all that so the other thing I wanted to show here before I jump in as a manager is the quote section supports really straightforward basically anything that’s going on with a quote right now so I’m working with a rep essentially a sales rep and I’m saying hey I’d like it if I can get like 10% off here or maybe 20% off here or whatever that might be I can basically submit anything through this I can ask for different things you could see the sales rep that it’s been added to I could see comments throughout this you know I could see this this is what I’ve pushed through I said can we have 20% off so I’m still waiting for you know basically availability from the merchant side so from Brent Mill side so I can’t add any comments into this just yet until basically Brendan goes into there gives me some updates on it etc another thing just quickly requisition lists super straightforward the reckless you could kind of see this throughout it if I go into this you can see I can add different things into this I could change I can do new requisition lists so different products different types of seasonality etc I can create my own list at any point in time throughout the catalog and you can kind of see you know if you remember what I was logged in as as the Dunder Mifflin before you could see they didn’t have all products they did have bestsellers or anything like that but all products they actually had tools and the lighting and the paper products that were up in the top here so just to kind of call that out so let me actually go back here what we’re gonna do is we’re actually gonna log in now as a different person we’re gonna log in here instead of Adam Jones who is getting that buyer aspect I’m gonna show you this from actually I’m gonna go into Janet Smith’s Janet Smith if you remember she is the head of procurement so she kind of everything bubbles up to her if anything kind of hits a certain threshold so she actually has a few orders right now that is pending her approval another thing I want to highlight here is that Janet actually gets to see a lot more of holistically the company and what everybody’s ordering so you can see she’s not actually purchasing anything but if I look through the company I could see anybody who’s ordered anything Adam Jones is obviously the one that’s most popular here but you could see anybody that’s ordered anything I can see this throughout this I also have a ticker you could see requires her approval right now she has three so if Janet receives that email it says hey there’s a few things that are waiting for your approval Adam Jones placed this order she’ll basically be able to click on it she’ll be redirected right to Brent and I’ll front end and be able to see this right away and say okay let’s see what Adam Jones is doing throughout this so here’s that order that I was just referring to and we can see you know okay this has actually hit this this certain limits so let me see what you know what Adam Jones has done already has a quantity of five throughout this basically you know from Janet’s side this looks great you know she can even add a comment looks great add this comment into here and then she can also go into this and say I’m gonna approve this purchase or again she can reject it too so this is one way to do it I just wanted to go back one top one second so you could see this way to do it too so there’s also a way to do this in a mass way so if she looks at this and says yep it’s fine budget is not you know they’ve no problem with the budget right now I can improve them right through here so you can see this approved selected or even reject selected I’ll go through it through this way again just so you could see it this in this format but the approved purchase just basically click that button let’s see that it’s been approved we go back to the approval flow remember what I mentioned before you just because it hit two different rules doesn’t mean that Janet has to approve it twice so basically her approving it approved it for both rules essentially at this point in time also one thing I didn’t cover off before but within the rules and permissions specifically when you’re when you’re thinking about a different role so let’s say as a head of procurement you essentially could bypass all rules so there is the ability through the approval rules and through through rules and permissions where you can essentially bypass certain rules essentially as different roles that are in that in the business so just kind of call that out okay so as just another point in here I’m gonna log back in as John as Adam Jones and with Adam Jones I just want you to see kind of what that looks like from his experience now with that order that was just approved I also want to show you just in one highlight that the order section right I didn’t call it out before but it’s only showing his purchase orders so here you could see obviously he doesn’t have any approvals he doesn’t have any orders that needs his approval you could see this is much more streamlined it’s only his purchase orders it doesn’t say company orders and you could see that the one that we have here so here’s this latest one we go into this we could still see that there’s still pending approval but we could see that Janet actually approved this already so once you know essentially Jessica goes in there and she approves it then basically from there this order will actually be started as a full order it will no longer just be a PO all right that was a lot to go through I know and in a short amount of time and so that basically from that side I’ll see if there’s any questions around it but I do want to jump back into the presentation I want to take you guys quickly through two four four updates but hopefully you guys got a good flavor of different types of features within the b2b capabilities so two four four I’m going to quickly cover this off so the Adobe commerce two four four was released this April and is built on the latest technologies to boost site stability and ensure that you guys remain can you know secure and perform it and compliant so now and really into the future when we’re thinking about new functionality it’s delivered through independent modular services rather than through core code updates which enables faster adoption and really easier and less frequent updates so it’s a big important note to call out and from an innovative side in addition Adobe continues to build on you know really the leadership and headless commerce by increasing graph QL and API coverage for you know several b2b and admin features and adding personalized content promotions to PWA studio Adobe commerce two four four also unlocks access to innovative merchandising b2b commerce experience management payment and cloud functionality introduced in recent versions and from a scalability side this version is the most scalable version ever it’ll enable your store to handle complex catalogs of up to ten times larger than before and process five times more transaction taking a deeper dive into two four lines really enables you to future-proof your digital commerce businesses first moving forward it’ll be easier and more cost-effective to maintain and upgrade the core code there will be less frequent upgrades to the core code meaning you’ll have more time and money to really put forward to a lot of the things we went through actually today thinking about how your business can interact with your consumers you’ll get faster access to innovative features delivered as SaaS services that allow you to adapt to market trends and doesn’t impact your ability to fully customize your site to meet your unique business needs Adobe also offers managed services and other support offerings that help alleviate technical tasks that you focus on tasks that enable your business growth and it deliver to consumers we’re also making frequent update frequent improvements to functionality that help elevate experiences and increase sales help achieve operational excellence and tools that monitor platform health and security two four four offers personalization at scale our AI powered product recommendation and search features tailor the buying experience for each customer to speed up product discovery increase conversion rates and boost average order value initial graph QL coverage of admin and B2B functionality combined with new PWA studio personalization and promotion support make headless implementation even easier our platform allows merchants to engage with both B2B and B2C buyers as we know with superior commerce experiences all from the single platform as well as operate your business efficiently with capabilities such as asset and inventory management improve approve purchase order approval workflow which we just went through and payment services additionally we release our performance monitoring dashboard with two four four so you could track all the tools we offer such as our site wide analysis tool that provides you real-time insights on your healthier platform health all in one place and lastly two four four is built on the latest version of PHP that doesn’t reach end of support until November 2024 and offers boosts in performance that’ll make your site more stable and more scalable it’s important to start thinking about your upgrade plan to two four four or a later version as our two three and two four oh two two four three lines will reach end of support this year staying on a version that is supported means that your site will remain secure performant and PCI compliant not to mention your customers demand an exceptional and seamless user experience as we reviewed somewhat today Adobe commerce two four four is the next cutting edge technology to help you deliver those experiences if you need assistance determining the right upgrade path for you this year or need more time beyond the end of support dates to upgrade reach out to your customer success manager to discuss your options and to help you with your upgrade we’ve developed some awesome amazing resources so on our experience league site you’ll find a page with resources you might need to help with your upgrade process we also developed a two four upgrade guide that provides the steps and best practices to follow when upgrading to two four version or even within the two four versioning to learn more about two four four you can reference our two four four blog post in our release notes and one of the best tools to help you make your upgrades faster and easier is the upgrade compatibility tool the UCT in just minutes it’ll analyze all incompatibilities that need to be addressed before completing your next upgrade it’ll basically identify and spit out a report that tells you where your potential conflicts might be and suggestions on how to do that and how to essentially resolve them lastly we’d like to invite you to an upgrade workshop that an upgrade workshop that’s happening on may 25th this session will be technical in nature so this is a perfect opportunity for any developers on your team that might want to brush up on their upgrade knowledge before completing the next upgrade the workshop will walk through these technical steps tools and best practices to follow when upgrading to two four four or higher all directed on keeping total cost of ownership down so that you could focus on delivering best in class experiences and Alana I will turn this over to you great thank you Cory always great presentation and demo as a reminder this is being recorded so you can watch that all back at your own pace at a later time so I’d like to quickly go over a few of our upcoming events as Cory mentioned next week on may 25th there will be the technical upgrade workshop can’t emphasize enough how valuable this workshop will be going through recommendations for upgrading and best practices so the link to register will be sent out tomorrow in the follow-up email from this event on June 23rd will be our next commerce and coffee session featuring personalization we’ll be deep diving into the endless amount of ways to personalize your site in July we’ll be hosting the second installment of the new DX or digital experience quarterly event you’ll hear hear from speakers about the latest updates and features of Adobe Commerce but also learn about other digital experience products in the Adobe suite and that said if you’re joining us today from another licensed Adobe product like Marketo or AEM we are very excited to have you here thanks for joining us and we really hope that you found value in today’s session so looking ahead Adobe will be hosting experience makers live um eml typically features presentations from Adobe leaders industry professionals and visionaries who share their vision for experienced bakers including where technology is headed and insights into what it takes to be a top experience maker so that event is going to be coming up later this year and then finally we’ll have our annual peak season preparation commerce and coffee event in October so keep an eye out in your inboxes for invitations to all of these events in the coming months and again you can find all registrations for the commerce and coffee and recordings of the past events on the link shown here adobe.ly backslash adobe commerce webinars so with that we have a couple of minutes that we can dive into a few questions so I’m going to jump right in um Cory looking through what came through during the presentation um I flagged a few so here we go do you have any uh white papers on helping b2b customers with adoption of online stores yeah so it’s a great question and we kind of covered it um in today but there’s so many more stats that are out there if you take a look at the adobe economy index we cover a lot of b2b stats we also have a ton in our blogs too I mean that’s outside of just that you can really kind of look up but we definitely do I would say reach out to your customer success manager and we can give you more direct links but there’s tons out there so one point again just to reference it again the adobe digital economy index take a look at that and I would say also our blog for b2b too um just take a look at that because that really highlights a lot of the different stats and a lot of things that we actually covered today too so just uh just to come in with that out there so yeah great question thank you awesome um do you need MSI to do BOPAS oh great question so MSI just reference point so multi-source inventory as well as kind of BOPAS so buy online pickup in store essentially no to kind of answer that you do not need to have different source locations because I think that’s how the question is being asked so you don’t need different locations or different sources if you have one individual source so say that you ship from your your brick and mortar location and you also have it as a shopping experience use it as an actual retail location you basically can have one single location as the buy online pickup and store option as well as the kind of fulfillment of different shipments so you know to answer that you know no you essentially don’t you can have one location but obviously if you have multiple MSI really is is king around that for sure great question awesome um will sensei be updated to support b2b uh amazing question so those that are not familiar with it the product recommendations as well as our live search solution it is part of adobe commerce so it’s essentially it’s with your license cost no additional fees are associated with it it is powered through adobe adobe sensei essentially so it is an ai tool machine learning tool that really does power so in our last commerce and coffee we did ai and automation highly recommend just taking a look at that you can watch it at your leisure it’s a pre it’s already recorded so you know feel free to take a take a gander at that but around this question um so product recommendations is already covered within adobe sensei so that from the b2b side so you already have that available as a b2b merchant we are it is on a roadmap there is no specific timeline i’m hoping for this year but again that’s me it’s not specific in stone yet but the live search capabilities should be it is on a roadmap to be delivered for b2b as well so really great question and i’m really excited about it live search and product recommendations is two of the most amazing tools get me really jazzed up so great question thank you great um i think we have time for one or two more um so quickly is pwa seo friendly amazing question and i’m going to talk about this more categorically so pwa progressive web apps um that is something that is a technology that is in just the general digital ecosystem right so we as adobe commerce provide pwa studio to help deliver pwa but pwa progressive web apps is the new technology that google and that different search engines are looking for it essentially is going to be on a browser it reacts as an application downloaded on your phone you know or if you’re you know on your desktop tablet etc but essentially it’s going to react that way and to answer the question yes it is seo friendly um and in the sense of that google wants you to have it so if you ever run like lighthouse on your site and you don’t have pwa you’re going to see that it will call it out and we’ll give you a probably kind of a crummy uh performance score and it’s based off of the fact that it’s not pwa so that is something i would say you know is absolutely you know in the future look to do pwa look to do that investment it is kind of the new say you know 15 years ago is responsive design now it’s pwa so pwa is just a new front-end technology essentially so great question i love it awesome um and we will close out here with an easy one for you cori is adobe commerce the same as magento yeah so that the orange is bleeding red now so yes it is so magento is now adobe commerce um so yeah so when you you’re hearing me reference it um i know i didn’t say magento at all during this one uh but yes adobe commerce and magento are the same if you actually saw the demo i i’m the top left corner i still have a little the magento bug in there so the little logo that’s there so uh yeah but a great question thank you yeah thanks everybody yeah thank you everyone for your questions we did not have time to get to all of them but if uh if if we missed yours today please reach out to your customer success manager and they can get you all the answers that you need um thank you everybody for joining us for all your great questions thank you to cori for presenting and running through the demo and q a as always fantastic job if you’re leaving the session today you’ll see a very quick survey should take you no more than two minutes we would appreciate you filling that out for us um again if you we weren’t able to to get to your question please reach out to your customer success manager and last reminder that you will receive a recording of today’s event um in an email from go to webinar within 24 hours so keep an eye out for that thank you everybody for attending and have a great day