Proteance Win–Loss Analysis
Turning lost deals into measurable revenue improvement
Turning lost deals into measurable revenue improvement
Most dealerships only convert a small fraction of the customers they engage — yet few have a clear, evidence-based understanding of why deals are lost. Sales teams move on, feedback is fragmented, and the same issues repeat unnoticed.
Proteance Win–Loss Analysis is a purpose-built intelligence platform designed to close that gap — with two survey types, a built-in points system, and AI-assisted analysis that turns raw feedback into specific recommendations.
Different moments in the customer journey need different questions. The platform handles both — with each survey type structured around the specific decisions customers make.
For customers who engaged but didn't buy. Captures the real reasons behind lost deals — pricing clarity, trust, sales experience, and process friction — at the exact moment those reasons are still fresh.
For customers who came in for service and may not return. Surfaces the friction points that silently erode customer loyalty — without waiting for a formal complaint or a poor review.
Our proven five-stage methodology ensures comprehensive win-loss intelligence
Generic surveys get surface-level answers. Our surveys use an opt-in points and reward system that encourages customers to go deeper — sharing the real reasons behind their decision rather than clicking the first option.
Customers earn points for completing each section, with bonus points for adding written detail. The result is richer, more actionable feedback — and a materially higher response rate.
An administration portal lets your team manage campaigns without touching day-to-day operations.
Upload your existing customer list in almost any format — the platform automatically maps your columns to the right fields using three-tier matching (exact, synonym, and fuzzy). A salesperson named "First Name" in your CRM maps correctly whether your export calls it "firstname", "given_name", or "customer first". Manual override is available for anything it can't resolve automatically.
Collected data is securely analysed and visualised through dashboards that highlight:
Top loss drivers by location, salesperson, vehicle type, or journey stage
Verbatim customer feedback with AI-assisted sentiment and theme analysis
Clear comparisons between what worked in wins and what failed in losses
Optionally, Proteance provides expert-led analysis and AI-assisted insight generation, translating raw feedback into specific, prioritised recommendations for sales process improvement, coaching focus, pricing strategy, and customer experience design.
The platform integrates cleanly with Microsoft Dynamics while remaining operationally independent — survey data can be securely managed outside the client CRM if desired, supporting subscription access, data residency requirements, and IP protection.
Every survey response is saved twice — to the cloud immediately, and locally on the customer's device as a fallback. If connectivity drops mid-survey, no responses are lost. Completion can happen on a showroom tablet, a customer's phone, or any device with a browser.
Built on Microsoft Azure and designed for the requirements of multi-rooftop dealer groups:
The result: fewer blind spots, smarter process changes, and the ability to win back a meaningful percentage of deals that would otherwise be lost forever.
Most survey tools capture surface-level sentiment — "How was your experience?" — without context, depth, or actionability. This is built specifically for post-decision insight in automotive retail.
Surveys are structured around the specific decision points in a dealership sales funnel — from inquiry to walkout to post-test drive — and follow up dynamically based on the customer's path. Not a generic form with a logo on it.
An opt-in points and reward system is built into every survey. Customers see their points accumulate as they answer, incentivising more complete and candid responses. The mechanism is part of the product, not an afterthought.
We don't just log why deals were lost. We compare what worked in wins against what failed in losses — so you can see the patterns that actually drive conversion, not just the complaints.
Raw feedback is processed into structured themes and linked back to CRM records and dealership stages. AI-powered summaries and optional human-led analysis turn survey data into recommendations — not just charts.
Operates alongside Dynamics or other dealer systems — giving you full control of feedback data, secure multi-client deployment, and a subscription-based model that keeps your process IP protected.
Learn how Proteance Win–Loss Analysis can help you turn lost deals into revenue growth
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