These tools can streamline your processes, provide deeper (and better) insights, and deliver more personalized customer experiences. We\u2019ll show you real brands that are using them.<\/p>\n
AI Prompts for B2B Customer Research<\/h2>\nCompetitor Research<\/h3>\n
Using a tool like ChatGPT or Google Gemini, start with this basic prompt to get a breakdown of some of your competitors, replacing bracketed fields with your own details:<\/p>\n
I want to do some competitor research in the industry of [network security]. We are a [mid-range] enterprise with [500] employees. Give me a breakdown of competitors in this space and provide sources.<\/span><\/i><\/p>\n In our example prompt, the output looks like this:<\/span><\/p>\n For a mid-sized enterprise like yours in the network security industry, several competitors offer robust solutions tailored to similar business sizes and needs. Here’s a breakdown of some notable competitors:<\/span><\/i><\/p>\n With this information in hand, we can drill down into potential customer profiles:<\/span><\/p>\n With these competitors in mind, what does an ideal customer look like? Consider the type of business, their pain points, and what questions they might ask, and give me a profile.<\/span><\/i><\/p>\n Our output looks like this:<\/span><\/p>\n Type of Business<\/i><\/b><\/p>\n Pain Points<\/i><\/b><\/p>\n Questions They Might Ask<\/i><\/b><\/p>\n At this point, we\u2019d recommend using two of our utilities to help you work with this profile:<\/span><\/p>\n Finally, you\u2019ll want to start opening up outside research. With this prompt, you can get started:<\/span><\/p>\n With these competitors, please give me publicly available data (with linked sources) on the industry’s customer base. Please provide websites with relevant statistics on those customers, and limit your search to the past five years.<\/span><\/i><\/p>\n The output will look like this:<\/span><\/i><\/p>\n Beyond ChatGPT, here are some next steps to enrich and improve your customer research:<\/p>\n Here are some of our top picks, along with their use cases:<\/p>\n Einstein is the AI tool available through Salesforce’s customer relationship management platform. The technology\u2019s predictive analytics and lead-scoring capabilities will let your company pinpoint promising prospective customers and customize their experiences.<\/p>\n Why try it:<\/strong> Companies that used Einstein had a 20% boost in conversion rates within the first six months (Cyntexa<\/a>).<\/p>\n To detect patterns and trends, IBM\u2019s AI Watsonx can analyze vast amounts of B2B customer data, including contracts, emails, social media conversations, etc. Your business can leverage these to understand your customers’ needs better and create more targeted marketing and sales campaigns.<\/p>\n\n
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AI Prompts for Expanding Your Research<\/h3>\n
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\n<\/span>Using this customer data, create a customer survey of 10 questions that ask customers how they rate their top network security concerns. Use both Likert and open-ended questions where relevant.<\/span><\/i><\/i><\/i><\/i><\/li>\n
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\nUsing the customer profile we created here, what are some of the more important attributes these potential customers share, and how can we effectively integrate those attributes into a marketing campaign?<\/em><\/li>\nAI Customer Research Tools<\/h2>\n
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<\/p>\nSalesforce (Einstein)<\/h3>\n
IBM (Watsonx)<\/h3>\n