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Description

While many organizations perform occasional internal assessments of their bids, an effective Win/Loss program is far more extensive and thorough. This ongoing analysis systematically examines the reasons behind a company's successes and failures in deal-making. Though the process is straightforward, its outcomes are impactful, enabling leaders to make significant changes across the organization. Analysts perform both qualitative and quantitative interviews with key decision-makers from prospective clients, covering both successful and unsuccessful bids. Our carefully crafted interview guides yield unbiased insights into aspects such as purchasing decision processes, product capabilities, sales team performance, pricing strategies, and contract negotiations. We consistently deliver customized reports for each deal, allowing our clients to grasp the intricacies of individual situations. Ultimately, we compile a comprehensive summary report that identifies trends across various deals over time. By analyzing a collection of deals, we can provide actionable recommendations regarding value propositions, product enhancements, and other strategic areas for improvement. This holistic approach not only refines the company's understanding of the market but also fosters a culture of continuous improvement.

Description

We will create an engine designed to help you achieve ambitious growth objectives by aligning your financial and operational plans effectively. Our approach will create a seamless connection between your strategies, ensuring predictability in your pipeline while also identifying potential risks and avenues for expansion. We will benchmark key performance indicators and implement revenue "dials" to track progress, along with developing a customized growth model that suits your unique needs. Additionally, we will design a comprehensive revenue funnel strategy and set up an Executive dashboard for clear visibility. Continuous progress reporting will be provided, utilizing closed-loop feedback to enhance outcomes. Our analysis will incorporate qualitative insights, such as Win/Loss evaluations, to proactively identify both risks and opportunities. We will also conduct real-time "what if" scenarios to adapt to changing conditions, generating optimized funnel strategies for monthly, quarterly, and yearly reviews. We thrive on challenges and welcome the opportunity to discuss any you might have in mind. Our dedication lies in transitioning businesses from initial traction to scalable growth, and we will rigorously audit your key business metrics from the past year. By constructing "dials" that drive consistent growth based on critical assumptions, we will align your teams towards common objectives with a robust revenue funnel plan. This holistic approach will empower your organization to navigate the complexities of growth with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Colony
Copado
Evergreen//One
HubSpot CRM
HubSpot Customer Platform
Jitterbit
Mercado Bitcoin
Okta
Terminus

Integrations

Colony
Copado
Evergreen//One
HubSpot CRM
HubSpot Customer Platform
Jitterbit
Mercado Bitcoin
Okta
Terminus

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fletcher/CSI

Country

United States

Website

fletchercsi.com/services/winloss-analysis/

Vendor Details

Company Name

Ox

Country

United States

Website

oxrevs.com/services

Product Features

Product Features

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