Is your B2B portal delivering on its promise?
Today’s B2B buyers, distributors, partners and internal teams expect fast, intuitive self-service portal experiences. But many organizations struggle with low adoption, limited personalization, weak integrations or portals that function more like transactional tools than customer-engagement engines.
Our B2B portal discovery workshop helps you identify what it will take to turn your portal into a true driver of growth, loyalty and operational efficiency.
Why B2B portal performance matters
Ecommerce portals are becoming the primary growth engine for B2B:
- 56% of all U.S. B2B revenue in 2025 will come from digital channels — up from 32% in 2020
- 85% of sales teams’ administrative work can be eliminated through effective customer portals
- 66% of B2B organizations are increasing their investment in customer portals in the next 12–18 months
However, most B2B portals still fail to meet expectations:
- 70% of distributors say their online commerce initiatives are “unsuccessful”
- 80% of B2B ecommerce portal projects underperform on key KPIs such as adoption, workflow automation and revenue contribution
- 35% of B2B portals remain “closed” experiences with limited integration
What this workshop includes:
A 3–4 hour interactive session designed to help B2B organizations modernize, scale or optimize their portal experience.
- Assess where your portal sits today and map the user journeys that drive or block adoption
- Evaluate the strength of your ERP, CRM, PIM and middleware integrations to uncover data bottlenecks limiting automation and personalization.
- Analyze current vs. target sales through the portal to uncover opportunities for growth, efficiency and cost-to-serve reduction.
- Assess AI search, predictive recommendations, smart bundles and emerging AI use cases to improve discoverability and customer experience.
- We identify where your organization sits relative to peers and highlight where to focus next.
What you'll receive
A custom action plan outlining:
- Portal adoption accelerators
- Integration & data improvement priorities
- UX and workflow enhancements
- AI, search and personalization opportunities
- Revenue and efficiency levers
- A 12–18 month prioritized roadmap
Who should attend
This workshop is ideal for teams responsible for your portal’s performance, including:
- Digital and ecommerce leaders
- Customer and partner experience teams
- IT, architecture and product owners
- Sales operations and enablement
If you’re involved in improving adoption, modernization, integration, or revenue through your portal, this session is designed for you.
Ready to unlock the full potential of your B2B portal?
Let’s explore how the B2B portal discovery workshop can support your organization’s growth, improve customer experience and help you get more value from your digital investments.
