Buyer's guide

Know what to ask before the shortlist is set

A working guide to choosing a market and competitive intelligence platform in technology. What a platform has to be able to read, how to test whether a cited answer holds up, who has to sign off, and eight criteria worked in order.

Eight evaluation criteria, ordered so the early ones constrain the later ones
The split between executive and sales audiences, and what each weights
A vendor demo checklist, including the anti-patterns to watch for
Cover of the Northern Light buyer's guide to market and competitive intelligence in technology
Market and competitive intelligence in technology
PDF, 20 pages

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What is inside

Seven chapters, written to be worked through.

01

What a platform has to be able to read

Which analyst firms, financial sources and licensed databases are included, and which are billed separately. The biggest driver of answer quality and the most common hidden cost.

02

Claim-level provenance

Whether an answer links to the specific passage or only to the document. That is what lets it survive being challenged in an executive meeting, which is where it will be used.

03

Who you are answering to

Executives and strategy weight provenance and depth. Sales and the field weight currency and delivery into the tools they already have open. Most teams serve both and still have to decide which sets the requirements.

04

Eight criteria, in order

The early ones constrain the later ones, and a platform that fails on the first two cannot be rescued by the last six.

A look inside

Pages from the guide.

Page from the guide on the two audiences a market and competitive intelligence platform serves in technologyPage from the guide showing the vendor demo checklist

“If someone needs to go to an executive and make a point, it has to be thoroughly documented. Know where it came from. There is no, oh, I do not know, ChatGPT told me and now I cannot find it.”

Strategic insights director, enterprise technology

Questions the guide answers

What separates one market and competitive intelligence platform from another?

Every platform in this category has AI now, and every vendor says grounded and traceable. What separates market and competitive intelligence platforms is the licensed research the AI can legally reach, what the platform does when the evidence is thin, and whether an answer arrives in time to change the decision it was asked about.

How do you test whether a competitive intelligence platform's answers will hold up?

Ask for claim-level source links that open on the specific passage rather than the document. Then ask the platform something it should not be able to answer. A system that confirms there is enough trusted material before it answers, and refuses when there is not, is telling you something about every answer it does give.

Which criteria should decide a competitive intelligence platform evaluation?

Licensed content breadth and claim-level provenance are not scored like the other six criteria. A platform that fails either is out regardless of its total score, because neither can be remediated after contract.

Does a market intelligence platform replace a sales enablement competitive tool?

Usually not. Sales enablement tools distribute a competitive position well and do not produce the research that should inform it, because they draw on signals crawled from the public web with no licensed analyst research underneath. The question is rarely whether to replace what you have, it is which tool is the hub.

Who inside a technology company is a competitive intelligence platform for?

Two audiences, and whichever sends most of the questions decides the buying criteria. Executives and strategy weight provenance, licensed content breadth and depth over turnaround. Sales and the field weight currency, monitoring and delivery into the tools sellers already have open. Most teams serve both and still have to choose which one sets the requirements.