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8 Rules of Successful Win-Loss Analysis

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Are you looking to implement win-loss interviews and analysis at your own company?

A great source of insights and best practices is Pragmatic Marketing.

The Pragmatic Marketing framework is the de facto standard for training product professionals since 1993. One of the practices encouraged and promoted by the framework is win-loss analysis, sometimes referred to within the framework as post-decision interviews.

Title:  Eight Rules of Successful Win-Loss Analysis

Author: Roger W. Allison, CEO, Waypoint Growth Advisors

Excerpt: "Post-decision interviews are the only means of capturing the knowledge needed to align any marketing and sales strategies to market perception. Post-decision interviews are not discretionary for successful organizations!"

Summary: Post-decision interviews (i.e., win-loss interviews) allow organizations to understand and validate prospect perceptions. For your prospects, perception is reality. Understanding how they perceived your business, during the evaluation process, can help you diagnose sales performance, align sales and marketing messaging, and verify your competitive differentiation. Successfully extracting these insights requires a disciplined process that follows 8 rules:

1. Interview an equal number of wins and losses.
2. Conduct interviews within 3 months of the final decision.
3. Ensure a non-sales environment.
4. Consider outsourcing to an unbiased third-party.
5. Compile, compare, and present quarterly findings.
6. Use a metric-based and structured template.
7. Make the post-decision interview non-discretionary.
8. Understand that perception is reality.

Follow this link to read the full article.

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Clozd gave us insights into the 'why' we were winning deals."

Ike Nwabah | VP of Marketing

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Outstanding means of understanding why you win and lose."

Tripp R. | Global Competitive Insights Manager

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Depth of knowledge we could never achieve on our own."

Gary C. | VP of Product Marketing

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Clozd is a no-brainer. The upfront investment is quickly dwarfed by the immense value it brings in the form of actionable intelligence and competitive advantage.”

Dan Bolton | Vice President of Corporate Marketing at Nitrogen

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Clozd checks all the boxes to store, filter, analyze, and share win-loss findings at scale. Better yet, their team members are true consultative partners that have helped us up-level our win-loss program."

Karen Warfield | Head of Competitive Intelligence at Clari

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It's invaluable feedback that comes directly from our customers and helps support us in our product planning and when we go up against competitors."

Hillary Neal | GTM Processes & Programs Leader at Qualtrics

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