

Quantitative methods—like surveys and health scores—measure how customers feel in numerical terms. Metrics such as NPS (Net Promoter Score), CSAT (Customer Satisfaction), and CES (Customer Effort Score) offer fast snapshots of sentiment.
These numbers are useful for tracking trends over time, but they rarely explain why those trends exist.
Quantitative methods—like surveys and health scores—measure how customers feel in numerical terms. Metrics such as NPS (Net Promoter Score), CSAT (Customer Satisfaction), and CES (Customer Effort Score) offer fast snapshots of sentiment.These numbers are useful for tracking trends over time, but they rarely explain why those trends exist.
To effectively utilize customer feedback, organizations must first establish a structured approach to collecting it. In the B2B landscape, this generally involves leveraging two distinct but complementary channels. While the goal—understanding the buyer—is consistent, the mechanism you choose dictates the depth and applicability of the insights you receive.

Surveys measure sentiment. Interviews transform understanding.
Surveys tell you what your customers think. Interviews tell you why—and that’s the insight you need to drive action.
Most customer programs focus on data collection, not understanding. Qualitative feedback shifts that balance. It helps you connect the dots across every stage of the customer journey and uncover insights that lead to meaningful change.
When you talk to customers directly, you:
Customer feedback plays a different role at each stage of the customer journey. Here’s how structured feedback—especially interviews—help across use cases.
Every company wins and loses deals—but not every company knows why. Without a clear understanding of what’s driving your wins and losses, you’re just guessing. And guessing isn’t a strategy.
That’s where win-loss analysis comes in.Win-loss analysis gives companies the clarity they need to make smarter decisions about sales, marketing, product, and strategy. It replaces opinions with facts, helps teams understand their buyers’ real perspectives, and uncovers the truth behind every decision.
The following case studies show how mature win-loss programs have a clear impact:
“Every professional sports team reviews their footage to understand where they need to improve. Winning deals is our sport, and Clozd is our video review. Everybody needs to be making every effort to get clients sharing feedback through their program."
—Ravi Kumaraswami, President of Worldwide Field Operations at Riskified
Read more about win-loss analysis
Implementation is one of the most critical—and fragile—stages of the customer journey. It’s when expectations meet reality.
If the rollout goes smoothly, customers gain confidence, adoption builds quickly, and the foundation for long-term success is set. But if early friction goes unnoticed or unaddressed, trust can erode fast—and once that happens, it’s hard to win back.
That’s why every company needs a structured way to collect and analyze post-implementation feedback. By listening to customers early—right after onboarding—you can uncover problems before they escalate, validate what’s working, and ensure that your product delivers value from day one.
“We’re reaching out post-implementation to ask our customers about their experience. In that way, we’re really capturing the entire customer lifecycle—not only when a customer first joins Affinity, but also in their onboarding and then further into the relationship.”
—Carolyn Klinger, Director of Market Intelligence & Research at Affinity
Read more about post-implementation feedback
Your customers are constantly forming opinions about your company—through every interaction, support ticket, product update, and promise you make. Those impressions shape how they feel about your brand, how much value they see in your solution, and whether they’ll renew, expand, or leave.
But too often, teams rely on surface-level metrics—like NPS or customer health scores—to gauge satisfaction. Those metrics can signal that something’s off, but they rarely explain why.
That’s where customer experience feedback comes in.
When you capture structured, qualitative insights directly from your customers throughout their journey, you can see the full story behind their satisfaction and frustration. You can pinpoint what’s working, where expectations are being missed, and how to take action before it’s too late.
“We’ve had a number of interviews that helped highlight issues we weren’t aware of. And we’ve been able to very quickly pivot and change our approach to make sure that we’re able to go back and address those areas.”
—Kathy Hassett, VP of Customer Success & Renewals at Xactly
Read more about CX feedback
Every company needs to analyze churn data to determine pain points in their services that lead to customer loss. If your company isn't already doing this, you're missing out on critical information about why your customers are leaving, where you're losing money, and much more.
“We thought everything was great with some of our strongest customers—but Clozd’s interviews showed several were planning to leave. The first customer we saved from that feedback covered the entire cost of our partnership.”
—Spencer Eriksson, VP of Customer Success at Reputation
Read more about churn & retention
Every company needs to analyze churn data to determine pain points in their services that lead to customer loss. If your company isn't already doing this, you're missing out on critical information about why your customers are leaving, where you're losing money, and much more.
“We thought everything was great with some of our strongest customers—but Clozd’s interviews showed several were planning to leave. The first customer we saved from that feedback covered the entire cost of our partnership.”
—Spencer Eriksson, VP of Customer Success at Reputation
Read more about churn & retention
Product research helps teams understand how real users experience value—what’s working, what’s confusing, and what’s missing. It validates ideas before they’re built, tests concepts before they’re launched, and grounds decisions in reality instead of gut feel.
Market research focuses on the buyers you haven’t won yet. It explores new segments, uncovers decision criteria, and tests messaging or positioning before go-to-market investments.
They shape what you build next—and how you talk about it.
“Our product and engineering teams now have the ability to go deeper in interviews and fully understand the customer’s perspective.”
—Shane Evans, Chief Revenue Officer at Gong
Read more about product & market research
The most successful companies don’t collect feedback once—they build continuous listening programs that span the entire customer lifecycle.
A mature feedback program typically includes:
Whether you’re optimizing win rates, improving onboarding, or refining your product strategy, every insight starts with one simple step: listening better.
