Cascade Insights has been conducting win-loss research for the B2B tech sector since 2006. All of our analysis comes with the benefit of nearly 15 years of technology and business context. In other words, we design and deliver win-loss studies that are customized to your needs.
Since we know it’s a common challenge to maintain perfect CRM data, at the start of every win-loss effort, we analyze your existing data. Then we let you know expected response rates based on the quality of that data. We also give you strategies and tactics you can use to clean up your CRM moving forward. If necessary, we can help fill the gaps in your CRM with contact information or enough competitor customers to generate a statistically valid research result.
We understand that a standardized analysis format doesn’t work for every organization. Whether you need a dashboard, deal-by-deal summaries, or monthly/quarterly reviews of sales successes and failures, we can help.
We also put special attention into making sure our deliverables meet the needs of stakeholders in a variety of roles. With every win-loss project, we pride ourselves on delivering tactical and strategic actions that your sales, product, and marketing teams can immediately put into action.