Development suggestion

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203 C - Ismael Rodrigo Schneider
edited June 2022 in Sales CRM #1

    In our company we faced a difficulty when we lose deals. The problem is that we are the premium company in the market and our product usually has higher price compared to the competence.

   In that case we are very interested to understand what is the secondary reason for the costumer to choose a competitor since the primary reason is too often registred as a problem related to price.

    Does anyone has a turnaroud for this question? Can I suggest the development of an optional secondary lost deal reason. Does it make some sense to anyone else?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
    Options

    1- a new custom field on the deal [secondary lost reason]

    2- inside of lost reason - create a bunch of options [using naming conventions] where it answers both the primary & secondary reason. 

  • 203 C - Ismael Rodrigo Schneider
    edited June 2021 #3
    Options

    1- a new custom field on the deal [secondary lost reason]

    2- inside of lost reason - create a bunch of options [using naming conventions] where it answers both the primary & secondary reason. 

    Ok. I'll study your suggestion. Seems a little complicated... Nevertheless let's try!