What Are the Strengths of Conducting Win/Loss Analysis?

This blog will outline the strengths of Win Loss analysis. This is the first step of the widely used SWOT (strengths, weaknesses, opportunities and threats) analysis to assess the value of Win/Loss. We will share weaknesses, opportunities and threats in future blogs. Strengths are HERE and Weaknesses are HERE. Win Loss Analysis: Strengths The major …

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Win/Loss Analysis: How to Capture and Keep the Business You Want: Q and A Part II

We answer 3 Win Loss analysis questions: What percent of Win Loss analysis interviews are blind versus not-blind? Do you have a horror story to share about a Win Loss interview that went badly? Do you have tips on how to deal with this? You mentioned that you use a decision tree approach to developing the Win Loss questions. How do you prepare them? Do you share with the sales force to validate it?

Be Smart: Be Human: Be Flexible

How flexible are you in competitive intelligence and Win/Loss analysis? We usually aren’t in situations where the daily news changes how we’ll be with people. However, it’s likely that no matter how much planning we do, there are surprises. So the bottom line is as with many things in life. Do your homework and be prepared. Be flexible and swallow your pride, and let your heart speak when it’s needed. That way when the unexpected happens, you will have an ability to change gears.

Win/Loss Analysis: Create a Value Proposition that Gets YES for the Interview

One of the most common questions I am asked in the Win/Loss analysis process is, “How do we create a value proposition to get our customers or non-customers to participate in a Win/loss conversation?” Interviewers seems to want to have a one size fits all value proposition. That’s not how it works: this is an individual you want to connect with.

Win Loss Interviews: Compensation and Recording

While Win Loss is a relationship business, like all business processes, it continues to evolve. What are your best practices in there two areas: Monetary Compensation to those you interview for a win or loss AND Recording Win Loss Interviews. Please share with me in the comments section of this blog or email me at ellen at thebisource.com.

How Culture Affects the Win Loss Process

I have had the pleasure of interviewing two impressive Directors of Win Loss programs. Both work for large companies that have done win loss analysis for a long while. Both emphasized the importance of company culture in how they set up their win loss programs; how they conduct win loss interviews—both internally and with customers—and how they write up the win loss analysis.

Win Loss: A Cooperative Relationship Business

Win Loss is a Cooperative Relationship Business: You need to treat people the way they like to be treated throughout the process. It starts with soliciting feedback for the win loss questions from multiple people in relevant departments such as sales, marketing, product management, PR and executives. The next touch point is the internal interviews you conduct before reaching out to customers. With the customer, you want to engage early and frequently throughout the sales process. Remember that the recommendations you make at the conclusion of your win loss report can impact people’s jobs. Be sensitive to company politics and face saving in your loss reports.

Templates for Win Loss Analysis

The win loss analysis question I get asked the most often is: “Can you share your win loss templates?” I break down win loss questions into 4 buckets: relationship health; company reputation; product/service attributes and servicing issues.