The most common problem I hear from my clients is

@healthycompetition

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Selling · SaaS › Other SaaS

Salesforceseen in 4 videos →

Why it worked

The video provides a practical, actionable solution to a common pain point for SaaS sales teams, using a well-known CRM tool. The clear, step-by-step instructions and the focus on data accuracy make it highly relevant and valuable for the target audience.

Summary

The video explains how to accurately track competitive win rates for SaaS companies using Salesforce. It outlines a two-step process involving creating specific fields in Salesforce and ensuring they are filled out for qualified opportunities.

Structure

1Identify the problem of inaccurate competitive win rates in SaaS.
2Explain why accurate win rates are crucial in a competitive market.
3Introduce Salesforce as the tool to solve this problem.
4Detail Step 1: Create 'Competitor Evaluating' and 'Competitor Replacing' fields.
5Detail Step 2: Make these fields required only for qualified opportunities.
6Conclude by explaining how this data leads to accurate win rate reporting.

Original caption

How I use @Salesforce to get accurate competitive win rates #salesforce #techtok #businesstok #crm #ad

More from @healthycompetition

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Product placement

Salesforce: it is used to track and analyze competitive win rates for SaaS companies. It acts as a CRM system where sales data is recorded and reported on. Removing it would change how the video's proposed solution is implemented.

On-screen text

Step 1 Create 2 required fields for every opp record: - Competitor Evaluating - Competitor Replacing Step 2 Require those fields to be filled in only when an opp is marked as qualified.

Transcript

The most common problem I hear from my clients is that they have inherent competitive win rates. And this is a big problem because most deals are competitive for SAS companies because there's so many different companies and products out there and more being created every single year. So to make sure you're on the right track, I'm going to share how I use salesforce to make sure that my competitive win rates are as accurate as possible. Step one, create two fields that are required for every seller to fill out on an opportunity record. Competitorvaluating and competitor replacing. Being evaluated against the competitor and ripping and replacing a competitor R2 very different situations. And so you just want to make sure that you have your bases covered in terms of the data that you're collecting. Number two, make sure that those fields are required to fill out by a seller once the opportunity hits a specific stage. This makes sure that your competitive win rate only reflects qualified opportunities. Because we don't really care about our competitive win rate for those opportunities that weren't qualified to begin with. Pull that information into a sales force report and woe, you have an accurate competitive win rate.