What best describes your business? *

Manufacturer
Distributor
Wholesaler
Retailer

How do you primarily sell? *

Direct to Customers
Through Partners/Distributors
Both Direct & Partners

Who are your primary customers? *

Other Businesses (B2B)
Consumers (B2C)
Both B2B and B2C

How is your sales team structured? *

Internal Sales Team
Independent Reps / Agencies
Inside Sales Only
Self-Service Only

What types of products do you sell? *

Complex Configured Products
Products with Simple Variants
Standard Products

How many products (SKUs) do you sell? *

Under 1,000 SKUs
1,000 - 10,000 SKUs
10,000 - 100,000 SKUs
Over 100,000 SKUs

What is your typical order value? *

Under $500
$500 - $5,000
$5,000 - $50,000
Over $50,000

Do you sell consumables or replenishables? *

Yes, Significant Part of Business
Some Products
No

How relevant is Platform & Integration to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

eCommerce Platform Maturity

Basic informational website with no transactional capabilities
Template-based platform with limited B2B features
B2B-capable platform with standard account management
Purpose-built B2B platform with approval workflows and contract pricing
Composable/headless architecture with best-of-breed components

ERP & Back-Office Integration

No connection to ERP; all data transferred manually
Basic one-way integration; inventory updates manual or daily batch
Bidirectional integration with some manual reconciliation
Real-time automated integration with exception alerts
Unified data layer with real-time sync and single source of truth

Product Information Management (PIM)

Product data scattered across spreadsheets with no central repository
Product data in ERP but lacks rich attributes; updates time-consuming
Dedicated PIM managing structured attributes and digital assets
PIM integrated with eCommerce, ERP, and marketing automation
Advanced PIM with AI-assisted enrichment and dynamic content

Multi-Storefront & Market Capability

Single website serving all customers with no differentiation
One storefront with basic regional variations handled manually
Multiple storefronts for different brands/regions sharing common backend
Sophisticated multi-storefront with differentiated experiences
Fully configurable multi-storefront with centralized governance

API & Integration Architecture

No APIs; all integrations are file-based or manual
Limited APIs; most integrations are point-to-point
Documented REST APIs for core functions
API-first architecture with integration platform (iPaaS)
Composable microservices with event-driven integrations

Security, Compliance & Data Privacy

Basic security; compliance addressed reactively
Minimum compliance met but lacking comprehensive monitoring
Comprehensive security with encryption and documented policies
Mature security with continuous monitoring and threat detection
Security embedded in DevSecOps; SOC 2 Type II certified

How relevant is Customer Experience to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Customer Portal & Self-Service Depth

No online portal; customers must contact sales for account info
Basic portal showing order history and shipment tracking
Self-service for orders, invoices, payments, returns, account settings
Comprehensive portal with custom catalogs, approval workflows, analytics
Strategic procurement tool with ERP/punchout and predictive alerts

Personalized Dashboards & Role-Based Views

All users see the same static interface
Basic personalization showing user name and recent orders
Role-aware dashboards with relevant widgets by permissions
Fully personalized dashboards configurable by role with KPIs
AI-driven personalization adapting in real-time to behavior

Wish Lists, Saved Lists & Favorites

No ability to save products for later
Basic wish list for individual users with limited organization
Robust saved lists with naming, quantities, notes, and sharing
Multiple list types with sharing and permissions
Intelligent lists with suggestions, stock alerts, procurement export

Customer-Specific Part Numbers & Cross-References

Customers must use our part numbers only
Customer part numbers can be noted but not searchable
Customer part number mapping with search and display
Full cross-reference management with import/export and API
Intelligent matching with fuzzy search and auto-mapping

Customer-Specific Branding & White-Label

Single branded experience for all customers
Basic customization like logo placement for select accounts
Configurable branding elements per customer or segment
Full white-label with customer-branded portals and documents
Complete brand customization including custom domains

Mobile & Field Access

Site not optimized for mobile; field teams cannot use effectively
Responsive design but limited functionality on mobile
Mobile-optimized with core B2B functionality on any device
Dedicated mobile app or PWA with barcode scanning and offline
Mobile-first with AR visualization, voice ordering, cross-device sync

How relevant is Product Discovery to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Search Capabilities & Intelligence

Basic keyword search; customers often call to find products
Faceted search with filters but finding by specs is cumbersome
Intuitive search with auto-suggestions, synonyms, typo tolerance
Intelligent search with NLP, parametric search, personalized results
AI-powered search with visual search and complex query handling

Navigation, Filtering & Faceted Browse

Basic category navigation only; limited narrowing of large catalogs
Standard category structure with basic filters
Well-organized taxonomy with faceted navigation by specs
Dynamic filtering adapting to customer segment with comparisons
AI-optimized navigation suggesting paths and learning patterns

Product Content & Technical Documentation

Minimal product pages; no technical documentation online
Standard descriptions but inconsistent; documents hard to find
Comprehensive pages with specs, images, downloadable documents
Rich content including videos, 360 views, CAD files, configurators
Personalized content by segment with AR/3D visualization

Product Videos & Rich Media

No product videos; static images only
Occasional videos for select products, inconsistently available
Videos for key products showing usage and specifications
Comprehensive video library with how-to content embedded
Interactive video with chaptering, shoppable elements, recommendations

Ratings, Reviews & Social Proof

No customer ratings or reviews displayed
Basic star ratings collected but not prominently displayed
Active ratings and reviews with moderation on product pages
Verified purchaser reviews with Q&A and filtering
AI-analyzed sentiment with summaries and product improvement integration

Product Configuration & Guided Selling

No online configuration; complex products require offline assistance
Basic variant selection but no guided configuration
Configuration tools for select products with validation
Visual configurators with real-time pricing and guided selling
AI-assisted configuration recommending optimal setups

How relevant is Pricing & Quoting to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Contract & Customer-Specific Pricing

Fixed list pricing only; customer pricing requires offline negotiation
Basic pricing tiers by customer group; contracts managed outside system
Customer-specific and volume pricing calculated automatically
Complex contract pricing with matrices, dates, and quantity breaks
AI-optimized pricing considering customer value and margins

Configure, Price, Quote (CPQ) Capabilities

Quotes created manually in spreadsheets; no systematic process
Basic quoting tool with limited rules; quotes need manual adjustments
CPQ system with guided configuration and approval workflows
Advanced CPQ with visual configuration and proposal generation
AI-enhanced CPQ suggesting configurations and predicting win probability

Volume Discounting & Tiered Pricing

No volume discounts; same price regardless of quantity
Basic quantity breaks on select products, not visible until checkout
Clear volume pricing displayed on product pages with tiers
Sophisticated volume rules across SKUs and order totals
Dynamic volume optimization recommending quantities for next tier

Promotions, Rebates & Incentive Programs

Occasional promotions communicated offline; tracking is manual
Basic promotional capabilities with limited targeting
Targeted promotions with automated application and analytics
Complex programs including rebates and co-op funds with automation
AI-optimized promotional spend predicting response and measuring impact

Subscriptions & Auto-Replenishment

No subscription or auto-replenishment; all orders are one-time
Manual reorder reminders via email but no automated subscriptions
Basic subscription/auto-replenishment for select consumables
Flexible subscription management with customer-controlled options
Intelligent replenishment predicting optimal timing from usage

Tax Management & Compliance

Basic tax calculation; exemption certificates managed manually
Standard tax rates by region but limited B2B exemption support
Integrated tax engine with exemption certificate management
Comprehensive tax compliance with automated certificate renewal
Real-time tax optimization with cross-border and duty calculation

How relevant is Order Management to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Bulk & Rapid Ordering Capabilities

Standard add-to-cart only; ordering many items is time-consuming
Quick order form accepting SKU and quantity but limited validation
Bulk order page with SKU search, grid entry, CSV upload
Advanced rapid ordering with barcode scanning and templates
Intelligent bulk ordering with predictive suggestions

Cart Sharing & Collaboration

Carts are private to individual users; no sharing
Carts can be shared via link but no real-time collaboration
Cart sharing within corporate accounts with transfer and co-editing
Full collaboration with comments, tracking, and notifications
Workflow-integrated collaboration connecting cart and approvals

Cart & Line Item Comments/Instructions

No ability to add notes or special instructions to orders
Single order-level comment field with limited visibility
Comments at cart and line-item level visible to customer service
Structured instruction fields flowing to ERP, WMS, and shipping
Intelligent comment processing with automated routing

Purchase Approval Workflows

No approval process; any user can place orders of any amount
Basic approval requirement managed outside eCommerce via email
Built-in approval workflows based on order value or category
Sophisticated workflows with multi-level approvals and delegation
AI-assisted approvals with risk flagging and routing optimization

Minimum Order Quantities & Ordering Rules

No MOQ enforcement online; issues discovered after submission
MOQs exist but not clearly communicated; validation only at checkout
Clear MOQ display on product pages with cart validation
Flexible MOQ rules by customer, contract, or product
Intelligent ordering rules suggesting optimal quantities

Checkout & Payment Experience

Checkout is manual via phone, email, or fax
Online checkout exists but cumbersome with limited payment options
Streamlined checkout with saved addresses and multiple payments
Optimized checkout with one-click reorder and PO integration
Frictionless checkout with intelligent defaults and procurement integration

How relevant is Fulfillment & Logistics to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Inventory Visibility & Availability

Inventory not available online; customers must contact to check stock
Basic in-stock/out-of-stock status but limited accuracy
Real-time inventory with quantities and location information
Accurate ATP across all locations with alternatives for out-of-stock
Predictive availability with demand-based allocation and supplier integration

Multi-Warehouse & Location Management

Single warehouse view; no visibility into inventory across locations
Inventory tracked by location internally but not exposed to customers
Customer-visible inventory by location with branch selection
Intelligent fulfillment routing optimizing across locations
Network-wide orchestration with dynamic sourcing and proximity optimization

Shipping Options & Carrier Management

Limited shipping options; rates and times not available online
Basic shipping choices with estimated rates; complex scenarios need manual quoting
Multiple carriers with real-time rates, delivery estimates, and tracking
Advanced shipping including carrier optimization and freight management
Logistics optimization across cost, speed, and sustainability

Split Shipments & Partial Fulfillment

No split shipments; entire order ships together or is held
Split shipments possible but require manual intervention
Clear split shipment options at checkout with cost transparency
Intelligent splitting with customer preferences and cost optimization
Predictive fulfillment optimizing splits based on urgency and value

Drop-Shipping & Supplier Direct

No drop-ship capability; all orders fulfilled from our inventory
Drop-shipping handled manually with select suppliers
Integrated drop-ship with automated PO generation and basic tracking
Seamless drop-ship experience with consolidated tracking and returns
Intelligent sourcing dynamically choosing between inventory and drop-ship

Returns, Warranties & After-Sales

Returns require calling customer service; no warranty tracking
Online return requests accepted but processing is manual
Automated RMA process with self-service and warranty info
Streamlined returns with intelligent routing and automated credits
Predictive after-sales preventing returns and proactive warranty service

How relevant is Sales & Channels to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Sales Representative Tools & Enablement

Sales reps rely on memory and spreadsheets; limited digital tools
CRM access and basic product info; placing orders requires separate systems
Unified interface for reps to access accounts, place orders, view history
Complete sales suite with customer insights and AI recommendations
AI-powered selling prioritizing activities and providing coaching

Hybrid Selling Integration (Digital + Rep)

Online and rep-assisted sales completely separate; no visibility
Reps can see online activity in CRM but experiences are disconnected
Customers move fluidly between self-service and rep-assisted
True hybrid with intelligent handoffs and collaborative carts
AI-driven engagement determining optimal channel by value and complexity

Partner & Distributor Portals

Partners place orders manually with no digital tools
Basic partner portal for orders and inventory with limited support
Comprehensive partner portal with co-branded storefronts
API access with white-label capabilities and co-selling tools
Fully digital partner ecosystem with automated onboarding

EDI & Procurement System Integration (Punchout)

No EDI or procurement integration; customers must re-enter orders
Basic EDI for a few large customers; setup is complex
Standard EDI and punchout enabling shopping within procurement systems
Comprehensive EDI and punchout with customer-specific catalogs
Best-in-class integration with rapid onboarding and exception handling

Marketplace & Channel Presence

Direct channels only; no presence on B2B marketplaces
Basic listings on marketplaces with inventory and orders managed separately
Multi-marketplace selling with order integration and inventory sync
Integrated marketplace strategy with automated listings and unified fulfillment
Strategic omnichannel with marketplace insights and consistent experience

Chatbots, Virtual Assistants & AI Support

No chatbot or virtual assistant; all inquiries require human response
Basic chatbot handling FAQs and routing to human agents
AI chatbot handling common B2B inquiries including order status
Virtual assistant with conversational ordering and recommendations
Fully integrated AI assistant handling complex transactions

How relevant is Data & Analytics to your business? *

Highly Relevant - Answer all questions (100% weight)
Somewhat Relevant - Answer all questions (50% weight)
Skip This Category

Data Collection & Customer 360

Limited data from basic analytics; no unified customer view
Data collected from multiple sources but siloed with no integration
Data warehouse consolidating sources with periodic updates
Real-time unified customer data across all touchpoints
Advanced data platform with streaming, IoT, and AI-enriched intelligence

Analytics, BI & Insights

Spreadsheets and basic reports; analysis is manual and time-consuming
BI tools for standard reports but analysis is mostly backward-looking
Advanced BI with self-service analytics and trend identification
Predictive analytics with modeling and automated insights
AI-powered analytics automatically surfacing insights and actions

Commerce KPIs & Performance Management

Basic metrics (revenue, orders) with no systematic KPI framework
Defined eCommerce KPIs but inconsistent tracking
Comprehensive KPI framework covering acquisition, conversion, fulfillment
Predictive KPIs with real-time dashboards and accountability
AI-identified leading indicators with dynamic optimization

CRM/CDP Integration & Customer Intelligence

No CRM integration; customer data not shared between sales and commerce
Basic CRM sync limited to contact data; purchase behavior not integrated
Integrated CRM/CDP with commerce activity informing sales and marketing
Unified customer intelligence driving personalization and prioritization
AI-powered intelligence predicting lifetime value and expansion opportunities

Leadership Commitment & Digital Investment

eCommerce seen as cost center; less than 1% of revenue invested
Leadership recognizes importance but competes with priorities; 1-3%
Executive sponsorship with dedicated leadership and budget (3-5%)
Strategic priority with C-level ownership and significant investment (5-10%)
Digital-first organization with 10%+ consistently invested

Digital Talent, Agility & Culture

Limited digital expertise; risk-averse culture; slow decisions
Some skilled individuals with gaps; occasional experiments that stall
Capable team with development programs; reasonable agility
Strong talent with agile practices; systematic experimentation
Industry-leading capabilities; rapid deployment; market-setting innovation

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B2B eCommerce Maturity Assessment