Thursday 15 December 2016

Uncovering The Customer’s Needs | Dr Fazal Mahmood





Impression Training runs courses related to this topic.


Uncovering The Customer’s Needs

Identifying and uncovering customer’s need is a key starting point in any sales discussion. Sometimes customers will volunteer their needs and priorities, i.eI'm looking for something that will help us save on our stock holding costs”.

More often, however, needs and priorities have to be explored, and there are three ways you can do it:

§  by asking questions
§  by making statements
§  by using a combination of questions and statements

Questions are generally safer and more productive but they have to be carefully used. There are two types of questions that can be used and each has a particular purpose. The types are open questions and closed questions. Open questions are designed to obtain answers that cannot be answered with a simple yes or no.

Questions will:
§  keep you in control
§  slow down the conversation
§  give you more information to help you to find customer problems and needs
§  give you time to think about your options
§  encourage the customer to talk
§  help to explore feelings and attitudes
§  help to check understanding

A) Open Questions
They are useful for getting facts, opinions and feelings from the other party. Open questions can be identified by prefixes such as: how, what, why, where, who and when. They require the customer to think and give a reasoned response. They provide a means of uncovering needs and opening up an issue for more detailed and closer analysis.

B) Closed Questions

Closed questions are used as a means of focusing on an issue or problem. They can often help to identify an issue more precisely. Such questions often start with: is, could, should, would, can, will, isn’t etc. They require responses such as ‘yes’ or ‘no’, i.e. to agree or disagree; confirm or deny.

Open-ended questions are preferable for two reasons. First, they allow the customer to develop their own answer rather than putting words into their mouth which they may reject. Secondly they encourage them to talk, which at the beginning of a sale is important. You want a dialogue, not a monologue.

For example, if you ask a customer, “Does your organisation carry out training?”The answer will be either yes or no. If you wanted the customer to discuss the particulars of their training policy, you could ask:

What types of training does your organisation carry out at the moment?
What staff skills is your organisation looking to develop in the next six months?
What has been the result of having a training policy in your company?

Use open questions when you want a customer to explain or discuss something. Closed questions should be used when all you need is a ‘yes’ or ‘no’. Use both types of questions to gain better control of your sales conversations. It is also possible to shorten calls by effectively using open and closed questions. At the beginning of most customer calls you need to learn what the customer wants, so you would use open questions. Later, you may need to employ closed questions to get the customer's agreement, to understand a service request or just to manage the conversation and your time.

Open questions begin with:   HOW, WHY, WHEN, WHO, WHAT, AND WHERE

Examples of open questions:

If you were selling Time Management training courses to a HR director you might ask the following:

§  What challenges do you face in completing your day to day planning and prioritising? What processes are used?
§  How do you assist your staff to cope with change?
§  How effective is your sales force?
§  In the ideal world, what is the one thing you would change in your day to make you (the company) more effective?
§  What areas would you like to alter or improve?
§  What do you get as feedback as to problems your people face in terms of productivity and effectiveness?
§  What particular changes are you experiencing at the moment?
§  How happy are you with the performance of your marketing dept?
§  How well do your meetings run?
§  What challenges do you (your team) face on a daily basis?
§  What demands are you experiencing in regards to time and organisation?
§  What seems to be the real issue?
§  What impact would you say this has on you (your organisation’s) results?
§  How is this impacting on (personal time, your company’s quality process, and sales results)?
§  What other effects might it have? (or side effects)?
§  What other issues arise when (delegation isn’t carried out, meetings run late, projects overrun)?
§  What kind of effect does it have on customer service?
§  How do your customers feel about that?


Closed questions begin with words like:   DID, CAN, HAVE, DO, IS, WILL, AND WOULD

Examples of closed questions:

§  Is your company going through change and transition like so many others?
§  Are you happy with the performance of all your sales people?
§  Do you get as much leisure time as you would like?
§  Are you completing everything you would like in a day?
§  Are you satisfied with………?
§  Can you expand on that for me?
§  Are there any other concerns?

Any statement can be “closed” by following it with a question. For example:

I would like to send you a brochure about our products. Will that be OK?
I’ll call you back by four o'clock with the information you need. Is there anything else you’d like to know?

Other examples of closed questions you can use at the end of statements include:
§  Do you approve?
§  Will you participate?
§  Is that a good time to call you back?
§  Will that be all right?

Short closed questions can also be used to obtain the customer's agreement. For example:

Our representative will be there on Friday. Will that be OK?
You have two sides of the business that need improving. Is that correct?

Some of these examples sound like you are giving the customer a choice. However, you are basically asking for a confirmation of your statement.

Suppose you were arranging an appointment for one of your sales representatives. The only open date you had to offer was Tuesday at nine o'clock. You could say:
I'm sorry, Miss Johnson, but the only date Mr. Stevens has open is Tuesday at 9am. I hope that will be OK.”

This statement is poorly phrased. It could be stated more positively if you said:
Miss Johnson, I have arranged for our sales representative Mr. Stevens to visit you on Tuesday at 9am. Will that be all right?

The customer might still request a different date but your statement sounds like you have taken positive action.


This article has been extracted from one of our training course books. Our training materials are developed by experienced trainers and consultants.

Impression Training runs courses related to this topic.

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