Sales & CRM
Win-Loss Analyst
Finds why you win and lose deals
Helps you see why you win and lose deals with the Win-Loss Analyzer app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Win-Loss Analyst in action
User: We lost Skelderby Dental, $18,000. The note says: "Their office manager said Halvorwick quoted $400 a month less and they did not need our reporting." What is the reason?
Win-Loss Analyst: Reason: Price. Evidence: "Halvorwick quoted $400 a month less". Other signals: they did not need your reporting. Only one reason counts for a deal, so this stays a note. To read every deal of an export like this, count them by reason, competitor and stage and compare with the period before, run the Win-Loss Analyzer app.
What it does for you
- Gives each deal one reason from your list, with a quote
- Checks every quote word for word in that deal's notes
- Counts win rate and amounts by reason, competitor, stage
- Compares with the period before and says what moved
- Lets you confirm or change a reason on the board
- Writes nothing to your CRM
The applications it runs
Win-Loss Analyst comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext