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Know the reason why you lose your deals

Managing leads can bring a satisfying result when you close a new deal, but many of the leads we spend lots of time trying to close end up in nothing.

Knowing the reason WHY you're losing deals is crucial to improve your sales. In fact, if 60% of the deals you lose are because of your price, it's probably time to rethink your price; if it's because they opt for the competition, it's time to analyze what the competition is doing better than you; and so forth.

With noCRM's "tags on closing" system, you can obtain clear data on the reasons people don't do business with your company. Let's see how it works.

How to activate tags on closing

First, make sure you're using either the Sales Essentials or Dream Team editions of noCRM.

Then, as the admin of your noCRM account, follow these steps:

  1. Go to the Admin panel.
  2. Click on Predefined tags.
  3. Create a new category called "Loss reason" for example.
  4. Inside that new category, create the reasons as tags clicking on the + Add a tag green button: "Too expensive", "No budget", "Competition", "Project cancelled"...

Once the category and its corresponding tags are created, click on the button "Linked statuses" at the right of the category's name, and link it at least to 'Lost' and 'Cancelled'.


If you have the Dream Team edition and have linked pipelines to specific categories, make sure to link the new category to the pipelines you need to display this category in!

How to use tags on closing

Once you have done what we explained above, go to your Leads page and change the status of a lead to 'Lost' or to 'Cancelled'.

The corresponding tags will be suggested so that you can select the reason why the deal didn't go through.


As easy as that!

How to analyze the data

Now that we have seen how to activate and use this feature, let's see how to obtain statistics.

  1. Go to ... > Statistics and go to Lead performance.
  2. At the right, select the corresponding category Loss reason.
  3. Choose the time frame of your choice.
  4. Analyse the data.
  5. Improve accordingly.


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