How to Conduct Win/Loss Analysis in SaaS (Software as a Service)
Analyze won and lost deals to understand competitive dynamics and improve win rates. Learn industry-specific best practices for saas (software as a service) companies.
Why This Matters for SaaS
Cloud-based software companies competing on features, pricing, and customer experience.
Competitive Dynamics
Salesforce vs HubSpot, Notion vs Coda, Slack vs Teams
Industry Challenges
Rapid feature development making competitive landscape hard to track, Pricing changes happening without notice
Step-by-Step Guide for SaaS
Follow these steps to conduct win/loss analysis effectively in saas (software as a service).
Identify deals to analyze (won and lost)
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Conduct interviews with buyers
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Review CRM data and sales notes
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Categorize reasons for wins and losses
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Identify patterns by competitor
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Extract actionable insights
💡 In SaaS: Focus on industry-specific data sources and competitor behaviors unique to your market.
Share findings with sales and product
💡 In SaaS: 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 SaaS Team
WhyItMatters.AI helps saas (software as a service) companies track competitors, analyze markets, and win more deals. Start your free trial.