Small talk is an appetizer to any relationship. People like to do business with their friends. When you forget someone’s name, for example, be open and ask them graciously. This psychology of assuming the burden of someone else’s comfort is similar when you are on the telephone doing research or competitive intelligence. Make the other person feel you care, but also keep in mind that you might be catching them at a busy time.
Short, shallow, frequent bursts of communication via Twitter, Facebook or texting do not develop deep and emotional relationships, whether among friends, parent to child or between business colleagues. I fear that people are losing their ability to hold a conversation in our infected society of social networks, which favors many forms of digital connection with numerous people who are practically strangers, rather than really getting to know fewer people a whole lot better.
I recently gave a webinar on “How to improve your collection skills through interviewing and elicitation.” I particularly enjoyed the Q&A and will share my 2 favorites: What are some tips to get the interview in the first place? Reaching people live, referrals or customized email requests leading up to a phone call? How do you differentiate yourself from a telemarketer? Do you say what you’re doing?
Remember it’s not just what you say, but how you say it that makes you a successful interviewer.
People often ask me what is the benefit of elicitation versus the standard interview. Actually they share more in common than they differ. Preparation in similar. You want to learn as much about that person as you can before you talk to them. Elicitation is a conversational interview, a planned conversation. Elicitation builds off human tendencies that most people have: a desire for recognition; showing off, curiosity, gossip, complaining, correcting you.
A recent HBR blog post, “Just Call Someone Already,” focused on when to use the phone versus email, often used instead of the phone. I resonated with the author, Dan Pallota in his comment, “Much worse than the inefficiency of using email to set up phone calls are the missed opportunities and unnecessary misunderstandings that come when we use email instead of phone calls.” A best cooperative intelligence practice is to think about how the individual you want to reach likes to be communicated with, even if it’s not your preference. Another cooperative best practice is only send communication to those who will value it.
The first step in primary collection regardless of whether it’s a standard interview, elicitation or some combination is preparation. Do not skimp on this upfront time. Often conversations and interviews don’t go as planned. If you have done your preparation, you can more easily be flexible. Lay aside your preconceived notions. Many of us listen for what we think is the ‘right’ answer or for what we want to hear. We don’t listen to the full story that the other person is telling us. Listen and put your ego aside if you want to be good in primary collection.
This is the first in a series about how I evolved in my career in competitive intelligence, and what I have learned over time. Overall I am glad I had a start back in 1985 for the critical thinking and deeper relationships I developed. I am glad to still be in this field today where I can reach out to sources quickly that I would never have dreamed even existed in 1985, thanks to social networking.
While many people ask me to share the templates I have prepared over the years, when I conduct win loss interviews, actually it’s the upfront planning that matters more. If you don’t have all the salient facts around the sales situation or a good value proposition as to why the customer or prospect will want to talk to you, you’ll never get that communication off the ground!
Many companies use CI software to both collect and disseminate intelligence. As a CI professional, I look for a solution that will free up my time to be a critical thinker, to do the analysis, prepare persuasive communication from what I can deduce, and connection with my users and providers of CI–in some cases maintaining that relationship in others finding and building relationships. here are some practical questions you want to ask a prospective CI software service provider.
Being ready when a crisis hits is a huge competitive advantage! Scenario planning is a great exercise to flesh out which crises you should be prepared for. If you wait until the crisis hits, it’s too late, especially in today’s real-time world! While the more sensational story was around NCBA’s involvement in the Oprah Winfrey show in 1996, I more appreciated how NCBA implemented its risk management strategy when Mad Cow entered the US on Dec 23, 2003, and believe they reacted in a way that reflects cooperative intelligence principles.