Refresh competitive battlecards from call objections and loss notes

Pick 3-5 competitors that are showing up in active deals, not every competitor in the category. Define the time window, usually the last 60-90 days, and choose which segments, regions, products, or sales motions are in scope. Pull a list of opportunities from Salesforce where those competitors were mentioned, selected, displaced, or included in loss notes. Add owner, stage, amount, outcome, segment, and account type so the analysis can separate high-impact objections from background noise. Write one refresh goal for each competitor, such as pricing pushback, feature comparison, incumbent displacement, security concern, or implementation risk.

Use Gong trackers, keyword search, or competitor trackers to find calls where selected competitors, pricing, procurement, feature gaps, migration, security, or incumbent renewal came up. Export the relevant call snippets, speaker context, call date, account, opportunity stage, and link back to the call. Pull Salesforce loss notes, competitor fields, next steps, discount information, and close outcome for the same opportunities. Store the data in Notion so every objection has both conversation evidence and commercial context. Do not include generic call summaries unless they contain buyer language or a rep response worth analyzing.