What’s are the typical “5 Buying Steps” followed by B2B Customers πŸ‘©βœˆοΈ πŸ‘¨βœˆοΈ?

✍️ 1. Create a Business Case / Problem Definition

β€’ Business case creation with data
β€’ Problem definition with evidence
β€’ Stakeholder insights

✍️ 2. Explore Potential Solutions

β€’ Research on the topic
β€’ Discover solution options
β€’ Participate in webinars

✍️ 3. Identify. Evaluate. Finalize Vendor.

β€’ Scope the requirement
β€’ Invite vendors to evaluate solutions, ideally with Demos
β€’ Issue Request For Proposal (RFP)
β€’ Select a vendor evaluating functional, technical and commercial parameters
β€’ Conduct proof of concept (PoC) or Pilot
β€’ Post the success of PoC/Pilot, award and negotiate the contract

✍️ 4. Execute / Implement

β€’ Execute in phases
β€’ Set-up Governance structure & team
β€’ Deploy and gather initial feedback from users

✍️ 5. Improve and Extend

β€’ Streamline and stabilize the solution in new environment
β€’ Fix defects, Change Requests (CRs), if required
β€’ Measure the impact
β€’ Re-negotiate the contract
β€’ Plan for phase 2

These “5️⃣ steps” approach is followed by most informed B2B Customers.

Smart B2B Vendors understand these steps and “align”βœ… with customers…

What’s your organization’s approach as a vendor? Curious to know πŸ€”

#B2B #B2BCx #CustomerExperience #Buyers #BuyersJourney



You can expect to receive your opportunities – Buyers interested in engaging and buying from your business.

A Dashboard view helps you monitor the progress across the channels/modules you opted. Further, you can use β€œRefine Criteria” capability to sharpen your ICPs/Buyers focus to enhance the results.

Your CSM will work with our Campaign Team to handle the account setup and provide comprehensive DATA containing key decision-makers, along with custom messaging based on your unique offering and best practices from thousands of experiments.

Our Campaign Team will implement strategy, analyze performance, and provide data-driven experiment recommendations (A/B Testing, Analytics) ensuring optimum results for you.

When you sign-up, you will be guided through the on-boarding process to help us understand your Ideal Customer Profile (ICP) and Buyers across roles, industries, company size and locations. We include Sales/Account Intelligence to gain deeper insights to prioritize outreach.

You will be assigned a dedicated Customer Success Manager (CSM) for a detailed walk-thru of the on-boarding process, deep-dive into platform and strategies to optimize results.

On-boarding to Activation – 1 week or less.