Transforming a B2C Retail Startup into an Enterprise-Grade B2B Platform
Our Clients
Engagement Overview
Our client is a pioneer in corporate gifting that started as a B2C retail startup and quickly attracted interest from large enterprises looking for scalable, personalized gifting programs. The shift from one-off consumer orders to complex corporate workflows created new demands on their platform: bulk ordering, personalization at scale, and deep integration with enterprise ecosystems.
TechBlocks partnered with the client to modernize their platform, redesign the customer experience, and build the operational backbone needed for B2B. We implemented a unified cross-device experience, advanced personalization, real-time inventory and order visibility, and enterprise-grade integrations that enabled the client to grow into a true B2B gifting platform.
Key Challenges
The company’s original B2C-focused platform was not built for enterprise-grade scale.
As they moved into larger corporate accounts, they needed to support bulk orders, approvals, curated experiences, and integrations with CRM, HR, and identity systems. At the same time, they needed to move quickly on strategic initiatives without requiring constant oversight or micro-management.
Scaling from B2C to Enterprise-Grade Operations
The existing platform was optimized for individual consumers, not enterprise buyers. It struggled to support bulk ordering, multi-stakeholder approvals, and complex corporate gifting programs. This limited the company’s ability to fully serve large accounts.
Limited Personalization & Branded Experiences
Enterprise clients wanted curated, branded experiences for their employees and customers. The platform had basic personalization, but no way to deliver branded landing pages, configurable collections, or flexible gifting methods tailored to each enterprise.
Fragmented Integrations with Enterprise Systems
To fit into enterprise workflows, the platform needed seamless integration with CRM, marketing automation, HR tools, SSO providers, and payment systems. Existing integrations were limited or non-existent, forcing manual workarounds that slowed adoption and reduced the perceived quality of the offering.
Operational Inefficiencies & Lack of Visibility
On the internal side, approvals, budget tracking, and campaign performance were managed with manual processes and disconnected tools. Inventory visibility was limited, leading to stockouts and order backlogs. This hurt both operational efficiency and the customer experience.
Approach & Solutions
1. Enterprise-Ready Customer Experience Platform
We reimagined the front-end experience to meet the expectations of enterprise buyers and recipients.
- Redesigned the customer-facing platform with a unified cross-device experience across desktop and mobile
- Introduced real-time order tracking so corporate buyers and recipients could see status and delivery updates
- Curated gift collections tailored to enterprise use cases such as employee recognition, client appreciation, and events
- Implemented personalization features including branded landing pages, customized baskets, and flexible gifting methods (e.g., individual selection, bulk sends, and campaign-based gifting)
2. Enterprise Integrations & Identity Management
We built an integration layer that allowed the platform to plug into the systems enterprises already used.
- Integrated with Salesforce, HubSpot, and Compass CRM to align gifting campaigns with sales and marketing workflows
- Connected to SSO providers including Azure AD, Google, and Okta to support secure single sign-on for enterprise users
- Integrated Google Reviews and e-signature tools to support feedback, approvals, and contractual workflows where needed
- Enabled secure, multi-method payments through Credits and Stripe to simplify checkout for both one-off and bulk orders
3. Internal Operations, Analytics, & Inventory Management
We modernized internal tools so the client’s teams could manage enterprise programs efficiently.
- Streamlined approvals with customizable workflows to match different client policies and internal governance needs
- Built analytics dashboards to track budgets, campaign performance, and gifting impact across accounts and time periods
- Introduced real-time inventory management to reduce stockouts, prevent over-selling, and cut order backlogs
- Gave internal teams clear visibility into demand, fulfillment, and spend so they could make proactive decisions
4. White-Label Capabilities & Delivery Excellence
We helped the client turn their platform into a product that could be embedded directly into enterprise environments.
- Developed a white-label product configuration capability that allowed enterprise clients to embed the gifting platform into their own portals and workflows
- Supported custom branding, configuration, and integration options to meet enterprise requirements without bespoke rebuilds
- Established Centers of Excellence (CoEs) within TechBlocks to drive ongoing product innovation, delivery excellence, and roadmap execution
- Ensured strategic initiatives moved forward quickly and predictably without requiring micro-management from the client
Impact & Results
The client successfully evolved from a B2C retail startup into a B2B enterprise gifting platform.
They gained a modern, integrated experience for both customers and employees, stronger operational foundations, and the ability to support large corporate programs at scale. Conversion, volume per customer, and enterprise adoption all improved as a result.
Increased conversion rate
Seamless integration of multi-method payment options, including Credits and Stripe, contributed to a 32% increase in e-commerce conversion rate as checkout friction dropped for both individual and enterprise buyers.
Increase in cart size
Average gifts per customer doubled, driven by enterprise clients embracing white-label deployments and bulk ordering capabilities that made it easier to run larger, recurring gifting programs.
Reduction in checkout time
CRM, HCM, and SSO integrations reduced checkout time by 45%, allowing enterprise users to authenticate, select gifts, and complete orders far more quickly, improving satisfaction and adoption across corporate accounts.
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