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Trinity Reviews & Provider Details

Trinity Overview

What is 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 Details
Languages Supported
English
Services Offered
Win Loss, Reduce Churn
Locations Serviced
Australia, Ireland, New Zealand, Singapore, + 2 more
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Provider Description

Trinity is a leading provider of Win Loss Analysis software and services, helping businesses unlock candid and actionable customer insight from every single sales opportunity, win, lose or draw.

How do you position yourself against your competitors?

When it comes to programmatic Win/Loss Analysis, our biggest competitor is Do-Nothing. We combat this competitor by showing B2B businesses just how easy it can be to unlock consistent, practical and actionable customer feedback on every single sales opportunity, straight from their CRM. Your cost of sale has earned you the right to some value, don’t leave it behind!


Seller Details
Seller
Trinity
Year Founded
2011
HQ Location
Sydney, AU
Twitter
@TrinityPerspect
1,756 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
Description

Trinity is a leading provider of Win Loss Analysis software and services, helping businesses unlock candid and actionable customer insight from every single sales opportunity, win, lose or draw.


Shelley M.
SM
Overview Provided by:

Recent Trinity Reviews

Anthony R.
AR
Anthony R.
5.0 out of 5
"Brilliant - Cian and his team are the best in the business."
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...
NR
nigel r.
5.0 out of 5
"COO"
The engagement and insights from the team as well as the customer feedback
Verified User
G
Verified User
5.0 out of 5
"Solving Real Business Problems"
We get unbiased repeatable process to understand customer buying psychology

Trinity Media

Trinity Demo - Home Dashboard
The interface is intuitive, providing a comprehensive overview of your win-loss and value realisation data at a glance.
Trinity Demo - Opportunities
Our opportunity engine lets you upload and manage opportunities through CRM integration, bulk upload, or adding individual opportunities.
Trinity Demo - Templates
Pre-built and custom templates are available to streamline and standardise the process of capturing and analysing win-loss and value realisation data.
Trinity Demo - Customer Review Engine
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.
Trinity Demo - Platform Win Report
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.
Trinity Demo - PDF Win Report
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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Video Reviews

24 Trinity Reviews

4.8 out of 5
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24 Trinity Reviews
4.8 out of 5
24 Trinity Reviews
4.8 out of 5

Overall Review Sentiment for TrinityQuestion

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Donncha L.
DL
General Manager - Growth / Australia and New Zealand
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
Anthony R.
AR
Chief Operating Officer
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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, Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LM
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sam J.
SJ
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Danielle D.
DD
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Stefan C.
SC
Product Marketing Manager, Technology and BI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Tony J. H.
TH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
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! Review collected by and hosted on G2.com.

What do you dislike about Trinity?

No complaints. Professional, easy and value for money. Review collected by and hosted on G2.com.

Recommendations to others considering Trinity:

Use win/loss to inform go-to-markrt strategy and embrace the Trinity approach as 'best practice'. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Computer Software
CC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Recommendations to others considering Trinity:

Stop thinking about using Trinity and start using it already. You have nothing to lose and everything to gain. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Andrew P.
AP
Head of SAP & Oracle Partner Network - Asia Pacific and Japan
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Thomas H.
TH
Managing Director Asia-Pacific
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Trinity?

Nothing to dislike really. Cian Mcloughlin and the Trinity team do an excellent job. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.