customer insight - top three how to's

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© 2015 The Insight Advantage ProductTank SF January 22, 2015 Jen Berkley Jackson @jenberkley Customer Insight– Three Top ‘How Tos’

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© 2015 The Insight Advantage

ProductTank SFJanuary 22, 2015

Jen Berkley Jackson@jenberkley

Customer Insight– Three Top ‘How Tos’

© 2015 The Insight Advantage

Where Am I Coming From?

Customer Even LONGER!

Research Consultant 15 years

Product Manager10 years

© 2015 The Insight Advantage

Three How To’s Tonight

#3Get the most impact from

win/loss data

#3Get the most impact from

win/loss data

#2Find target customers

to talk to for market validation

#2Find target customers

to talk to for market validation

#1Decide what kind of research

to do for any given project

#1Decide what kind of research

to do for any given project

© 2015 The Insight Advantage

#2Find target customers to talk to for market validation

#2Find target customers to talk to for market validation

#1Decide what kind of research

to do for any given project

#1Decide what kind of research

to do for any given project

#3Get the most impact from

win/loss data

#3Get the most impact from

win/loss data

© 2015 The Insight Advantage

#1 - How to decide what kind of research to do for any given project

© 2015 The Insight Advantage

In-person Focus Telephone Interviews Groups Interviews

#1 - How to decide what kind of research to do for any given project

Ethnographic Customer Usability Print Web Studies Panels Surveys Surveys

Open-ended Closed-ended

© 2015 The Insight Advantage

#1 - How to decide what kind of research to do for any given project

© 2015 The Insight Advantage

#2Find target customers

to talk to for market validation

#2Find target customers

to talk to for market validation

#1Decide what kind of research

to do for any given project

#1Decide what kind of research

to do for any given project

#3Get the most impact from

win/loss data

#3Get the most impact from

win/loss data

© 2015 The Insight Advantage

#2 - How to find target customers to talk to when doing market validation research

© 2015 The Insight Advantage

#2Find target customers to talk to for market validation

#2Find target customers to talk to for market validation

#1Decide what kind of research

to do for any given project

#1Decide what kind of research

to do for any given project

#3Get the most impact from

win/loss data

#3Get the most impact from

win/loss data

© 2015 The Insight Advantage

#3 - How to get the most impact from win/loss data

Price!Product

• Purchase process - What drives the

search - Where they look - Who are

evaluators vs. decision makers - Who owns budget - Evaluation

criteria

• Competitors and their strengths/weaknesses

• Perceptions of: - Marketing - Product - Sales process - Overall

experience

© 2015 The Insight Advantage

#3 - How to get the most impact from win/loss data

© 2015 The Insight Advantage

© 2015 The Insight Advantage

For more information:

Phone: 408-358-0700

Email: [email protected]

Blog: www.TheInsightAdvantage.com/blog

Twitter: jenberkley

Facebook: The Insight Advantage

• Research• Win/Loss