MARKET RESEARCH
Lost-Deal Competitor Brief from CRM
When a Salesforce opportunity is marked Closed Lost to a competitor, it auto-researches that winning competitor and attaches a focused win/loss brief back to the opportunity…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce: opportunity Closed LostSalesforce
- LogicCheck competitor field is set
- ActionResearch winning competitorPerplexity
- ActionDraft win/loss briefOpenAI
- OutputAttach brief to opportunitySalesforce
What it does
Turns every competitive loss into intelligence. The moment a deal is marked lost to a named competitor, it researches that competitor's likely angle, synthesizes why they may have won, and logs a concise brief directly on the CRM record so the next rep facing them is prepared.
When to use it
Use it if reps lose deals to recurring competitors and that knowledge currently evaporates. It builds an institutional record of how each rival wins, attached exactly where the next account owner will look.
How it works
- 1A Salesforce event fires when an opportunity moves to Closed Lost with a competitor field set.
- 2A logic step confirms a competitor name is present and exits quietly if not.
- 3Perplexity researches the winning competitor's recent positioning, pricing signals, and differentiators.
- 4OpenAI combines the loss notes from the record with the research into a short win/loss brief and likely-reason summary.
- 5The brief is written back as a note on the Salesforce opportunity and the competitor is tagged for trend tracking.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 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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Run this workflow in your colony.
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