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Who should we be gathering feedback from? A guide to maximizing customer insights

The Clozd Team
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In the realm of customer success and experience, gathering feedback is not just a task—it's a strategic endeavor. The insights derived from customer feedback can drive innovation, enhance customer satisfaction, and ultimately, boost your business's bottom line. To truly harness the power of feedback, it's crucial to identify who you should engage with to obtain the most relevant, comprehensive, and actionable insights. This guide will delve into the various stakeholders you should consider and the strategies that will help you extract deep and meaningful feedback, empowering your organization to stay ahead in a competitive marketplace.

Understanding Customer Feedback

Customer feedback is the information provided by clients about their experience with your product or service. This feedback can take many forms, including opinions on product functionality, customer support interactions, and overall brand experience. It encompasses both qualitative and quantitative data, offering a comprehensive view of customer satisfaction and areas for improvement. Listening to customer feedback not only highlights what is working well but also reveals the gaps and opportunities for enhancement. However, not all feedback holds the same weight—targeting the right sources is essential for gathering high-value insights that can inform business decisions.

Why Is Customer Feedback Important?

Customer feedback is the cornerstone of a customer-centric business strategy. Beyond identifying pain points and understanding what customers need, feedback also uncovers emerging trends in usage, preferences, and shifting expectations. Organizations that prioritize customer feedback are better equipped to adapt their products and services, ensuring ongoing relevance and competitiveness. Further benefits of actively seeking feedback include fostering long-term loyalty, reducing churn, and building lasting relationships with your audience. When feedback is systematically collected and analyzed, it becomes a catalyst for continuous improvement, driving the evolution of products, services, and the overall customer journey.

How to Decide Who to Interview

One of the most common pitfalls in customer research is speaking to the wrong person. You might get great feedback, but if it comes from someone who doesn’t actually influence the buying decision or use the product daily, that data can lead you astray.

To get high-quality insights, you need to align your interviewee list with the specific stage of the customer journey. Here is a breakdown of exactly who to target at four critical stages:

1. Win-Loss Analysis

At this stage, your goal is to understand exactly why a deal crossed the finish line or fell apart. To do this, you need to go straight to the source of the budget and the process.

  • The Decision Maker: Prioritize the person who made the final call. They are the only ones who can accurately explain the strategic reasons behind the "Yes" or "No."
  • The Primary Contact: It is also valuable to speak with your main point of contact during the deal. They can offer context on how the evaluation process felt from the inside, even if they weren't the final signer.

2. Post-Implementation Feedback

Once the ink is dry and the onboarding is complete, the focus shifts from buying to adopting. You need to understand if the promise of the sales cycle is matching the reality of the deployment.

  • The Adopter / Key Stakeholder: Interview the main contact responsible for rolling out the product or the primary user adopting the software. Their feedback will tell you if your onboarding process is effective and if the immediate value is clear.

3. Mid-Point Customer Success Check-in

Halfway through the contract cycle, you aren't looking for first impressions; you are looking for sustained value.

  • Key Platform Stakeholders: Similar to the post-implementation stage, you want to talk to the people who live in your product. Are they still seeing value? Has their usage changed? These stakeholders are your best early warning system for satisfaction issues before renewal talks begin.

4. Churn & Retention Analysis

When a customer decides to leave (or stay), you need the unvarnished truth to prevent future churn.

  • The Insight Holder: Ideally, this is the same Key Contact you spoke with during earlier stages. However, the most important criterion here is insight. You must interview the person who actually understands the specific friction points that led to the churn or the value levers that secured the renewal.

Who Benefits? Creating a Feedback-Driven Culture

Collecting feedback is only half the battle; the other half is distributing it to the people who can act on it. A successful feedback program doesn't just sit in a silo—it fuels the entire organization.

Here is how different stakeholders benefit from customer insights and how you can integrate them into the process.

1. Product Development Teams (The Builders)

Your product team is the primary consumer of customer insights. For them, feedback is the difference between guessing what to build and knowing what to build.

  • The Benefit: Direct access to customer pain points allows them to balance technical possibilities with actual market needs, ensuring the roadmap drives satisfaction, not just complexity.
  • How to Involve Them:
    • Feature Prioritization: Feed systematically gathered data into their prioritization framework to validate high-impact features.
    • Beta Programs: Embed developers or PMs in beta testing groups to observe usage patterns firsthand.
    • Rapid Prototyping: Use customer interviews to test early wireframes before code is written, saving engineering hours on unwanted features.

2. Customer Success Teams (The Front Line)

CS teams are often the first to hear about friction and the first to spot an upsell opportunity. They benefit from feedback by knowing before a renewal conversation if a customer is healthy or at risk.

  • The Benefit: Deep feedback loops provide the nuance needed to turn a "satisfied" customer into a "loyal advocate." It transforms them from reactive troubleshooters into proactive partners.
  • How to Involve Them:
    • The "Pulse" Check: Schedule recurring downloads where CS shares the "unwritten" sentiment they are hearing on calls that might not show up in a survey.
    • Case Study Mining: Use positive feedback to identify power users who are prime candidates for case studies.
    • Closed-Loop System: Establish a formal mechanism (like a shared Slack channel or tagged Jira board) where CS can log feedback and see when Product has acted on it.

3. Sales and Marketing (The Growth Engine)

Sales and marketing teams use feedback to align their promise with the product's reality. They need to know why we win and why we lose to sharpen their pitch.

  • The Benefit: Feedback highlights the exact language customers use to describe their problems, allowing Marketing to mirror that language in campaigns. For Sales, it provides the "social proof" needed to overcome objections.
  • How to Involve Them:
    • Objection Analysis: Hold monthly sessions to review "Lost Deal" feedback to adjust sales scripts or pricing models.
    • Campaign Audits: Review marketing messaging against actual customer quotes. if the website says "Fast," but customers say "Reliable," you have a positioning gap to fix.
    • Customer Journey Mapping: collaborate to map touchpoints where feedback collection is most natural (e.g., right after a demo or upon contract signing).

4. Support Teams (The Friction Hunters)

Support teams often sit on a goldmine of data regarding bugs and usability gaps.

  • The Benefit: A strong feedback loop reduces their ticket volume. By identifying and fixing recurring confusion points, they can spend less time on repetitive resets and more time on complex issues.
  • How to Involve Them:
    • Ticket Pattern Recognition: regularly review support tags to identify documentation gaps or UI confusion.
    • Knowledge Base Updates: Use feedback to rewrite help articles, fostering a more self-sufficient customer base.

5. Channel Partners and Resellers (The External Network)

If you sell through partners, they are often the gatekeepers to your end users.

  • The Benefit: Partners need to feel heard to remain engaged. Involving them in the feedback loop validates their contribution and gives them a competitive edge in their territory.
  • How to Involve Them:
    • Partner Councils: Host quarterly roundtables to discuss market trends they are seeing that you might miss.
    • Market Intelligence: encourage partners to report on competitor movements or emerging needs in their specific regions.

Best Practices for Collecting Customer Feedback

To ensure your feedback program is effective, consider the following best practices. Implementing these practices can help you systematically gather, analyze, and act on feedback for continuous improvement.

Use a Mix of Qualitative and Quantitative Methods

Combining qualitative feedback (e.g., open-ended questions, interviews, focus groups) with quantitative data (e.g., structured surveys, NPS, usage analytics) provides a holistic view of customer sentiment. This mixed-methods approach uncovers not only the "what" but also the "why" behind customer behaviors and preferences.

Ensure Feedback Is Actionable

Feedback should be detailed, specific, and actionable. Avoid vague questions and design feedback prompts that encourage constructive responses. Focus on issues and opportunities within your control and ask follow-up questions where necessary to clarify ambiguous responses.

Foster a Culture of Feedback

Cultivating a feedback-friendly culture is essential to making customers and employees feel heard and valued. Highlight examples where feedback has led to positive change, recognize contributors, and ensure feedback is acknowledged swiftly. Train teams to actively listen and engage empathetically with both positive and critical feedback.

Regularly Review and Update Your Feedback Strategy

Customer needs and market conditions evolve over time. Make it a standard practice to review and update your feedback collection strategy periodically. Monitor the effectiveness of your feedback channels, retire ineffective methods, and experiment with new initiatives to keep the process dynamic and responsive.

Close the Feedback Loop

Always communicate to stakeholders how their feedback is being used. Share outcomes, updates, and changes that result from the feedback you receive. Closing the loop builds credibility and motivates continued participation, solidifying trust between your organization and its stakeholders.

Integrate Feedback Across Teams

Feedback should be accessible and actionable for all relevant departments, not siloed within specific teams. Use centralized platforms or dashboards to disseminate insights, facilitate collaboration, and ensure feedback translates into meaningful improvements across the entire organization.

Conclusion

Gathering feedback from the right stakeholders is crucial for deriving actionable insights that can enhance customer success and experience. By engaging end users, customer success teams, sales and marketing, product development, support teams, and channel partners, businesses can construct a feedback program robust enough to capture every critical viewpoint. Remember, the key to successful feedback lies not just in its collection, but also in acting on these insights to continuously evolve and craft a superior customer experience. When feedback becomes an integral part of your organization’s decision-making, you empower your teams to innovate, solve challenges proactively, and create lasting value for your customers.

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Clozd gave us insights into the 'why' we were winning deals."

Ike Nwabah | VP of Marketing

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Outstanding means of understanding why you win and lose."

Tripp R. | Global Competitive Insights Manager

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Depth of knowledge we could never achieve on our own."

Gary C. | VP of Product Marketing

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Clozd is a no-brainer. The upfront investment is quickly dwarfed by the immense value it brings in the form of actionable intelligence and competitive advantage.”

Dan Bolton | Vice President of Corporate Marketing at Nitrogen

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Clozd checks all the boxes to store, filter, analyze, and share win-loss findings at scale. Better yet, their team members are true consultative partners that have helped us up-level our win-loss program."

Karen Warfield | Head of Competitive Intelligence at Clari

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It's invaluable feedback that comes directly from our customers and helps support us in our product planning and when we go up against competitors."

Hillary Neal | GTM Processes & Programs Leader at Qualtrics

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