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Customer meeting evaluations

Our methodology

The customer meeting evaluation concept is built on the foundation of many years of experience from more than 200 customer relationship projects, cutting edge technology and best practice in survey and questionnaire design.

Why do we use a 7 point scale in the questionnaire?

Recent empirical studies find that data from 5, 7 and 10 level scales show very similar characteristics in terms of mean. The same studies also show that the more levels on the scale, the more accurate results. However, experiments have shown that people are not able to indicate their point of view on a scale greater than seven. The 7-point scale incorporates the best of both worlds.

Why only 15 questions?

In general the longer the questionnaire, the lower the response rate. Since the sales meeting evaluations goes out to potential customers, we need to be cautious about the length of the questionnaire. The last thing we want to do is to upset the customer by wasting his time with a long questionnaire.

The questionnaire with only 15 straightforward questions is designed to ensure that the potential customer will spend no more than 2-3 minutes filling out the questionnaire.

Why do we ask the questions we do?

We ask meeting attendees about their purchase intentions. But we don't use this as a measure of success for the sales meeting. This is because the potential customer doesn't want us to know his real preferences due to tactical reasons.

Instead we measure the benefit of the meeting by asking the customer whether he/she left the meeting with a positive impression of our organization, whether he/she have confidence in our organization, whether he/she felt that the time was well spend and finally if the customer want to recommend us to people in his/her network. In this context liking and trust are the keywords as like leads to trust and trust leads to buying, buying leads to relationship.

In order have actionable feedback for coaching and development of our sales personal we need to know whether the seller was able to create an atmosphere where people want to buy. You can only create that atmosphere if the customer...

  • Like his/her sales rep
  • Understands what he/she is buying
  • Perceives a difference in the person and the company that he/she is buying from
  • Feels that there is a fit between his/her needs and the product/service that our organization provides
  • Perceive the price as fair. But not necessarily the lowest
  • Thinks that our product/service will increase the productivity and profit of the customers organization
  • Perceive the sales rep as valuable resource who is trying to help the customers business

The questions asked in the questionnaire reflects these considerations about the prerequisites for creating an atmosphere where people want to buy.

Inspiration
The methodology behind the questionnaire and concept of "Customer Meeting RI" isn't just grabbed out of thin air. It is based on best practice and the latest litterature. You can see some of the research, papers and books that make up the foundation of CMRI here:

  • Stephen R. Covey: The Speed of Trust (2006)
  • Wiliam J. Lundstrom og Ashutosh Dixit: "Is trust "trustworthy" in customer relationship management?", Journal of Academy of Business and Economics (February 2008)
  • Angela Hatton: The definitive business pitch (2006)
  • Jeffrey Gitomer: The Sales Bible (2008)
  • Harvard Business Review on Sales and Selling (2009)
  • Fredrich Reichheld: The Loyalty Effect (1996)
  • Fredrich Reichheld: The Ultimate Question: Driving Good Profits and True Growth (2006)