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How Sitecore built a metrics-driven win-loss program from the ground up

Drake Lenhan, Senior Director of Global Market Insights at Sitecore, transformed an initially manual, Excel-based competitive intelligence effort into a metrics-driven win-loss program that, through actionable metrics, effective storytelling, and leadership buy-in, resulted in a 52% higher win rate and nearly $10 million in additional bookings.

Drake Lenhan, Senior Director of Global Market Insights, shares the journey of building a metrics-driven win-loss program at Sitecore. When Drake took over, Sitecore did not have a dedicated competitive intelligence team. The initial efforts were manual and based in Excel, functioning as a side project.

Over time, these efforts evolved into a robust win-loss program that delivered significant business impact. Key elements of this transformation included:

  • Gaining early traction with simple, actionable metrics
  • Using smart storytelling to communicate findings and value
  • Earning leadership buy-in through demonstrated results

The program ultimately led to a 52% higher win rate and nearly $10 million in additional bookings for Sitecore.