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You have intuition but little structure. It's time to build a real Win-Loss programme.
You've put some solid building blocks in place. Now you just need to activate the full potential of these insights.
Well done! You are exploiting the strategic value of Win-Loss. It's time to move towards large-scale automation and sharing.
Score value
Feedback in the CRM
My sales staff systematically fill in the closed lost reasons in the CRM, and I can produce reliable, usable reports.
Swipe right if it's systematic and structured.
Direct customer feedback: Surveys
I have a clear process and methodology for asking my prospects and customers quantitative questions via surveys at the end of each sales cycle.
Swipe right if you're doing surveys.
Direct customer feedback: Interviews
I have a clear process and methodology for conducting qualitative interviews with my prospects and customers at the end of each sales cycle.
Swipe right if you're doing post-deal interviews.
Continuous feedback
My collection of customer and prospect feedback is automated and integrated into the CRM. Depending on my filters, I can launch a quantitative survey or a qualitative interview.
Swipe right if you have an automated process integrated into the CRM.
Cross-sharing
The feedback collected is analysed in depth, classified and shared with the various departments in my company.
Swipe right if you are distributing the results internally (sales, product, marketing, leadership).
Commercial use
My sales people learn from each piece of feedback with a view to continuous improvement. My Sales Enablement team uses this customer feedback to turn it into appropriate ongoing training.
Swipe right if the feedback influences the sales pitch.
Activated marketing
My marketing team can measure the performance of its campaigns and adjust its strategy according to feedback from the field.
Swipe right if insights influence your campaigns, wording, content or positioning.
Customer-focused product
My product teams use the feedback collected as a User Research tool to feed the roadmap.
Swipe right if feedback influences the roadmap or development decisions.
Exclusive sponsorship
My feedback-gathering process is sponsored at the highest level of my company. It's a strategic challenge in the context of an economic slowdown.
Swipe right if top management values the programme, gets involved and talks about it.