M2B Commerce by Metrotechs
Industrial workers reviewing plans at a jobsite

M2B Commerce Assessment

Tell us how your manufacturer needs to improve the customer or dealer buying workflow.

Use this form when you need a dealer portal, B2B ecommerce build, quote intake workflow, ERP-connected ordering, or a roadmap before you commit to a rebuild.

What we need to understand before scoping M2B work

You do not need every requirement written before you reach out. Share the current ordering problem, the systems involved, and what customers, dealers, distributors, contractors, or internal teams need to do differently. If intake automation is part of the project, include the emails, PDFs, spreadsheets, RFQs, attachments, product-matching work, or support questions you want to reduce. We will use that context to follow up with the right questions, quote direction, or roadmap recommendation.

Warehouse worker holding a tablet in a distribution facility
Roadmap input
  • Current commerce stack review
  • Dealer and customer ordering workflow map
  • Platform and integration gap analysis
  • ERP, CRM, inventory, and shipping connection review
  • RFQ and intake opportunity map
  • Recommended architecture
  • Roadmap by phase
  • Budget ranges
  • Implementation priorities
  • Risk list

How your request is used

Current state

We look at your buyer workflow, internal handoffs, platform constraints, system ownership, and data risks.

Decision path

You get a clearer view of whether the right move is repair, integration, reviewed intake workflow, phased rebuild, or platform replacement.

Execution roadmap

The follow-up can turn findings into phases, budget ranges, dependencies, and implementation risks.

Assessment Inputs

What gets reviewed before recommendations are made.

This is not a generic discovery call. It is a structured review of how your Manufacturer-to-Business commerce workflow works today, where manual work appears, and what the modernization path should protect.

Current ordering channels

Phone, email, PDFs, spreadsheets, existing portals, ecommerce checkout, quote requests, sales-assisted orders, and repeat-order paths.

Systems and ownership

ERP, CRM, ecommerce platform, inventory tools, shipping systems, accounting, spreadsheets, middleware, and internal admin ownership.

Buyer and account rules

Dealer tiers, distributor requirements, customer account terms, product access, quote rules, pricing logic, and approval paths.

Operational risk

Data quality, stale inventory, duplicate entry, manual cleanup, source evidence, platform limitations, support burden, and launch sequencing constraints.

Assessment Flow

A roadmap-oriented assessment, not a vague requirements exercise.

  1. Phase 1

    Workflow review

    Trace how buyers order today and where teams intervene to make the order usable.

  2. Phase 2

    System map

    Document where account, product, pricing, inventory, order, and shipping data live.

  3. Phase 3

    Gap analysis

    Identify the workflow, integration, platform, content, and data gaps blocking better ordering.

  4. Phase 4

    Phased roadmap

    Recommend phases, priorities, risks, budget ranges, and the first implementation path.

Continue planning the system

Dealer Portals

Plan and build a portal your dealers, distributors, and customer accounts can actually use.

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Order-to-Door

Connect quote, order, inventory, fulfillment, shipping, and reporting workflows so buyers and internal teams have a clearer order path.

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Platforms

Evaluate WooCommerce, Shopify B2B, BigCommerce B2B, Odoo, and custom commerce architectures against your manufacturer workflow.

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