Aggregate deal data, customer feedback, and CRM interactions. Identify decision drivers, competitor impact, and behavioral trends that shape sales outcomes.

Understand Why You Win or Lose — Backed by Verifiable Data

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Watch how deal data, communications, and feedback are analyzed — revealing factual patterns behind wins, losses, and competitive shifts, all linked to verifiable sources.

See Win-Loss Insights Agent in Action

Analyze deal outcomes, buyer feedback, and competitive patterns with traceable insights across your sales pipeline.

Win-Loss Insights Agent

Win-Loss Insights Agent connects CRM, communication, and feedback data to create a factual view of sales performance. It analyzes opportunity notes, emails, and meeting transcripts to extract win and loss rationales — mapping each insight back to the specific source record. The system categorizes decision factors such as product fit, pricing, timing, or competition, and identifies recurring patterns across geographies, teams, and deal sizes. Sales and marketing leaders gain an evidence-backed understanding of what influences buyer decisions, enabling them to refine positioning, pricing, and enablement strategies. Every insight is traceable to its data origin, ensuring credibility and accountability in strategic decision-making.