Primary Research Methods - A Telephone or E-mail Survey

 

A Telephone or E-mail Survey is another primary research method that smaller companies can easily doto obtain information on competitors, potential customers, and distributors. Essential elements are a well-thought-out set of questions, good listening/recording skills, and a little assertiveness.

In most cases, a formal questionnaire or skilled survey research company are not necessary. However, longer term, or when more sophisticated feedback is required, market research companies or consultants can be valuable. Interview steps for the do-it-yourselfers include: Carefully think out and prepare questions. Establish the call list. Call and take copious notes.

Calling potential customers. When calling potential customers, make sure to talk to the real buyers. Glean as much as possible from the call, for as long as the potential customer will talk.

Typical questions for target customers (e.g., potential buyers) might include:

1. Which products do you use now that are similar to ours?
2. How do you buy products similar to ours? (on-line, retail, direct mail, etc.)
3. How do you use similar products in production or resale?;
4. What key benefits or performance features do you like about ours or similar products. Are these important to their business?;
5. What problems with current product or process would you like to solve?;
6. How do you find, review and buy new products?;
7. Who are your customers?;
8. What marketing materials, samples, etc., do you like to use to sell a new product?;

Calling the competition. Two types of calls can work in this situation. The first is to call as a potential customer, asking to speak to sales. This approach gives a quick understanding of what it is like to deal with the company. Calling as a potential customer means bolder questions can be asked. The second method is to call the company as a salesperson, ready to try and sell them the product and assess it's market potential.

To determine whether the firm called would be a good company with which to work., test the performance of the competition, and get better ideas on how to handle customer services more effectively, note the following:

  • the caller's treatment; including the number of transfers or holds;
  • whether staff are informed enough give the detailed information needed;
  • whether questions are answered thoroughly or whether they try to get off the phone quickly and offer product literature;

Typical questions for the competition might include:

1. How do I find out more about the product(s)? Specifications?
2. How do I buy the product(s)?
3. What testing procedures, quality control, pricing, and support policies exist?
4. Can I have a demonstration or be allowed to test the product for some time before buying?
5. Describe a 'potential problem' and see if the competition has products or recommendations to solve it.

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