Sales
Analyses lost deals to show why you lose.
Lost deals vanish into the CRM with no lessons learned. An AI Agent Workflow analyses lost deals to find patterns: price, timing, competitor, objection type. Surfaces actionable insights to improve win rates by 25%.
25 %: Win rate improvement from systematic lost deal analysis · Gartner Sales Effectiveness 2024
Runs on the Elevon platformData Inputs (3 sources)
Pattern Detection Agent
Insight & Action Agent
Monthly Lost Deal Report
01How it works
3 data sources. 2 AI agents. Lost deal report every month.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data Inputs (3 sources)
The agent pulls CRM data on lost deals (stage, size, reason, competitor), communication history (emails, call notes) and rep notes. Builds a complete picture of every loss.
- 02
Pattern Detection Agent
Classifies loss reasons into categories (price, timing, product, competition, internal process). Identifies statistically significant patterns across segments, deal sizes and reps.
- 03
Insight & Action Agent
From the discovered patterns, generates actionable recommendations: what to change in the process, where to adjust pricing, which objections to train. Monthly report with prioritised action items.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€50,720saved in year one
90 hours of work back every month · 16.5× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Automatic loss classification
Every Closed Lost deal is automatically categorised by reason (price, timing, competitor, product, internal). No manual tagging required.
4 hrs/month
Monthly pattern report
The agent generates a report with patterns: which segments you lose, at what deal size, in which pipeline stage, and against whom.
6 hrs/month
Competitor win/loss tracking
Tracks which competitors you lose and win against. Identifies competitive gaps and positioning strengths.
3 hrs/month
Coaching recommendations
For each rep, identifies the top 3 loss reasons and suggests specific coaching actions. A personal improvement plan.
5 hrs/month
04Included and price
What's included
- Elevon agent configured and deployed
- CRM integration (Salesforce, HubSpot, Pipedrive)
- Historical lost deal analysis (12 months)
- Categorisation model calibration
- Report template and dashboard
- Competitive tracking setup
- Demo run with real data
- Team walkthrough (1 h)
One-time implementation
€1,000
One-time implementation. Full configuration + first live run. Platform fee is €190 per month.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
Ideally 50+ lost deals from the past 12 months. More data means more precise patterns. Minimum is 30 deals.
Salesforce, HubSpot, Pipedrive and other CRMs with an API. Integration typically takes 2-3 days.
The agent achieves 85-90% classification accuracy with sufficient data. Results improve with each month of feedback.
No, but it complements them. The agent analyses internal data. Win/loss interviews bring the customer's perspective. Ideally, combine both.
The agent works with commercial data (deal stage, revenue, loss reason), not personal data in the GDPR sense.
Monthly by default. Optionally weekly for high-volume deal flow, or on demand after quarterly reviews.
05More for Sales
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Next step
No repeated mistakes. No blind spots. Insights from every loss.
The agent analyses losses so you can focus on what matters: winning more deals.