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Customer-Specific Catalog Personalization

AI-powered catalog personalization delivering contract-priced, assortment-filtered, and recommendation-enhanced product catalogs tailored to each customer's purchase history, contracts, and preferences.

Business Outcome

time reduction in catalog creation and updates

Complexity:

Medium

Time to Value:

3-6 months

Why This Matters

What It Is

Current State

(Traditional)

1. All B2B customers see same generic catalog with standard list prices. 2. Customer service manually applies contract pricing after customer contacts sales rep via email or phone. 3. No product recommendations or assortment filtering (customers see all 10,000+ SKUs including non-approved items). 4. Customers must manually search and filter catalog to find relevant products. 5. No visibility into frequently ordered items, recommended reorders, or substitution suggestions.

Characteristics

• SAP
• Oracle
• Microsoft Dynamics
• Salesforce
• BigCommerce
• OroCommerce
• Shopify Plus
• Product Information Management (PIM) Systems
• AI-driven recommendation engines
• Self-Service Portals

Pain Points

⚠ Complexity and Manual Effort: High administrative overhead due to managing multiple customer-specific catalogs manually.
⚠ Integration Challenges: Difficulties in synchronizing data between various systems can lead to errors and inefficiencies.
⚠ Scalability Issues: Struggles to maintain accuracy and timeliness when personalizing catalogs at scale.
⚠ Limited Real-Time Updates: Delays in updating pricing or product availability can frustrate buyers.
⚠ User Experience Gaps: Poorly designed portals can increase friction and reduce conversion rates.
⚠ Dependence on Manual Processes: Some companies still rely on Excel and email for catalog customization, leading to inefficiencies.
⚠ Cost of Integration: High costs associated with integrating multiple systems can be a barrier for some businesses.

Future State

(Agentic)

Catalog Personalization Agent retrieves customer profile: contract pricing tiers, approved assortment, purchase history, industry, and preferences.
Agent filters catalog to show only customer-approved products based on contract terms, compliance rules, and assortment agreements.
Agent applies customer-specific contract pricing, volume discounts, and promotional offers automatically (no manual lookup).
Agent generates AI-powered product recommendations: frequently ordered items, recommended reorders based on usage patterns, suggested bundles, and cross-sell opportunities.

5. Agent displays personalized catalog with contract pricing, filtered assortment, and recommendations in <500ms for seamless browsing experience.

Characteristics

• Customer contract pricing tiers and volume discount rules
• Customer approved assortment lists (whitelists, blacklists)
• Purchase history and order frequency data
• Customer industry, segment, and preference data
• Product cross-sell and bundle recommendations
• Inventory Management Management availability by customer fulfillment preferences

Benefits

✓ 100% contract pricing visibility (no manual lookup required)
✓ 15-25% average order value (AOV) lift from personalized recommendations
✓ 40-60% faster ordering time (8-12 minutes vs 20-30 minutes)
✓ Automated assortment compliance (customers only see approved products)
✓ Improved customer satisfaction through relevant, personalized experience
✓ Higher win rates against competitors with generic catalogs

Is This Right for You?

39% match

This score is based on general applicability (industry fit, implementation complexity, and ROI potential). Use the Preferences button above to set your industry, role, and company profile for personalized matching.

Why this score:

• Applicable across multiple industries
• Higher complexity - requires more resources and planning
• Moderate expected business value
• Time to value: 3-6 months
• (Score based on general applicability - set preferences for personalized matching)

You might benefit from Customer-Specific Catalog Personalization if:

You're experiencing: Complexity and Manual Effort: High administrative overhead due to managing multiple customer-specific catalogs manually.
You're experiencing: Integration Challenges: Difficulties in synchronizing data between various systems can lead to errors and inefficiencies.
You're experiencing: Scalability Issues: Struggles to maintain accuracy and timeliness when personalizing catalogs at scale.

This may not be right for you if:

High implementation complexity - ensure adequate technical resources
Requires human oversight for critical decision points - not fully autonomous

Parent Capability

B2B Catalog & Punchout

Delivers real-time catalogs with complete personalization, dramatically faster punchout setup, and significantly fewer order errors through AI-powered automation.