Why most mid-market B2B solutions companies stagnate.

First, any success in the areas of product, marketing and sales will be noticed by competitors. Tech solutions are constantly adjusting in these three areas. Mid-market software companies have established market-share, and this causes complacency. The one industry in which no company should remain complacent is tech.

Why your competitors have the advantage over you.

One secret that successful startups and established tech companies follow is to consistently engage in competitive intelligence research (CI) in order to monitor and respond to changing conditions in competitor product, marketing and price.

How our clients gain the edge over their competitors.

Sage Recon Research helps clients identify the most critical areas in which CI is needed, whether in marketing, pricing or product. Then, with the right intel gathered by SR, we provide our clients the necessary tools and materials to act on the intelligence. Our system can be summarized as information + action resulting in more sales for our clients.

Positions clients to win more deals and improve the sales process within 6 weeks.

Audit of knowledge gaps and insight into steps your competitors have taken to understand your offering.

Scope of CI deliverables
-With the SR team, clients clearly define the CI deliverables for each target company
- Sales decks
- Demo videos
- Sample proposals
- Pricing
-Roadmap

Provision and delivery of collateral and reports by SR
- Handled by our network of mystery shoppers and skilled analysts
- Includes ongoing communication + collaboration with the client

Transforming intel into useable information
- Competitor matrix, SWOT analysis
- Battlecards on each competitor
- SR Sales System booklet included

Training, distribution of material within the client organization
- Incorporate insights into the sales, marketing or product development process

Who this is for:

B2B solutions providers that see room to win more accounts.

B2B solutions providers that want to know why they have plateaued or some deals close and others fail.

Tech executives responsible for sales, marketing or product.

Case Studies:

01

With approximately $100M raised, this venture-backed SaaS company tapped into our CI-based system to help refine its product and sales functions, enabling it to compete with major established players and exit for $1B USD within three years.

02

An established mid-market specialty software company tapped our CI-based sales system to identify gaps in product marketing, resulting in a major new client win within 8 weeks of engagement and an ongoing sales uplift.

03

A family owned, B2B software company in the oil and gas industry came to Sage Recon for information about potential acquirers. We utilized our CI system to identify the ideal buyer from the list of competitors. The result was a successful transaction within a year.

04

A 12-person custom website design shop leveraged our CI-based system to rapidly grow its client list by being able to price confidently and refine its service offering.

05

A fintech startup partnered with Sage Recon to refine its market strategy, resulting in a 200% increase in customer acquisition within six months.

06

A mid-market construction software company was in the RFP process with a major municipality. We delivered timely insights on a competitor firm, enabling our client's selection as the preferred vendor for the first time.

07

A healthcare tech provider successfully utilized our 5-step competitive intelligence system to streamline its service offerings, improving client satisfaction scores and adding a new healthcare system to its customer list within 12 months.

08

A global logistics firm leveraged our CI system to update battlecards, giving sales teams the right rebuttals to questions from prospective buyers. This resulted in a measurable increase in the closing rate within 90 days.

09

An education technology company partnered with us to identify new market opportunities, leading to a successful expansion into new US states.

10

A cybersecurity firm employed our services to enhance its product positioning, securing a major contract with a Fortune 500 company that our client had been approaching for several years.

Our Story

Sage Recon Research represents a network of specialized researchers and business consultants with extensive experience helping B2B solutions providers consistently win more deals. Our group shifted focus to competitive intelligence 11 years ago after being involved in the sale of a major M&A data provider. We saw an opportunity to support startups and mid-market technology companies by helping them compete against large multi-nationals. We are passionate about aiding the flow of information within the technology sector, as this allows all companies to grow and develop. Our expertise spans the range of B2B solutions, and we have deep experience working with B2B solutions providers of all sizes, though most of our client base consists of startups to mid-market companies.

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FAQs

Who are you?

We are a network of professional researchers and interviewers producing custom competitive intelligence reports on a project basis for our clients. Most of our researchers have MBA or PhD credentials.

What industries do you serve?

S|R is industry agnostic, though a significant portion of our business comes from the software industry because of its competitive, head-to-head sales environment. Law firms, consultants and major multinationals also routinely engage our services, which are always tailored to specific intelligence needs.

What kind of information do you provide?

First, we do not broker proprietary information about any company or insider information of any kind. In most cases, our clients want to know what a competitor is planning in order to grow market share and front-lines sales strategies. This type of information can be gleaned from direct interviews with salespeople and other staff-level contacts tasked with implementing strategies.

Other areas we are often asked to investigate include new product releases, pricing changes, hiring initiatives or upcoming promotions, such as special discounting, etc. In addition, we can provide clients with a ground-level view of what competitors or customers are saying about them.

Will my competitor know I've commissioned a report on them?

S|R's proprietary research techniques rely on direct interviews with the target company insiders, but the interviewees never know that the information is being gathered on your behalf. We are here to protect your identity.

Will you provide the names of reference clients?

Nope. Our clients value our discretion, and we do not discuss engagements with third parties.

Can we buy a report commissioned on our company by someone else?

No.

How long have you guys been doing this?

Since 2011, though some of the researchers in our network have been doing this since the 1990s.

Sage Recon Research