The Center for Sales Strategy Blog

Before the real needs analysis work, do some pre-meeting research... Presearch. Yes, it still happens. 

There are still account managers who open a Client Needs Analysis with, “So, how many years have you been in business?”  Or, “How many locations do you have?”  Or, “Do you have a website?”

These kinds of CNA questions don’t ask; they tell.  They tell the client, “This person has not done one stitch of research before asking me to give up this hour.”  Or, “This salesperson is lazy.”  Or, “This individual does not value my business very much if they couldn’t do a little homework in advance.”

In the sixth century B.C. there was a king going out on what might be similar to the needs analysis a salesperson goes out on today. King Croesus was seeking advice from the oracle, asking what the outcome might be if he invaded Persia. The answer was that if he did, a great empire would fall.

Congratulations! After all of your creative efforts to stand out, establish credibility, and demonstrate expertise, your prospect has finally agreed to meet with you. Considering how many other salespeople likely call on them in your market, this is a huge win! However, what you do next could make it all worthwhile… or simply a waste of time.

Learning how to dig deeper and gain a better understanding of each of your client and prospect's needs is a very popular topic on our blog. We've taken a look at some of our popular articles that will help you to conduct an effective needs analysis meeting so you can focus on developing customized solutions for your clients.  

I was in a department store looking at big screen TVs and the sales representative approached me and asked if he could help me with something. I told him I was just browsing (but I was really interested in buying).

You just had what seems like a great meeting with a b2b sales prospect. You're excited because early on in the conversation you came across a need that was clearly actionable by you and your company. Cool.

I'll start by saying that many marketers are indeed doing digital, but even if you are or know of a business owner or marketer who is, ask yourself if they are doing the best they could be with their digital marketing efforts. Chances are you or they would say, "No." Even with the number of business and brands using digital, I still come across a number of stories where I hear about a marketer not willing to try digital, whether it be social, mobile, desktop display, or search.

If you’ve ever had the opportunity to sit on the listening-side of a role-play, or act as an observer or manager while an eager account executive makes their pitch, you have likely witnessed that pivotal moment when a flawless presentation slides into pointless monologue.  It is like the rise and fall of a well-orchestrated opera, when the prospect is sending all kinds of positive signals… but the sales person presses on with their argument.  (They have a lot invested in the preparation of this presentation… and they’re going to darn well deliver it.)

Have you seen the new Ford ad campaign?  It is what they call the "AND not OR" campaign. They are using this campaign to build the perception that when you buy a Ford you don't have to compromise. One ad asks if you want a "Bed or Breakfast?"  No one wants that. We want both.

I recently had the chance to observe a seller in the process of a needs analysis meeting with a client.  She had clearly prepared exhaustively for the event… with page after page of well thought-out questions.