{"id":110269,"date":"2025-02-03T11:05:30","date_gmt":"2025-02-03T19:05:30","guid":{"rendered":"https:\/\/thegood.com\/?post_type=insights&#038;p=110269"},"modified":"2025-07-09T08:35:50","modified_gmt":"2025-07-09T15:35:50","slug":"b2b-research","status":"publish","type":"insights","link":"https:\/\/thegood.com\/insights\/b2b-research\/","title":{"rendered":"B2B Research Doesn&#8217;t Have To Be So Hard"},"content":{"rendered":"\n<p>Whether your users are knowledge workers busy with deadlines or car mechanics who rarely leave the garage, connecting with folks who buy and use B2B software products is challenging.<\/p>\n\n\n\n<p>\u201cB2B is definitely more complex,\u201d says <a href=\"https:\/\/www.linkedin.com\/in\/hannahshamji\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hannah Shamji, <\/a>former psychotherapist and current B2B research specialist. \u201cThere are so many stakeholders involved in any type of decision. Having to juggle all of those, it&#8217;s just much more of a web.\u201d<\/p>\n\n\n\n<p>Tools needed throughout the workday are specialized\u2014whether for accountants, mechanics or marketers\u2014so your participant pool is smaller by design. But it\u2019s not just the size of the total addressable market that makes the research challenging. It can be hard to compel B2B users and decision-makers to participate in a study.<\/p>\n\n\n\n<p>We\u2019ve heard numerous examples of  \u201chard to compel\u201d users:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>High-earning executives who can\u2019t spare an hour<\/li>\n\n\n\n<li>Managers responsible for a large task load<\/li>\n\n\n\n<li>Operators who spend near-zero time in their inbox<\/li>\n<\/ul>\n\n\n\n<p>\u201cThere\u2019s no incentive that you can pay that would buy their time,\u201d says Benson Low, a 20-year veteran of UX Research and a board member of <a href=\"https:\/\/researchops.community\/\" target=\"_blank\" rel=\"noreferrer noopener\">ResearchOps. <\/a><\/p>\n\n\n\n<p>In Low\u2019s experience, compelling those who make a B2B purchase decision (often c-suite executives) with financial incentives alone doesn\u2019t work. \u201cThey\u2019re not going to care if you\u2019re paying them $1,000. They probably wouldn&#8217;t give you their time.\u201d<\/p>\n\n\n\n<p>Researching in the enterprise space adds another layer of complexity to the recruitment process.<\/p>\n\n\n\n<p>\u201cYou can almost play the same playbook in small to medium-sized businesses\u2014same research methodology, approach, even recruitment,\u201d says Low. But, in large organizations, the approach will look quite different.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWhen it starts getting difficult is when your organization has an account management team supporting specific businesses. That\u2019s where you have to work with that account management team first before you even reach out to customers.\u201d<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-overcoming-the-challenge\">Overcoming the challenge<\/h2>\n\n\n\n<p>We talked to four experts with a combined 80+ years of experience in product about how they circumvent the challenges of B2B research. Although their approaches varied, one theme was clear: their path to meaningful B2B research has been through relationships.<\/p>\n\n\n\n<p>\u201cIt\u2019s about relationships, ultimately.\u201d<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920636' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/5LYXL_Zrx5d9i_95BVResXESjFn-AwbLtIyU2zUSwy8?custom_asset_token=5LYXL_Zrx5d9i_95BVResXESjFn-AwbLtIyU2zUSwy8&#038;hvlk=n8mXoyYYpPLz&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920636 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920636');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920636(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920636, 10); });hippoResponsiveInline25920636();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<p><\/p>\n\n\n\n<p>Read on to hear how four research pros overcome challenges in B2B research.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.linkedin.com\/in\/bensonlow\/\" target=\"_blank\" rel=\"noreferrer noopener\">Benson Low<\/a> \u2014 Research Lead &amp; <a href=\"https:\/\/researchops.community\/\" target=\"_blank\" rel=\"noreferrer noopener\">ResearchOps<\/a> Board Member<\/li>\n\n\n\n<li><a href=\"https:\/\/www.linkedin.com\/in\/paulstevenschunkyux\/\" target=\"_blank\" rel=\"noreferrer noopener\">Paul Stevens<\/a> \u2014&nbsp;UX &amp; Product Design Director<\/li>\n\n\n\n<li><a href=\"https:\/\/www.linkedin.com\/in\/renebastijans\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ren\u00e9 Bastijans<\/a> \u2014&nbsp;Growth Research Consultant<\/li>\n\n\n\n<li><a href=\"https:\/\/www.linkedin.com\/in\/hannahshamji\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hannah Shamji<\/a> \u2014&nbsp;Customer Researcher for B2B SaaS<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-learn-the-problem-space-before-you-talk-to-customers\">1. Learn the problem space <em>before<\/em> you talk to customers<\/h2>\n\n\n\n<p>Because actual users will likely be hard to connect with, using their time to learn the basic details of their role or industry would be a waste.<\/p>\n\n\n\n<p>As such, Low recommends doing internal research before even talking to customers.<\/p>\n\n\n\n<p>\u201cKnow the product and how it's positioned in the market. Understand the business. <em>Then<\/em> you can design the right capabilities, right research sequencing, etc.\u201d<\/p>\n\n\n\n<p>Our experts mentioned several methods for this discovery:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Listening to sales calls<\/li>\n\n\n\n<li>Interviewing CX staff<\/li>\n\n\n\n<li>Reviewing service blueprints<\/li>\n\n\n\n<li>Scouring communities to learn about the users your product serves<\/li>\n<\/ul>\n\n\n\n<p>Internal research gives you the foundation you need to interpret customer feedback meaningfully and assures that you don\u2019t waste precious customer interviews just coming up to speed with their lingo.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-relationships-relationships-relationships\">2. Relationships, relationships, relationships<\/h2>\n\n\n\n<p>Marketing, sales, and CX have a wealth of knowledge and connections that can ease the research process.<\/p>\n\n\n\n<p>Paul Stevens, a UX leader who\u2019s been in digital design long enough to have A\/B tested print mailers, heralds the power of a relationship with your sales team.<\/p>\n\n\n\n<p>\u201cReally good salespeople will get you into a customer. They\u2019ve got relationships; they can get you in. They can make that all-important introduction,\u201d says Stevens. \u201cYou need to be best friends with your sales team.\u201d<\/p>\n\n\n\n<p>But salespeople won\u2019t be ready to give up their contacts without some established trust, so our experts emphasized building trust and connection rather than focusing on information extraction.<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920624' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/v-Nnrob2dxk3EZRUXoY93VlypzxctIR0J8W72_OeMNs?custom_asset_token=v-Nnrob2dxk3EZRUXoY93VlypzxctIR0J8W72_OeMNs&#038;hvlk=zJKXKJGGBQNl&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920624 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920624');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920624(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920624, 10); });hippoResponsiveInline25920624();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<p><\/p>\n\n\n\n<p>To earn their trust, show them you\u2019re aligned with their goals. Understand their OKRs so you can frame your initiatives in a way that is mutually beneficial. \u201cYou essentially have to research the stakeholder in order to get them to buy in on the research,\u201d says Shamji.<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920629' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/LzHXPTn9xU-GTp074seOOgnxMJz9JiEwsF5iVcNNen0?custom_asset_token=LzHXPTn9xU-GTp074seOOgnxMJz9JiEwsF5iVcNNen0&#038;hvlk=AWakAA004k4K&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920629 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920629');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920629(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920629, 10); });hippoResponsiveInline25920629();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-use-team-members-as-research-proxies\">3. Use team members as research proxies<\/h2>\n\n\n\n<p>Beyond just making intros, your sales team can actually be a partner in research, working prototypes and early feedback into their sales calls in a lightweight form of \u201ctesting.\u201d<\/p>\n\n\n\n<p>Ren\u00e9 Bastijans, who describes himself as a \u201crecovering Product Manager,\u201d is currently a lead researcher at a growth-stage startup. As a research team of one in a company of over 100 employees, he\u2019s found ways to loop his colleagues into the research process.<\/p>\n\n\n\n<p>His sales team is trained to lightly survey prospects during sales calls and report back to the wider team. This creates a healthy feedback loop that keeps everyone abreast of evolving user needs.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe\u2019ve trained our sales team to ask for specific data and enter it into Salesforce. Researchers and the product team have access to these data, and therefore, sales has allowed us to keep a pretty good pulse on the market.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>But it\u2019s not just a few questions here and there that sales can support with. Bastijans works with the sales team to get quick feedback on product updates in a lightweight form of testing.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe give them a couple of slides and they slot them into their conversation when they speak with prospects to get input from real people. That\u2019s been working really well for us.\u201d<\/p>\n<\/blockquote>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920637' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/lFpzVn14X1IvG21RUWmmOdA3TKON9qnIvLNTOK0RoSU?custom_asset_token=lFpzVn14X1IvG21RUWmmOdA3TKON9qnIvLNTOK0RoSU&#038;hvlk=86oP67vvEQvY&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920637 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920637');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920637(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920637, 10); });hippoResponsiveInline25920637();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<p><\/p>\n\n\n\n<p>Stevens advocates for relying on your team to conduct field research where you can\u2019t.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cIf you\u2019re in a global organization, you want to do research in a country that you\u2019re not in, and you can\u2019t fly around the world to do it, you can put an education program together. Find like-minded people within the org. In my experience, there have been marketers in each country and they are usually aligned with design and research.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Sending them out with a camera, a notepad, and a directive to report back on what they see has allowed Stevens to extend his reach beyond global borders. And he says teams love to participate. \u201cI\u2019ve never had anybody snicker. I\u2019ve had them say \u2018that\u2019s fantastic; how can I get involved?\u201d<\/p>\n\n\n\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-c842da9 reusable-block-2-column good-question-block\" data-block-id=\"c842da9\"><style>.stk-c842da9 {max-width:1500px !important;min-width:auto !important;margin-top:30px !important;margin-bottom:30px !important;}.stk-c842da9-column{max-width:941px !important;min-width:auto !important;}@media screen and (max-width: 767px){.stk-c842da9 {--stk-col-order-1:2 !important;--stk-col-order-2:1 !important;}}<\/style><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-c842da9-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-8993c44 horizontal-form-container\" data-v=\"4\" data-block-id=\"8993c44\"><style>.stk-8993c44-container{margin-top:0px !important;margin-right:0px !important;margin-bottom:0px !important;margin-left:0px !important;background-color:#c3ddf0 !important;border-top-left-radius:12px !important;border-top-right-radius:12px !important;border-bottom-right-radius:12px !important;border-bottom-left-radius:12px !important;overflow:hidden !important;max-width:701px !important;min-width:auto !important;padding-top:40px !important;padding-right:35px !important;padding-bottom:40px !important;padding-left:35px !important;}.stk-8993c44 {margin-top:0px !important;}.stk-8993c44-container:before{background-color:#c3ddf0 !important;}@media screen and (max-width: 1023px){.stk-8993c44-container{padding-bottom:60px !important;}}@media screen and (max-width: 767px){.stk-8993c44-container{padding-bottom:60px !important;}}<\/style><style class=\"stk-custom-css\">.stk-8993c44 figure{margin:0 !important}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-8993c44-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks stk-8993c44-inner-blocks\">\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-791f1b3\" id=\"span-style-color-0277-c-0-class-stk-highlight-enjoying-this-article-span\" data-block-id=\"791f1b3\"><style>.stk-791f1b3 {margin-bottom:12px !important;}.stk-791f1b3 .stk-block-heading__text{font-size:36px !important;color:#ffffff !important;}@media screen and (max-width: 1023px){.stk-791f1b3 .stk-block-heading__text{font-size:36px !important;}}@media screen and (max-width: 767px){.stk-791f1b3 .stk-block-heading__text{font-size:24px !important;}}<\/style><h3 class=\"stk-block-heading__text has-text-color has-text-align-center\"><span style=\"color: #0277c0;\" class=\"stk-highlight\">Enjoying this article?<\/span><\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-30f99ae\" data-block-id=\"30f99ae\"><style>.stk-30f99ae {margin-bottom:20px !important;}.stk-30f99ae .stk-block-text__text{color:#ffffff !important;}<\/style><p class=\"stk-block-text__text has-text-color has-text-align-center\"><span style=\"color: #000000;\" class=\"stk-highlight\">Subscribe to our newsletter, Good Question, to get insights like this sent straight to your inbox.<\/span><\/p><\/div>\n\n\n\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 5834619,\n\t\t\t\t\t\t\t\t\tformId: \"64ede74e-e88f-44c7-996f-78859799755a\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1768309002000-4300690825\",\n\t\t\t\t\t\t\t\t\tregion: \"na2\",\n\t\t\t\t\t\t\t\t\tcssRequired: \".submitted-message { overflow: auto; } .hs-form-88422a7d-0355-4f27-b674-4b9fcc71560c, .hs-form-ac90f61a-a614-4bcd-b57a-18cd0e91ceff { color: #fff }\",\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1768309002000-4300690825\"><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-stand-up-a-customer-advisory-board\">4. Stand up a Customer Advisory Board<\/h2>\n\n\n\n<p>Because B2B customers are impossible to engage en masse, one way to circumvent the challenge of recruitment is to create a \u201cboard\u201d of customers that gives regular feedback in exchange for value. As Low describes, the relationship should benefit both parties.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cThere's a benefit for them in that we provide them with training, support, discounts, or access to new features. On the flip side, we expect them to give us feedback\u2014how their business has been going and what their needs are.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Sometimes called \u201cSales Advisory Boards\u201d or \u201cCustomer Advisory Boards\" these can start as a partner to either sales or product, but their insights will support various disciplines within the organization.<\/p>\n\n\n\n<p>Stevens has had success in previous roles with what he calls \u201cCustomer Days,\u201d in which the Customer Advisory Board spends an entire day on-site, rotating between different practice groups to provide insight to various business functions. \u201cIt\u2019s not a full day of UX testing, but researchers will have a slot to talk with them.\u201d It\u2019s a great way to regularly solicit the perspectives of your customers.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-create-an-expert-level-playbook-for-b2b-interviews\">5. Create an expert-level playbook for B2B interviews<\/h2>\n\n\n\n<p>When you <em>do<\/em> get a chance to interview B2B clients and users, Low emphasizes the need to take it seriously: put senior staff on the task and do adequate preparation.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cMake sure you pay the utmost respect to those hard-to-recruit participants. You want to make the best use of their time and be able to ask questions effectively while being able to protect the organization's brand, reputation, and business.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Low recommends an extensive preparation process for B2B interviews, including researching the participant\u2019s background, reviewing their account details, and chatting with their account manager, which Low says may reveal any potentially sensitive discussion points. \u201cYou just don't want anything to impact the business unintentionally.\u201d<\/p>\n\n\n\n<p>But preparation alone doesn\u2019t guarantee an effective conversation\u2014you have to have experience as well. Low recommends that only very experienced moderators conduct conversations with existing clients. \u201cYou don\u2019t want them to be in a power dynamic issue. Then they can\u2019t execute the research effectively.\u201d<\/p>\n\n\n\n<p>Ineffective moderation risks producing research that can\u2019t be used effectively and a feeling of time wasted for the participant.<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920634' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/_DbMpR4njAVnHlSlCHtkZHN8DqGL9RLf6wt7VMcTtaY?custom_asset_token=_DbMpR4njAVnHlSlCHtkZHN8DqGL9RLf6wt7VMcTtaY&#038;hvlk=nG9Q3BvvWPgD&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920634 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920634');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920634(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920634, 10); });hippoResponsiveInline25920634();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cEspecially considering how small this panel likely is and how small the population is. You likely don't have too many enterprise customers, and you might want to talk to them again next year. So, build a rapport and make sure that you are able to access them. If not yourself, then your peers\u2014other researchers, designers, or product managers on your team.\u201d<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-use-automations-to-maintain-trust-and-stay-sane\">6. Use automations to maintain trust (and stay sane)<\/h2>\n\n\n\n<p>If you\u2019ve been introduced to customers via your sales team, it can feel like you\u2019ve won a golden ticket. But our experts remind us that trust needs to be maintained, so they\u2019ve built workflows that foster trust and transparency.<\/p>\n\n\n\n<p>Bastijans uses Zapier automations that push updates at critical customer touchpoints:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When a prospect books an interview<\/li>\n\n\n\n<li>When interviews take place<\/li>\n<\/ul>\n\n\n\n<p>Automations Slack the sales team when a conversation is booked or takes place, and auto-magically import CRM data and update a Notion page. \u201cZapier has been a really huge help for me just automating mundane tasks that I would have to otherwise do manually.\u201d For Bastijans\u2019 research team of one, he\u2019s been able to ramp up his output without upping the workload.<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920594' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/gghD5_pvVvxRx-oSOqTjqVY_32prh_6JILputTk9A10?custom_asset_token=gghD5_pvVvxRx-oSOqTjqVY_32prh_6JILputTk9A10&#038;hvlk=AG9X5bLLakBE&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920594 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920594');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920594(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920594, 10); });hippoResponsiveInline25920594();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-hire-an-outsider-to-play-a-neutral-third-party\">7. Hire an outsider to play a neutral third party<\/h2>\n\n\n\n<p>Depending on your research objectives, it can be hard to solicit honest feedback from your recruits. To circumvent this issue, Low recommends occasionally using outside firms to act as a neutral third party.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cIf you can\u2019t do the research because of baggage you have representing your company, you might do it in a roundabout way by getting a third party involved. This way, an independent researcher, consultancy, or research firm might do this centrally, saying \u2018we\u2019re just doing industry research,\u2019 they can interview all sorts of customers without damaging anything.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Agencies can be especially useful in projects that involve talking to the customers of your competitors, says Low. While participants might be hesitant to give honest feedback to a direct competitor of a company they\u2019ve been loyal to, agencies can frame their work more neutrally to enable participants to give candid feedback.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cEssentially, you\u2019re trying to find a Switzerland. Someone that is unbiased with no interconnection that could cloud the insights that you want to get out. So you get, from a data perspective, cleaner insights.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Plus, agencies can often work much faster, says Low. \u201cThe difficult B2B customers that you can\u2019t get to, or have constraints or limitations to access, an independent consultancy might do much quicker.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-8-make-sure-the-insights-stick\">8. Make sure the insights stick<\/h2>\n\n\n\n<p>While it\u2019s one thing to find the workflows and relationships that enable excellent research, the endeavor is fruitless unless you know how to stick the landing, says Shamji. \u201cIt's great to have all the data, but are they going to action on it? Is it going to help make decisions?\u201d<\/p>\n\n\n\n<p>With many teams globally distributed and an average ratio of <a href=\"https:\/\/www.nngroup.com\/articles\/ux-developer-ratio\/\" target=\"_blank\" rel=\"noreferrer noopener\">1 researcher per 50 developers,<\/a> the average researcher is, as Stevens puts it, \u201ca very, very, very small fish in a very big pond.\u201d<\/p>\n\n\n\n<p>As a result, our experts say that visibility is key.<\/p>\n\n\n\n<p>To build visibility and buy-in, Stevens suggests a healthy dose of self-promotion: of yourself, the importance of your role, and the outcomes that your research enables.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cAs soon as you've got any results, you have to publicize it as much as you can, but especially the right eyes. Depending on the relationships that you have in the business, how comfortable you are, and what the C-Suite is like, there's nothing wrong with dropping a Slack message to the CEO.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>Bastijans solicits buy-in and builds visibility through what he calls \u201cLearning Lunches,\u201d a 25-minute presentation with Q&amp;A, designed to circulate the latest research and keep the team rowing in the same direction.<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920595' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/WvKdjXwdfysHqLn0FLL9A_8-J8LgqUlUT2oX6C9MGvk?custom_asset_token=WvKdjXwdfysHqLn0FLL9A_8-J8LgqUlUT2oX6C9MGvk&#038;hvlk=qnlQxwOOWPE8&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920595 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920595');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920595(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920595, 10); });hippoResponsiveInline25920595();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n\n\n\n<p><\/p>\n\n\n\n<p>And for research teams in their infancy, Low says it\u2019s especially important to advocate for the importance of research within your organization. \u201cWhen you\u2019re establishing a research team, people don\u2019t know what we do.\u201d Rituals like Slack memos, Learning Lunches, and direct conversations can go a long way toward building user-centered thinking within your organization.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-b2b-research\">The importance of B2B research<\/h2>\n\n\n\n<p>Despite the numerous challenges of B2B research, our experts assured us that it is workable.<\/p>\n\n\n\n<p>The sales journey is complex, the personas are many, and the execution needs to be handled delicately. It\u2019s why Shamji sees B2B contexts as the best application for UX research.<\/p>\n\n\n\n<p>\u201cB2B is just more of an obvious place for research,\u201d says Shamji. \u201cAll of the touch points like customer success and sales\u2014they're all seeing different parts of the process, so it just kind of warrants a researcher's 360 view of what's going on.\u201d<\/p>\n\n\n\n<p>It\u2019s also why Low says AI isn\u2019t coming for the enterprise researcher\u2019s job anytime soon. Today\u2019s AI interventions just aren\u2019t prepared for the task. \u201cI actually don\u2019t think AI is going to take over our jobs.\u201d<\/p>\n\n\n\n<iframe class='hippo-embed-frame hippo-embed-frame-inline-25920632' width='100%' height='100%' scrolling='no' style=\"display: block; margin-left: auto; margin-right: auto\" frameborder=0 marginwidth=0 marginheight=0 src='https:\/\/video.thegood.com\/video\/embed\/S3fUblNVLrAHEXKHuxdStZB5e9sFZsaN2E86kj6ZY0U?custom_asset_token=S3fUblNVLrAHEXKHuxdStZB5e9sFZsaN2E86kj6ZY0U&#038;hvlk=7dDP0gvv0kgE&#038;org_tok=5pD1e7SrWYyQbO6Ob9XsgA&#038;autoplay=false' allowfullscreen ><\/iframe><script>window.hippoEmbedSeo = \"\";<\/script><script src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-delivery-embed.js\" async><\/script><script>var hippoResponsiveInline25920632 = function() {var frames = document.querySelectorAll('.hippo-embed-frame-inline-25920632');for(var i = 0; i < frames.length; i++) {frames[i].style.height = (frames[i].offsetWidth\/1.777) + 'px';}};document.addEventListener('DOMContentLoaded', function() { hippoResponsiveInline25920632(); });window.addEventListener('resize', function() { setTimeout(hippoResponsiveInline25920632, 10); });hippoResponsiveInline25920632();<\/script><script>window._hippo_cx_domain = \"\";var hippo_script=document.createElement(\"script\");hippo_script.src=\"https:\/\/hippo-embed-scripts.s3.amazonaws.com\/video-embed-mh.js\";document.body.appendChild(hippo_script);<\/script>\n<div class=\"tkugp-items-wrap\"><div class=\"tkugp-bottomcontent\"><\/div><\/div>","protected":false},"author":36,"featured_media":110271,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","wpcf-summary":["Connecting with B2B software product users is complex. We spoke with four experts to learn how they circumvent the challenges in B2B research. Although their approaches varied, one theme was clear: their path to meaningful B2B research has been through relationships."]},"insight-category":[10074],"insight-tag":[10166,10162,7254],"class_list":["post-110269","insights","type-insights","status-publish","format-standard","has-post-thumbnail","hentry","insight-category-user-research-testing","insight-tag-research","insight-tag-saas","insight-tag-user-research"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-scaled.jpg",2560,1707,false],"thumbnail":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-150x150.jpg",150,150,true],"medium":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-300x200.jpg",300,200,true],"medium_large":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-768x512.jpg",768,512,true],"large":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-1024x683.jpg",1024,683,true],"1536x1536":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-1536x1024.jpg",1536,1024,true],"2048x2048":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-2048x1365.jpg",2048,1365,true],"teaser":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-380x215.jpg",380,215,true],"teaser-large":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-760x430.jpg",760,430,true],"insights-featured":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-600x400.jpg",600,400,true],"case-study-logo-small":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-113x75.jpg",113,75,true],"gform-image-choice-sm":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-300x300.jpg",300,300,true],"gform-image-choice-md":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-400x400.jpg",400,400,true],"gform-image-choice-lg":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-600x600.jpg",600,600,true],"profile_24":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-24x24.jpg",24,24,true],"profile_48":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-48x48.jpg",48,48,true],"profile_96":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-96x96.jpg",96,96,true],"profile_150":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-150x150.jpg",150,150,true],"profile_300":["https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-300x300.jpg",300,300,true]},"post_excerpt_stackable_v2":"<p>Whether your users are knowledge workers busy with deadlines or car mechanics who rarely leave the garage, connecting with folks who buy and use B2B software products is challenging. \u201cB2B is definitely more complex,\u201d says Hannah Shamji, former psychotherapist and current B2B research specialist. \u201cThere are so many stakeholders involved in any type of decision. Having to juggle all of those, it&#8217;s just much more of a web.\u201d Tools needed throughout the workday are specialized\u2014whether for accountants, mechanics or marketers\u2014so your participant pool is smaller by design. But it\u2019s not just the size of the total addressable market that makes&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Natalie Thomas","url":"https:\/\/thegood.com\/author\/natalie-thomas\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v26.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>B2B Research Doesn&#039;t Have To Be So Hard - The Good<\/title>\n<meta name=\"description\" content=\"Connecting with B2B software product users is complex. We spoke with four experts to learn how they circumvent the challenges in B2B research.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thegood.com\/insights\/b2b-research\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"B2B Research Doesn&#039;t Have To Be So Hard\" \/>\n<meta property=\"og:description\" content=\"Four experts share how they circumvent the challenges in B2B research.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/thegood.com\/insights\/b2b-research\/\" \/>\n<meta property=\"og:site_name\" content=\"The Good\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/thegoodgroup\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-09T15:35:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@thegood\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/thegood.com\/insights\/b2b-research\/\",\"url\":\"https:\/\/thegood.com\/insights\/b2b-research\/\",\"name\":\"B2B Research Doesn't Have To Be So Hard - The Good\",\"isPartOf\":{\"@id\":\"https:\/\/thegood.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/thegood.com\/insights\/b2b-research\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/thegood.com\/insights\/b2b-research\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/thegood.com\/wp-content\/uploads\/pexels-n-voitkevich-8062289-scaled.jpg\",\"datePublished\":\"2025-02-03T19:05:30+00:00\",\"dateModified\":\"2025-07-09T15:35:50+00:00\",\"description\":\"Connecting with B2B software product users is complex. 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