Pipeline Generation

Technical Win vs Economic Win

Winning the technical evaluation earns you the right to compete for the budget; it does not win the budget. The technical buyer asks whether your product can do what they need. The economic buyer asks whether doing it is worth the money, the disruption and the risk, compared with everything else competing for the same funds. Different people, different questions, different evidence, and usually different routes in.

Force Management's work on complex technical sales separates the two: technical evaluators judge the required capabilities, while the economic buyer decides whether the business outcome justifies the spend. This entry lays out the difference, shows why deals stall between them, and gives one warm path plan per buyer type.

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The two wins side by side

Technical winEconomic win
Who decidesEngineers, architects, security, the team that will run itThe executive who owns the budget, often with finance
Question they answerDoes it meet our required capabilities, and can we live with it?Is the outcome worth this price and risk, now, compared with other uses of the money?
Evidence they trustHands-on tests, documentation, reference architectures, practitioners who run itBusiness outcomes, payback, peers at their level, people they already trust
Typical failureA capability gap discovered late, or an evaluator who prefers another toolNo decision: the budget goes elsewhere, or the project is deferred
Who they listen toOther practitionersBoard members, investors, fellow executives
Best warm pathAn engineer at one of your customers, a partner's solution engineer, your CTOYour CEO, a board member or investor, an executive at a customer
Signal you have itThe evaluator will defend your product to their boss in writingThe budget owner has named the outcome, the metric and the date

Why deals stall between the two

The most common pattern is a strong technical champion who has never met the economic buyer and cannot get you a meeting. The evaluation goes well, the report is positive, and then the deal sits. From the rep's side it looks like a win. From the budget owner's side, nothing has happened yet.

Final decisions increasingly sit high. 79% of software buyers say the CFO always or frequently holds final decision making power (G2, 2024 Buyer Behavior Report), and 52% of technology purchase decision makers hold VP titles or above (TrustRadius, 2024 B2B Buying Disconnect, June 2024). A technical champion can recommend you to those people. They rarely hold the relationship that gets you in front of them. That is also why a rep who never reached the economic buyer should question whether their champion is really a champion. See finding the real economic buyer and MEDDIC.

One path plan per buyer type

Paths to technical evaluators

Practitioners trust practitioners. 56% of technology buyers spoke with an existing user of the product before buying, rising to 71% for enterprise purchases (TrustRadius, 2024 B2B Buying Disconnect, June 2024). The best routes in:

  • A practitioner at one of your customers who worked alongside the evaluator, or runs the same stack.
  • A partner's solution engineer who already supports the prospect's environment.
  • Your own CTO or engineering leaders, where a shared employer or project exists.

Paths to the economic buyer

Budget owners trust peers and people they already know. The best routes in:

  • Your board members, investors and advisors, who often sit alongside the buyer's executives or board.
  • Your CEO or another executive with a shared employer, board seat or long working history.
  • An executive at a customer who holds the same role and can speak to the business outcome, not the features.

Those are Boomerang's four connector types (executives and employees; investors, advisors and board members; customer champions; partners), and they split cleanly between the two buyers. MEDDICC tells you who you need. Rudy tells you who can get you there, scoring each path as capability times willingness and naming the internal hop: the person inside your company most likely to get a yes from that connector.

Worked example: one deal, two plans

A data platform deal is in technical evaluation with a platform engineering lead. The rep asks Rudy in the deal channel for paths to both buyers. For the technical side, Rudy finds a customer champion, a staff engineer who worked with the platform lead at a previous company; the ask routes through the CSM who has the most meetings on that customer account. For the economic side, the budget sits with the CIO, and one of the company's investors sits on a board with her; that ask routes through the CEO. The rep approves the plan. Each relationship owner approves their ask and sends it from their own account. Two introductions, two different messages: one about how the product runs, one about what the business gets.

For the executive route in more depth, see Path to Power. And if the economic buyer is attached to a current approach, the argument in escalation of commitment applies.

Checklist: do you have both wins?

  1. The technical evaluator has confirmed in writing that the required capabilities are met.
  2. You have met the economic buyer, not just heard about them.
  3. The economic buyer has named the business outcome, the metric and the date it matters by.
  4. You know what else is competing for the same budget, including doing nothing.
  5. At least one warm path exists to each buyer, and neither depends on the same single contact.

Bottom line

A technical win proves the product works; an economic win proves the purchase is worth it, and they are decided by different people who listen to different messengers. Plan for both from the start: practitioners to reach evaluators, executives, board members and investors to reach the budget owner, and a person, not software, sending each ask.

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Frequently asked questions

What is the difference between a technical win and an economic win?

A technical win means the evaluators agree your product meets their required capabilities. An economic win means the person who controls the budget agrees the outcome is worth the price and the risk. Force Management treats them as separate milestones with separate buyers, and a deal needs both to close.

Why do deals stall after a technical win?

Usually because nobody has reached the economic buyer. The technical champion recommends you, but cannot get you a meeting with the budget owner, and the budget goes elsewhere or the project is deferred. Senior decision makers rarely respond to a rep's cold request, so the route in needs a peer or someone they already trust.

Who is the economic buyer in a B2B deal?

The person who can approve the spend and release the budget, often a senior executive working with finance. In G2's 2024 Buyer Behavior Report, 79% of software buyers said the CFO always or frequently holds final decision making power. Confirm the economic buyer by meeting them, not by taking the champion's word.

How do I get a warm introduction to a technical evaluator?

Through another practitioner: an engineer at one of your customers who worked with them, a partner's solution engineer who supports their environment, or your own CTO where there is shared history. TrustRadius found 56% of technology buyers spoke with an existing user before buying, rising to 71% for enterprise purchases.

How do I reach the economic buyer if my champion can't get me in?

Look beyond the deal team. Board members, investors, advisors and your own executives often know the budget owner directly. Boomerang maps those paths, scores them as capability times willingness, and proposes who inside your company should make the ask. The relationship owner approves and sends it from their own account.

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