Lost sales opportunity form template

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Make the most out of time spent on lost sales opportunity
Have your sales reps fill in the form to learn more about lost deals. Leverage valuable insights to improve your sales strategy, products, and pricing.
Notify relevant stakeholders immediately after a new form is submitted.
This template has been inspired by Dave Gerhardt
‍(CEO at Exit Five) LinkedIn post.
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Patryk Kabaj
Chief Product Officer & Co-founder
You can't know what the customer thinks unless you ask them the question. And then what happens typically, [is that the responses] surprise you. You're like, oh, wow, really? This is so important. I would never have thought about this.
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Patryk Kabaj
Chief Product Officer & Co-founder
You can't know what the customer thinks unless you ask them the question. And then what happens typically, [is that the responses] surprise you. You're like, oh, wow, really? This is so important. I would never have thought about this.
arrow-btnarrow-button-1-hover
Patryk Kabaj
Chief Product Officer & Co-founder
You can't know what the customer thinks unless you ask them the question. And then what happens typically, [is that the responses] surprise you. You're like, oh, wow, really? This is so important. I would never have thought about this.
arrow-btnarrow-button-1-hover
Integrations

All native integrations are
1-click and code-free

Intercom
‍
Send survey responses to
Intercom contacts
powerdBy Survicate
Klaviyo
Update Klaviyo contacts with survey responses
powerdBy Survicate
HubSpot
‍
Use survey responses to
trigger HubSpot workflows
powerdBy Survicate
Segment
‍
Combine data from surveys
with user data from Segment
powerdBy Survicate
ActiveCampaign
Trigger marketing automations
with survey responses
powerdBy Survicate
Google Analytics
Match GA data with survey
data from Survicate
powerdBy Survicate
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