This sales template includes 10 fields. Document deals won against specific competitors with win factors and messaging that tipped the decision. Free to customize and use on ZenBuild.
Account Name (text, required)
Account Executive (text, required)
AE Email (email, required)
Competitor(s) Defeated (text, required)
Deal Value (USD) (number, required)
Primary Win Factor (dropdown selection, required) — options: Price, Features, Support Quality, Implementation Speed, Executive Relationship, Brand Trust, Reference Customers, ROI Story
Key Differentiators That Won the Deal (long text, required)
What Did the Competitor Do Well? (long text, required)
Was a Proof of Concept Involved? (multiple choice, required) — options: Yes, No
Messaging or Talk Tracks That Worked (long text, required)
