How to Conduct Win/Loss Analysis in Marketing Technology
Analyze won and lost deals to understand competitive dynamics and improve win rates. Learn industry-specific best practices for marketing technology companies.
Why This Matters for Martech
Marketing automation, analytics, and advertising technology platforms.
Competitive Dynamics
HubSpot vs Marketo, Mailchimp vs Klaviyo, Google Ads vs Meta Ads
Industry Challenges
Rapid consolidation through acquisitions, Privacy regulations changing product capabilities
Step-by-Step Guide for Martech
Follow these steps to conduct win/loss analysis effectively in marketing technology.
Identify deals to analyze (won and lost)
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Conduct interviews with buyers
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Review CRM data and sales notes
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Categorize reasons for wins and losses
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Identify patterns by competitor
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Extract actionable insights
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
Share findings with sales and product
💡 In Martech: Focus on industry-specific data sources and competitor behaviors unique to your market.
What You'll Produce
This Guide for Other Industries
Automate CI for Your Martech Team
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