{"id":3782,"date":"2026-09-20T00:00:00","date_gmt":"2026-09-19T22:00:00","guid":{"rendered":"https:\/\/humes.pl\/how-to-conduct-industrial-market-research-interviews-with-distributors-installers-and-procurement-departments\/"},"modified":"2026-09-24T15:31:56","modified_gmt":"2026-09-24T13:31:56","slug":"how-to-conduct-industrial-market-research-interviews-with-distributors-installers-and-procurement-departments","status":"publish","type":"post","link":"https:\/\/humes.pl\/en\/how-to-conduct-industrial-market-research-interviews-with-distributors-installers-and-procurement-departments\/","title":{"rendered":"How to conduct industrial market research: interviews with distributors, installers and procurement departments"},"content":{"rendered":"<p>A manufacturer of fittings, boilers, electrical components, or automation systems rarely sells directly to the end user. Between the factory and the installation are a wholesaler, a regional distributor, a designer, a contractor, and the investor&#8217;s procurement department &#8211; and each of these links describes the same product differently. This is why <strong>industrial market research<\/strong> is designed differently from consumer research: the starting point is not solely a representative sample of the population, but a map of the distribution and decision-making chain.<\/p>\n<h2>Why does industrial market research require a different sampling logic?<\/h2>\n<p>The industrial market has three characteristics that mean approaches transferred from B2C research are often insufficient. First, the population is small and concentrated &#8211; the number of technical wholesalers serving a particular segment in Poland may be counted in dozens rather than thousands. Second, the purchasing decision is distributed across several roles, which may operate in different companies. Third, product knowledge is asymmetric: the distributor knows turnover and margins, the installer knows failure rates and installation time requirements, and the procurement department knows commercial terms and formal criteria. None of these sources alone provides a complete picture.<\/p>\n<p>The methodological implication is straightforward. In <strong>industrial market research<\/strong>, the aim is not always statistical representativeness in the traditional sense, but rather <strong>coverage of the market structure<\/strong>: all relevant types of entities, regions, company sizes, and positions in the channel. A purposive sample with clearly defined quotas may be more useful here than a random sample that, without an appropriate sampling frame, may overrepresent the most easily accessible entities.<\/p>\n<p>The second implication concerns the unit of analysis. A <a href=\"https:\/\/humes.pl\/en\/glossary\/buying-center\/\">buying center<\/a> includes an initiator, user, technical adviser, budget decision-maker, and so-called gatekeeper, meaning a person who filters incoming offers. In industry, these roles may be distributed across companies: the designer specifies the product, the installer may modify it on site, the procurement department negotiates the price, and the distributor decides on product availability. A study that asks only the &#8220;person responsible for purchasing&#8221; may describe the final stage of the process while overlooking the point at which the actual brand decision was made.<\/p>\n<p>The third difference concerns the time horizon. The purchasing cycle in industry can span several years, and statements such as &#8220;we will buy next year&#8221; may have different predictive value than consumers&#8217; purchase declarations. This is why research instruments emphasize reconstructing the most recent actual transactions (who, when, based on which criteria), rather than relying solely on hypothetical intentions.<\/p>\n<h2>How can researchers reach distributors, installers, and procurement departments?<\/h2>\n<p>In this type of project, recruitment is often more costly and time-consuming than conducting the interviews themselves. It is worth planning it as a separate stage with its own schedule. The following sequence of activities works well in project practice:<\/p>\n<ol>\n<li><strong>Channel mapping.<\/strong> Before recruitment, a map of entities is developed: general technical wholesalers, specialist distributors, purchasing networks, integrators, contracting companies, design offices, and maintenance departments at end-user organizations. The map specifies how many interviews should be conducted with each type.<\/li>\n<li><strong>Defining eligibility criteria.<\/strong> Not a &#8220;wholesale employee,&#8221; but a person who, in the past twelve months, decided whether to add or remove a brand from the offering. Not an &#8220;installer,&#8221; but a person who installs a given type of equipment at a specified minimum frequency.<\/li>\n<li><strong>Building a contact database.<\/strong> Company registers, lists of authorized partners, databases of technical training participants, industry directories, trade fair exhibitor lists, associations, and craft guilds.<\/li>\n<li><strong>Multichannel recruitment.<\/strong> Telephone can be the primary channel, supported by an email containing a one-page study description, LinkedIn outreach for procurement and managerial roles, and direct recruitment at points of contact with installers.<\/li>\n<li><strong>Scheduling an appointment rather than conducting an interview on the spot.<\/strong> An installer is on site in the middle of the working day; a buyer may have a calendar booked for the entire week. Flexible scheduling, including early mornings and late afternoons, can increase the completion rate.<\/li>\n<\/ol>\n<p><\/br><\/p>\n<p>The choice of method depends on the respondent&#8217;s role. Telephone or online in-depth interviews (IDIs) work well for procurement departments and distribution management, where discretion and brief, precise contact are important. <strong>Installer research<\/strong> can be conducted as short CATI telephone interviews with an extensive open-ended section or as face-to-face interviews at the workplace, where the tools and products actually used can be observed. <strong>Distributor research<\/strong> works well in combination with observational elements: display audits, checks of product availability, and conversations with counter staff.<\/p>\n<p>A separate tool is the <strong>B2B customer satisfaction survey<\/strong>, conducted periodically among business partners. In industry, it measures not only overall satisfaction but also distinct dimensions of cooperation: delivery timeliness, quality of technical support, clarity of pricing policy, efficiency of complaint handling, and availability of training materials. Such measurement is meaningful when results can be linked to a specific account manager, region, or product group while maintaining confidentiality.<\/p>\n<p>In industry, the purchasing decision is often shaped by the installer or designer rather than the formal buyer &#8211; omitting this link can distort the picture of the channel. In other words, the procurement department can describe the terms of a transaction, but does not always know why that particular brand was included in the specification. The answer may lie at earlier stages of the decision-making process.<\/p>\n<p>In relationship-focused projects, it is worth considering a dyadic approach, in which the same contract or business relationship is described in parallel by the supplier and the customer. This is discussed in more detail in the article on <a href=\"https:\/\/humes.pl\/en\/dyadic-research-in-b2b-how-to-study-buyer-supplier-relationships-from-both-perspectives-simultaneously\/\">dyadic research in B2B<\/a>. Comparing both perspectives may reveal discrepancies in the assessment of the same events &#8211; for example, whether a complaint was handled efficiently.<\/p>\n<h2>What mistakes most often undermine B2B research in industry?<\/h2>\n<p>Most data quality problems in <strong>industrial market research<\/strong> arise at the design or recruitment stage. Below are the most common pitfalls and ways to mitigate them.<\/p>\n<ul>\n<li><strong>Researching only existing customers.<\/strong> The client&#8217;s CRM database is convenient, but it includes only entities that already cooperate with the company. A market picture that excludes companies that chose competitors or ended the relationship is systematically biased. The solution is to supplement the sample with entities outside the database, including former partners.<\/li>\n<li><strong>Equating the &#8220;contact person&#8221; with the decision-maker.<\/strong> The person identified by the sales representative is often the person who is easiest to talk to, not the one who makes the final decision. The screener should verify actual involvement in the decision by asking about a specific past decision.<\/li>\n<li><strong>Questions about stated selection criteria.<\/strong> Industrial respondents often cite quality, reliability, and service, placing price lower down the list. Instead of declarative rankings, researchers can use trade-off techniques, such as allocating a limited pool of points, paired comparisons, or conjoint analysis.<\/li>\n<li><strong>A questionnaire written in the manufacturer&#8217;s language.<\/strong> Catalog terminology may be unclear to an installer who uses a common name or a number from the wholesaler&#8217;s price list. Piloting the instrument with several respondents from each group helps identify these discrepancies.<\/li>\n<li><strong>An overly long interview with someone on the move.<\/strong> An interview with an installer lasting more than a dozen minutes may result in shortened answers in the second half. It is better to divide the scope into two waves than force one long meeting.<\/li>\n<li><strong>Lack of quality control with small sample sizes.<\/strong> With several dozen interviews, a single unreliable record can materially affect the result. The project should include verification of some interviews, consistency checks in the records, and &#8211; with the respondent&#8217;s consent and in accordance with regulations &#8211; interview recording.<\/li>\n<\/ul>\n<p><\/br><\/p>\n<p>Confidentiality is a separate limitation. Buyers and distribution managers handle data on commercial terms that they may not disclose regardless of assurances. Realistic instrument design means asking about ranges, relationships, and directions of change rather than absolute values, as well as clearly communicating that results will be reported only in aggregate form. Limiting information about the client during fieldwork can be considered only if it is consistent with principles of transparency toward respondents; it should also be expected that some respondents will recognize the context from the questions asked anyway.<\/p>\n<p>It is also worth comparing <strong>B2B research in industry<\/strong> with the alternative of analyzing secondary data: sales reports, turnover data, and service requests. Secondary data show what happened, but usually do not explain why and may not include lost transactions. Interviews supplement them with insight into the decision-making mechanism. The most useful designs are those in which hypotheses from sales data are verified in interviews and qualitative findings are scaled quantitatively in a subsequent wave.<\/p>\n<h2>What should a well-designed industrial research project include?<\/h2>\n<p>The following checklist makes it possible to assess whether a planned or commissioned project includes all elements necessary to obtain data suitable for interpretation.<\/p>\n<ul>\n<li><strong>A channel map assigning the number of interviews<\/strong> to each type of entity and each decision-making role.<\/li>\n<li><strong>A screener that verifies the role<\/strong> by referring to an actual, recent decision rather than a job title.<\/li>\n<li><strong>Differentiated instruments<\/strong> for distributors, installers, designers, and buyers &#8211; shared comparative modules plus role-specific sections.<\/li>\n<li><strong>A planned approach for reaching <a href=\"https:\/\/humes.pl\/en\/glossary\/hard-to-reach-respondents\/\">hard-to-reach respondents<\/a><\/strong>, including alternative contact channels and flexible time windows.<\/li>\n<li><strong>Appropriate incentives<\/strong>, matched to the value of the respondent&#8217;s time; for installers, it is worth testing an incentive format that is acceptable to respondents and compliant with their organizations&#8217; policies.<\/li>\n<li><strong>A quality control procedure<\/strong>: verification of some completed interviews, consistency checks, removal of incomplete records, and, where justified and permitted, recordings made with respondents&#8217; consent.<\/li>\n<li><strong>An analysis plan that compares perspectives<\/strong> &#8211; a report that compares the responses of channel links rather than describing each group separately.<\/li>\n<li><strong>Reporting rules that protect confidentiality<\/strong> with small sample sizes, including a minimum subgroup threshold for reporting results.<\/li>\n<\/ul>\n<h2>Frequently asked questions<\/h2>\n<h3>Who should be researched in the industrial market?<\/h3>\n<p>The respondent scope should result from the channel map, not solely from the customer list. It typically includes distributors and wholesalers, contracting companies and installers, designers, as well as procurement and maintenance departments at end-user organizations. In projects concerning brand positioning, the sample is supplemented with entities working with competitors and former partners, because without them the picture of the channel is one-sided.<\/p>\n<h3>How can installers and distributors be recruited for a study?<\/h3>\n<p>Recruitment can be based on an in-house contact database built from company registers, lists of authorized partners, industry directories, and lists of technical training participants. Depending on the segment, verified B2B panels can also be used, provided that the respondent&#8217;s role and experience are carefully confirmed. Telephone contact often works best when preceded by a brief email explaining the purpose and duration of the interview. The key is to schedule the interview around the respondent&#8217;s work rhythm and offer an incentive proportionate to the time committed.<\/p>\n<h3>Which methods work well in industrial research?<\/h3>\n<p>The most commonly used methods include in-depth interviews with decision-makers, CATI telephone interviews for larger samples of contractors and installers, online surveys in satisfaction research among business partners, and point-of-sale audits at distributors. Trade-off techniques may work better than declarative rankings for measuring selection criteria. In relationship projects, a dyadic approach is useful, examining the same relationship simultaneously from the supplier&#8217;s and customer&#8217;s perspectives.<\/p>\n<h2>Ask about research among customers and business partners in industry<\/h2>\n<p>If a project involving distributors, installers, or procurement departments is planned, Hume&#8217;s Institute can help select the method, design the sample, and conduct recruitment. <strong><a href=\"https:\/\/humes.pl\/en\/contact\/\">Ask about research among customers and business partners in industry<\/a><\/strong> &#8211; a brief description of the distribution channel and the questions the results should answer is all that is needed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In industry, the purchase is often decided by an installer or distributor, not the formal buyer. We explain how to sample and recruit respondents in industrial research.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[912],"tags":[],"slowa_kluczowe":[],"class_list":["post-3782","post","type-post","status-publish","format-standard","hentry","category-badania-i-analizy"],"acf":[],"_wp_attached_file":null,"_wp_attachment_metadata":null,"wpml_media_processed":null,"_wpml_media_usage_in_posts":null,"_wp_attachment_context":null,"_oembed_35c905c64c03156f243b94f18c4eb80f":null,"_wp_attachment_image_alt":null,"rank_math_description":"Industrial market research must reach distributors, installers and procurement teams. Learn how to design the sample, recruit respondents and avoid errors.","rank_math_focus_keyword":"industrial market research","rank_math_contentai_score":null,"_wpml_post_translation_editor_native":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_wp_page_template":null,"rank_math_og_content_image":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_wp_desired_post_slug":null,"rank_math_primary_category":null,"_acf_changed":null,"wp_pattern_sync_status":null,"_form":null,"_mail":null,"_mail_2":null,"_messages":null,"_additional_settings":null,"_locale":null,"_hash":null,"_config_validation":null,"_wp_old_slug":null,"rank_math_internal_links_processed":"1","_top_nav_excluded":null,"_cms_nav_minihome":null,"_thumbnail_id":null,"_last_translation_edit_mode":"native-editor","_wpml_word_count":"2309","_dp_original":null,"_edit_last":null,"_edit_lock":null,"rank_math_seo_score":null,"_wpml_location_migration_done":null,"_wpml_media_duplicate":null,"_wpml_media_featured":null,"_wp_old_date":"2026-09-24","copied_media_ids":[],"referenced_media_ids":[],"rank_math_title":"Industrial market research in practice | Hume's Institute","job_department":null,"_job_department":null,"job_location":null,"_job_location":null,"job_offer_external_link":null,"_job_offer_external_link":null,"footnotes":null,"inline_featured_image":null,"blog_podtytul":null,"_blog_podtytul":null,"blog_czas_czytania":null,"_blog_czas_czytania":null,"blog_dalsza_lektura":null,"_blog_dalsza_lektura":null,"slownik_krotka_definicja":null,"_slownik_krotka_definicja":null,"slownik_cytat":null,"_slownik_cytat":null,"slownik_na_stronie_glownej":"1","_slownik_na_stronie_glownej":null,"slownik_slowa_kluczowe":null,"_slownik_slowa_kluczowe":null,"slownik_w_praktyce":null,"_slownik_w_praktyce":null,"slownik_powiazane":null,"_slownik_powiazane":null,"slownik_kluczowe_punkty":null,"_slownik_kluczowe_punkty":null,"lang":"en","translations":{"en":3782},"pll_sync_post":{},"_links":{"self":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3782","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/comments?post=3782"}],"version-history":[{"count":1,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3782\/revisions"}],"predecessor-version":[{"id":3783,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3782\/revisions\/3783"}],"wp:attachment":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/media?parent=3782"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/categories?post=3782"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/tags?post=3782"},{"taxonomy":"slowa_kluczowe","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/slowa_kluczowe?post=3782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}