Understand the real reasons why you win or lose

Win/Loss Analysis

Achieve sales success by understanding exactly why deals are won or lost, helping refine sales strategies, improve messaging, benchmark yourself against competitors and better align with customer needs.

Boost sales and growth by improving understanding

Win/loss analysis is an essential tool for B2B companies, providing insights into why deals are won or lost. By reviewing sales outcomes, businesses can identify customer decision-making patterns, recognise competitive strengths and weaknesses, and refine their sales and marketing strategies.

Understanding factors like pricing, product fit, and sales approach allows companies to improve their messaging and increase win rates. Without this analysis, businesses risk repeating mistakes and missing growth opportunities.

Furthermore, win/loss analysis can highlight gaps in sales enablement, training, or customer support that may affect future deals. By making this analysis a continuous process, B2B companies can enhance competitiveness, customer engagement, and long-term revenue growth.

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Free up your sales team to focus on building relationships and closing deals.

95% of all appointments generated last year stayed in our client’s sales pipeline.

Let us do the hard work whilst you do your best work.

The importance of lost leads surveys

Lost leads surveys are essential for B2B companies, offering insights into why prospects didn’t convert. They help identify objections, pricing concerns, and competitor advantages, enabling businesses to refine their sales strategy and messaging. By acting on this feedback, companies can improve conversion rates and stay competitive.

“We had the option to employ a full-time marketing resource to further build on the success we were seeing. Once again Shortlist Marketing proved invaluable as their marketing team joined the campaign helping improve our outreach, demonstrating just how much they understand and can deliver around the entirety of B2B lead generation.”

Paul Belworthy

Head of Sales and Marketing at GOb2b

“The main reason why we chose to work with Shortlist was their experience. We were assured that the calling staff were all well experienced and that with some brief product training would be more than capable of generating qualified leads for us.”

Karen Parisi

Head of External Marketing at iCIMS

“We chose Shortlist because they aligned with us, had experience in working with overseas HQs and were easily able to dovetail with our needs. They’re not your average sales team, mainly due to the amount of experience they’ve got and how they develop the leads.”

Sales Director

Martin Engineering

“After a previous negative experience, we were skeptical about this campaign. However, we were pleasantly surprised by the results. Not only did we see better engagement from the email campaigns, they understood our software and gave our sales teams some real, solid leads to help boost the pipeline, a number of which we were able to propose on and convert.”

Joseph Barber

Marketing Manager at Qube Global

“So far, Shortlist have generated a large volume of high-quality leads, all of which have been well-qualified, which helps us to reach our targets.”

Bright Masih

Head of UK Commercial at SnapFulfil

How we conduct B2B win/loss analysis

  • Discovery Session – Define target companies, key questions, and reporting structure to ensure a focused and effective win/loss analysis.
  • Customer Feedback & Interviews – Conduct in-depth interviews with won and lost prospects to understand decision-making factors.
  • Data Compilation & Reporting – Gather and analyse survey responses, interview insights, and sales data to create a comprehensive report.
  • Stakeholder Reporting & Competitor Benchmarking – Present findings to key stakeholders, highlighting market trends, competitor insights, and areas for improvement.
  • Strategy & Implementation – Use insights to refine sales strategies, improve training, and enhance messaging for better conversion rates.
How Win/Loss Analysis can boost sales

Helping Illuminis generate high quality sales opportunities.

“We very much appreciate the team’s dedication, organisation and skill. We truly believe that, in Shortlist, we have found the ideal partner — rather than just another supplier — to support our business growth.”

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Shortlist take on comprehensive competitive analysis for Wild Thyme

“It was a very interesting and worthwhile analysis. Not only did it give us honest feedback on our business to know where we’re getting it right and where we’re not, it shone a light on various aspects of the competition which will now enable us to put plans in place to remain ahead of the competition and continue to be seen as the leader in the field”.

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Developing a reliable lead generation model for Premier Partnership.

“Shortlist’s methodology seemed like the best approach for us, but we were sceptical it could work with an outsourced company due to past experiences. However, Shortlist achieved everything we tasked them to do and have created a sustainable lead gen model that delivers for us. We’re looking forward to many more years of partnership”

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FAQs

These are the main questions that our clients asked us before they partnered with us.

This is one of the ,ain KPI's that we have. We expect over 90% sit rate and f appointments don't happen we need to understand why.

After 15 years in business there are very few industries that we haven't got experience in, you can find out more from our Industry page or call us.

We qualify to your requirements, some of our clients require full BANT qualification with immediate projects, others require appointments at earlier stages of the buying cycle as they have their own team to progress them.

We always have shared KPI's that are defined at the begining of our relationship then all clients have access to real-time reporting and activity tracking in the CRM and we have regular catch up sessions to take you through the results and plan the future of the campaign.

Still have a questions?

Please book an initial conversation with our specialist and we can answer any questions that you have.

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