
Why download this guide?
Because B2B replatforming is hard. But not having a plan is worse. This guide helps you move from gut feeling to clear direction with tactical steps, real examples, and smarter ways to approach complex decisions. You’ll learn how to:
Spot the signs it’s time to replatform
Some issues are just symptoms, others point to deeper limitations in your platform. We’ll help you spot the difference and explain what to do when the platform is holding you back.
Avoid the usual replatforming mistakes
Like picking based on a demo. Or ignoring internal workflows. We’ll walk you through what trips most teams up, and how to steer clear.
Document how you sell
Choosing the right platform starts with understanding your own sales process. We’ll show you how to map out real workflows so you can evaluate platforms based on how well they fit your business, not just their feature list.
Evaluate platforms with real-world context
Demo environments look great but they rarely show you how a platform will handle your processes. Learn how to script evaluation scenarios, and test for operational fit before you commit.
Plan your migration properly
Data migration is more than exporting SKUs. We’ll break down what to migrate (and what to leave behind), how to handle customer data and order history, and what to do to preserve your SEO and catalog integrity throughout the process.
Make post-launch measurable and actionable
You’ll get guidance on defining success beyond basic conversion rates. We’ll help you track what’s working, spot issues early, and build momentum instead of stalling out.