# Trinity Reviews **Vendor:** Trinity **Category:** [Win-Loss Analysis Services Providers](https://www.g2.com/categories/win-loss-analysis-services) **Average Rating:** 4.8/5.0 **Total Reviews:** 24 ## About Trinity Trinity is a leading provider of Win Loss Analysis software and services, unlocking honest and actionable customer insight from every sales opportunity, win, lose or draw. Trinity has been the win/loss analysis partner for companies around the world for more than a decade. In 2022 we launched our automated win/loss review platform, to complement our consulting led reviews, allowing Trinity users to capture win/loss customer insights straight from their CRM. With Trinity, businesses extract specific customer insights on large, strategic deals and small/medium opportunities from one platform. Watch the game tape back on specific opportunities and understand exactly what influenced the sales outcome. Trinity’s AI capability allows businesses to easily track and measure their team's performance, identify areas for improvement and optimize their sales processes for maximum effectiveness. ## Trinity Reviews ### 1. Easy to use and **Rating:** 4.5/5.0 stars **Reviewed by:** Donncha L. | General Manager - Growth / Australia and New Zealand , Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** Easy access to the portal, where all our opportunties are visable. Sending win / loss reviews is a simple process. The feedback within the win - loss reports generated from the surveys have really helped us change our overall sales strategy, fine tune our value proposition and win more deals. **What do you dislike about Trinity?** We'd like to tailor some of the outgoing questions within the survey, because our customer and prospect base is so diverse. However, we know this will be available soon via version2. **What problems is Trinity solving and how is that benefiting you?** It has helped identify gaps in our sales process, whilst making recommendations that has helped Programmed secure some new customers. Recently, we have revised our pricing policy as a result of some of the feedback gathered via the reports. We're also fine-tuning our overall company VP. ### 2. Brilliant - Cian and his team are the best in the business. **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony R. | Chief Operating Officer **Reviewed Date:** March 14, 2024 **What do you like best about Trinity?** Cian is a global authority on sales, yet down-to-earth and humble. With years of real-world experience backed up by data, Trinity adds immediate value. **What do you dislike about Trinity?** Nothing - I love these guys and we are very fortunate to be working with Cian and the Trinity team, **What problems is Trinity solving and how is that benefiting you?** Trinity is helping us implement their Win/Loss processes and leading a Market Research project to help identify critical drivers influencing our clients' decisions to buy IT services. We have already surfaced some key insights that will help us refine our products & services offered to drive increased Win Rates. Cian and the Trinity team are true professionals, and we genuinely believe they are invested in helping us to succeed. ### 3. Using Customer Insights to Drive Sales Strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Lawrence M. | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2023 **What do you like best about Trinity?** Trinity provide a deeper level of insight into customer buying decisions than we were previously able to get. This data is gold when it comes to tuning sales strategies, learning from your mistakes, and doubling down on what you do well. Over the last three years these insights have helped us improve our win ratios across our product portfolio. What has been interesting has been seeing the sales teams attitude change. Initially it felt like this was perceived to be unwelcome inspection. Now team members are actively bringing won or lost opportunities forward for review as they genuinely appreciate the insights and how they can help them evolve as sales people. **What do you dislike about Trinity?** I have no real negatives on Trinity. The product is excellent and very useful. It will be interesting to see how the product set expands to include things like value realisation reporting. **What problems is Trinity solving and how is that benefiting you?** Trinity are helping us realise maximum value from our cost of sales. Often our bids and proposals take a substantial amount of investement. Understanding why they were successfulor not has been extremely useful. Even if we are unsuccesful, having an independant third party unpack the decsion making process with a prospect adds value. We learn, we evolve, we move on. ### 4. Unraveling Insights with Trinity: A Game Changer in Win Loss Analysis" **Rating:** 5.0/5.0 stars **Reviewed by:** Sam J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2023 **What do you like best about Trinity?** There's a lot to love about Trinity, but its user-friendly interface and the depth of analysis it provides are standouts. The team has also really loved the individual and trend reports, which are super powerful and intuitive. It feels like Trinity is always one step ahead, providing insights that fuel our continuous growth. **What do you dislike about Trinity?** Honestly, there's little to dislike about Trinity. If I had to pick something, it's probably more the fact we didn't implement a proper Win Loss Analysis program 6 months ago. **What problems is Trinity solving and how is that benefiting you?** Trinity has proven invaluable in addressing our need to better understand why we win and lose deals. It cuts through the noise and offers us succinct, tangible insights into why we're winning or losing deals. As a result, we're seeing enhanced decision-making and significant improvements in our sales strategies. The platform's ability to connect the dots between data points has given us a new level of transparency that directly contributes to our bottom line. ### 5. Insights direct from your Prospects & Customers **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle D. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Trinity?** Firstly, the insights! Don't assume that your prospects and customers won't relish the opportunity to tell you what you are doing well and not so well. This solution offers a way to access the real 'why' so you can tackle the real problems and take action to either improve, or, do more of what is working! The solution is simple, easy to use, and is just becomes the fabric of your processes. **What do you dislike about Trinity?** Nothing really, I've seen the roadmap and the enhancements are as you would expect and focussed on the right things in my opinion. **What problems is Trinity solving and how is that benefiting you?** Trinity is helping companies to answer the why. Why didn't we win? Why did we win? Why weren't we competitive? Why are we not successful in x,y,x areas. From the horses mouth, the people making the decisions! ### 6. Trinity Win/Loss Review **Rating:** 5.0/5.0 stars **Reviewed by:** Stefan C. | Product Marketing Manager, Technology and BI, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** Gaining insights from clients that may otherwise not have been asked or volunteered during or after sales process. As a learning and sales coaching tool, the information collected over time is invaluable. **What do you dislike about Trinity?** The toolset and purpose is great. My advice is more a process one to ensure sales leaders share the information and findings from all reports across the sales organisation, to allow everyone to benefit. **What problems is Trinity solving and how is that benefiting you?** We can effectively understand and learn what has worked; where our strengths have resulted in positive benefits for our customers and ourselves in the sales process; as well as where we need more focus or emphasis - whether that relates to marketing and brand, right through to sales team engagement. ### 7. Brilliant platform and approach for win/loss reviews! **Rating:** 5.0/5.0 stars **Reviewed by:** Tony J. H. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2023 **What do you like best about Trinity?** Trust in how customers (or lost prospects) are engaged. Low overhead. Genuine insights from data with actionable recommendations. game-changing! **What do you dislike about Trinity?** No complaints. Professional, easy and value for money. **Recommendations to others considering Trinity:** Use win/loss to inform go-to-markrt strategy and embrace the Trinity approach as 'best practice'. **What problems is Trinity solving and how is that benefiting you?** Whether we win or lose, we know that customer feedback is gold. Cian and the Trinity team do a brillient job in pulling the insights from the data, and in making sure the data is valid. Their prgmatic approach is trusted by our customers and I regard Cian a workd leader in this topic. The platform so very easy and intuitive! ### 8. Using Trinity is a must for anyone working in sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Trinity?** Understanding my client's motivators, priorities and reasoning for their decisions helps me identify the areas of engagement that I need to work on to improve my win rate. **What do you dislike about Trinity?** There are absolutely zero downsides to using Trinity that I can think of. If you are in Sales and want to level up your game use Trinity, you will not regret it! **Recommendations to others considering Trinity:** Stop thinking about using Trinity and start using it already. You have nothing to lose and everything to gain. **What problems is Trinity solving and how is that benefiting you?** I have been working in sales for more than 20 years, and until recently, I have had to guess what my clients were thinking - well not anymore... now I use Trinity! Trinity offers a simple platform that uncovers meaningful insights and gathers valuable feedback from my clients at the end of the sales cycle, whether a win or a loss. Using Trinity to request feedback is extremely simple, and providing feedback for my clients is just as easy and quick. The Trinity UI is clean, modern and fast, and the Win/Loss Review reports are very well structured and can be accessed online or downloaded as PDFs. ### 9. Insightful feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew P. | Head of SAP & Oracle Partner Network - Asia Pacific and Japan , Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Trinity?** In a prior sales leadership role I engaged Trinity for a loss review. The insights and data gained enables greater decision making regarding sales execution refinement. **What do you dislike about Trinity?** I have no concerns to report. There is some effort required to ensure the customer agrees to the independent loss review and I recommend this is positioned at the very start of the sales cycle. **What problems is Trinity solving and how is that benefiting you?** The engagement allows a sales organisation to determine the actual drivers for a loss, or win. The independent data and insights are decision useful and assist with team development. ### 10. A must-have tool as part of any B2B sales process **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas H. | Managing Director Asia-Pacific, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2023 **What do you like best about Trinity?** The great idea of providing a software platform for win/loss analysis significantly speeds up the process of collecting feedback & analysis, which has been, in the past, a lengthy exercise and too often neglected due to quarterly sales pressure. **What do you dislike about Trinity?** Nothing to dislike really. Cian Mcloughlin and the Trinity team do an excellent job. **What problems is Trinity solving and how is that benefiting you?** Trinity helps unlock highly valuable customer feedback and buyer intelligence from sales engagements after winning, losing, or a prospect's decision to do nothing. ### 11. Great platform for sales leaders **Rating:** 5.0/5.0 stars **Reviewed by:** Dominik W. | Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Trinity?** Trinity’s Win/Loss analysis has provided us with invaluable insights from a clients’ perspective and has helped us to fine tune our sales process. We also really like the intuitive trend reports. Very powerful! **What do you dislike about Trinity?** Nothing at the moment. Trinity has been fast to respond to enhancement request. **Recommendations to others considering Trinity:** Try it out. **What problems is Trinity solving and how is that benefiting you?** Trinity’s Win/Loss analysis has helped us to gain deep understanding into the pros and cons of our client engagement during the buying/selling process. That is, what our clients value and where we can do better. ### 12. Goes way beyond our own customer interviews **Rating:** 5.0/5.0 stars **Reviewed by:** Mark L. | Co-founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** After years of making incorrect assumptions about why customers buy from us, we are now getting real, actionable and somewhat surprising insights. It's also remarkable how many 'lost' opportunities are prepared to provide their feedback to this platform. **What do you dislike about Trinity?** Only that we are looking forward to being able to include custom questions - but I understand this is coming soon. **What problems is Trinity solving and how is that benefiting you?** When it comes to understanding the unspoken reasons why our prospects don't move forward with us, Trinity fills the gap between our assumptions and reality - and that's been an eye-opener. ### 13. Important Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Brett J. | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2023 **What do you like best about Trinity?** Trinity provides me with solid information about the sales process and most importantly data on where I can improve during the sales process directly from the customer. **What do you dislike about Trinity?** No real downside to the information receive back, however sometimes it is difficult to get customers to engage. **What problems is Trinity solving and how is that benefiting you?** Trinity is helping me identify, as a sales profession, areas during the sales process that I can improve. This is of direct benefit to both me and my customers as it enables me to improve my discovery and responses. ### 14. Driving growth through better understanding **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Trinity?** The fact that we get to the core of the issue really aids us in better decision making and strategic decisions in a highly competitive marketplace. **What do you dislike about Trinity?** We have been using this process for 6 years and cannot find a negative in the process or the people **What problems is Trinity solving and how is that benefiting you?** Trinity has been so successfull in uncovering key nuggets to assist us in not only keeping business but alos in ensuring our growth continues ### 15. COO **Rating:** 5.0/5.0 stars **Reviewed by:** nigel r. **Reviewed Date:** October 18, 2023 **What do you like best about Trinity?** The engagement and insights from the team as well as the customer feedback **What do you dislike about Trinity?** nothing really have had a good experiance **What problems is Trinity solving and how is that benefiting you?** Increasing growth ### 16. Trinity Digs a Bit Deeper and Improves Your Knowledge of Win/Loss Scenarios **Rating:** 4.5/5.0 stars **Reviewed by:** Robert L. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** With a few steps you can create a simple proforma which a customer can then use to elaborate of why you won/lost an given opportunity. **What do you dislike about Trinity?** There are some ICT processes which could be simplified but I'm sure that it's just a matter of time before these are ironed out. **What problems is Trinity solving and how is that benefiting you?** We are developing a clearer picture of why a customer decides in favour of or against our bid. This is helping us to strengthen future bids. ### 17. Customer Win/Loss Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony B. | State Manager NSW, Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Trinity?** Trinity were professional, experienced and timely in their execution of insightful win/loss reports **What do you dislike about Trinity?** there was nothing to dislike about our engagement of Trinity. Their consultants are industry experts **What problems is Trinity solving and how is that benefiting you?** We were trying to understand from our customer's valuable insights why we either won or lost competitive opportunities. We used these learnings to improve and grow so that for new opportunities were provided a more competitive value proposition to our customer base ### 18. Trinity is insightful and is a great tool for self-reflection and improvements. **Rating:** 4.0/5.0 stars **Reviewed by:** Byron W. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** I like that Trinity is a win/loss review, as you can learn from each experience. It is interesting to reevaluate and gain perspective from your engagements. **What do you dislike about Trinity?** Creating opportunities has a few little tricks to work through. However, there is nothing major, and overall is easy to use. **What problems is Trinity solving and how is that benefiting you?** Insights in terms of how our prospective customers or new customers view our engagements in terms of communication, knowledge etc. ### 19. What goes on in a customer's mind. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Trinity?** Simple and easy to use by customers. Customers share their frank and candid views about their experiences with your organisation in a way you may not experience in directly with asking them. As a result, you gain some insights into your organisation and the other organisations they interacted with. **What do you dislike about Trinity?** Too short a survey or responses from customers which could result in less than clear and conclusive feedback to take action against. **What problems is Trinity solving and how is that benefiting you?** Customer insights, competitive advantages / disadvantages leading to better sales messsaging and planning. ### 20. Simple to use yet very insightful **Rating:** 4.5/5.0 stars **Reviewed by:** Ross S. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** The win/loss surveys were sent to prospects as part of a simple process and were completed. This demonstrates that prospects readly willing to share feedback. **What do you dislike about Trinity?** I didn't find anything on the platform that I disliked. The support team were excellent. **What problems is Trinity solving and how is that benefiting you?** Getting a better understanding of the prospect and understanding our strengths and weaknesses so we can continually improve. ### 21. Simple to use and valuable feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** Trinity Sales review is easy to use for our prospects, and gives some valuable insights in what we do well and what could be done better. Works best if used for a longer time, so you can see some trends and progress. **What do you dislike about Trinity?** Not much. Some minor hiccups logging new opportunities, but I'm sure that will be addressed **What problems is Trinity solving and how is that benefiting you?** Trinity provides us with more detailed and structured insights on how we perform during sales. In particular the 'loss' reviews are valuable, for those 'lost' prospects who are willing to take the time to provide feedback. ### 22. Solving Real Business Problems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services **Reviewed Date:** September 17, 2023 **What do you like best about Trinity?** We get unbiased repeatable process to understand customer buying psychology **What do you dislike about Trinity?** Trinity platform is new and will mature overtime **What problems is Trinity solving and how is that benefiting you?** Understand the reasons why someone buys (or doesn't but) from us. ### 23. Project & Communications Coordintaor **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Trinity?** The team is extremely supportive and easy to work with. The deliverables are actionable, honest and helpful. **What do you dislike about Trinity?** The time zone difference! Trinity is always flexible to my schedule, though. **What problems is Trinity solving and how is that benefiting you?** Trinity is helping us understand our strengths and weaknesses as a business. We are benefitting from direct customer feedback in regard to: service, pricing, communication, etc. ### 24. Overall experience with Trinity has been great. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Trinity?** Receiving great insights from customers and prospects on ways we can improve. **What do you dislike about Trinity?** No downside really, just the challenges of getting the buyin from the sales team as a whole. **What problems is Trinity solving and how is that benefiting you?** Helping us gain independent insights from prospects and customers when we win or lose a deal. - [View Trinity pricing details and edition comparison](https://www.g2.com/products/trinity-trinity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+20%3A25%3A59+-0500&secure%5Bsession_id%5D=5ed8cc23-9139-48c1-bc89-687e9dbdb4d6&secure%5Btoken%5D=6b8fa30abe487a3ed49dbe8a8f952adc408f49aab8eeb42c759d1b9a3179c24d&format=llm_user) ## Trinity Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Trinity Alternatives - [Clozd](https://www.g2.com/products/clozd-clozd/reviews) - 4.8/5.0 (291 reviews) - [TruVoice from Corporate Visions](https://www.g2.com/products/truvoice-from-corporate-visions/reviews) - 4.6/5.0 (114 reviews) - [Anova Consulting Group](https://www.g2.com/products/anova-consulting-group/reviews) - 4.7/5.0 (98 reviews)