Win/loss Analysis Automation TOOL
Low response rates? Scattered workflows? No clear insights?
Fix your win/loss program
Userconvo collects more closed deal buyer feedback with interviews, surveys, automated invites, reminders, and incentives, giving you more insights to sharpen your positioning, messaging and competitive strategy
Integrates with HubSpot & Salesforce to monitor closed deals
Without analysing closed deals, it's impossible to constantly improve your win rates & cope with evolving buyer needs but....
Get direct feedback from everyone involved in a deal
The only win/loss tool that automates do-it-yourself interviews end-to-end
- Handles interview invites, meeting scheduling and pre-meeting reminders (sync with all calendars)
- Connects with Zoom & Google Meets to automatically record & save your win/loss interviews
- All interviews are automatically transcribed, summarized and key insights extracted
Collect feedback from more buyers at scale & from those you can't interview
- Ask any type of question with different input types; open ended questions, multiple options, multi-select, etc
- Add follow-up questions that are tied to primary questions to dig deeper
- View individual survey responses or aggregated responses
- Target questions to won or lost deals or both
Collect more robust sales feedback than you will get from just filling out the CRM
- All the features of buyer surveys as outlined in the previous tab
- Surveys are only sent to the owner of a deal as specified on your CRM
- Let your sales team know their input is essential to get win/loss buy-in
Flexible email invite processes perfect for continuous or periodic win/loss programs
Connect HubSpot & Salesforce to trigger invites when deals are closed
- Your win/loss program is always on but you can pause the automation at any time
- Choose who should be invited based on any CRM filer e.g company industry, deal size, buying role, etc
- Send invites immediately deals are updated to close on your CRM. You can also set delays, for example, to send an invite 5 hours after a deal is marked as closed
- Works for buyer feedback (interviews & surveys) as well as sales team feedback surveys
Perfect for if you run a periodic win/loss program (e.g quarterly, monthly, etc)
- Want invite buyers from deals you have closed in the past? Just use the CRM bulk invite and select the date range of closed deals + rules and an email blast is sent.
- Don't want to connect your CRM or an integration isn't available yet?Just upload a CSV with your deal and buyer details and they are invited via email for interviews and surveys
- Only works for buyer interviews and surveys and not for sales team surveys
No more manually chasing down feedback, low response rates, or getting ghosted
Your buyers are busy, show them you value their time and feedback
- Reward participants who have completed an interview or survey with gift cards or cash
- You can choose to reward every participant or enter them in periodic raffle draws
- Rewards are sent via email and do not expire. Your recipient clicks the link, and takes their pick of 100+ popular digital gift cards.
- You can fund your reward wallet or add a debit/credit card to pay for the rewards
How you communicate to buyers plays a huge role in whether they accept or not
- Email invites aren't generic, they will look like they are coming from a person and not like a "company" or "newsletter"
- You can personalize the emails with any CRM field like the participant's name, company, deal details, etc
- The emails can be timed to be sent quickly after a sales process so you are still fresh in the buyer's mind
- Your email invites are guaranteed to hit their inbox and not spam or promotions folders
Unresponsive buyers are unavoidable but we've built workflows to handle this
- If a buyer doesn't respond to an invite, you can set up workflows to send reminders after specified days
- You can also trigger surveys to go out to buyers who don not accept your interview invite
- There are pre-built workflow templates available and more are being released
Coming soon
Don't spend hours analysing multiple feedback & getting vague insights. Userconvo AI does all the heavy lifting
The feedback you collect is automatically categorized with AI, helping you quickly spot recurring trends
- Decision Themes Tags highlight why you win or lose deals, surfacing both positive and negative comments from buyers
- Competitive Insights Tags reveal your strengths and weaknesses - both generally and vs specific competitors.
- Messaging Insights Tags uncover hidden pain points, unexpected use cases, and help you better understand your ideal buyer personas.
- Each tag includes grouped feedback and the exact buyer quotes that support it, so you can see the context behind the insights
Chat with all the data from your win/loss interviews and surveys repository and get answers instantly.
Ask for any insights you want or generate content using your repository as the source.
No more manually creating reports, all reports are auto-generated, downloadable, and shareable
- Deal reports aggregate all feedback collected from a particular deal. This can be from multiple members of the buying committee and your sales team
- Need to generate a win/loss report for a period spanning multiple deals? You can do this with just a single prompt
If you fall into any of these groups, Userconvo is perfect for you:
Frequently Asked Questions
We are still very much in the early stages of development so we might not have all the answers which is why we want to work with pilot users to better refine our product and offerings
What exactly is the pilot program?
In the pilot program, we will be working closely with about 5 companies/users as very early adopters to beta test the product and build out more features for their use cases. We have an MVP with limited features and that is what the pilot program participants will get access to and we will use your feedback to refine things further.
What is the pricing for the tool?
We haven’t figured out what the pricing will be which is one of the things we hope to learn during the pilot program based on what kind of value we can deliver and what usage is like. If you want to help out, then please sign up to be a part of the pilot program, it is 100% free for now
What are some of the features and functionalities we can look forward to?
Our vision is to create a set of tools that make the life of PMMs easy. Over the next months, we plan to introduce more buyer interviews (renewals, churn, onboarding, case studies, jobs-to-be-done, etc) and also introduce an AI content hub where you can create things like competitor battle cards, sales decks, one pagers, etc using the insights gained from the buyer interviews using just a prompt.
However, all these are dependent on the feedback we get during the pilot program when building side by side with you (if you decide to join).
Can we get a demo or trial version to see if the tool fits our needs before committing?
For now, using the product is 100% FREE because we are in the early stages and want to be sure that the product solves a need people are willing to pay for. After the pilot program and when we open up the product to everyone, there will likely be a free trial or even a free plan.
How does the tool handle situations where the buyers we want to interview are unresponsive?
At the moment, we only send one invite email and if it is ignored or not accepted, nothing further is done so as not to spam your buyers. However, as we refine the product, we plan to introduce incentives as a way to encourage more buyer to accept these invites.
What if our CRM has complex workflows and custom properties—will integration still be seamless?
Our MVP will accept all standard properties and we will work with you to add any custom properties on your CRM so that shouldn’t be an issue.
What if my team doesn’t have the time or resources to manage interviews, even if they’re automated?
We believe that all serious teams should make out time to speak with users which is why we’re focused on teams who have the time to do so. However, we are open to providing you a specialized PMM from our network to help you handle the interviews (at a cost) but we will only consider this in special cases.
If we decide to cancel, how will our data be handled? Will we still have access to historical insights?
We will work with you to download all your recordings and transcript if you decide to cancel your subscription.
Unlock the “Why” Behind Every Deal - From Buyer Needs to Messaging Gaps
Give your team the insights they need to win more deals and build better products.
For more information: ✉️ tosin@userconvo.com ☎️ +4915158867091
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