How can you access your "Deal Feedback" page?
How can you access your "Deal Feedback" page?
To access your “Deal Feedback page”. Go to the tab “Collected feedback”. Then click on one of the deals.
Why this page matters?
The “Deal Feedback” page in Diffly is designed to give you all the feedback information we collected on one particular deal.
3 kind of feedback could be collected :
Buyer interview : in-depth qualitative interviews led by your Program Manager
Buyer survey : quantitative surveys filled by your buyer
Internal survey : quantitative surveys filled by your internal team (Sales rep and/or CSM, other stakeholders)
This page centralizes all the information relating to a particular deal (prospects or clients), providing a clear and detailed overview of each business opportunity.
You'll find :
The deal's information (imported from your CRM) to get clear context
The feedback with valuable insights
The decision drivers that impacted the outcome of the deal
How is the “Deal Feedback” page organized?
The “Deal Feedback” page is divided into 3 main sections. Here is a description of each section visible on this page.
Deal Information (left side)
Visual Example
Visual Example
This section gives you context about the deal, giving you a quick overview before analyzing the feedback. It includes :
Deal name: The name assigned to the business opportunity.
Deal Type: 3 deal types are possible depending on your program with Diffly:
New business (collect feedback when a new deal is won or lost)
Satisfaction (collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers")
Churn & Renewal (collect feedback when a customer is renewed or churned and help you understand how to do better)
Deal Stage: The current status of the deal (e.g. “Won”, “Lost” or "Open")
Amount: The financial value of the deal.
Deal status: The current status of the feedback ("Not requested", "On Going", "No feedback received", "Scheduled", "Done")
Deal contacts: Key contacts associated with the CRM
Deal information: Admin can customize the information they want to see here through CRM integration settings
Feedback (at the center)
You can collect both external (prospects and/or clients) and internal (Sales rep
and/or CSM and/or other stakeholders) feedback.
You can also collect 360° feedback by requesting feedback from any contacts you want
Visual Example
Visual Example
The Feedback section gives you all the qualitative and quantitative feedback we have collected about the deal.
Two major sections:
Interviews: Feedback from stakeholders we collected through qualitative interviews
Surveys: Feedback from stakeholders we collected through quantitative surveys (more information about survey settings here)
Notes: Add notes directly on the feedback.
Interviews
It includes:
Contact information: Full details of the interviewee
Summary: A summary highlighting the key points of the interview (main decision criteria, important new insights, info about competition, next step, recommendation, etc.)
List of mentioned decision drivers
Full interview transcript: authentic and detailed conversation between your buyer and your program manager
Surveys
It includes:
Decision drivers that impacted (or will impact) the outcome of the deal
Verbatims associated with these decision drivers
Add notes to feedback
This option enables all collaborators to communicate directly with each other on the feedback by adding remarks visible to all.
Notes also provide a personal space where each collaborator can record his or her thoughts without having to switch tools or interfaces.
Notes
How do I add a note?
Click on “Edit note” to create or modify a note.
Write your note in the space provided.
Save your note by clicking on “Save”.
Delete the note if necessary by clicking on “Cancel”.
Once saved, the notes remain attached to the feedback and are visible to all employees.
Decision Drivers (right side)
Visual example
Visual example
This section gives you the key following information: which decision drivers have
influenced the outcome of the deal.
They are classified into four categories:
Strongly positive: decision drivers that strongly positively influenced the outcome of the deal
Positive: decision drivers that positively influenced the outcome of the deal
Negative: decision drivers that negatively influenced the outcome of the deal
Strongly negative: decision drivers that strongly negatively influenced the outcome of the deal
You can analyse one particular decision driver through "More about this decision driver" and get access to more detailed about it.
At Diffly, we are at your entire disposal if you need more information and/or product improvements! Don't hesitate to contact us!