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Win-Loss Analysis demo

Reads each bid, debrief and interview together and tests every loss theme against the deals you won 1:34

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What the demo shows

Reads bids, debriefs and interviews to explain why deals were won or lost

A sales leader asks in plain words — "Why did we lose healthcare deals in H1?" — and seven agents go to work. An intake agent reads every bid, debrief, interview, call note and CRM record for the deals in scope, checking consent on each recording. A theme agent groups the reasons into themes and shows them as columns, each headed by its deal count, with buyer quotes underneath, every quote cited to its passage. A CRM check agent tests each theme against the numbers — price per seat, seat counts, plan weeks, references — and finds where the seller's closed-lost reason contradicts the buyer. A quote checker removes any quote that is out of context and asks a person where it belongs. A challenger agent argues against every theme using the deals that were won. Where a theme rests on too few deals, an interview agent proposes exactly whom to interview and waits for the account owner's approval. The VP Sales asks follow-up questions, approves, edits, rejects or holds each finding with a reason code and signs; only then does a readout agent share it with each audience and turn every finding into a fix with an owner and a measure.

Transcript

  1. Win-Loss Analysis shows sales leaders why deals were won or lost.
  2. Teams win 39% of bids, and the CRM reason is one word the seller typed.
  3. Dana asks, why did we lose healthcare deals in the first half?
  4. Seven agents read 86 sources, bids, debriefs, interviews, and notes.
  5. Each theme is a column with its deal count.
  6. Price per seat leads, 9 of 14.
  7. Every quote is cited.
  8. One click opens the buyer's debrief.
  9. A checker removed one quote as out of context.
  10. Dana decides where it goes.
  11. The challenger tests themes against wins.
  12. It's the seat count, not the rate.
  13. The CRM check finds four lost reasons the buyer contradicts.
  14. Dana approves each finding with a reason and signs.
  15. Only then is it shared.
  16. Every quote cited, every decision signed, every step logged.
  17. Findings in two days, not six weeks, each with an owner and a measure.
  18. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.