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Competitor Insights

Win deals with centralized competitor data and winning playbooks

Overview

Increase close rates and understand competitors by tracking, analyzing, and strategizing against the competition.

See How Competitor Insights Works

For Revenue Operations Leaders • Provide reps with easy way to log competitors to opportunities • Adjust your pricing strategy to remain competitive • Use insights like win/loss ratios to make informed decisions • Focus resources on high-impact areas
For Marketing Leaders • Spot emerging trends and shifts in customer preferences. • Craft more effective marketing campaigns by understanding competitor tactics. • Highlight to to the sales floor unique features/benefits that differentiate your product
For Sales Leaders • Refine sales tactics based on what is or isn't working against competitors • Deliver targeted positioning to counteract competitor strengths and highlight their weaknesses. • Gain insights into win/loss rates against competitors
For Product Development • Gather feedback on why deals were lost which can inform product improvements. • Identify features or services that competitors offer, which could be incorporated into your offerings.
Competitor Insights Home Page • Competitor overview, win/loss rates, and how many deals are they influencing against your sales team • Quick access to playbook management and competitor account management
Guided and simple competitor widget for sales floor • Make it easy for reps to add competitor influence on deals by customizing your lightning pages with our lightning page screen flow • Provide easy access to competitor playbooks directly on leads/deals
Competitor Landing Pages • Competitor Insights reporting and charts per competitor • What deals or prospects the competitor has been involved with and win/loss ratios of opportunities against specific competitors
Customizable Playbooks • Add files (like custom battlecards), custom fields, and other talking points to playbooks and surface to reps directly on their leads and opportunities
Permissions • Granular control over who can create Competitors, Playbooks, or Insights • Ensure data integrity of competitors while enabling the right teams to add insights or playbooks

Increase close rates and understand competitors by tracking, analyzing, and strategizing against the competition. 1. Easy to create and track Competitors 2. View Win/Loss Ratios for deals with competitor involvement 3. Create and surface competitor playbooks to reps at the right time and place 4. Allow reps to associate competitors to their deals and prospects and track competitor involvement Competitor Insights is built to help the entire company understand and improve their win-rates against competitors and better understand their products. Using competitor insights can provide valuable insights for Revenue Operations, Marketing, Sales, and Product Development teams. Competitor Insights includes: 1. Custom objects to track Competitors, Competitor Products 2. Customizable playbooks to the right talk tracks to reps at the right moments 3. Screen components to manage and create competitors, their products, and playbooks 4. Ability to associate competitors to Accounts, Opportunities, and Leads via custom screen flow that can be added to a lightning page to mold to your current workflows 5. Flexibility to customize and add competitor tracking to your unique workflows