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Revealing the real role of quoting in complex B2B journeys

We worked with a leading supplier for industrial process measurement and automation. Since they are dedicated to steady  improvement, they regularly  partner up with research experts. Having heard of UX studio’s B2B e-commerce experience, they chose us to examine an especially sensitive part of the buyer journey: quoting.

Part of a journey map showing steps, pain points and improvement areas
Client
NDA
Industry
Manufacturing
Service
UX Research
Team Setup
1 researcher
Timeline
4 weeks

Goal

Since  our client is a global B2B seller mostly operating through local distributors, multiple people are involved in their buyer journey, from engineers to purchase managers.  Recognizing the possibility of friction, they wanted to make sure that the purchasing flows, especially quote requests, were as smooth as possible.

Challenge

When researching a global audience, we must always consider regional differences and language barriers. With operations in over 50 countries and across many industries, our clients’ market is broad and diverse. This impacts the buying process. We created a research plan to explore a great variety of purchasing scenarios in a short amount of time.

Outcome

Our UX researcher ran user interviews with various user groups, including customers, engineers, representatives, traders and resellers. These interviews gave us firsthand insight into the buying process in practice, the roles involved, and how the client compares to competitors.

In combination with the interviews, we ran contextual inquiry to check if the portal meets expectations and to uncover any hidden issues.

We identified areas of improvement for distinct user groups, and worked with the client on how to elevate the ordering flow.

4
Weeks
16
Interviews
6
Pain points
Project timeline
Four-week long timeline from recruiting to final reporting.
1 /
Perceived importance vs. actual use

The research revealed that while quoting was initially assumed to be a key part of the ordering process for end users, it’s not always necessary.

When customers can clearly see the price and delivery date, many feel confident enough to proceed without requesting a formal quote. In fact, some users treat the shopping cart itself as an informal quote.

Also, handovers between engineers and procurement during the quoting process—like sharing item codes or forwarding quotes via email or Teams—are straightforward and cause little friction.

This research finding  was significant: we discovered that there are more improvements to be made during the steps before quoting, especially finding the right product and configuration.

Affinity map
2 /
Main findings

We had some good news for our client: overall, they already had an outstanding user experience. Their UX experts made sure that information was easy to find , the process was quick, and features such as configuration guaranteed high satisfaction.

Our researcher shared actionable insights to further improve:

  1. pricing & delivery indicators
  2. product filtering
  3. performance
  4. configuration
  5. documentation of spare parts and accessories
  6. pricing visualization for rep firms
  7. organization of line items in the cart and  quotes
  8. Salesforce integration
  9. research participant recruitment
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