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Application Punchout: Five Best Practices

February 28, 2019

In a recent Blog channelcentral discussed how using CPQ Data could drive a seamless user experience when configuring products within a Web Store. For those companies that don’t have the IT Development bandwidth to execute front end CPQ application, but still want to offer product configuration within their Web Store a “Punchout” is still the best solution. Punchouts are also referred to as Plug-Ins – for these purposes they are the same thing.

Here are five best practices based on channelcentral’s experience of working with Channel organizations:

Branding
If it’s possible: replicate your branding on the application you punchout to. If it’s not possible, use the branding from the provider or supplier with co-branding. Don’t do something in the middle it never works well and as Companies change brand as frequently as every 7 years, it’s likely you’ll get caught in a re-brand every 3.5 years (one for you, one for them).

Dynamic Data
Try to get dynamic data such as price and inventory in synch with your punchout application. Use Web Services to feed data in real-time. Otherwise the user can’t see valuable decision criteria in the punchout application, or worse, sees different data. There’s a reason you show stock and price in your Web Store, so there’s a reason you should show it in satellite applications.

Single Sign On (SSO)
“I need another login” said NO-ONE ever. If you are going to send a user from your Web Store to a punchout, let them know (include the legal stuff e.g. GDPR) and provide them with seamless access. No login screen.

No Hiding
If you’ve made the decision to add an application to your Web Store it’s because you believe it will help users and drive results. So when you place the link to it deep inside a complex, cascading menu system it’s going to rely on a fairly determined user to find it. Here are some other ideas:

  • Use banner adverts or site sidebars (if your site supports them).
  • Promote the tool in Blogs, Emails, Newsletters, Email Signatures etc.
  • Where relevant use “deep linking” so if the user is browsing a product in your Web Store and your punchout application adds value to that product, link from your catalogue.

Checkout
Once the user has used the punchout application, drive them back to your Web Store. Add to Cart, continue shopping, checkout. Go beyond just export or share.

With the right APIs all of the above can be achieved using relatively simple, yet secure industry standard techniques. All of channelcentral’s applications are designed to be hosted by a Web Store.

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