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Trinity Reviews & Provider Details

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.

Seller

Trinity

Discussions

Trinity Community

Languages Supported

English

Services Offered

Win Loss, Reduce Churn

Locations Serviced

Australia, Ireland, New Zealand, Singapore, + 2 more

Overview by

Shelley Mcloughlin

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Trinity Media

The interface is intuitive, providing a comprehensive overview of your win-loss and value realisation data at a glance.

Our opportunity engine lets you upload and manage opportunities through CRM integration, bulk upload, or adding individual opportunities.

Pre-built and custom templates are available to streamline and standardise the process of capturing and analysing win-loss and value realisation data.

This is a powerful tool that allows prospects and customers to complete post-sales reviews, enabling a deeper understanding of each deal, regardless of the outcome.

This detailed report offers actionable insights, findings and recommendations based on direct customer feedback. The report aims to improve your sales process and key metrics.

A PDF format for your review reports. It provides you with data insights, findings and recommendations that you can share with sales leaders and other business units.

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UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

6/26/2023

"Simple to use and valuable feedback"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Trinity?

Not much. Some minor hiccups logging new opportunities, but I'm sure that will be addressed Review collected by and hosted on G2.com.

GI

Verified User in Information Technology and Services

9/17/2023

"Solving Real Business Problems"

5/5

What do you like best about Trinity?

We get unbiased repeatable process to understand customer buying psychology Review collected by and hosted on G2.com.

What do you dislike about Trinity?

Trinity platform is new and will mature overtime Review collected by and hosted on G2.com.

AH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

7/21/2023

"Project & Communications Coordintaor"

5/5

What do you like best about Trinity?

The team is extremely supportive and easy to work with. The deliverables are actionable, honest and helpful. Review collected by and hosted on G2.com.

What do you dislike about Trinity?

The time zone difference! Trinity is always flexible to my schedule, though. Review collected by and hosted on G2.com.