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Helios Insurance – Codexa platform
LostHelios Insurance · Retail · DACH
ACV
$26,000
Closed May 14, 2026
- ACV
- $26,000
- Close date
- May 14, 2026
- Fiscal quarter
- 2026-Q2
- Segment
- SMB
- Close stage
- Closed Lost
- Seller
- Lucas Martin
- Winning competitor
- Testweaver
- Incumbent
- Testweaver
- CRM loss reason
- Performance & scale
Seller view vs customer view
How the CRM-stated reason compares with what the customer actually said.
Conflicting
Seller said
Seller saidPerformance & scale
“Latency during the trial was flagged by engineers.”
Customer said
Customer saidSwitching cost
“Moving our data and retraining people was the real cost.”
Final reason
Switching cost
Customer names a different reason than the seller logged; customer view used as final.
Extracted reasons
Every reason pulled from sources linked to this deal, with its origin.
- SellerSeller saidHigh confidence· Performance & scale
“Latency during the trial was flagged by engineers.”
Seller view: performance scale
- CustomerCustomer saidMedium confidence· Switching cost
“Moving our data and retraining people was the real cost.”
Customer view: switching cost
Attributed root causes
Root causes this deal contributes to, weighted by how much they explain the outcome.
No root causes attributed yet. Run the analysis once reasons have been extracted.