June 12, 2014
Smart B2B
Design:
Strategy and
Experience
Principles that
Boost Sales
Girisha Chandraraj
Alex Schmelkin
Hi, I’m Alex
Founder, CEO
Founded 2002

Independent
Manhattan
Transactional Expertise
IMA Top 10 Agency
End-to-end Ecommerce
Design & Development
Hi, I’m Girisha
Head of Digital
At United since 2013
Former Management Consultant
Chicago
B2B/B2C Digital and Commercial Strategy
Fortune 500
Leading Wholesaler of Business Essentials
Office, Janitorial, and Industrial Supplies
Preparing for B2B Site Design
B2B Experience Principles
Today’s
Topics
Preparing for
B2B Site Design
Before site design
comes commercial

strategy
Site strategy is a function of 

your commercial strategyDrivingAwareness
Driving Commerce/Transactions
Businesses that strictly sell to
resellers
!
Examples: Distributors (United
Stationers, Broder Bros,
Alphashirt)
Businesses that sell to
businesses and consumers
!
Examples: Amazon, Staples
Businesses that provide
services to other businesses
!
Examples: Consulting firms,
Agencies, Law Firms
Businesses that sell to
businesses that then sell to
consumers
!
Examples: Manufacturers (MSA,
Stihl), Distributors (Audi USA)
YesNo
Yes No
DrivingAwareness
Driving Commerce/Transactions
Businesses that strictly sell to
resellers
!
Examples: Distributors (United
Stationers, Broder Bros,
Alphashirt)
Businesses that sell to
businesses and consumers
!
Examples: Amazon, Staples
Businesses that provide
services to other businesses
!
Examples: Consulting firms,
Agencies, Law Firms
Businesses that sell to
businesses that then sell to
consumers
!
Examples: Manufacturers (MSA,
Stihl), Distributors (Audi USA)
YesNo
Yes NoComplex B2B transactions
(quotes, holds, on account
ordering, split shipments, etc.)
Site strategy is a function of 

your commercial strategy
DrivingAwareness
Driving Commerce/Transactions
Businesses that strictly sell to
resellers
!
Examples: Distributors (United
Stationers, Broder Bros,
Alphashirt)
Businesses that sell to
businesses and consumers
!
Examples: Amazon, Staples
Businesses that provide
services to other businesses
!
Examples: Consulting firms,
Agencies, Law Firms
Businesses that sell to
businesses that then sell to
consumers
!
Examples: Manufacturers (MSA,
Stihl), Distributors (Audi USA)
YesNo
Yes NoProduct information for
businesses or consumers, lead
generation for businesses
Site strategy is a function of 

your commercial strategy
DrivingAwareness
Driving Commerce/Transactions
Businesses that strictly sell to
resellers
!
Examples: Distributors (United
Stationers, Broder Bros,
Alphashirt)
Businesses that sell to
businesses and consumers
!
Examples: Amazon, Staples
Businesses that provide
services to other businesses
!
Examples: Consulting firms,
Agencies, Law Firms
Businesses that sell to
businesses that then sell to
consumers
!
Examples: Manufacturers (MSA,
Stihl), Distributors (Audi USA)
YesNo
Yes No
B2C in B2B drag
Site strategy is a function of 

your commercial strategy
DrivingAwareness
Driving Commerce/Transactions
Businesses that strictly sell to
resellers
!
Examples: Distributors (United
Stationers, Broder Bros,
Alphashirt)
Businesses that sell to
businesses and consumers
!
Examples: Amazon, Staples
Businesses that provide
services to other businesses
!
Examples: Consulting firms,
Agencies, Law Firms
Businesses that sell to
businesses that then sell to
consumers
!
Examples: Manufacturers (MSA,
Stihl), Distributors (Audi USA)
YesNo
Yes No
Intellectual property, 

lead generation
Site strategy is a function of 

your commercial strategy
Process to prepare before designing a site
6. Determine
appropriate metrics
5. Plan your site
experience
4. Prepare for
Pricing
3. Determine your
online marketing
strategy
2. Deconstruct your
customer service
process
1. Deconstruct your
sales process
Deconstruct your
sales process
Source: UPS purchasing insights study
In the industrial space
Survey of 1,500 - 63% purchase
from their suppliers website and
over 2/3 prefer going to their
supplier website for information
The importance of a commercial site
Buying vs. Procurement
Importance of triggers in procurement
Visual Search Category
No Promotional
Banner
Featured
Products
Window
Limited
Assortment
Featured
Products
Window
Informational content to drive awareness
50% of all tools utilized by
marketers to generate 

leads are derived from the
company’s website
The importance of digital tools to generate leads
Source: IDG Enterprise 2013 Survey
Deconstruct your
customer service
process
• Multiple DCs
• Inventory Holds
• Bulk ordering
• Bulk Pricing / Quotes
• Drop Shipments
• Split Shipments
• On account vs. Credit card
• Returns
• Previous orders / frequent
orders / subscriptions
B2B Complexities - transactional sites
Determine your
online marketing
strategy
57% of all B2B buying
decisions are made before 

a person ever contacts a
company’s sales force
The importance of a B2B Informational site
Source: Half a bubble Out
Marketing budgets at B2B
companies expected to 

rise by 6% in 2014
The importance of the site to drive traffic
Source: Forrester and BMA
1.How will traffic be generated for
your site?
2.Is your salesforce responsible
for customer acquisition? Lead
Generation?
3.How much can you afford in
digital marketing?
4.Will your site be “open” or
“closed” and how will that
effect the experience?
5.Is your site aimed at conversion
or information?
Acquisition Related Questions
1.How will you use your digital tools
to drive customers back to your
site?
2.How can you drive assortment
awareness through a procurement
mindset?
3.How will customers respond to
traditional site promotions?
4.Will customers using smartphones
require different functionality?
5.What content is required beyond
product details to keep customers
coming back?
Retention Related Questions
Determine the role of the site
Prepare for pricing
DrivingAwareness
Driving Commerce/Transactions
Price differentiation based 

on preferences, customer
size, channel rules, etc.
Price Transparency
Establishing the value
prior to the manual sales/
biz dev process
Focusing on retail/list
pricing, MAP
YesNo
Yes No
Price Transparency vs. 

Price Opaqueness
Plan your site
experience
B2B Experience
Principles
Where are B2B
ecommerce sites
spending money
in 2014?
B2B Experience Principles
5. Test & Iterate4. Service Sells
3. It’s All in the Details2. Keep it Simple:
Products & Prices
1. Know Your User
Know Your User
B2B Users Are People Too!
But even if they are a
scary dinosaur…
Learn everything you can about them.
They’re your customer.
Commercial analysis
Formal personas
Mental models
User journeys
Hire an Agency
Surveys
1:1 sessions
Pilot group
Customer council
Do-it-yourself
Involve users as you design and build
Think
Check
Make
Gather 

requirements 

and invent
Design the 

experience in
the browser
Validate with users
DROP YOUR SCREEN
RIGHT UP IN HERE
Paper
prototypes
help identify
content and
functionality.
Only 5 Participants are needed.
Mobile isn’t optional.
Prioritize for your users.
Prioritize for your users.
Keep it Simple:
Products & Prices
Fast access to
products and pricing
Priority #1
• search sahoy
• asdfhkjhasd
• asdfjkhasdf
• adsjfh’
Promintne
tseach
Prominent & predictive search
Show exactly what you sell in your nav!
? ? ?
Robust filtering
Shop by brand
It’s all in the Details
Great photography increases sales
Invest in 360s for key products
Videos demonstrate authority
Invest in specs and manuals
Show availability and shipping speed
• Auto-Forwarding Carousels
and Accordions Annoy Users
and Reduce Visibility
• Reason #1: Human eye
reacts to movement (and will
miss the important stuff)
• Reason #2: Too many
messages equals no
message
• Reason #3: Banner
blindness
Homepage
rotators don’t work
Source: JAKOB NIELSEN, Auto-Forwarding Carousels and
Accordions Annoy Users and Reduce Visibility
Create a consistent system 

to establish familiarity 

and remove the need to 

relearn things
Focus on the
Transaction
Payment and order options.
Service Sells
Shipped
Shipped
Shipped
Shipped
Customer Service
Use your humans!
Test & Iterate
Monday–launch a promotion
Tuesday–monitor & test
Wednesday–deploy site-wide
Act like a retailer:
Lather. Rinse. Repeat.
Microtransaction Analysis
Good ‘ole analytics
Key Takeaways
What type of B2B business are you?
Deconstruct your processes
Know your user
#1 Priority is finding products
Service sells
Key
Takeaways:
and if you think you can wait…
Thank you!
United Stationers

Head of Digital
GChandraraj@ussco.com
Girisha Chandraraj
Alexander Interactive (Ai)

Founder, CEO
as@alexanderinteractive.com 

Alex Schmelkin
Come visit us at booth #2116
We’re
hiring!
We’re
hiring!

B2B Ecommerce: Design Principles and Best Practices to Boost Sales

  • 1.
    June 12, 2014 SmartB2B Design: Strategy and Experience Principles that Boost Sales Girisha Chandraraj Alex Schmelkin
  • 2.
    Hi, I’m Alex Founder,CEO Founded 2002
 Independent Manhattan Transactional Expertise IMA Top 10 Agency End-to-end Ecommerce Design & Development Hi, I’m Girisha Head of Digital At United since 2013 Former Management Consultant Chicago B2B/B2C Digital and Commercial Strategy Fortune 500 Leading Wholesaler of Business Essentials Office, Janitorial, and Industrial Supplies
  • 3.
    Preparing for B2BSite Design B2B Experience Principles Today’s Topics
  • 4.
  • 5.
    Before site design comescommercial
 strategy
  • 6.
    Site strategy isa function of 
 your commercial strategyDrivingAwareness Driving Commerce/Transactions Businesses that strictly sell to resellers ! Examples: Distributors (United Stationers, Broder Bros, Alphashirt) Businesses that sell to businesses and consumers ! Examples: Amazon, Staples Businesses that provide services to other businesses ! Examples: Consulting firms, Agencies, Law Firms Businesses that sell to businesses that then sell to consumers ! Examples: Manufacturers (MSA, Stihl), Distributors (Audi USA) YesNo Yes No
  • 7.
    DrivingAwareness Driving Commerce/Transactions Businesses thatstrictly sell to resellers ! Examples: Distributors (United Stationers, Broder Bros, Alphashirt) Businesses that sell to businesses and consumers ! Examples: Amazon, Staples Businesses that provide services to other businesses ! Examples: Consulting firms, Agencies, Law Firms Businesses that sell to businesses that then sell to consumers ! Examples: Manufacturers (MSA, Stihl), Distributors (Audi USA) YesNo Yes NoComplex B2B transactions (quotes, holds, on account ordering, split shipments, etc.) Site strategy is a function of 
 your commercial strategy
  • 8.
    DrivingAwareness Driving Commerce/Transactions Businesses thatstrictly sell to resellers ! Examples: Distributors (United Stationers, Broder Bros, Alphashirt) Businesses that sell to businesses and consumers ! Examples: Amazon, Staples Businesses that provide services to other businesses ! Examples: Consulting firms, Agencies, Law Firms Businesses that sell to businesses that then sell to consumers ! Examples: Manufacturers (MSA, Stihl), Distributors (Audi USA) YesNo Yes NoProduct information for businesses or consumers, lead generation for businesses Site strategy is a function of 
 your commercial strategy
  • 9.
    DrivingAwareness Driving Commerce/Transactions Businesses thatstrictly sell to resellers ! Examples: Distributors (United Stationers, Broder Bros, Alphashirt) Businesses that sell to businesses and consumers ! Examples: Amazon, Staples Businesses that provide services to other businesses ! Examples: Consulting firms, Agencies, Law Firms Businesses that sell to businesses that then sell to consumers ! Examples: Manufacturers (MSA, Stihl), Distributors (Audi USA) YesNo Yes No B2C in B2B drag Site strategy is a function of 
 your commercial strategy
  • 10.
    DrivingAwareness Driving Commerce/Transactions Businesses thatstrictly sell to resellers ! Examples: Distributors (United Stationers, Broder Bros, Alphashirt) Businesses that sell to businesses and consumers ! Examples: Amazon, Staples Businesses that provide services to other businesses ! Examples: Consulting firms, Agencies, Law Firms Businesses that sell to businesses that then sell to consumers ! Examples: Manufacturers (MSA, Stihl), Distributors (Audi USA) YesNo Yes No Intellectual property, 
 lead generation Site strategy is a function of 
 your commercial strategy
  • 11.
    Process to preparebefore designing a site 6. Determine appropriate metrics 5. Plan your site experience 4. Prepare for Pricing 3. Determine your online marketing strategy 2. Deconstruct your customer service process 1. Deconstruct your sales process
  • 12.
  • 13.
    Source: UPS purchasinginsights study In the industrial space Survey of 1,500 - 63% purchase from their suppliers website and over 2/3 prefer going to their supplier website for information The importance of a commercial site
  • 14.
  • 15.
    Importance of triggersin procurement Visual Search Category No Promotional Banner Featured Products Window Limited Assortment Featured Products Window
  • 16.
    Informational content todrive awareness
  • 17.
    50% of alltools utilized by marketers to generate 
 leads are derived from the company’s website The importance of digital tools to generate leads Source: IDG Enterprise 2013 Survey
  • 18.
  • 19.
    • Multiple DCs •Inventory Holds • Bulk ordering • Bulk Pricing / Quotes • Drop Shipments • Split Shipments • On account vs. Credit card • Returns • Previous orders / frequent orders / subscriptions B2B Complexities - transactional sites
  • 20.
  • 21.
    57% of allB2B buying decisions are made before 
 a person ever contacts a company’s sales force The importance of a B2B Informational site Source: Half a bubble Out
  • 22.
    Marketing budgets atB2B companies expected to 
 rise by 6% in 2014 The importance of the site to drive traffic Source: Forrester and BMA
  • 23.
    1.How will trafficbe generated for your site? 2.Is your salesforce responsible for customer acquisition? Lead Generation? 3.How much can you afford in digital marketing? 4.Will your site be “open” or “closed” and how will that effect the experience? 5.Is your site aimed at conversion or information? Acquisition Related Questions 1.How will you use your digital tools to drive customers back to your site? 2.How can you drive assortment awareness through a procurement mindset? 3.How will customers respond to traditional site promotions? 4.Will customers using smartphones require different functionality? 5.What content is required beyond product details to keep customers coming back? Retention Related Questions Determine the role of the site
  • 24.
  • 25.
    DrivingAwareness Driving Commerce/Transactions Price differentiationbased 
 on preferences, customer size, channel rules, etc. Price Transparency Establishing the value prior to the manual sales/ biz dev process Focusing on retail/list pricing, MAP YesNo Yes No Price Transparency vs. 
 Price Opaqueness
  • 26.
  • 27.
  • 28.
    Where are B2B ecommercesites spending money in 2014?
  • 30.
    B2B Experience Principles 5.Test & Iterate4. Service Sells 3. It’s All in the Details2. Keep it Simple: Products & Prices 1. Know Your User
  • 31.
  • 32.
    B2B Users ArePeople Too!
  • 33.
    But even ifthey are a scary dinosaur…
  • 34.
    Learn everything youcan about them. They’re your customer. Commercial analysis Formal personas Mental models User journeys Hire an Agency Surveys 1:1 sessions Pilot group Customer council Do-it-yourself
  • 35.
    Involve users asyou design and build Think Check Make Gather 
 requirements 
 and invent Design the 
 experience in the browser Validate with users
  • 37.
  • 38.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
    Fast access to productsand pricing Priority #1
  • 48.
    • search sahoy •asdfhkjhasd • asdfjkhasdf • adsjfh’ Promintne tseach
  • 52.
  • 53.
    Show exactly whatyou sell in your nav! ? ? ?
  • 54.
  • 55.
  • 56.
    It’s all inthe Details
  • 57.
  • 59.
    Invest in 360sfor key products
  • 60.
  • 61.
    Invest in specsand manuals
  • 62.
    Show availability andshipping speed
  • 63.
    • Auto-Forwarding Carousels andAccordions Annoy Users and Reduce Visibility • Reason #1: Human eye reacts to movement (and will miss the important stuff) • Reason #2: Too many messages equals no message • Reason #3: Banner blindness Homepage rotators don’t work Source: JAKOB NIELSEN, Auto-Forwarding Carousels and Accordions Annoy Users and Reduce Visibility
  • 64.
    Create a consistentsystem 
 to establish familiarity 
 and remove the need to 
 relearn things
  • 67.
  • 68.
  • 70.
  • 75.
  • 77.
  • 89.
  • 90.
  • 91.
    Monday–launch a promotion Tuesday–monitor& test Wednesday–deploy site-wide Act like a retailer:
  • 92.
  • 94.
  • 95.
  • 96.
  • 97.
    What type ofB2B business are you? Deconstruct your processes Know your user #1 Priority is finding products Service sells Key Takeaways:
  • 98.
    and if youthink you can wait…
  • 99.
    Thank you! United Stationers
 Headof Digital GChandraraj@ussco.com Girisha Chandraraj Alexander Interactive (Ai)
 Founder, CEO as@alexanderinteractive.com 
 Alex Schmelkin Come visit us at booth #2116 We’re hiring! We’re hiring!