Steve Win/Loss and VOC
Understand why you win and lose
Steve interviews your buyers after the deal closes. You get the reason in their words.
What does Steve's win/loss analysis software do?
Steve, an AI competitive intelligence platform, automates win/loss analysis: CRM-triggered buyer surveys after each closed deal, with AI-detected themes across the responses. Your team reviews what buyers actually said, then feeds relevant findings into positioning, objection answers and Steve's battlecards.
Closed lost in the CRM. The buyer says why. The team reads it in Slack.
Deals ›Analytics suiteWhat Steve watches → what you get
Your CRM says budget. Your buyers say why.
A deal closes in the CRM. Steve interviews the buyer and reports the reason.
Steve/ReportsWeekly Win/Loss Report
Deals closed this week · buyer interviews
Loss Drivers (why we lose)
The Analytics suite deal was lost to Acme on rollout time, not budget.
“It wasn’t the price. It was the rollout.”
Buyer interview · CRM reason: Budget
Changes needed IT; Acme’s did not.
How it works
From closed deal to the buyer's reason.
- 01
The deal closes
Won or lost, in HubSpot or Salesforce.
- 02
Steve invites the buyer
After the delay you choose, with reminders.
- 03
An AI interview asks why
Follow-up questions when an answer is thin.
- 04
You read the themes
Each one beside the buyer's own words.
Automated survey deployment
When the deal closes, Steve asks the buyer.
A CRM trigger sends the invitation. Steve follows up.
- Write the survey from one prompt
- Sent after the delay you choose
- Up to three reminders, on days 3, 7 and 12
The deal closes lost in HubSpot, and Steve emails the buyer an interview invite.
Buyer feedback analysis
Hear the reason, not the dropdown.
Steve asks the follow-ups, then names the themes.
- Thin answers asked again, up to three times
- Themes across wins and losses
- The buyer's own words beside each theme
The CRM said Budget. The buyer said rollout. Steve names the theme and finds it across interviews.
With Steve Competitive Intel
Bring buyer themes to your battle cards.
Check each one against what the buyer said.
Add managed expert interviews for competitive benchmarking- Battle cards
- Review them against buyer themes
- Objections
- Answer the ones buyers actually raised
- Positioning
- Sharpen it with buyer evidence
A buyer theme lands in the battle card's Objection Handling, for your team to review.
Frequently asked questions
What does Steve's win/loss analysis software do?
Steve, an AI competitive intelligence platform, automates win/loss analysis: CRM-triggered buyer surveys after each closed deal, with AI-detected themes across the responses. Your team reviews what buyers actually said, then feeds relevant findings into positioning, objection answers and Steve's battlecards.
How are win/loss surveys sent?
Through your CRM. When a deal closes won or lost in HubSpot or Salesforce, Steve invites the buyer after the delay you choose, with up to three reminders on days 3, 7 and 12. An invitation expires after 30 days.
Is it a form or a conversation?
A conversation. Steve's AI interview asks follow-up questions to clarify a response, and a thin answer is rephrased and asked again, up to three attempts. Add human follow-up where the research needs more depth.
Can Steve write the survey for me?
Yes. Tell Steve what you want to learn and it creates a personalized survey. Your research owner decides what to ask and confirms the timing and audience.
Are buyers rewarded for taking part?
Yes. Buyers are offered a gift card for completing the conversation, $50 by default. Your team approves each completed response before the gift card is sent.
What does the analysis show?
Recurring themes across wins and losses, what responding buyers said about competitors and the factors in their decisions, broken down by segment, deal size, competitor and sales rep. Each finding sits beside the buyer's own words, so you can tell what a buyer said from a seller's account or an AI interpretation.
Does the win/loss summary update itself?
No. Click Generate Summary when new responses arrive; each summary is built from the responses available at that moment.
How does win/loss work with Steve Competitive Intel?
Buyer themes feed your competitive research. Use supported findings to review battle cards, objection answers and positioning, and check the underlying responses before you change the message.
Which CRMs does Steve Win/Loss work with?
HubSpot and Salesforce. The invitation is triggered when a HubSpot deal or Salesforce opportunity closes, won or lost.
Turn buyer feedback into your next improvement.
Invite buyers as deals close, then act on what they actually said.
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