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Frequently Asked Questions

Direct answers to common questions about Customer Win Analysis

What is customer win analysis?
Customer win analysis examines your closed deals to identify why certain customers chose you over competitors. Our platform automates this by analyzing deal characteristics, buying signals, and customer profiles to reveal the patterns that predict success in your market.
How is this different from other analytics tools?
Most tools track activity. We focus on outcome. While other platforms measure pipeline velocity or call counts, we analyze the complete picture of your closed deals: prospect size, industry, deal structure, engagement patterns, and competitive context. We surface your actual win conditions, not generic benchmarks.
Who should use this?
B2B SaaS revenue teams. Sales leaders, demand gen managers, and product teams optimizing go-to-market strategy. Best fit for companies with $1M+ ARR closing 20+ deals per quarter with solid CRM data hygiene.
How fast do I see results?
Initial patterns emerge within 48 hours of data connection. Full analysis including trend detection takes 5 to 7 days. Most customers surface actionable GTM recommendations in the first week.
What CRM systems do you support?
We integrate with Salesforce, HubSpot, Pipedrive, and custom APIs via REST. We analyze deal data, contact records, and activity logs only. We do not access emails or attachments. Your data stays encrypted; we analyze secure copies on our secure infrastructure.
Is my data secure?
Yes. SOC 2 Type II certified. AES-256 encryption in transit and at rest. OAuth token authentication, revocable anytime. We never store raw CRM records and never sell or share customer data with third parties.
Can I export the results?
Fully. Export reports as PDF, CSV, or JSON. Embed dashboards in Notion, Slack, or team wikis. API access lets you feed win patterns into your BI platform or CRM workflow automation.
How does pricing work?
Per-deal-per-month model, not per-seat. Starter: $299/month (up to 50 deals per quarter). Growth: $899/month (up to 200 deals per quarter). Enterprise: custom pricing for 500+ deals per quarter with dedicated support.
Is there a free trial?
Yes. 14 days with up to 10 sample deal analyses. Full dashboard and reporting access. No credit card required to start. After trial, choose a plan or let the account expire.
What's your cancellation policy?
Month-to-month plans cancel anytime with no penalty. Annual plans are prepaid with prorated refunds for early exit. Exported data remains accessible indefinitely. We delete CRM connections and analysis history after 90 days of termination.

Still have questions?

Talk to our team about your specific use case and GTM priorities.

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