How do you create an ongoing win/loss analysis?
6 Answers
BrainKraft Founder • 8y
First, don't think of Win/Loss as a project to be done at certain times of the year. It's like a lifestyle change that has be worked into your organization's priorities (...
1063 Views
WalkMe Director, Solutions Marketing & Competitive Intelligence • 8y
I recommend a weekly cadence of reaching out to prospects that have completed deal cycles in the prior week. It's okay to skip a week if priorities or holidays intervene....
1013 Views
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BrainKraft Founder • 8y
W/L is a market research tool. It's not a sales performance tool. The goal of W/L is to understand - over a set of sales engagements - why you win, why you lose, who is i...
910 Views
Growth Velocity President | Formerly Vigilent, USGBC, FICO, Macromedia/Adobe • 8y
For continuous win/loss insights, consider combining a once-per-year formal win/loss analysis (eg interviews and scorecarding with decision makers) with quarterly win/los...
992 Views
Cisco Director of Product Management, Speech and Video AI • 8y
I haven't seen a method per se at my previous companies, but going forward, ideally a internal dashboard, collaborative wiki which has the details of why we won, why we l...
1653 Views
DoubleCheck Research Founder • 7y
Creating an ongoing w/l analysis program can be exciting. There are many things to consider when building a program. I have outlined three below to get you started. 1. ...
784 Views
Related Questions
How important is win/loss/churn research data to your overall KPIs? What percentage of your overall data comes from w/l?What do you include in your weekly and/or monthly sales updates? Are there certain metrics or stories that resonate with sales reps (or any that don't)? What is your process for creating a sound competitive position? What tools do you use?How would you go about using customer research to build out a buyer's & customer journey resource? What KPIs do you track for your team, and how do you measure and communicate expectations and results? How can we better present or storytell findings from a market research or win/loss study?