Proteance Win-Loss Analysis

Most dealerships only convert a small fraction of the customers they engage—yet few have a clear, evidence‑based understanding of why deals are lost. Sales teams move on, feedback is fragmented, and the same issues repeat unnoticed.

Proteance Win–Loss Analysis is a purpose‑built intelligence platform designed to close that gap.

How It Works

The solution captures structured, high‑quality feedback from both lost and won deals using targeted, gamified surveys delivered at the right point in the customer journey. Responses go far beyond generic reasons, uncovering deeper drivers such as pricing clarity, sales experience, follow‑up quality, trust, and process friction.

The ECLAT Methodology

ECLAT Process - Engage, Capture, Link, Analyze, Transform

Our proven five-stage methodology ensures comprehensive win-loss intelligence

Integrated Administration Portal

An integrated administration portal allows dealerships to:

Import prospect and customer data from CRM systems or files
Schedule surveys, reminders, and follow‑ups
Manage campaigns without disrupting day‑to‑day operations

Insights & Analytics

Collected data is securely analyzed and visualized through dashboards that highlight:

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Loss Driver Analysis

Top loss drivers by location, salesperson, vehicle type, or journey stage

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Customer Feedback

Verbatim customer feedback with sentiment and theme analysis

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Win vs. Loss Comparison

Clear comparisons between what worked in wins and what failed in losses

Optionally, Proteance provides expert‑led analysis and AI‑assisted insight generation, translating raw feedback into specific, prioritized recommendations for sales process improvement, coaching focus, pricing strategy, and customer experience design.

Seamless Integration

The platform integrates cleanly with Microsoft Dynamics while remaining operationally independent, allowing survey data to be securely managed outside the client CRM if desired—supporting subscription access, data residency requirements, and IP protection.

The result: fewer blind spots, smarter process changes, and the ability to win back a meaningful percentage of deals that would otherwise be lost.

Why This Is Different from Generic Surveys

Most survey tools are designed for marketing feedback or CSAT—they capture surface-level sentiment ("How was your experience?") without context, depth, or actionability.

Proteance Win–Loss Analysis is built specifically for post-decision insight in automotive retail. Here's how it stands apart:

🎯 Purpose-Built for Automotive Sales Journeys

Our surveys are tailored to key drop-off points in the dealership sales funnel—from inquiry to walkout to post-test drive—and are dynamically structured to follow up based on the customer's chosen reason for disengaging.

🎮 Gamified for Honest Feedback

Instead of one-click checkboxes, we use an opt-in points and reward system that encourages customers to share deeper, more candid feedback—resulting in higher quality responses and better data.

⚖️ Comparative Focus: Wins vs. Losses

We don't just log reasons for lost deals. We compare what worked in wins vs what failed in losses, allowing you to see the process patterns that matter most.

🧠 Embedded Analysis, Not Just Forms

Raw feedback is processed into structured themes and linked back to CRM records and dealership stages. Optional AI-powered summaries and human-led analysis turn survey data into recommendations—not just dashboards.

🔗 CRM-Aware, But Independent

Unlike CRM-bound survey modules, Proteance operates alongside Dynamics or other dealer systems—giving you full control of feedback data, secure multi-client deployment, and a subscription-based model that protects the integrity of your process.

Proteance Win–Loss Analysis