B2B Customer Research: Using Modern Tools to Get Deeper Insights

2 July 2025 | 4 min read | Written by Jongwon Lee

The B2B landscape has never been more competitive. Buyers have more options than before, and technological advancements like AI are changing expectations. The buying cycle has also become more complex: according to McKinsey, B2B customers now use an average of ten interaction channels in their buying journey. 

But B2B is also growing: it now comprises half of the global economy. To win in this space, you have to know what customers really want and need. This is why B2B customer research is more important than ever. 

Unfortunately, outdated research approaches (lengthy surveys, quarterly NPS snapshots, and lagging feedback loops) can’t keep up with the speed of B2B business today. The result? Strategic decisions are made on assumptions instead of real-time customer understanding.

Modern B2B buyers expect the same frictionless, personalized experiences they get as consumers. And that includes how they engage with your research. If your insights process is slow, impersonal, or siloed, you're not just missing data—you're missing opportunities.

What is B2B customer research, really?

B2B customer research is how companies uncover what truly drives business buyers. Instead of broad consumer surveys, it digs into business-to-business markets to understand what matters to decision-makers like procurement managers, IT leaders, farmers, health care professionals, insurance brokers and agents, CFOs, and others. The goal? To uncover real insights—motivations, priorities, and pain points—that shape buying behavior.

Done right, B2B customer research sharpens messaging, informs product strategy, and de-risks big decisions. While it shares tools with B2C research, the stakes are higher and the dynamics more complex. A single insight from the right stakeholder can shift an entire strategy.

Agile methods for B2B customer insights

Traditional B2B research can take weeks or even months to deliver results. That kind of delay doesn't cut it anymore. Agile research flips the model: feedback is gathered continuously, in real time, across multiple touchpoints.

Instead of focus groups and static surveys, B2B agile research leverages:

These methods aren’t just faster. They deliver deeper, more authentic responses — especially when research mimics the natural ways people communicate.

Why conversational research outperforms static surveys in B2B 

In B2B, getting quality responses from busy professionals is notoriously difficult. Conversational research changes the game. By using chat-like interfaces that mirror tools like Slack or Teams, researchers can improve engagement, encourage honest, in-the-moment feedback, and integrate multimedia inputs.

The experience feels intuitive, not interruptive. And that leads to faster and better data.

B2B insight communities: The B2B secret weapon

Want to know what your customers are thinking year-round, not just during a campaign? Using B2B insight communities make that possible. These opt-in groups of highly engaged users become an always-on channel for collecting feedback, testing ideas, and building trust.

Unlike traditional panels or one-off surveys, insight communities offer:

  • Longitudinal feedback across the customer journey
  • Faster validation of concepts, messages, and product features
  • A space for co-creation and idea generation with real users

Rival Technologies’ model makes this seamless: mobile-first, fully compliant, and built for scale. Whether you're targeting IT decision-makers, operations leaders, or frontline staff, these communities provide a flexible, agile engine for research that evolves with your business.

They also foster two-way relationships with B2B audiences. When customers feel heard and see their feedback reflected in your offerings, loyalty grows. It’s not just research — it’s relationship-building at scale.

B2B customer research examples 

Major industries like health care, high tech, food, insurance, financial services, pharma, and others feature many examples of B2B customer research. 

For example, John Deere, a global leader in agricultural and construction equipment, faced a unique challenge: how to engage hard-to-reach producers and dealers who spend much of their time in the field or in combines. Traditional research methods fell short, missing critical in-the-moment insights and failing to deliver the speed and depth of feedback John Deere needed as it evolved into a more tech-forward organization.

To overcome these obstacles, John Deere partnered with Rival Technologies and Reach3 Insights to use Community 2.0, a next-gen B2B insight community. By shifting to SMS-based engagement, the company dramatically improved response rates and reached customers wherever they were — whether in the field or on the move. 

The conversational, chat-like surveys felt natural and engaging, making it easier for busy producers and dealers to participate. Importantly, photo and video feedback added rich context to the data, allowing John Deere to see and hear how customers interacted with its products in real-world conditions. The result was faster, deeper, and more actionable insights — all delivered through dynamic, visually engaging reports that resonated with internal stakeholders and helped drive smarter decisions at scale.

Proving ROI: How B2B customer insights (and AI) drive real results

Modern B2B customer research does more than inform—it drives measurable outcomes. Companies that embrace agile insights see better alignment across teams, clearer product decisions, stronger campaigns, and reduced churn.

AI tools play a powerful role in amplifying this impact. By handling the heavy lifting of analysis, AI can help:

This means your teams spend less time on data wrangling and more time taking action. For B2B companies, this kind of agility translates into faster go-to-market cycles, more confident strategic bets, and a deeper understanding of what drives customer loyalty.

By bringing the customer voice into every phase of the business, and powering it with intelligent tools, organizations don’t just gather insights—they build a lasting competitive edge.

From insight to action with Rival Technologies

B2B customer research is evolving. To stay competitive, you need tools and methods that match the pace and complexity of modern business. 

If you’re looking for a top market research platform to uncover insights from a B2B audience, Rival Technologies could be a good fit. With mobile-first, conversational surveys, always-on B2B insight communities, and AI tools, Rival empowers your team to turn customer voices into strategic action—fast.

Ready to see what agile, real-time insights can do for your business? Apply for a demo and discover how Rival Technologies can help you connect with your B2B customers like never before.

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Written by Jongwon Lee

Marketing Intern at Rival Technologies

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