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Engage your whole company with Primary Intelligence’s win loss analysis and customer experience analysis platform to understand what’s actually important to your buyers, what’s preventing your sellers from winning more, and what your competitors are doing.

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Win Loss Analysis and Customer Experience Analysis

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Run your win loss analysis and customer experience programs with our cloud-based, CRM-integrated platform and services. Experience the best core operating system for understanding your buyers, staying ahead of your competitors, and knowing why you win and lose.

Win Loss Analysis
Win Loss Automation
Revenue Operations
Customer Experience

Fast & Easy Implementation

Leverage our expertise in your space for fast and easy implementation while maintaining complete control over every aspect of your program.

Buyer & Seller Interviews

In-depth, recorded and transcribed, telephone interviews with buyers and sellers to uncover actionable buyer, seller, and competitor insights.

Online Interviews

Voice-enabled online surveys to augment telephone interviews with buyers and sellers.

Feedback Profiles

Verbatim transcripts with meticulously analyzed and coded feedback to identify the key insights, actionable intelligence and competitive intelligence uncovered in your buyer’s feedback.

Program Management

Experienced people, sophisticated tools, and in-depth services ensure your program’s success.

Reporting & Consulting

Executive reporting that identifies your most important opportunities and transformation consulting to help you achieve real revenue results.

Win Loss Analysis Platform

Unified buyer-experience software platform with dashboards for product marketing, competitive intelligence, sales management, sales enablement, sales reps, and customer success.

Easy CRM Integration

Integrate your win loss program with your CRM to eliminate completely manual processes and activities.

Automate Feedback Requests

Enable either semi-automation and have your sales reps request feedback as their deals close, or full automation and have the contacts they worked with automatically get feedback requests.

Feedback on all Decisions

Automating your win loss program means being able to request feedback for all buyer decisions, across all your products, at the time of their decision, increasing response rates by more than 50 percent.

Intelligent Online Interview

Our intelligent online interview will support ALL your products and every buyer decision type, including new business, renewals, add-ons, upsells, and churns. It always asks the right questions to get the critical feedback you need.

Automated Coding Engine

Our machine-learning feedback analysis engine analyzes each buyer’s feedback, identifying and coding the key insights and competitive intelligence.

Sales Rep Dashboards

Each of your sales reps have their own personal dashboard of their buyers’ feedback. This empowers them to self-coach and learn from past buyer decisions by seeing how their sales activities influenced the outcomes.

Seller Reasons

Automated capture of seller reasons for the outcome as sales reps close opportunities and mark them as won or lost.

Outcome Rates

Revenue intelligence on your sales efforts, outcome rates, pipeline changes, forecast accuracy, and competitors.

Pipeline Intelligence

Complete visibility into current pipeline. View information by size and how your pipeline has changed in the following ways over time, opportunity growth, new starts, advancing and declining opportunities, delayed deals and conversion rates by sales stage.

Transparent Forecasts

Transparent forecasts with data snap-shotting with automatic history tracking allowing you to see how your forecast has changed since the beginning of your selected forecast period.

Forecast Accuracy History

Automatic forecast attainment history tracking allows you to see how each sales rep’s, or group of reps, forecast versus actual attainment is trending over time.

Performance Insights

View sales team and individual sales performance metrics, including win rates, quota attainment, forecast accuracy and no decision rates.

Fast & Easy Implementation

Leverage our expertise in your space for fast and easy implementation while maintaining complete control over every aspect of your program.

Customer Interviews

In-depth, recorded and transcribed telephone interviews with buyers to uncover actionable insights on their solution and support experience, the value and benefits experienced, and the effort required to realize that value.

Online Interviews

Voice-enabled online surveys to augment telephone interviews with your customers.

Feedback Profiles

Verbatim transcripts with meticulously analyzed and coded feedback to identify the key insights, actionable intelligence and unmet needs in your buyer’s feedback.

Program Management

Experienced people, sophisticated tools and in-depth services to ensure your program realizes your goals and is successful.

Reporting & Consulting

Executive reporting that identifies your most important opportunities and transformation consulting to help you achieve real revenue results.

Answers to Drive Action

Unified customer experience software platform with dashboards for customer success, product marketing, competitive intelligence, sales management, sales enablement and your sales reps.

Trusted by more than 75 thousand users globally

Executives, product marketers, sales leaders, sales managers, customer success, competitive intelligence practitioners, and product managers with companies large and small trust Primary Intelligence to deliver the best-in-class tools and services for their win loss analysis and customer experience needs.

Primary Intelligence by the numbers

1

Primary Intelligence is the only company that can automate your win loss program.

#1

Primary Intelligence has interviewed more buyers than anyone else in the world.

20+

Years delivering win loss analysis and customer experience for our clients.

50K+

Buyers that have shared their experience and why they made the decision they did.

30+

Industries we serve and we have experience in.

3K+

Leaders empowered with buyer and competitor intelligence.

450

Customers Primary Intelligence has enabled.

35%+

Of the Fortune 1000 trust Primary Intelligence.

1

Primary Intelligence is the only company that can automate your win loss program.

#1

Primary Intelligence has interviewed more buyers than anyone else in the world.

20+

Years delivering win loss analysis and customer experience for our clients.

50K+

Buyers that have shared their experience and why they made the decision they did.

Things you should know

After thousands of buyer interviews and analyzing sales performance for thousands of sales reps, we have learned some important things that reinforce why it is so important to have a best-in-class win loss and customer experience program that can help you win more.

50%

Of the time, the reason the sales rep gives for a win or a loss, is completely different from the reason the buyer provides for their decision.

40%

Of your no decisions could have been won with a better understanding of buyer needs and a stronger value proposition.

10%

The average first year win rate increase our clients experience with Primary Intelligence’s solution.

45%

Of the time, your sellers do not create a unique experience for buyers that differentiates you from your competition.

#1

Understanding business needs and demonstrating that understanding to buyers is the most frequent reason you are losing today.

53%

Of your losses could have been won if you had done just one or two things differently.

47%

Of your losses are not winnable and consume sales resources that will not result in a positive return.

17%

Was the average win rate for large deal sizes ($100K+) in 2019.

3

Most common root causes for losing are: 1) the seller didn’t spend time to learn about the buyer, 2) the seller didn’t tailor the solution, 3) the seller didn’t tailor their presentation to buyer needs.

50%

Of the time, the reason the sales rep gives for a win or a loss, is completely different from the reason the buyer provides for their decision.

40%

Of your no decisions could have been won with a better understanding of buyer needs and a stronger value proposition.

10%

The average first year win rate increase our clients experience with Primary Intelligence’s solution.

45%

Of the time, your sellers do not create a unique experience for buyers that differentiates you from your competition.

Meet Primary Intelligence

About Us

Primary Intelligence is the best partner to achieve a competitive edge and gain ground level insights.

—Yeshwanth C., Product marketing, Software

The quality is tremendous, and they are able to garner a lot of additional insight from the customer than we would have been able to get as a sales team, or even company.

—Alex B., Sales Director, Software

Primary Intelligence is a very flexible partner…I would recommend them when you need to automate your win loss analysis and for better competitive intelligence.

—Sadashiva S., Market Research Leader, Software

I love the depth of the analysis and the ability to drill on the top five reasons for why we win or why we lose. We are able to share this with sales leadership and with sellers pre and post training which has had a significant impact.

—Douglas G., VP of Sales, Software

The people at Primary Intelligence are excellent on all fronts. They are very easy to work with and they really know how to gather and report meaningful insights. Their methodology made it very easy for us…Their reporting tools are outstanding!

—Scott H., VP of Product Marketing, Software

Join Other Top Sales & Marketing Leaders

Join the top sales and marketing leaders embracing buyer feedback to help them win more and eliminate their blind spots.