anysite-crm-competitor-intel

name

anysite-crm-competitor-intel

description

Displacement hunting tied to the CRM - find companies using a competitor's product (Wappalyzer technographics), mine switching reasons and pains from software reviews (Capterra switched_from/switching_reason, TrustRadius, GetApp), cross-reference with CRM accounts and tag displacement targets. Use ONLY when the goal is a CRM-tied displacement list or competitor-user tagging. For general competitor strategy research (content, hiring, positioning, no CRM) use anysite-competitor-intelligence.

CRM Competitor Intel

Competitor-switch signals are the highest-intent plays in signal-based selling. This skill builds the target list and the ammunition: who uses the competitor, and what their users complain about.

Prerequisites

Active CRM connection for the cross-reference/tagging part (Writing rules from anysite-crm-setup apply to tagging). The research part works without one.

Flow

1. Who uses the competitor (technographics)

Only works for competitors whose product is detectable on websites (martech, analytics, chat widgets, ecommerce...):

execute wappalyzer/technologies {technology: "<competitor slug>"}
  → website_count (market size), top_websites[] (sample of users, with traffic/tech-spend),
    alternatives[] (the category landscape), top_countries

Honest limitation: top_websites is a sample, not an exhaustive list. Frame it as "examples + market sizing", supplement with linkedin/search/search_sql_companies searching the competitor name in specialities/description, and with producthunt/products/products_alternatives for the category graph.

Not website-detectable (e.g. a database vendor)? Skip to reviews and search: job posts mentioning the tool (linkedin/search/search_jobs {keywords: "<tool>"} — companies whose vacancies require competitor experience are its customers), reddit/community mentions.

2. What their users complain about (review mining)

execute capterra/products/products_search {query: "<competitor>", count: 5}  → seo_id
execute capterra/products/products_reviews {product: "<seo_id>", count: 50}

The product param wants the seo_id field (not id). Reviews include switched_from[], switching_reason and chosen_reason — direct competitor-switch evidence, mine these first. Same pattern via trustradius and getapp products_reviews (g2 exposes search only). Filter low-rating reviews with query_cache (free), then extract with the LLM: recurring pains, switching triggers, praised alternatives, verbatim quotes worth reusing. Keep 3–7 pains with quote + source URL each — this is the personalization ammunition.

Second ammunition source — the competitor's own words: stackshare/companies and producthunt/products/products_customers (who uses it + a testimonial), and their pricing/ homepage via webparser/parse for current claims and positioning. (There is no ad-transparency source in the catalog — don't reach for ad-library data.) Their engagement graph (post_comments/post_reactions on the competitor's LinkedIn page — a seed with a real audience) adds who's actively following them.

3. Cross-reference with the CRM

crm_query_records(object_type="companies", search=<domain from step 1>)

Split: already in CRM (mark as competitor-user) / net-new fits (candidates for anysite-crm-prospect).

4. Tag and hand off

If the profile maps a field like competitor_tool / displacement_target:

crm_upsert_companies(records=[{domain: "<domain>", properties:{...}}], allow_create=false,
                     dry_run=true) → confirm → write

(Company upserts match only by domain.) Report: market sizing, tagged accounts, pain library with quotes, and suggested play ("lead with <pain #1>, they're on per "). Evidence links always — a displacement claim without a source is a guess, label it as such. Hand a tagged account

• a VERBATIM pain quote to anysite-outreach for the displacement message (the quote goes in verbatim, not paraphrased; and claim competitor usage only where the evidence is direct).

Boundaries

• CRM-tied targeting lives here; broad competitor strategy analysis (content, hiring, positioning) → anysite-competitor-intelligence skill.
• Net-new companies go through anysite-crm-prospect (dedup + create rules), not directly.