Know your customers’ needs and wants about the products or services is important to your revenues stream. You need to watch your clients’ and customers’ direct engagement and combine it with data analysis.
Let’s look at an efficient way to find out your clientele interests in the company offerings.
1. Use a client relationship management software – such as Salesforce – and your sales data to record and then analyze your customers’ spending behavior, perform client interactions, record common objections, familiarize with their requests, know the stages for each deal, spot their purchasing trends – how often they buy, are there different products/services, do they look for new stuff, bundled or combos, family packs, etc.
2. Interact directly to know your customers’ needs and wants asking for feedback, questions in the form of a short interview, answer to a poll, or asking them to fill in a short survey – see Survey Ideas at the end of this article – for example Survey Monkey.
3. Interact indirectly observing the results in the search bar you provide for them to look for the products/services, monitoring your marketing emails to them, processing the website tracking results, for example Google Analytics.
4. Interact with your customers on social media, forums, anywhere where you have the chance to provide value. It helps you track their purchasing behaviour by looking at their wish lists, comments, questions, and complaints.
5. Evaluate past purchases habits with a software tool like Houseware for instance to monitor customers’ products preferences, purchase patterns and duration, repeat customers, demographic and psychographic information, as well as future trends showing where interests arise, what are companies promoting by using Google Trends or known newsletters from large marketing consulting firms.
6. Engage customers’ participation to the prelaunching phases of new products, such as pilot programs to test new services/products, anticipate the rate of conversions.
Regardless of the order you implement the above ideas, employ them all, and find more supportive elements to conduct your business to learn about how to satisfy your customers’ needs and wants.
SURVEY ideas targeted to a business customer. Keep in mind a few critical ideas for your survey success:
- Set a survey objective. What do you want to accomplish?
- Select a survey format that fits your goals best – Google Forms, Jotform, Survey Monkey.
- Mix multiple-choice, open-ended and rating scales questions.
- Keep the survey between 5-7 questions.
- Send them via a link on your site or email.
- Offer incentives: win a draw, deals.
- Send survey reminder every 4-7 days.
When you create a survey based on Google Forms engage your attention and update according to the following sections:
- Allow access from outside your organization
- Collect email addresses of participants

