How a User Experience Researcher Helps Identify Pain Points to Improve Your B2B Platform’s Usability

In today’s competitive B2B marketplace, optimizing your platform’s usability is crucial to customer satisfaction and business success. A User Experience (UX) Researcher specializes in identifying pain points within your customers’ journeys, turning complex data into actionable insights that improve usability and drive adoption. Here’s how a UX Researcher can help you uncover and address usability challenges specific to your B2B platform.


1. Mapping the Complete Customer Journey to Pinpoint Friction

A UX Researcher starts by visually mapping the entire customer journey across all touchpoints — from discovery and onboarding to daily use and renewal. Techniques such as Customer Journey Mapping and Experience Mapping reveal key moments where users encounter obstacles or frustration.

  • Workshops with stakeholders harness organizational knowledge to hypothesize pain points.
  • Emotion and behavior overlays identify where users feel confusion, delay, or dissatisfaction.

This strategic framework targets usability issues most critical for your platform’s success.


2. Conducting In-Depth Qualitative User Interviews and Contextual Inquiry

UX Researchers engage real users through structured interviews and observe them engaged with your platform in their natural environment via Contextual Inquiry.

  • Open-ended questions elicit candid feedback about unmet needs, inefficient workflows, and workarounds.
  • Observation uncovers subtle usability problems users might not directly articulate, such as navigation confusion or unclear feature interactions.

These qualitative methods expose root causes behind surface frustrations, enabling targeted solutions.


3. Leveraging Behavioral Analytics and Heatmaps for Quantitative Insights

Quantitative data complements qualitative findings. Analysts use tools like Hotjar and Google Analytics to analyze user behavior:

  • Click Heatmaps expose underused or misunderstood interface elements.
  • Scroll Maps highlight content areas users ignore or abandon.
  • Session Recordings reveal hesitations, repeated actions, or errors during workflows.

These metrics validate pain points and guide prioritization based on actual user behavior.


4. Running Rigorous Usability Testing to Observe Real-Time User Challenges

Usability testing invites users to complete real tasks while researchers observe challenges directly:

  • Remote or in-person testing with think-aloud protocol surfaces confusion and errors.
  • Measuring task success rates and time on task quantifies usability hurdles.
  • Error tracking diagnoses whether issues stem from design, terminology, or system glitches.

Insights from usability testing drive iterative improvements to critical workflows.


5. Integrating Customer Support and Sales Feedback to Identify Recurring Issues

Frontline teams regularly receive user complaints and objections which contain rich insights into usability gaps.

  • Analyzing support tickets highlights repetitive usability problems.
  • Collaborating with sales uncovers objections tied to platform complexity or missing features.
  • Identifying deficiencies in onboarding or training materials helps reduce user frustration.

Connecting these qualitative inputs with research data creates a 360-degree view of pain points.


6. Utilizing Scalable Surveys and Polls for Broad, Actionable Feedback

Targeted surveys capture user sentiment and specific usability concerns at scale.

  • Tools like Net Promoter Score (NPS) and Customer Effort Score (CES) quantify satisfaction and friction.
  • Feature-specific polls reveal which functionalities users find confusing or underused.
  • Embedded feedback widgets, such as Zigpoll, enable in-context, real-time input without disrupting workflows.

These structured feedback mechanisms help continuously monitor emerging pain points.


7. Analyzing Onboarding and Activation Metrics to Improve Early User Experience

First impressions in B2B platforms are critical, as onboarding complexity can deter new users.

  • UX Researchers track where users drop off during setup steps.
  • ‘First hour’ observational studies identify unclear instructions or tool complexity.
  • Enhancing onboarding flow reduces churn and boosts early user confidence.

Optimizing this phase accelerates adoption and long-term usability.


8. Segmenting User Behavior Through Cohort Analysis for Tailored Improvements

B2B platforms serve diverse user roles and organizational contexts. UX Researchers perform cohort analysis to uncover role-specific pain points:

  • Separate workflows and challenges for finance, IT, sales, and admin users.
  • Variations in usage patterns based on company size or industry.
  • Differences between new and veteran users’ pain points.

Targeted improvements maximize ROI by resolving the most impactful usability issues for key segments.


9. Leading Cross-Functional Workshops to Prioritize and Ideate Solutions

Once pain points are identified, UX Researchers facilitate workshops with product, design, development, and customer success teams.

  • Collaborative ideation fosters user-centered, feasible solutions.
  • Prioritization frameworks rank issues by severity, frequency, and business impact.
  • Setting measurable usability goals aligns teams towards common success metrics.

This ensures design and development efforts focus on the most critical user challenges.


10. Creating User Personas and Empathy Maps to Humanize Data and Guide Design

Synthesizing research data into detailed user personas and empathy maps helps teams maintain focus on users’ motivations and frustrations.

  • Personas capture demographics, goals, and pain points for typical users.
  • Empathy maps illustrate what users think, feel, say, and do during platform interaction.

These tools anchor design decisions in real user contexts, improving relevance and intuitiveness.


11. Monitoring Post-Launch Metrics to Measure Impact and Discover New Issues

UX research is iterative. After deploying usability improvements, ongoing monitoring is vital:

  • Tracking engagement, conversion, and task success rates highlights impact.
  • Monitoring support ticket trends reveals unresolved or new pain points.
  • Follow-up surveys and interviews gather continuous user feedback.

This feedback loop ensures your B2B platform evolves to meet changing user needs.


12. Advocating for Accessibility and Inclusive Design to Remove Hidden Barriers

Pain points disproportionately affect users with disabilities or varying expertise levels. UX Researchers promote inclusive design by:

  • Conducting accessibility audits aligned with WCAG standards.
  • Testing with users with disabilities to identify hidden friction.
  • Applying inclusive principles that enhance usability for all users.

Accessible platforms expand your audience and prevent avoidable usability frustrations.


13. Uncovering Integration and Technical Barriers within Complex B2B Ecosystems

Seamless integration with ERP, CRM, and other enterprise tools is often a pain point impacting workflow fluidity.

  • UX Researchers examine how users interact with integrations.
  • Identifying technical friction points allows prioritization of smoother interoperability.
  • Recommendations include automating data exchange and simplifying connected workflows.

Addressing these barriers improves overall platform usability and user efficiency, boosting adoption.


14. Applying Psychological and Cognitive Principles for Intuitive UX Solutions

Understanding cognitive load and decision fatigue informs design choices that minimize user frustration.

  • Simplifying navigation labels and menu structures enhances clarity.
  • Using progressive disclosure reduces overwhelm by revealing information gradually.
  • Aligning interface with human information processing improves task success.

Scientifically grounded designs reduce errors and improve user satisfaction across your B2B platform.


15. Enabling Continuous, Data-Driven Feedback Loops with Zigpoll Integration

Integrating Zigpoll enables your UX Researcher to collect contextual, ongoing user feedback effortlessly.

  • Embed micro-polls within workflows to capture pain points in real-time.
  • Use conditional logic for personalized questioning based on user responses.
  • Analyze results quickly to identify trends and prioritize fixes.

This continuous feedback mechanism is especially powerful for evolving complex B2B platforms.


Conclusion: Harness the Power of UX Research to Identify and Eliminate Customer Pain Points

A User Experience Researcher is indispensable for revealing hidden pain points throughout your B2B platform’s customer journey. By combining qualitative research, behavior analytics, usability testing, and continuous feedback tools like Zigpoll, UX Researchers drive data-informed improvements that enhance usability, boost user satisfaction, and increase platform adoption.

Investing in UX research transforms your customer journey from a source of friction into a seamless, efficient experience—empowering your users to achieve their goals confidently and driving lasting business success.

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