Case Studies
Primary Intelligence enables more than 18,000 product management, marketing, sales, competitive intelligence, and customer experience professionals across more than 30 industries to hear the voice of their buyers. It’s all possible thanks to our TruVoice software, proven methodologies, and exceptional people.
Primary Intelligence drives dramatic results
Our advanced Win Loss and Customer Experience methodologies and technology are beyond anything else offered in the market today. These proven methods give our customers a competitive advantage through much deeper buyer and customer insights.
The results? Significantly increased win and retention rates and exponential revenue growth.
How Plex Systems Improved Sales Effectiveness and Increased Win Rate By 72%
Plex Systems engaged Primary Intelligence to develop a win loss analysis strategy by using our strong knowledge of win loss and the ability to effectively apply analytics for improved business results.
Cherwell Software uncovers blind spots and sales barriers with Primary Intelligence Win Loss Analysis
With a win loss program in place, Cherwell Software and Primary Intelligence uncovered the root causes blocking sales wins.
Veritas develops competitive strategy using win loss insights
Veritas Technologies leveraged a Primary Intelligence win loss program to improve competitive positioning, enhance product management, tailor custom pricing, and identify critical accounts.
Case Studies
Win Loss Analysis
Software technology company boosts win loss results with Primary Intelligence
A leading software technology company discussed why Primary Intelligence’s sample outreach program helped them succeed using Win Loss Analysis and how consistency in scheduling is key to every successful Win Loss program.
Win Loss Analysis
Auto collision/claims software company adoption of Win Loss Analysis helps win competitive multi-million dollar deal
An auto collision/claims software company was looking for a solution that would enable them to win more deals and increase revenue.
Win Loss Analysis
Win loss program helps a leading financial services company use customer insights to win new business
In an attempt to win clients back, a Financial Services Technology Company digs for rocks and finds gold.
Win Loss Analysis
Strategic use of Win Loss delivers better win rate for healthcare software company
Even with a strong product, this healthcare software company was seeing win loss rates under 50 percent and couldn’t make any progress. Win Loss Analysis from Primary Intelligence was the key to unlocking greater success.
Win Loss Analysis
Win loss changes the conversation at F500 technology company
With clients consistently complaining about the company’s price, this Fortune 500 company turned to Win Loss Analysis to determine why their prospects encountered sticker shock with their product.
Customer Experience/Win Loss Analysis
Aviation company realizes win loss and customer experience is the one-two punch to business success
This aviation operations support company began seeing a dramatic increase in competition in their space. They wanted to determine how to further improve their efforts to stay ahead of the competition.
Customer Experience Analysis
Workforce management solution company improves customer retention rate with customer experience program
Customer experience analysis discovers headaches in security requirements for end users
Customer Experience Analysis
Pharma provider retains multi-million dollar account with win loss and cx programs
A pharmacy distribution services provider overcomes in-house competition and generates revenue with data discoveries
Customer Experience Analysis
Vendor management system leader uses customer experience to stay competitive
A VMS leader wanted to fine-tune their performance with clients to makes sure they stayed ahead of the competition. The company wanted to not only meet their customers’ needs, but to exceed them.
Win Loss Analysis
Financial software company drives away the competition
The company could not pin down why they were winning and losing deals. All information was anecdotal at best. The company felt it needed a clearer picture on what made prospects interested in their solution compared to the competition.
Win Loss Analysis
Discovery services solve a critical problem for Primary Intelligence
Primary Intelligence uses its own services to find a root cause of poor responsiveness scores from a client. Discovery services, which interviews both the prospect and the sales professional, helped Primary Intelligence avoid trying to solve the wrong perception.