Perlick Transforms Sales Operations with Znode’s Customized B2B Sales Portal

Situation

Perlick, a leading manufacturer of premium refrigeration and beverage systems, operates a complex B2B and B2B2C hybrid business model driven by sales representatives, dealer networks, and project-based selling. To support its business, Perlick manages products that require detailed configuration, including multiple selectable options, specifications, and customer-specific pricing that vary by project and buyer. Delivering this level of flexibility required a digital platform capable of supporting role-based access, and complex product and pricing structures. Its legacy Magento environment lacked the flexibility and integration needed to unify systems and support these requirements at scale. 

Challenge

Perlick’s sales operations were constrained by fragmented systems and inconsistent access to critical data. Sales representatives lacked a unified view of customer activity, including orders, shipments, and financial details, limiting their ability to operate efficiently and deliver a consistent customer experience. The organization also needed to integrate with its Epicor ERPs and standardize workflows across teams. The priority was to establish a centralized sales portal that could improve visibility, support rep-assisted selling, and drive operational consistency. 

Solution

Perlick selected Znode as its ecommerce platform to leverage its Commerce Portal capabilities, enabling the creation of a customized Sales Portal tailored to its complex, sales-driven business model. Built on Znode’s flexible, API-first architecture, the solution delivers a unified interface for both sales representatives and dealers. The portal centralizes product and customer data and supports complex product configurations with multiple options, pricing variations, and customer-specific rules, while providing role-based access to orders, shipments, invoices, and commissions. This gives sales teams a complete, real-time view of account activity and improves sales execution. 

Znode integrates with Epicor 10 ERP and Freshdesk in this portal environment to unify data and workflows. The Sales Portal supports rep-assisted selling, streamlines the order lifecycle, and reduces manual effort. Sales teams gain immediate access to actionable information, while customers benefit from a more efficient and transparent buying experience. The result is a scalable digital foundation that improves productivity, simplifies operations, and enables continued growth. 

Download the Znode Feature List to the right for more information.