Win-Loss Analysis for Salesforce & HubSpot
Turn every deal into product and marketing insights
Build your product strategy on rock-solid insights
If you are serious about your roadmap, then NPS surveys, "I would recommend that feature to colleagues" and the likes are not enough.
When analyzing customer feedback, or showing the impact you had on your product, there is simply no stronger data point than won or lost deals.
Loved by Product teams
Get a crystal clear vision on the reasons why you are winning and losing deals :
- What product did the customer buy ?
- What was the main driving factor ?
- What key features impacted the customer decision?
- What competitors do we often loose to, and how we will bet them ?
Gather, analyze and report on reliable, structured data.
Become best friends with salespeople
(without saying yes all the time !)
Automatically pull deal outcomes from Salesforce and Hubspot integrations and turn it into structured insights.
No more endless talks based on mere feelings, inform your discussions using data-driven analysis.
Why it rocks
Save dozens of hours every month
Effortless setup
Sync your deal data from your CRM using our Zapier Integration.
Precise data analysis
Reasons, Competitors, Features. Everything you need to take product decisions.
Collaboration
Your single source of truth on deal outcomes for your whole team.
Fresh insights for product managers
Finally, a way to tie product efforts to deal outcomes.
How It Works?
Start informing your product strategy with Win / Loss insights
1. Add your competitors to your PeerPanda database
PeerPanda gives you fresh insights from won and lost deals, and also provides you with the ultimate dashboard to beat your competitors.
2. Setup your CRM integration or share your Deal Outcome Form with salespeople
You can analyze your Salesforce Win / Loss data (or Hubspot, or any CRM) using our Zapier integration.
Need more advanced integration ? Use your key and our API to populate deals from any other software.
3. You are ready to conduct Win/Loss analysis
See where you need to focus product development efforts, and the features that are your secret weapons against competitors,
Frequently Asked Questions
Who uses the Win-Loss Analysis feature?
The Win-Loss Analysis feature is used by teams in B2B SaaS companies.
Product Managers, Product Marketing Managers, and Sales Enablement Teams can work together more effectively by turning deal outcomes into product and competitor insights.
How does this feature work ?
It helps teams sync deal outcomes directly from their CRM (Salesforce or HubSpot) into PeerPanda, where they can qualify deals by identifying reasons for wins or losses and highlighting the product features that influenced customer decisions.
Ready to use dashboards present fresh insights helping teams improve their products, better pitch their offerings, and make more effective sales battle cards.
How do Sales Enablement teams benefit from the Win-Loss Analysis?
Sales Enablement teams value the Win-Loss Analysis because it offers real, on-the-ground insights from actual deal outcomes.
These insights help refine and update battle cards, making sales strategies more effective. Plus, the feedback loop to the product team ensures they focus on building the features that matter most for winning deals.
How easy is it to integrate Salesforce and HubSpot with PeerPanda?
Integrating Salesforce and HubSpot is seamless, thanks to our Zapier integration and pre-configured templates. The setup is user-friendly, and our customer support team is available to assist if needed. We also provide a step-by-step tutorial to guide users through the process.
Are there any advanced features available for experienced users?
Yes, users can export all data for more advanced reporting or deeper data analysis outside the platform.