Competitor Insights

by Competitor Insights LLCSalesforceFree

Track competitors across accounts, opportunities, and leads, analyze win/loss ratios, and surface playbooks in Salesforce Platform.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Competitor Insights — screenshot from the Salesforce AppExchange listing

What it does

Competitor Insights lets teams create and track competitors and competitor products in Salesforce Platform. Reps can associate competitors with accounts, opportunities, and leads through a configurable Lightning page flow. The add-in provides competitor reporting, charts, and win/loss ratios, along with playbooks containing files, fields, and talking points. Permissions control who can create competitors, playbooks, and insights.

Key capabilities

from the Salesforce AppExchange listing

Competitor tracking

Creates and manages records for competitors and competitor products.

Record associations

Associates competitors with accounts, opportunities, and leads through a configurable screen flow.

Win/loss reporting

Reports competitor involvement, opportunity win/loss ratios, and competitor-specific charts.

Playbook management

Creates customizable playbooks with files, custom fields, and talking points.

Lightning page components

Adds competitor management and playbook access to Salesforce Lightning pages.

Permission controls

Controls which users can create competitors, playbooks, and insights.

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Increase close rates and understand competitors by tracking, analyzing, and strategizing against the competition. 1. Easy to create and track Competitors 2. View Win/Loss Ratios for deals with competitor involvement 3. Create and surface competitor playbooks to reps at the right time and place 4.»

Official marketplace listing

Publisher
Competitor Insights LLC
Updated on marketplace
Facts verified