Hello, everyone, and thanks for, joining our demo webinar today on AI powered b to b ecommerce search. My name is Shereen Reid. I work in the product marketing team here at Coveo, and I'm joined by my colleague, Sean Pollock, who is a solution, engineer, and he will be leading the demo today. I have just a couple of housekeeping items, of course, to cover with you quickly before we get started. First, everyone is in listen only mode. However, we do want to hear from you, during the session today. So if you have any questions, please feel free to pop them into the Q and A section on your screen. A popular question as always, is the webinar being recorded? And, yes, it will. It is being recorded, and you will receive the presentation within about twenty four hours of the conclusion of the event. So with that out of the way, let us get started. So quickly before I hand it over into the capable hands of Sean, I just wanted to take a moment to share a few thoughts on why we're actually all here today and why Coveo is an important element in your b to b ecommerce strategy. So, sure you've heard this before, but I think it's important to point out that b two b buyers today are, expecting the same kind of consumer experiences that they get when they shop themselves online. So their level setting against, those big tech companies that have the experiences, you know, in terms of being able to, quickly search very intuitively, being able to give them the content, being able to give you the content that you need before you even ask like Netflix does, and or even get relevant product recommendations like you would on a on an Amazon or a Wayfair. And in the last year or so, what we see is that b two b online buying has really accelerated. Figure here, it was published by digital commerce three sixty about ten percent increase. And I think it's important to understand that although the pandemic really acted as a disruptor and kind of pushed that number higher quickly, It's not necessarily a temporary shift. I don't believe that any buyers are gonna go back and unlearn, you know, the convenience of having a digital portal. They're becoming much more self sufficient, and now a lot of them just prefer to interact that way. So whatever channel strategy you have, you really can't risk ignoring your own site experience because not only are buyers willing to pay more for a better experience, but I think more importantly, they're gonna leave if they find a competitor site that's, let's say, easier to navigate, easier to access the content they need, to make their purchase decision, and overall gives them a better experience. Alright? So, in terms of search specifically, I'm sure you've heard this, but the fact is that people who use that search box are really exhibiting a clear intent to buy versus those that are simply browsing around. What's also important to understand is that companies with advanced search capability, so intelligence in that search box, have a two times higher rate conversion rate than those with just basic search capabilities. And so that brings us, you know, to why Coveo can really help improve your ecommerce experience. If you're not familiar with Coveo, we're a cloud based AI platform. We power most of the experience layer that buyers are going to interact with. So things like search, of course, being the main component as well as navigation, listing pages, all the filters and facets that you see, as well as recommendations and personalization. So Sean's gonna walk you through some of these capabilities today, but I wanted to call out just a few that I I think are worth mentioning. First is around product findability. So product catalogs and b two b as we know can be complex and sometimes quite large, millions of SKUs. Some of our customers have hundreds of attributes, associated with them. And on top of that, typically, product catalogs that you have internally, they're not necessarily designed for the way that buyers search. And that creates a lot of friction and and frustration for for those coming to your site. So Sean's gonna show you a little bit about how AI, for predictive query suggestion, product rankings, navigation removes some of that friction. So if somebody's coming to your site, you know, to quickly reorder a part, replacement part, and they use a Barca part, product ID, they can quickly find what they're looking for. And if somebody's browsing, they're better able to discover your product catalog. Also, important to to point out is that Coveo is also able to respect specific pricing and entitlements, which are really important in in b two b. So customers that are searching, they only see the products and the pricing that that's related to that. You don't have to set up a bunch of workarounds in order to have this happen. We also have the available the, the ability to index rich content in addition to your structured product catalog content. So within a single search, people can see results for other things like educational videos you might have. Maybe it's expert articles. Maybe it's warranty manuals. Whatever is related to that search will come up as well. Coveo was also able to personalize. And a lot of people talk about personalization. Not only can we do it though for customers that are logged in, but we can also do it for anonymous buyers. And we do this, in a very unique way using machine learning, combination of that and their site behavior and with product vector mapping. So actually mapping out your catalog to understand the relationships between different products in your catalog. So this is quite unique. We also have a host of recommendation models, of course, all driven by AI. So whether you wanna show, let's say, buy again recommendations on your homepage or frequently purchased together. Once someone adds something to their cart, we can accommodate all of those different strategies that you wanna put in place. Finally, important point is we're able to attract the entire user journey or buyer journey on your site. So not just what happens in the search box, but what facets gets clicked on, what categories are selected, what content is viewed, and what gets added to the cart. Right? What impacts that? So we can show attribution to measure how search impacts conversion and also average order value and revenues. So finally, just before I hand it over to Sean, I wanted to point out that Coveo is platform agnostic. So we do have native integrations with Salesforce, b to b commerce cloud, as well as Sitecore. And if you're using SAP Hybris, like a number of customers or any other platforms or applications, we really have extensive out of the box connectors that make the deployment easy, simple, successful. Also APIs, headless controllers so that you can really embed Coveo any kind of site you want, app, or mobile experience. So with that being said, Sean, I'm gonna hand it over into your capable hands. Thank you very much. I'm just gonna share my screen here so we can quickly see, particular customer b to b site as, as well as our, demo sites here. Now, to give you a little bit of background of, Coveo and and FleetPride, FleetPride came to Coveo because they have a very complex catalog, for their b to b users. They have over one and a half million SKUs. And because it's b to b, their customers are more interested in some of the, the technical product attributes, of of items in the catalog. So they actually have almost four thousand facets within their catalog so that people can really whittle down those search results. At the same time, FleetPride is using Coveo, to check inventory, so that we can actually look within the particular, stores at or or have this item shipped, to our location. Now, FleetPride has a a customer base that has a large number of fleet vehicles, a lot of maintenance items and wear items within, the the, truck and and heavy equipment parts. So with Coveo, they really wanted to enable customers to quickly find those maintenance and those wear items that they're, quickly able to find on the site and have that shipped out to them. At the same time, we also want to encourage things like product browsing, and, also take what they've purchased in the past, into context as an example, maybe what their past experience was, what they were searching for on the site, and have Coveo start to personalize on a one to one level, so that, we can start to get more relevant product in front of them, based on that user's context. So to show you, the site, we've just dropped the the Coveo search, bar components on the on the global header here, but Coveo is much more than just a search box and a search results page. We have a number of mature out of the box machine learning models so that you can start to see, recommendations, based on what I've recently viewed. And and also what maybe featured products which fit into the context of where I've been looking, on, throughout the site. If, I just show this side by side with, an incognito window here, you can see on the right hand side, I have a number of featured products, but I don't have any recently viewed, but Coveo is providing that for the user on the left. And we can also see that the featured products for my user on the left are different from the ones on the right. Coveo is taking that context of of your past searches. Even though we haven't logged into the site yet, Coveo is taking that into context to provide more relevant, suggestions. So at this point, I can actually go in and, do a quick search. Now you'll see Coveo's query suggest model, starting to come up with recommendations for me. These are items that I've searched for in the past. They're also very popular items that may have led to a purchase from other users like me. So, with Coveo, we have a number of of features that are really gonna make things easy for your customers to find the product that they're looking for. As as an example, you know, just starting to type in, within the search results page here or sorry, within the query, you can see, even though I've misspelled the word query, Coveo is coming up with with query suggestions. So these are not just, suggestions that are based on what is in the index. These are suggestions built for me based on my context, but also based on successful search events, meaning it may have led to a purchase as an example. So Coveo is starting to reinforce those actions that will get you closer from executing a search to adding an item into the cart. An example of that is, you know, just going in and doing a quick search for battery. You can see that Coveo is is coming up with a number of of results. Now these are items where I may be searching for a battery, but I don't really know whether that's something that, works with my particular vehicle type. So, with Coveo, we're able to take the the results of, of the search, but I can also start to add in, my VIN number, as an example. So that when I do a search for the VIN number, we're able to provide search results for a specific battery, and the VIN number that I put in didn't have any. So, I can start to whittle my results down based on the year and make and model of of the vehicle as an example. This is something that, made things very convenient because as people are going in and putting in a search for a lot of b to b sites, customers are going and they they wanna, attribute parts ordering based on a particular model or a particular, product that they have, and Coveo can start to refine those searches based on that specific model. At the same time with Coveo, we can add our vehicle, to, the, to the account record here if if we start to log in. We'll see that when we get into, the the logged in experience. Now as we go into, to FleetPride here, and I may, perform more of a of a general search, with Coveo, I can start to navigate through, you know, the four thousand facets that, that FleetPride had. So, starting to go into a specific catalog, allowing Coveo to then sort based on, the the different categories, as an example, hydraulic filters. And we're starting to go into what's called hierarchical facets. So within your product catalog, this allows us to be able to really get granular in terms of, allowing our customers to browse down through these hierarchical facets and and allow Coveo to choose how these facets are are put in a particular order. As Shereen mentioned, this is something where Coveo is going in and, tracking all of the engagements so that we can start to personalize. So every search that we put in, every every facet click, what products they put in, what products were clicked on, what commerce events are happening as an example, what was added into the cart, the items that are purchased with. And these are all going to be, feeding those ML models so that we can then start to provide the, the the recommendations based on, similar events that led to a purchase. Now you'll notice here, with Coveo, on the right hand side, we are providing a price, and we are providing, pickup locations as an example. I may want to refine my search to items that are within a specific branch. So Coveo is now populating that. You can see I've I've, selected a store in Tucson, Arizona. So in this case, because of that that, catalog complexity, we're able to really, do these complex queries very quickly. What store has the location? What is the location of the of the item? What is the price of the item, sorted by part number? So that's something that, allows us to get very, very granular when it comes to the search. Now something with, with Coveo as well is that, FleetPride has a lot of Barca which, have a number of different cross references. We may have competitive parts. As an example here, especially with b two b, I can just start doing a search for part numbers. And within this part numbers, you can see again Coveo providing suggestions for those part numbers. And if those part numbers don't exist, you can see, Coveo starting to provide recommendations, on the the correct part numbers as an example. Even partial, part number searches. You can see, as I'm as I've just typed in, a single part number search, you can see Coveo has highlighted that, there is a match as a part Barca part number match, in in this case. But we may also have specific products that, we that the organization may not sell, but they do have a competitive product that they do wanna, surface to the top. As an example, this oil filter that we've been clicking on, you can see that we have a number of different oil filters that are appearing under a single brand's part number, and Coveo is providing a cross reference match automatically. Again, Coveo being able to quickly find the parts and the and the product that they're looking for, so that we can quickly get to that, to that item. So I'll just, bring up a quick example of what that looks like once we're authenticated here. And, Coveo is able to provide a bit more, a bit more context. While we're doing these searches, Coveo is actually pulling up my individual pricing. So, in this case of FleetPride, they have one to go on negotiated pricing, a very complex price list. And with that price list, I'm able to pull up more information. I can search within those vehicles, that I with the VIN numbers that I've had, earlier that we were showing. But I can also quickly select to buy it again, meaning I'm searching within my past invoices to find those individual parts. At the same time, we may want to just browse for product, that is on sale, or we can also browse for product, that is available to be shipped, to me rather than, the branch, as an example. So a lot of ways that we can quickly find these products, and quickly reorder these products products, especially when FleetPride has, items which are are are frequently reordered as they are maintenance and wear items on on vehicles. So, I'll just move to another, site as an example, and and this one would be a, a bicycle supply where we are supplying stores, for bicycle products. Again, Koveo is providing the the full user experience on this page. We have, recommended products to be ordered again, being powered by our our machine learning models. But we can also start to, show some of that product that may be trending. So it starts to go towards that product discovery, that, that we're looking for in b two b. But at the same time, Coveo is is a unified index. We're actually also indexing all of the the the technical documentation, the the video how to, a number of blog posts and articles. Coveo unifies all of the index as well as the product catalog, so that we can, really make this a one stop shop to go and, and retrieve all the information you're looking for. If I, just do a a a quick search for, Sierra as an example, this gives you a a really good look in terms of that unified experience. With Coveo, we have automated relevance tuning where we're gonna be boosting the product that you see, based on add to cart events and and those successful events. But, obviously, with Coveo, you also want to, do manual boosting, be able to provide things like, catalog oh, sorry. Catalog boosting. You may have certain events that you wanna push product for, and you can see that with this, particular flag. These are what we call featured results where I can handpick the items and and drop them on the page and base that on a specific search, a specific condition of of, the users, or just use this for a, listing page as an example. While at the same time, we have the the the featured results. I can also start to refine these searches, based on, the the Koveo controls that we have where I can, start to Barca shop for parts only. I can also start to look within my own past orders, because with Coveo, we can connect into your CRM, be able to pull those specific orders for, for your customer, and make it a very easy way to to look up those those past order items and search within those. At the same time, a lot of our b two b customers have, very, technical documents that they wanna enable their customers to easily find. And so we can provide those searches for for Sierra bike as an example and and to see some of the technical documents, the service manuals, even within their their own, partner portals. With Coveo, I can also start to search within my own cases as an example. Coveo has over fifty out of the box connectors. And as you can see, something as easy as YouTube, we can pull that content and show that complimentary content, right alongside your products. While we're at it, as I mentioned earlier, this is something with Coveo where we are tracking all of the engagement. At the same time, we can do this for specific commerce metrics. As an example, how many sessions we have, the the conversion rate, the average order value, And you get that full accountability with Coveo so that, you can see whether there was any influence on the on the Coveo side. Did someone actually click on the recommendations? Are they clicking on query suggestions? So all of this is something where Coveo will be able to, give you that accountability and show the impact of of those machine learning models and how it responds to trends. It's the important part of of Coveo, especially when it comes to, ecommerce, is there are a lot of trending and seasonal data that, typically needs to be noticed in a report, and somebody has to go and do manual boosting. With Coveo, you can see how Coveo is starting to respond to those new trends, that seasonality that's coming into its site. And Coveo can adjust the dials so that it's completely automated to provide those, the the, the recommendations, that are most relevant to those trends. As I'm going through the, the analytics here, we can start to get pretty granular in terms of what are your top queries, what are the top searches. We can do this by, the click rate or what's the average revenue. At the same time, we wanna see how the catalog is performing. What's the most popular brand? What is the most popular product? What are those events that led to those purchases, as we go into, into Cobayo and, and ensure that the the ML models are providing those, recommendations to reinforce those those products. So, I've gone through a lot of, of information here. What we are looking at is, is the administration console. We can, take this offline if you're interested so that we can actually, go through and show how we do the some of the product boosting, how we connect those different sources, and be able to provide that unified experience across multiple channels, in on your b two b sites. At this point, I will, pass it over to Shree to see if there's, any questions. Alright. Thanks. I will just reshare my screen here. And to your last point, Sean, I think, what's really telling is we had a customer the other day saying that it's great to have all these analytics and insights, but if you can't then have the ability to take action on them quickly as a business user, then it doesn't lead you anywhere. You don't wanna go through coding cycles and the rest, and Coveo enables you to do that. Just get in right in there and make the changes that you need based on the analytics that you're seeing. Okay. One of the questions that came in while you were talking was interesting because somebody went out to the FleetPride site and actually did a search, and then they said that they were seeing different pricing than the ones that you were seeing. And they asked if this was kind of a personalization, something that Covio does, or it's another piece of software. So I answered in the chat, but maybe you can re answer again. Yeah. Great question. And also not the first time I've had it. And, the reason being is is, yes, Coveo is using the context of the user. So FleetPride does have different pricing based on, their locations, based on, anonymous users. Also, anonymous users is is typically a list price, but authenticated users, they have their own price, table. So Coveo is displaying that based on the user. Great. Okay. Thanks. I'm glad I answered correctly. Okay. Another question, and we get this one a lot too, is how much prework is required, on the catalog to have it usable for Coveo? Because as we know in b two b, those catalogs can be messy. Yeah. That's right. And, Coveo is able to, you know, take that catalog, as it sits. You know, as we start to join those different, the the different catalogs that you have, we have a number of tools that we can, do to transform the data if required, but we can also unify it and give it dimension. Meaning, you know, product groupings that you may have, a variance that you have with with product. Coveo can, start to separate your your your products with your variance and, and and use it as it sits. So that that's something that, is a big value add with Coveo because you're not having to redo your your scope. Okay. Another question is, how do we track commerce events? Okay. I I guess that's because you showed the dashboard. So how is it that Coveo can track all of this? With Coveo, we are, we have our own framework. So with Coveo, the the Coveo framework sends up those those events, so every click, every search. And, within that, for the commerce events, we can also work with, say, Google Tag Manager as an example so that we're adding and sending in those add to cart events, those, product removal from the cart as an example. So we wanna be able to make sure that we are, not just tracking those events for search, but also for commerce. And and I know that some of that prework is done before even you deploy Quavail. Right? A lot of times, we put a tracker on sites to to gather the data so that machine learning can be at to can be, right on, the first day you launch. Correct? That's correct. Yes. So, as they are, or as you are building out the sites, we can ingest all the that real world data. And and while the development is happening, Coveo is already ingesting those valuable analytics so that it can, start to power those recommendations, when you're ready to go live and hit the ground running. Excellent. So, thanks, Sean, and thanks everyone who was able to join us today. Again, if you wanna take up Sean on his offer to have a personalized demo, just reach out to us. Before we sign off today, I just wanted to point out that we do have another webinar up and coming on October fourteenth. And the topic will be about how to, how you can measure the impact of your AI on ecommerce KPIs. So for all of you out there needing to put together maybe a business case, I suggest you tune into that one. And with that, thank you for joining us, for the demo today, and have a good rest of your day.
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B2B Ecommerce Search for Friction-Free Buying Experiences

Large tech disruptors have redefined the way businesses interact with people. 

They’ve introduced advanced search capabilities that have 2X the conversion rates compared to others with basic search functions.

2020 disrupted and accelerated business as usual — online sales increased 10% on B2B ecommerce sites. Innovative companies who adapted knew how important it was to convert by meeting and exceeding their customer’s expectations. 

Customers don’t have the time to wait on an inadequate search system. 

It’s an expensive choice not to future-proof your website. Don’t lose the industry-leading edge you’ve worked so hard to achieve. 

That’s where Coveo AI comes in.

Far too long have shoppers been fed irrelevant and generic product recommendations.

Coveo changes that by bringing relevant buying experiences to products, reviews, suggestions — all calculated and learning from every interaction.

Watch this product demo session to learn how to leverage AI-powered search, navigation, personalization & recommendations to remove friction from your buying experiences. 

Experience AI-powered relevant buying experiences with:

  • Finding everything you need faster, any way you want to search
  • Dynamic navigation paths that discover relevant products within complex catalogs
  • Personalized experiences for both authenticated and anonymous buyers
  • Machine learning models that recommend products for cross-selling and up-selling
  • Educate buyers by surfacing rich content such as expert articles or videos in a single search

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