Tips to Improve Your Collection Interviews

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.

How to be a Competition Detective: Eliciting Conversation

People often ask me how I engage people so readily in conversation over the telephone. “Who do you say you are? Why do you say you’re calling?” With all calls, you want to give the person a good reason to talk with you, and not waste their time with small talk and listen very closely to how and what they share with you. The bottom line is I consider who I am talking to and try to think of all the ways the person might answer my questions to be prepared for the unexpected. Calls seldom go just as planned. Don’t take yourself too seriously and keep that smile on your face.

How to be a Competition Detective: Motivation

This is the first in a series of blogs to improve your collection skills. Figuring out how others are motivated is a great start. Even if you’re cold calling, you can get a hint of how they might be motivated by learning more about their profession. People like that you appreciate their occupation, and I have found this to be a prime motivator to get people to open up to me regardless of their profession. It also pays to be polite regardless of which profession you are targeting. So many people are rude these days, especially to trades people, who feel they are taken for granted.

How to become an expert in primary intelligence: Interviewing

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.

Timing is Everything in Win/Loss Interviews

In a recent webinar I learned a few new things about the psychology behind conducting win/loss interviews. I have always told clients to makes sure that the sale is complete and implemented before handing them off to me to interview. Win/loss learning is often more about the failure of the selling process rather than selling the product. if you just have one time to conduct win/loss interviews, wait until after implementation or a rule of thumb is wait 2-3 months after the sale closes. If you wait too long, they’ll forget the details around the sales event that you are trying to collect and analyze.

2014 Update: Books on Analytic Tools for Competitive Intelligence

This is an update of books on competitive intelligence tools and techniques from a 2009 blog. Analysis Without Paralysis was updated in 2012 and now includes 12 techniques, 2 more than the first edition in 2006. Mercyhurst University students and staff published The Analyst’s Cookbook, Volume 2, available only in Kindle format.