CRM
Win Back Lost Deals When the Competitor They Chose Stumbles
Monitors for negative news about the competitor a prospect chose over you (outages, layoffs, price hikes.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionPull deals lost to a named competitorSalesforce
- ActionSearch for competitor adverse eventsExa
- LogicMatch event to prospect priorities, filter noise
- ActionReopen opportunity with win-back narrativeSalesforce
- OutputPost talking points to Slack channelSlack
What it does
For deals you lost to a named competitor, it watches for the competitor's public stumbles and uses them as the moment to reopen the conversation. It reopens the Salesforce opportunity and arms the rep with the specific pain the prospect is now likely feeling.
When to use it
Use it in competitive markets where switching costs are low and a rival's bad week is your best opening. Especially useful when loss reasons in your CRM record which competitor won.
How it works
- 1A daily schedule pulls closed-lost opportunities tagged with a winning competitor in Salesforce.
- 2An Exa search scans for adverse events about each competitor: outages, breaches, layoffs, pricing changes, or downgrades.
- 3A logic branch matches the event type to the prospect's original priorities and filters out trivial mentions.
- 4The matching opportunity is reopened in Salesforce with the competitor event and a switch-back narrative attached.
- 5A Slack alert is posted to the deal owner and a shared win-back channel with the talking points.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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