Best way to track our success against our sales competition?

Jef Forward

I am curious about the best way to track our success against our competition.  My team regularly competes against 2-3 usual suspects.  I understand I can do this through custom fields, but I would need to jump into the professional plan.  Is this the only way? Should I consider the label feature?  I would also like to consider using this information to trigger a workflow based on the competition.  Any thoughts would be very helpful.  Thank you!

Mike van der Valk

Hi @jef forward 

I'd suggest using our lost reasons: https://support.pipedrive.com/hc/en-us/articles/115005621069-Lost-Reasons

You can then filter for those reasons later on and see how often you for example lost to a competitor and if this was because of price or other reasons..