HEC Montréal

A customized portal for the sale of educational magazines and books

Mandate

In order to promote the products and subscription plans of the Chair of Arts Management, HEC Montréal wanted to set up a B2B and B2C customer portal to facilitate the ordering process for its publications in digital and paper format. Our team of specialists developed a solution to meet all the specific requirements of their business model, standardizing and digitizing the ordering process for individuals, institutions and students.

Customer

The Carmelle and Rémi-Marcoux Chair of Arts Management is an initiative of HEC Montréal to promote excellence in arts management through education and research activities. It publishes the International Journal of Arts Management (IJAM), an internationally recognized arts management journal.

Personalized modules

Our team has developed a customer portal with several customized modules.

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Subscription-based sales giving users access to print and digital magazines and downloadable products through exclusive access rights to the customer portal.

Shopping cart addition process, price and access rights adapted to each customer's location according to country and billing address.

Customization of information, prices and available products according to the associated customer group, such as students, universities or researchers. Each user must authenticate his or her status by providing proof, enabling the sales team to effectively moderate new memberships.

Manage the availability of downloadable products and their prices according to the specific requirements of each customer group. Administrators can therefore define access rights and download conditions according to the needs and criteria specific to each group, offering a personalized purchasing experience for all customer groups.

A system that records the number of times each magazine or digital work is read, along with the corresponding IP addresses, enabling administrators to guarantee the security of their content and protect access rights.

API integrations

Connection with Salesforce

With specific needs in terms of order, price and customer management, the Salesforce CRM API integration with their customer portal enabled them to centralize all order-related information and automate follow-ups. We also handled the export of customers, orders and subscriptions.

Integration of their payment gateway

We established a customized connection between the HEC-specific payment gateway and their dvore customer portal using a custom-programmed API. This integration took into account the security and data transmission specifications required by HEC, using their secure data transmission protocol.

Results

The Chair of Arts Management can now manage the sale of educational books, as well as print and digital magazine subscriptions, using a single platform.

  • Consolidation of orders on a single platform in compliance with trade regulations
  • Centralize data and reduce manual tasks
  • Automated transfer of all orders to the customer relationship manager (CRM) tool
  • Digitization of processes and products

HEC Montréal

Integrated with operations

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