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Customer Win Story

Use this template to record an example of a customer win and the behind-the-scenes details of that win! Learn more about this template.

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Background

• Tell us more about the customer. What industry are they in? What product do they sell? What problem were they looking to solve?

Requirements

• What were the customer's technical and business needs?

Competition

• What competitors did this customer evaluate? When did they come into/drop off from the process?

Process

• What was this customer's buying process? What was their decision-making process?

Points of Contact

• Who did our team come in contact with on the customer's team?

Deal

• What was the size and makeup of the deal?

Team

• Who on our team was involved in this deal?

Challenges

• What challenges did we encounter during this process? Business challenges? Pricing challenges? Technical challenges?

Lessons Learned

• What did we learn from this process? What do we do well, and what do we need to improve on?

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