Surveys & Needs Analysis

The greatest compliment Corporate Dynamics Inc. can receive from any client is "You really know and understand our business."

Contact CDI to Conduct Surveys and Needs Analysis for Your Business

Prior to working with your organization, we take the time to thoroughly understand where you are today, where you want to go and what may be getting in the way of getting there.

Through the needs analysis process, we are able to dig deeper into the context of what’s contributing to your company’s current position (Point A) and defining the obstacles that are preventing it from getting to its desired position (Point B). Needs analysis helps us to understand your internal and external customer perceptions and understand the current skill and knowledge level of your sales and service team. As a result of the needs analysis, we are able to define the appropriate solutions and implementation strategies to help you achieve your Point B. We use many different vehicles to gather information.

Surveys – Depending on the target audience and desire outcome, surveys can be facilitated in a variety of ways including: mail, fax, e-mail, telephone, on-site interviews or focus groups.

Secret Shopper – The secret shopper program allows you to take an objective look at how your salespeople interact with customers, how customers perceive your company and the potential lost business associated with your current sales and customer service process. The program includes:

  • In-Store Secret Shopper Evaluations
  • Store Experience Exit Interviews
  • Post Sale Phone Interviews
  • Recommendations on how to improve current processes

Feedback can be used to increase sales proficiency, boost sales and improve customer retention.

Field Rides – Working along side a sampling of your field sales reps helps us to see the your sales process in action and the reaction of customer and prospects. We are able to determine benchmarks and where there needs to be improvement.

Store Audit – Our comprehensive needs analysis provides an audit of all facets of your store operations. We use our Audit Checklist to identify both areas of high efficiency and where money is slipping through the cracks. A comprehensive series of recommendations is made following this needs analysis process.