Solutions your Roadmap may include

B2B dealer portals

Give dealers a dependable way to do business with you.

Dealers may need different catalogs, prices, purchasing authority, and service information. We assess which activities create avoidable calls and rework, then define the channel changes your Roadmap should prioritize.

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Questions worth examining

Dealers call to confirm information the portal should explain.
Account rules differ between sales, ordering, and customer service.
A portal launch is proposed before dealer participation is understood.

Assess the need

Understand the relationship behind the account.

Metrotechs examines representative dealer work and the records behind each answer, including exceptions that need a person.

Dealer responsibilities

Clarify who orders, approves purchases, services customers, and administers each dealer account. Different roles may need different access.

Dependable information

Trace product eligibility, agreements, order status, invoices, and support documents to their owners. Identify conflicting or missing information.

Compare the options

Choose useful self-service before choosing a portal.

Compare channel priorities with the effort and ongoing ownership each option requires.

Improve the current channel

Correct records, account access, or existing portal features before introducing another system.

Use a suitable product

Evaluate supported dealer functions and connections against real account scenarios and provider feasibility.

Extend a justified gap

Consider focused development only for important dealer work that available capabilities cannot support responsibly.

Define the Roadmap

Sequence the account, information, and channel work.

The plan connects dealer needs to delivery requirements and client decisions.

Participation and scope

Prioritize dealer groups and tasks. Agree onboarding, account administration, support ownership, and the conditions for wider rollout.

Rules and connections

Define catalog eligibility, pricing, permissions, authoritative records, update timing, and handling when a connection fails.

Demonstration and adoption

Providers confirm product fit and deliver approved changes. Test representative dealer roles; Metrotechs reviews evidence before you accept release.

Illustrative example

A dealer cannot tell which products its branch may order.

Illustrative scenario: a dealer sees a broad catalog, but sales later rejects items outside its agreement.

Examine eligibility

We compare the agreement, account hierarchy, published catalog, and rejection history to establish the source of confusion.

Define the channel rules

The Roadmap prioritizes accurate eligibility and branch permissions before additional portal functions. You approve the proposed scope.

Prove the experience

Providers demonstrate eligible and restricted orders. Metrotechs reviews the findings; participating dealers confirm the workflow before client acceptance.

Intended outcome: dealers understand what they can do, with exceptions reaching the right team.

Judge the result

Judge the channel by useful dealer work.

Agree evidence and measures from your dealer relationships.

Authorized dealer roles see the correct products, agreements, and account information.
Restricted or unavailable tasks explain the next step without making unsupported commitments.
Account administration, support, and dealer onboarding have clear owners.

Prepare the business

Build the foundations for AI and self-service.

AI readiness

AI assistance needs approved account information, product definitions, access limits, and evaluated answers before advising dealers.

Self-service readiness

Dealers need reliable records, clear purchasing authority, and a route to help when their circumstances fall outside standard tasks.

Questions you may have

Understand the choices before committing.

Should every dealer activity move online?

No. Prioritize frequent, understandable tasks. Negotiation, unusual configurations, and sensitive exceptions may still require direct discussion.

Does this require a new dealer portal?

Not automatically. Existing features, improved information, or a suitable product may meet the need before custom work is justified.

Continue exploring

Dealer ordering

Define the transaction rules behind an accepted dealer order.

Explore Dealer ordering

Account self-service

Plan access to dependable orders, invoices, and service information.

Explore Account self-service

Supply Chain Digital Transformation

Start with what your business needs to improve.

We work with you to assess your supply chain, develop a complete Digital Transformation Roadmap, and govern implementation. Launchpad is the AI-powered platform we use with you to keep evidence, decisions, responsibilities, and progress together.