How Cocolab Opened a New Sales Channel Without Changing Their Stack

Sep 1, 2025

Sep 1, 2025

Natalie Ma

Natalie Ma

Cocolab

Industry: Health and Wellness

Category: Dental Care

Company: Cocolab

Segment: Mid-Market



The Challenge: Small Orders, Manual Translation

Cocolab wanted to sell into Dental Service Organizations (DSOs) nationwide. The opportunity was massive, but the operational math did not make sense.

DSOs operate inside their own procurement systems. They will not place orders through Cocolab’s Shopify store. Instead, they send structured purchase orders via email, which vendors must manually click through and process.

Each DSO purchase order required someone on the operations team to:

  • Open the email

  • Review the PDF

  • Manually type SKUs and quantities into Shopify Plus

  • Confirm pricing and shipping

  • Sync order into ERP, WMS and shipping tool

Each order took about 5-10 minutes to enter across the order lifecycle. The average order value per clinic was around $100.

That meant the cost of labor just to create the order before fulfillment, COGS or shipping. A small order required the same handling time as a much larger wholesale PO.

“We wanted to sell to DSOs, but retyping every order into Shopify or Netsuite will create too much friction for the team,” - Chris Spratt, CFO

The issue was not demand. It was manual translation between systems.


The Solution: Eliminate the Human Bridge

Cocolab partnered with Buddy to automate the gap between incoming DSO POs and their internal stack.

  • Standard process: DSO system → Human → Shopify Plus/ERP

  • New process: DSO system → Buddy → Shopify Plus/ERP

Buddy automatically:

  • Parsed purchase orders from Gmail

  • Structured SKUs and quantities

  • Created the order directly inside Shopify Plus

The team would then review the order before pushing it into Netsuite. Manual data entry was removed.


The Result: From 10 Minutes to 1

Before Buddy:

  • ~5-10 minutes per order

  • Manual SKU entry

  • Channel felt inefficient

After Buddy:

  • <1 minute review and approval

  • No retyping

  • Clean system sync

By reducing handling time by 80 percent, Cocolab made $100 orders economically viable.

“We no longer had to debate whether small DSO orders were worth the effort. The team would just review and approve.” - Chris Spratt, CFO


The Outcome: Sales Expansion Without Operational Drag

Cocolab did not change their stack nor add headcount. They also did not require DSOs to adapt to their systems.

With Buddy, that shift turned an operationally unattractive channel into one they could confidently pursue.

Sometimes growth is not blocked by demand. It is blocked by manual entry between systems.


Book a demo to see how Buddy can turn your operations into an engine for growth.

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