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Competitive Displacement Campaigns

竞品客户抢夺营销活动

Help the user find competitor customers, identify those ready to switch, and build targeted outreach with displacement-specific messaging. This skill is platform-agnostic but references Apollo.io's technographic and intent data as the primary source. The same frameworks apply to ZoomInfo, G2, BuiltWith, HG Insights, or any technographic/intent provider.
帮助用户找到竞品客户,识别出准备切换品牌的客户,并制作针对性的抢夺话术进行精准触达。该Skill不依赖特定平台,但以Apollo.io的技术数据和意向数据作为主要参考来源。相同的框架也适用于ZoomInfo、G2、BuiltWith、HG Insights或任何其他技术数据/意向数据提供商。

Step 1 — Gather context

步骤1 — 收集背景信息

Ask the user:
  1. Which competitor are you targeting?
    • Name the specific competitor (or competitors) whose customers you want to win
    • If targeting multiple, rank them — start with one
  2. What do you sell, and what's the primary displacement angle?
    • A) Price — your product is more cost-effective
    • B) Features — you do something they can't
    • C) UX/ease of use — you're simpler to adopt and use
    • D) Support/service — you provide better support or faster response times
    • E) Performance/scale — you handle their workload better
    • F) Multiple angles — describe them
  3. What data sources do you have access to?
    • A) Apollo.io (technographic + intent data)
    • B) ZoomInfo (technographic + intent)
    • C) G2 (comparison page visits, reviews)
    • D) BuiltWith / HG Insights (tech installs)
    • E) LinkedIn Sales Navigator
    • F) CRM data (existing competitive deals)
    • G) None yet — recommend one
  4. What's your ICP? (Overlay on top of the competitor's installed base — not every competitor customer is a good fit for you)
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
向用户询问:
  1. 你瞄准的竞品是哪家?
    • 明确你想要抢夺客户的具体竞品(或多个竞品)名称
    • 如果瞄准多个竞品,请排序优先级——从其中一家开始
  2. 你销售的是什么产品,核心的抢单切入点是什么?
    • A) 价格——你的产品更具性价比
    • B) 功能——你能提供竞品不具备的功能
    • C) 用户体验/易用性——你的产品更易于采用和使用
    • D) 支持/服务——你能提供更优质的支持或更快的响应速度
    • E) 性能/扩展性——你的产品能更好地处理他们的工作负载
    • F) 多个切入点——请详细说明
  3. 你可以使用哪些数据源?
    • A) Apollo.io(技术数据+意向数据)
    • B) ZoomInfo(技术数据+意向数据)
    • C) G2(对比页面访问记录、评论)
    • D) BuiltWith / HG Insights(技术部署数据)
    • E) LinkedIn Sales Navigator
    • F) CRM数据(已有的竞品相关交易记录)
    • G) 暂无数据源——请推荐合适的来源
  4. 你的理想客户画像(ICP)是什么?(需与竞品现有客户群体叠加筛选——并非所有竞品客户都适合你的产品)
**如果用户的请求已经提供了大部分此类背景信息,请直接跳转到对应步骤。**先基于合理假设(需明确说明)给出最优解答,最后仅询问1-2个最关键的澄清问题——不要要求收集完整背景信息后才给出回应。

Step 2 — Identify the installed base

步骤2 — 识别竞品现有客户群体

Use technographic filters to find companies using the competitor's product:
使用技术数据筛选器找到正在使用竞品产品的企业:

Technographic search strategy

技术数据搜索策略

  • Apollo: Search > Technologies filter > search for competitor name. Apollo tracks 10,000+ technologies. Use "is any of" to capture multiple product names (e.g., "Datadog" AND "Datadog APM" AND "Datadog Infrastructure")
  • ZoomInfo: Similar technographic filters under Advanced Search
  • BuiltWith/HG Insights: Deeper technographic data, especially for web technologies
  • G2: Export companies that visited your competitor's G2 profile or comparison pages
  • Apollo:搜索>技术筛选器>搜索竞品名称。Apollo追踪10000+种技术。使用“属于任意一个”来覆盖多个产品名称(例如:“Datadog” AND “Datadog APM” AND “Datadog Infrastructure”)
  • ZoomInfo:高级搜索下有类似的技术数据筛选器
  • BuiltWith/HG Insights:更深度的技术数据,尤其适用于网页技术
  • G2:导出访问过竞品G2主页或对比页面的企业名单

Layer firmographic filters

叠加企业属性筛选器

Don't target the entire installed base — narrow to your ICP:
  • Company size: Match your sweet spot (competitor may serve SMB to enterprise; you may only win in mid-market)
  • Industry: Focus on verticals where your displacement angle resonates strongest
  • Geography: Match your coverage area
  • Revenue/funding: Ensure they can afford your product
不要瞄准所有竞品现有客户——缩小范围到符合你的理想客户画像的群体:
  • 企业规模:匹配你的核心服务区间(竞品可能覆盖从中小企业到大型企业;你可能仅能在中大型市场抢单)
  • 行业:聚焦你的抢单切入点最能引起共鸣的垂直领域
  • 地域:匹配你的服务覆盖区域
  • 营收/融资情况:确保他们有能力购买你的产品

Accuracy expectations

准确率预期

Data sourceAccuracyLagBest for
Apollo technographic70-80%3-6 monthsBroad installed base discovery
BuiltWith/HG Insights80-90%1-3 monthsWeb/SaaS technology detection
G2 visitor dataHigh intent signalReal-timeActive evaluators
CRM win/loss data100% (your data)CurrentKnown competitive encounters
数据源准确率延迟最佳适用场景
Apollo 技术数据70-80%3-6个月广泛的现有客户群体挖掘
BuiltWith/HG Insights80-90%1-3个月网页/SaaS技术检测
G2 访客数据高意向信号实时正在评估的企业
CRM 赢单/丢单数据100%(自有数据)当前已知的竞品交锋案例

Step 3 — Find displacement signals

步骤3 — 识别抢单信号

Layer signals on top of the installed base to identify companies ready to switch:
在竞品现有客户群体基础上叠加信号,识别出准备切换品牌的企业:

Signal types, ranked by displacement readiness

信号类型(按抢单意愿排序)

SignalSourceReadiness levelWhat it means
Researching alternativesIntent data (Apollo/Bombora), G2 comparison viewsVery highActively evaluating — act fast
New leader hiredJob change alerts (Apollo, LinkedIn)HighNew VP/CTO in first 90 days = re-evaluation window
Contract renewal timingIndustry knowledge, sales intelHigh60-90 days before renewal is the sweet spot
Hiring for roles your product replacesJob postings (Apollo, LinkedIn)Medium-highBuilding capacity = potential dissatisfaction with current tool
Competitor mentioned in negative contextG2 reviews, Reddit, socialMediumPublic dissatisfaction, but may not be actively looking
Funding eventApollo, CrunchbaseMediumNew budget to re-evaluate stack
Technographic changeApollo, BuiltWithMediumRemoving adjacent tools may signal broader stack re-evaluation
信号来源意愿等级含义
正在研究替代方案意向数据(Apollo/Bombora)、G2对比页面浏览记录极高正在积极评估——需快速行动
新负责人入职职位变动提醒(Apollo、LinkedIn)新VP/CTO入职前90天=重新评估技术栈的窗口期
合同续约时间行业知识、销售情报续约前60-90天是最佳时机
招聘可被你的产品替代的岗位招聘信息(Apollo、LinkedIn)中高扩大团队规模=可能对当前工具不满
竞品被负面提及G2评论、Reddit、社交媒体公开表达不满,但可能未积极寻找替代方案
融资事件Apollo、Crunchbase有新预算重新评估技术栈
技术栈变化Apollo、BuiltWith移除相邻工具可能意味着正在全面重新评估技术栈

Signal stacking

信号叠加

Multiple signals compound readiness. Score each prospect:
Signals presentPriorityAction
3+ signals (e.g., new CTO + researching alternatives + contract renewal)ImmediateDirect outreach, top of queue
2 signals (e.g., new leader + hiring)HighPrioritized outreach within 1-2 weeks
1 strong signal (researching alternatives)Medium-highStandard outreach cadence
1 weak signal (funding, tech change)MediumAdd to nurture, monitor for additional signals
ICP fit only, no signalsLowLong-term nurture, not active outreach
多个信号会提升抢单意愿。为每个潜在客户打分:
信号数量优先级行动方案
3个及以上信号(例如:新CTO+正在研究替代方案+合同即将续约)紧急直接触达,列为最高优先级
2个信号(例如:新负责人入职+招聘相关岗位)1-2周内优先触达
1个强信号(正在研究替代方案)中高标准触达节奏
1个弱信号(融资、技术栈变化)加入培育名单,监控更多信号
仅符合理想客户画像,无任何信号长期培育,不进行主动触达

Step 4 — Build the displacement list

步骤4 — 构建抢单客户清单

Tiered output

分层输出

TierCriteriaVolume targetOutreach approach
Tier 1 — ActiveICP fit + 2+ displacement signals10-15% of baseHyper-personalized, multi-channel, reference specific signals
Tier 2 — PrimedICP fit + 1 signal or very strong fit25-35% of basePersonalized at segment level, competitor-aware messaging
Tier 3 — LatentICP fit, no active signal50-60% of baseNurture content, thought leadership, not direct displacement pitch
层级筛选标准数量目标触达方式
第一层——活跃客户符合理想客户画像+2个及以上抢单信号占总群体的10-15%高度个性化、多渠道触达,提及具体信号
第二层——潜在客户符合理想客户画像+1个信号或匹配度极高占总群体的25-35%细分群体个性化触达,使用竞品相关话术
第三层——沉睡客户符合理想客户画像,无活跃信号占总群体的50-60%培育内容、思想领导力内容,不直接进行抢单推销

Per-prospect messaging angles

单客户话术切入点

For each Tier 1 prospect, identify the specific displacement angle:
Prospect situationMessaging angle
New leader (first 90 days)"As you evaluate your stack..." — frame as helping them succeed in their new role
Researching alternatives"I noticed companies like yours are evaluating [category]..." — don't reveal your data source
Hiring for roles your product addresses"I see you're scaling [function]..." — position as enabling growth, not replacing tools
Negative competitor reviews"Many [competitor] customers tell us..." — reference common pain points, not specific reviews
Contract renewal approaching"Before you renew..." — create urgency around the renewal window
针对每个第一层潜在客户,确定具体的抢单切入点:
客户情况话术切入点
新负责人入职(前90天)“在你评估技术栈时……”——定位为帮助他们在新岗位取得成功
正在研究替代方案“我注意到像你们这样的企业正在评估[品类]……”——不要透露你的数据源
招聘可被你的产品替代的岗位“我看到你们正在扩大[职能]团队……”——定位为助力增长,而非替代工具
竞品负面评论“许多[竞品]客户告诉我们……”——提及常见痛点,不要引用具体评论
合同即将续约“在你续约之前……”——围绕续约窗口期制造紧迫感

Competitive battle card framework

竞品对战卡框架

For the outreach team, create a quick-reference battle card:
  1. Their pitch: What the competitor says about themselves (1-2 sentences)
  2. Their weakness: Where they genuinely fall short (be honest, not FUD)
  3. Your differentiator: What you do that they can't or won't (specific, provable)
  4. Proof point: Customer story, benchmark, or data point that proves it
  5. Landmine question: A question the prospect should ask the competitor that exposes the weakness
为销售团队制作快速参考对战卡:
  1. 竞品话术:竞品的自我定位(1-2句话)
  2. 竞品弱点:竞品真正的短板(需诚实,不要传播虚假信息)
  3. 你的差异化优势:你能做到但竞品做不到或不愿做的事(具体、可验证)
  4. 证明点:客户案例、基准数据或能证明优势的相关数据
  5. 关键问题:可以让客户向竞品提出的、能暴露其弱点的问题

Step 5 — Displacement playbooks

步骤5 — 抢单执行手册

Design signal-specific outreach strategies:
设计基于信号的触达策略:

Playbook: New leader (job change)

执行手册:新负责人入职(职位变动)

  • Timing: Wait 30-60 days after start date (let them get settled, but before they've committed to the existing stack)
  • Entry point: Congratulate → offer industry insight → soft ask
  • Don't: Pitch immediately. They're drinking from a firehose.
  • Sequence: 5-touch over 3 weeks — see
    /sales-cadence
    for detailed design
  • 时机:入职后30-60天再触达(让他们先适应,但要在他们确定现有技术栈之前)
  • 切入点:祝贺→提供行业见解→软性询问
  • 禁忌:不要立即推销。他们正处于事务繁忙期。
  • 触达节奏:3周内5次触达——详情请查看/sales-cadence

Playbook: Active evaluator (researching alternatives)

执行手册:积极评估的客户(正在研究替代方案)

  • Timing: Immediately — they're in-market now
  • Entry point: Lead with value, not "I saw you're looking at alternatives"
  • Don't: Reference the intent data directly. It's creepy.
  • Sequence: 4-touch over 2 weeks, faster pace — see
    /sales-cadence
  • 时机:立即触达——他们正处于决策期
  • 切入点:以价值为导向,不要说“我看到你正在寻找替代方案”
  • 禁忌:不要直接提及意向数据。这会让客户感到不适。
  • 触达节奏:2周内4次触达,节奏更快——详情请查看/sales-cadence

Playbook: Contract renewal window

执行手册:合同续约窗口期

  • Timing: 60-90 days before estimated renewal
  • Entry point: "Before you auto-renew, here's what's changed in [category]..."
  • Don't: Assume you know their renewal date. Use it as a hypothesis.
  • Sequence: 6-touch over 4 weeks — longer cadence to build case before deadline
  • 时机:预计续约前60-90天
  • 切入点:“在你自动续约之前,来看看[品类]的新变化……”
  • 禁忌:不要假设你知道他们的续约日期。将其作为假设。
  • 触达节奏:4周内6次触达——更长的节奏以便在截止日期前构建合作理由

Playbook: Long-time user, general dissatisfaction

执行手册:长期用户,普遍不满

  • Timing: Ongoing nurture until a trigger event occurs
  • Entry point: Thought leadership, not direct pitch — "Here's what best-in-class [function] teams do differently"
  • Don't: Trash the competitor. They've used it for years and may have champions internally.
  • Sequence: Monthly nurture touchpoint — see
    /sales-cadence
  • 时机:持续培育,直到触发事件发生
  • 切入点:思想领导力内容,而非直接推销——“顶级[职能]团队的不同做法”
  • 禁忌:不要贬低竞品。他们已经使用多年,内部可能有竞品的支持者。
  • 触达节奏:每月1次培育触达——详情请查看/sales-cadence

Related skills

相关技能

  • /sales-prospect-list
    — Build general prospect lists (non-competitive)
  • /sales-cadence
    — Design the multi-channel sequence for displacement outreach
  • /sales-objection
    — Handle "we're happy with [competitor]" and loyalty objections
  • /sales-intent
    — Interpret buying signals beyond competitive displacement
  • /sales-positioning
    — Develop competitive messaging frameworks
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
    npx skills add sales-skills/sales --skills sales-do
  • /sales-prospect-list
    — 构建通用潜在客户清单(非竞品相关)
  • /sales-cadence
    — 设计竞品抢单触达的多渠道节奏
  • /sales-objection
    — 处理“我们对[竞品]很满意”等忠诚度异议
  • /sales-intent
    — 解读竞品抢单之外的购买信号
  • /sales-positioning
    — 开发竞品定位话术框架
  • /sales-do
    — 不确定使用哪个技能?该路由会将任何销售目标匹配到合适的技能。安装方式:
    npx skills add sales-skills/sales --skills sales-do

Gotchas

注意事项

  • Don't trash-talk the competitor in outreach. Lead with your value, not their flaws. Negative selling triggers defensiveness — especially if the prospect chose the competitor and feels personally attached to the decision.
  • Don't assume technographic data is real-time. Tech installs in Apollo and similar tools can be 3-6 months stale. A company may have already switched away from the competitor, or the install may be a free tier/trial they never actually use. Always validate with additional signals.
  • Don't target the entire installed base. Most competitor users are happy — or at least not unhappy enough to switch. Blasting 10,000 competitor customers with "switch to us" messages wastes effort and damages your brand. Focus on those with displacement signals.
  • Don't forget switching costs. The prospect isn't just evaluating your product vs. the competitor — they're evaluating your product vs. the competitor PLUS the pain of migrating. Address migration support, onboarding help, and data transfer upfront or the prospect won't engage.
  • 不要在触达中贬低竞品。要突出自身价值,而非竞品的缺陷。负面推销会引发抵触情绪——尤其是如果客户自己选择了竞品,可能会对该决策有个人认同感。
  • 不要假设技术数据是实时的。Apollo等工具中的技术部署数据可能滞后3-6个月。企业可能已经从竞品切换,或者该部署可能是免费版/试用版,并未实际使用。务必通过其他信号验证。
  • 不要瞄准所有竞品现有客户。大多数竞品用户是满意的——或者至少不满到不足以切换。向10000个竞品客户发送“切换到我们”的消息会浪费精力并损害品牌形象。聚焦有抢单信号的客户。
  • 不要忘记切换成本。客户不仅在评估你的产品与竞品——他们还在评估你的产品与竞品加上迁移的痛苦。提前说明迁移支持、入职帮助和数据迁移服务,否则客户不会参与。

Examples

示例

Example 1: Targeting Datadog customers

示例1:瞄准Datadog客户

User says: "Help me take customers away from Datadog" Skill does:
  1. Clarifies the user's product, displacement angle (price, simplicity, or specific capability)
  2. Builds a technographic search for Datadog users within ICP
  3. Layers intent signals (researching "Datadog alternatives", new engineering leaders, hiring SREs)
  4. Creates tiered displacement list with per-prospect messaging angles
  5. Designs signal-specific outreach playbooks Result: Targeted displacement campaign with tiered list, battle card, and signal-specific sequences
用户需求:“帮我抢夺Datadog的客户” 技能执行
  1. 明确用户的产品、抢单切入点(价格、易用性或特定功能)
  2. 为符合理想客户画像的Datadog用户构建技术数据搜索方案
  3. 叠加意向信号(研究“Datadog替代方案”、新工程负责人入职、招聘SRE)
  4. 创建分层抢单客户清单,并为每个客户制定话术切入点
  5. 设计基于信号的触达执行手册 结果:包含分层清单、对战卡和信号专属触达节奏的针对性抢单营销活动

Example 2: Prioritizing known competitor customers

示例2:优先级排序已知的竞品客户

User says: "I know 50 companies use [competitor]. Which ones should I target first?" Skill does:
  1. Applies signal stacking to all 50 accounts
  2. Scores and ranks by displacement readiness
  3. Creates a prioritized hit list with specific outreach approach per tier Result: Prioritized list with clear "start here" guidance and per-account messaging angles
用户需求:“我知道有50家企业使用[竞品]。我应该先瞄准哪些?” 技能执行
  1. 对所有50家企业应用信号叠加分析
  2. 按抢单意愿打分并排序
  3. 创建优先级清单,为每个层级制定具体触达方式 结果:带有明确“优先开始”指导和单客户话术切入点的优先级清单

Example 3: New CTO at a competitor account

示例3:竞品客户的新CTO入职

User says: "A competitor's customer just hired a new CTO. How do I approach?" Skill does:
  1. Identifies the job change displacement playbook
  2. Recommends 30-60 day timing, congratulate-first approach
  3. Designs the outreach sequence with CTO-relevant messaging
  4. Suggests what NOT to do (don't pitch immediately, don't trash their current stack) Result: Timed outreach plan for the new leader displacement window
用户需求:“一家竞品客户刚招聘了新CTO。我该如何触达?” 技能执行
  1. 定位到职位变动抢单执行手册
  2. 建议30-60天的触达时机,以祝贺为切入点
  3. 设计针对CTO的触达节奏和话术
  4. 提示禁忌事项(不要立即推销,不要贬低现有技术栈) 结果:针对新负责人抢单窗口期的定时触达计划

Troubleshooting

常见问题排查

Technographic data shows few results

技术数据结果很少

Cause: Competitor's technology isn't well-tracked in your data provider, or they use a private/custom deployment Solution: Try multiple data sources (Apollo + BuiltWith + G2). Use competitor name in intent topics as an alternative signal. Check CRM win/loss data for known competitive encounters.
原因:竞品的技术在你的数据源中未被充分追踪,或他们使用的是私有/定制部署 解决方案:尝试多个数据源(Apollo + BuiltWith + G2)。将竞品名称作为意向主题的替代信号。查看CRM赢单/丢单数据中的已知竞品交锋案例。

High intent but no responses

高意向但无回应

Cause: Messaging is too aggressive ("switch from X") or too generic (doesn't address the prospect's specific situation) Solution: Revisit messaging angles — lead with the prospect's pain, not your product. Test whether softening the competitive angle improves response rates. Consider whether the intent signal was false positive.
原因:话术过于激进(“从X切换到我们”)或过于通用(未针对客户具体情况) 解决方案:重新审视话术切入点——聚焦客户痛点,而非你的产品。测试弱化竞品相关角度是否能提升响应率。考虑意向信号是否为误报。

Competitor customers say "we're happy"

竞品客户说“我们很满意”

Cause: They may genuinely be happy, or they're brushing you off because the pitch wasn't relevant Solution: Shift from displacement to education — share thought leadership that makes them question whether "happy" means "optimal." Use
/sales-objection
for handling the loyalty objection specifically.
原因:他们可能真的满意,或者因为你的推销不相关而敷衍你 解决方案:从抢单转向教育——分享思想领导力内容,让他们思考“满意”是否等同于“最优”。具体处理忠诚度异议请使用/sales-objection。