What is Clinical Research Dental?
Clinical Research Dental is a leading B2B eCommerce business in Canada, specializing in high-quality dental products for clinics and professionals. Their catalog ranges from restorative materials to clinical instruments, working with top-tier brands and distributing to dental professionals across the country.
With a strong B2B focus, Clinical Research Dental is known for running well-structured commercial campaigns designed to drive high purchase volumes and long-term loyalty. Every quarter, they update their promotional offering with over 100 active discounts, free gifts with purchases, and special offers aimed at maximizing perceived value in every order.
Their Shopify store is built to support repeat purchases, clear promotional terms, and efficient catalog management, even during peak promotional periods.
In this article, we’ll show you how such a complex promotional structure can be managed smoothly and accurately using Planet.
And if you’re interested in more real-world examples, visit our Success Stories blog to discover how other Shopify stores are optimizing their sales strategy with Planet.
Activate Planet and take your B2B strategy on Shopify to the next level.
Challenges they faced
With a commercial strategy based on quarterly campaigns, Clinical Research Dental faced a clear challenge: how to manage over 100 active promotions every three months without losing control, agility, or operational accuracy.
The team needed a solution that would allow them to:
- Activate and deactivate promotions in bulk based on the current quarter’s campaign, without having to edit products one by one.
- Internally organize promotional products, adding or removing specific tags to manage promotions by type (discount, bundle, free gift), without affecting the customer experience.
- Apply multiple types of promotions simultaneously:
- Automatic volume discounts, displayed clearly via banners or key messages.
- BOGO (Buy One Get One) offers for selected products.
- Free gifts, automatically added to certain purchases.
The volume, variety, and time-sensitivity of their promotions made manual management in Shopify unfeasible. And relying on multiple apps or external integrations would only increase complexity and the risk of errors.
They needed a solution that could automate the entire promotional system without losing control.
The Planet solution
To face the challenge of launching over 100 promotions every quarter in a structured, frictionless way, Clinical Research Dental chose Planet as their central promotional platform on Shopify.
With Planet, the team can now manage a wide variety of promotions from a single dashboard, maintaining a simplified operation that adapts to the complexity and volume of their campaigns.
Key functionalities used:
Tag-based automation
Tag management is the backbone of their promotional structure. With Planet, they can add or remove product tags in bulk based on the current quarter’s campaign. This allows them to:
- Organize promotions by type (BOGO, volume, gift...).
- Automatically activate promotional conditions based on applied tags.
- Filter products with advanced precision, speeding up setup and minimizing errors.
Benefit:
A clean internal structure, full scalability, and speed to prepare 100+ promotions in parallel.
Discounts for large packs
Given the professional profile of their customers and the nature of their products, Clinical Research Dental encourages bulk buying by offering discounts on larger format variants (e.g. packs of 25 vs. packs of 10).
Instead of using tiered pricing rules in the cart, they configure special prices directly on larger variants and highlight them via banners or messaging.
Benefit:
Matches the buying habits of professionals, drives larger orders without technical complications, and increases perceived value early in the purchase process.
BOGO (Buy One, Get One)
They often run promotions like “Buy 3, get 1 free”, which are effective for clinics that frequently reorder familiar products.
With Planet, they can create complex BOGO rules (not just 1+1, but 3+1, 4+1, etc.), targeting specific SKUs or categories and activating them automatically for each quarterly campaign.
Benefit:
Boosts AOV without friction, rewards loyal buying behavior and moves key stock without applying storewide discounts.
Free gift with purchase
For selected SKUs, they offer free gifts automatically added to the cart, often relevant accessories or product samples.
Planet allows them to configure these promotions without third-party apps or manual intervention.
Benefit:
Strengthens perceived value and enhances customer experience, especially effective for product launches or upsell campaigns.
Results achieved
Since implementing Planet, Clinical Research Dental has fully professionalized their promotional campaign management on Shopify. With 100+ active promotions per quarter, their operation required a robust, visual, and flexible tool that could eliminate manual errors and speed up launches.
Thanks to tag automation, scheduled promotions, and pre-configured rules by type (volume, BOGO, free gift), they’ve been able to scale without increasing workload.
Today, 15% of their total revenue comes from active promotions managed through Planet, validating the impact of a structured campaign strategy in a seasonal B2B context.
Key benefits
- Agility to launch over 100 promotions per quarter without overloading the team or causing errors.
- Better internal control and visibility through tag-based promotion management, easy to organize, categorize, and automate.
- Higher AOV and stronger perceived value, thanks to clear volume discounts and visible promotional messaging.
- Lower dependence on development or third-party tools, as everything is managed from Planet’s interface.
Clinical Research Dental proves that even stores with high promotional volume and complex logic can maintain a clean, scalable, and efficient operation.
Do you run seasonal campaigns or complex B2B promotions?
With Planet, you can leave manual errors behind, launch dozens of promotions in minutes, and manage everything from a single dashboard.
Join other merchants already scaling their campaigns with clarity, speed, and real results.