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How do I perform competitive analysis in B2B?

  1. Define the goal: what decision will this analysis inform (pricing, positioning, product roadmap, go-to-market)?
  2. List competitors: direct, indirect, and emerging substitutes (use customer feedback, Salesforce data, LinkedIn, Crunchbase).
  3. Build a one-page competitor template: company snapshot, target segments, pricing, GTM/sales motion, product/features, integrations, case studies, messaging, strengths/weaknesses, tech stack.
  4. Collect evidence: website, pricing pages, docs/demos, G2/TrustRadius reviews, job postings, press releases, SEC/Crunchbase, BuiltWith/SimilarWeb, win/loss notes, customer interviews, and a mystery demo or trial.
  5. Map differences: feature matrix, value-gap map (what customers pay vs. value delivered), and SWOT for each competitor.
  6. Prioritize actions: pick 3 tactical moves (pricing tweak, messaging pivot, feature MVP, sales play) and run an A/B test or pilot.
  7. Operationalize: store profiles centrally, schedule quarterly updates, track changes monthly.

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