Whether you're evaluating Growmax or any other platform, here's a checklist to determine if a B2B commerce solution will solve your visibility problem or just create another silo:
1. Single Customer Record Across All Channels
Can your sales rep see the same customer profile — including online orders, browsing history, and partner transactions — without switching tools? If the answer is "we'd need to integrate that," it's a silo.
2. Unified Pricing Engine
Does the same pricing logic power your self-service portal, your rep quoting tool, and your partner ordering system? Or are you maintaining separate price lists for each channel?
3. Cross-Channel Pipeline Visibility
Can a sales manager see all open quotes — from reps, from the portal's abandoned carts, and from partners — in one pipeline view? Can they identify duplicate efforts and conflicting quotes?
4. Role-Based Access, Not Separate Systems
Does each user type (buyer, sales rep, partner, manager) get a tailored view of the same platform? Or are you buying separate products for each audience?
5. Real-Time Activity Sharing
When a customer browses the portal, does the assigned rep get notified or see it in their activity feed? Can the rep act on that intelligence before the customer goes elsewhere?
6. Unified Analytics and Reporting
Can you generate a single report showing total customer revenue across self-service, rep-assisted, and partner channels? Without exporting CSVs from three systems and merging them in Excel?
7. Native Multi-Channel Ordering
Can customers order through the portal, through their rep, and through a partner — all flowing into the same order management system without duplicate data entry?
8. Implementation in Weeks, Not Months
If a platform requires 6+ months of integration work to connect sales and eCommerce, you'll be paying for silo software for half a year before it starts solving the problem. Look for platforms that deliver connected functionality out of the box.
If a platform checks all eight boxes, you have a genuine connected revenue operations solution. If it checks fewer than five, you're buying another silo — no matter what the sales deck promises.