Coffee & Compete
Scaling Up Win-Loss Data Collection with Surveys w/ Kevin McLean
Mar 14, 2025
Kevin McLean, a product expert at Klue, shares his insights on leveraging win-loss surveys to supercharge competitive intelligence. He reveals how these surveys can uncover invaluable insights quickly and efficiently. The conversation dives into crafting effective survey questions, maximizing response rates, and debunking common myths surrounding win-loss analysis. With a focus on blending qualitative and quantitative data, McLean discusses the future of win-loss technology and the transformative impact of AI in data analysis.
23:33
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Quick takeaways
- Integrating win-loss surveys into your program allows for efficient data collection, revealing crucial trends and patterns in customer behavior.
- Effective survey design, including concise questions and targeted segmentation, is essential for maximizing response rates and participant engagement.
Deep dives
Understanding Win-Loss Surveys
Win-loss surveys serve as a vital component of a comprehensive win-loss program, offering a wider reach while interviews provide deeper insights. Surveys allow businesses to collect data from a large number of accounts efficiently, capturing trends that can validate or inform interview findings. This complementary relationship enhances the decision-making process, as survey data can reveal overarching patterns in customer behavior and preferences. Consequently, businesses gain more confidence in their strategies by integrating both qualitative and quantitative approaches to understanding customer motivations and actions.
