Primary Intelligence
Win More Business. Retain More Customers.
Overview
Primary Intelligence specializes in win-loss and customer experience (CX) analysis programs. They offer a combination of a software platform and expert consulting services to help B2B companies understand why they win and lose deals and how to retain customers. Their approach is centered around conducting in-depth, third-party interviews with buyers to gather unbiased feedback. This qualitative data is then analyzed and presented within their software platform, providing clients with actionable insights, competitive intelligence, and data-driven recommendations to improve sales effectiveness, product strategy, and customer retention.
✨ Key Features
- Managed Win-Loss Interview Programs
- Customer Experience (CX) Interview Programs
- Expert-led Buyer Interviews
- Online Insights and Analytics Platform
- Qualitative and Quantitative Analysis
- Competitive Intelligence Reporting
- Customer Churn Analysis
- Personalized Dashboards and Reports
🎯 Key Differentiators
- Long-standing focus (since 2000) on win-loss analysis
- Combination of a technology platform with deep consulting expertise
- Focus on delivering actionable recommendations, not just data
Unique Value: Delivers the unfiltered truth from buyers and customers through expert, third-party analysis to help companies win and retain more business.
🎯 Use Cases (5)
✅ Best For
- Uncovering blind spots in the sales process
- Understanding competitor tactics and positioning
- Identifying at-risk customers to reduce churn
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies seeking a fully self-service software solution
- B2C companies
- Organizations not interested in qualitative interview feedback
🏆 Alternatives
Offers a more consultative and service-oriented approach compared to pure SaaS platforms, focusing on program management and strategic recommendations.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All clients receive dedicated program manager tier)
🔒 Compliance & Security
💰 Pricing
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