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Win-loss analysis has become a rich VoC resource for Alteryx that drives company strategy.
Clozd For Business Services
Clozd helped Hello Heart’s team identify significant win-back opportunities and refine their sales and marketing efforts.
Clozd For Healthcare
Video testimonials
Rex Galbraith
Win-loss data will tell you who not to sell to.
Hugo Macedo
Identifying and fixing pricing issues.
Deanna Ballew
Turning your biggest weakness into a strength.
Monique Eddleton
How Qualtrics identifies new competitors early.
Rex Galbraith
Sales reps now have more confidence with pricing.
Tom Kahl
How HelloHeart scored a $500k win-back opportunity
Dave Farhi
How BotKeeper nearly doubled win rates
Heather Pepe
Win-loss can benefit every department
Alysse Nockels
Using a third-party for win-loss is essential
1 / 2
Sales
Competitive Intelligence
Customer Quotes
Department
Company Size
Previous Vendor
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Our Clozd rep's dedication to our account has been the best part of my experience. She takes the time to understand my goals before conducting each quarter's interviews. Additionally, she is willing to jump on calls with our Product Team to dive into the insights reports she creates.”
Verified User
IT & Services
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We needed insight into our wins and losses. With Clozd, we are able to see who we are losing against and why. We can then take these insights and adjust our sales and marketing strategies.”
Verified User
Financial Services
Clozd helps us gain additional insight into customer experience and sentiment. It helps to have targeted questions coming from a third party… Clozd makes the insights very digestible for us through intuitive grouping and a modern layout.”
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Stefanee Lucksley
Customer Success Program Manager, Xactly Corp
customer-success
251-1000employees
Clozd allows us to accurately synthesize drivers behind winning or losing business, not to mention the automation they provide of this process (so long as we're inputting the relevant intel from various open-ended sources).”
Verified User
Computer Software
[I like] the categorization that Clozd helps to employ - it allows us to group a ton of deal feedback into actionable areas for prioritization. These are not blanket "costs are too high" categories, either - they are more specific than that.”
Verified User
Computer Software
Clozd creates a single place to digest and understand wins with deep, rich insights that go beyond superficial. The quality of the interview feedback and the ease of navigating it through their platform to get insights are strong.”
Verified User
Computer Software
[What I like best about Clozd is] The design and how the answers to the surveys are presented in text. Gong calls get messy. Clozd provides an extra clean version of collateral that is easily transferrable to other tools in my tech stack.”
Jordan Barsness
Competitive Intelligence, PitchBook Data
competitive-intelligence
1001+employees
Clozd helps us solve the pain point of collecting anecdotal win/loss information so that we can be more productive with these insights despite limited employee bandwidth.”
Verified User
IT & Services
60% of sales reps don't understand how they won or lost a deal. Clozd provides a platform to dig deeper into your products and services by creating a safe space between seller and buyer… 3rd party interviews are crucial for me to form a competitive intelligence program. Clozd allows me to view insights clients typically don't share with sales reps.”
Jordan Barsness
Competitive Intelligence, PitchBook Data
competitive-intelligence
1001+employees
I like the summary of key features/benefits that helped us to win/lose a deal. The way [Clozd] categorizes information and pays attention to normalizing the experience has been good as a way to filter responses. Additionally, the interviewers are adept at 'following the clues' during a conversation -- this is not always a strong competency of 'in-house' interviewers. Clozd has hired and trained their staff really well on this dimension.”
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Misha Gautreaux
Vice President of Sales, Auctane
sales
1001+employees
We needed insights into what works and what doesn't for pipeline opportunities. It seems easier for prospects to give feedback to someone uninvolved in the process than to an internal representative. We are now able to see honest feedback, reasons for wins and losses, and these insights inform improvements.”
Rebecca Timm
Marketing Operations Manager, PFL.com
marketing-only
51-250employees
We gain valuable insights from Clozd's interviews that enable our marketing and sales teams to make needed changes… I love that the dashboards are easy to read and click through. The summaries provide the high-level key points needed to drive discussions. This is a great communication tool!”
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Melissa Schmitz
Product Marketing Manager, Community Brands
product-marketing
1001+employees
Clozd helps me understand why we lose or win deals. We can also understand our competitive advantage against competitors in a very structured and data-based way.”
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Daniel Campos de Oliveira
Senior Solution Engineer, Qualtrics
sales
1001+employees
[Clozd has a] seamless interview scheduling and customer reach out [process]. We do not have to worry about the process, and it gives us the time we need to concentrate on other initiatives.”
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Shashank Shekhar
Competitive Intelligence Manager, Cohesity
competitive-intelligence
1001+employees
[Clozd provides a] one-stop shop to view the results. Integrated Win Rates dashboard. Along with the full transcript, we get to see the top decision drivers [and have the] ability to customize the view based on various filters.”
Shashank Shekhar
Competitive Intelligence Manager, Cohesity
competitive-intelligence
1001+employees
Clozd has given us clear client or prospect statements on how our platform is perceived, where we outperformed, and where we failed. Competitive insights are very valuable as well. The data is coming straight from the horse's mouth, thus cannot be disputed by anyone."
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Matthieu Clermont
Product Marketing Manager, Unblu
product-marketing
51-250employees
[Clozd provides us with the] voice of the customer—the ability to gain an outside in versus an inside out view of what the customer actually thinks."
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Jeff Lee
Account Executive, Diligent
sales
1001+employees
Clozd has helped us quantify the biggest reasons why a customer chooses our tool and why we lose out on others. It helps inform our sales approach, our product roadmap, our pricing, and our support process.”
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Adella Jarvis
Senior Product Manager, Hopin
product-only
251-1000employees
Win-loss analysis should be a key source of insights into how potential customers see your product on its own and vs key competitors. In practice, this knowledge is elusive, hard to access, analyze and draw conclusions - often due to its qualitative nature. Clozd turns this into a process that makes capturing and analyzing insights a structured practice, making it easy to draw conclusions.”
Verified User
Information Technology and Services
Clozd is a great analysis tool focused on a specific type of feedback - deals won/lost and associated customer feedback. I love that focus, and it allows the tool to be way more useful (vs. bundling too many things into one platform and diluting the true value/use case).”
Verified User
Computer Software
Clozd helps us garner insight into deals we have both won and lost, as well as understand our competitive landscape better.”
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Austin Haid
Product Operations Analyst, Xactly Corp
product-only
251-1000employees
Disconnects between our sales, tech sales, product, and other teams make it difficult to understand why we won or lost an opportunity. Clozd has been very valuable in getting candid feedback and allowing us to celebrate things that went well and improving in areas that didn't.”
Verified User
Computer Software
Clozd has provided a clear view on how our field teams are engaging with customers and prospects that help us refine our go to market activities."
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Abel Gonzalez
VP of Product Marketing, Kentik
product-marketing
51-250employees
Clozd has helped us define what we need to optimize for our newly acquired products. We have a lot of internal things we need to smooth out before we will begin to see changes in win rates and shorter sales cycles, but we know we solidified what we thought were the reasons why we were winning and losing."
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Amanda Fransdal
Strategic Marketing Specialist, Provation Medical
marketing-only
251-1000employees
Clozd is helping us get deep insights into why we are winning and losing deals in the market. It has allowed us to be more productive and efficient at sourcing primary insights from our customers and prospects."
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Ike Nwabah
Senior Director of Marketing, Higher Logic
marketing-only
251-1000employees
Clozd has been very valuable for our organization as we enter new markets and industries. Knowing how we performed against competitors, what the client was expecting, what we delivered on, or where we fell short makes prioritizing much easier… Clozd as a platform is getting better all the time. The analysis is somewhat limited but has given us insight that we've never had before.”
Verified User
Computer Software
I have had a great experience working with the Clozd team and software over the last several years. Clozd takes the time to understand your business and priority and works with you to garner the insights you are looking for to drive your business forward. They are also heavily investing in the platform which is great to see."
Ike Nwabah
Senior Director of Marketing, Higher Logic
marketing-only
251-1000employees
Clozd helps us easily receive feedback regarding our sales process and provides clear insights that are actionable. The quality of the feedback is great and always provides real value about how we can improve our products and services.”
Verified User
Computer & Network Security
[I like Clozd’s] decision driver data. I like that we can filter the dashboard by wins and losses. The fact we can drill down into categories and see verbatim feedback that has been collected is hugely valuable. It makes the data really actionable.”
Adella Jarvis
Senior Product Manager, Hopin
product-only
251-1000employees
Clozd conducts Win/Loss interviews that provide deep insights based on quantitative and qualitative data. We use high-level insights to inform roadmaps and interview transcript excerpts to provide voice of customer validation to strategic decisions.”
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Karyn DeJong
Director of Product Marketing, Morningstar
product-marketing
1001+employees
[Clozd helps us] understand why we, as a company, both win and lose deals against our competition. Knowledge sharing between AE's in order to replicate success and win more deals / avoid traps and mistakes selling against other vendors.”
Verified User
Account Executive, Qualtrics
sales
1001+employees
The quality of the interview we have available at Clozd is impressive. The questions really dig into business problems and motivators, making it easy to learn from our mistakes and understand what we are doing right.”
Daniel Campos de Oliveira
Senior Solution Engineer, Qualtrics
sales
1001+employees
Clozd helped with Win Loss Analysis by conducting critical interviews to give us valuable and direct insights from customers. This includes both the accounts that we have won and the accounts where we lost to help us understand the gap. Interviews are detailed and cover every point of view from a customer's end.”
Shashank Shekhar
Competitive Intelligence Manager, Cohesity
competitive-intelligence
1001+employees
[Clozd helps us with] understanding the difference between what we think buyers see from our sales efforts and product and what buyers (and those who don't choose you) actually think is critical. Clozd provides this by giving us two things: 1. an impartial 3rd party to talk to the client and get honest feedback 2. a portal to see how all the insights from these customer conversations tell a story about what we offer in the market. We make critical business decisions based on this feedback.”
Verified User
Computer Software
Clozd has been fantastic. We have read their results during board meetings, executive retreats, and even product roadmap discussions."
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Dan Bolton
Vice President of Corporate Marketing, Riskalyze
marketing-only
51-250employees
If you are trying to do win-loss analysis 'in-house', consider getting a 3rd party like Clozd to achieve an objective set of results. We have often found this to be true because when you take out the feelings/emotions that an 'in-house' analysis will undoubtedly surface (from product, marketing, sales, etc.), you will get actionable feedback from prospects and customers alike. This result is harder to come by doing this 'in-house' when you are potentially 'leading the reviewer' in a particular way to make things look/feel better.”
Misha Gautreaux
Vice President of Sales, Auctane
sales
1001+employees
I really love how easy [Clozd] is to use. ALL the info you need is RIGHT THERE; you don't have to be a wizard with the program to get the information you need to get to where you need to go.”
Verified User
Sales, IT & Services
sales
[What I like best about Clozd is] its relevance. It's specific to Qualtrics. Great source of win and loss examples that can help guide your decision-making when creating proposals.”
Verified User
Account Executive, Qualtrics
sales
1001+employees
Clozd has been quite transformational. I think it is a true statement that we had many assumptions about why we win and why we lose, and that a good many of those assumptions have been definitively proven to be false. We have made product packaging changes, pricing changes, GTM messaging changes, positioning changes, and churn reduction changes. Anecdotally, we are sporting a 50%+ win rate, up from the 30% range in the pre-Clozd era."
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Craig Clark
CMO, Riskalyze
marketing-only
51-250employees
We engaged CLOZD to help us understand at a deep level why or why not we were winning deals. They are performing regular Win/Loss interviews and analysis for complex professional software products and services to inform our Go-To-Market and In-market strategies… We were pleased to find hidden gems in the content of the interview transcripts that enabled us to source testimonials, social proof, and deeper case studies for our Advocacy program. The team is also WONDERFUL to work with!”
Karyn DeJong
Director of Product Marketing, Morningstar
product-marketing
1001+employees
[I] highly recommend Clozd; if you need to dig deep & learn more about your customers, non-customers, etc., I highly recommend using their services… Clozd is helping ShipStation dig deep into our data and gives us the data we need to make important decisions. Customer & non-customer research helps us move the needle for our business & Clozd offers a seamless process to do this.”
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Cynthia LaRue
Head of Marketing, ShipStation
marketing-only
1001+employees
Clozd provides fantastic, hard, quantifiable data on the performance of the sales resources, the product demonstration, and the sales process. [It's] very easy to see patterns of where the components throughout the sales cycle have led to wins and losses. That allows action to be taken to replicate success and address shortcomings."
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Dan Fiore
Senior Product Solutions Partner, Workhuman
sales
1001+employees
Our Clozd rep has been the best part of my experience. He is very easy to work with and is super responsive when I have questions. It is easy to get things done with him on the team!”
Verified User
Financial Services
[Clozd] helps me understand the ROI aspect of the sales negotiation. It really helps with budget-minded buyers to illustrate the return on investment that my product gives.”
Verified User
Sales, IT & Services
sales
Clozd lets us know what's happening in our business in a concise, thorough, and (most importantly) consumable way, which helps us to engage other stakeholders across the organization to learn about our wins/losses.”
Misha Gautreaux
Vice President of Sales, Auctane
sales
1001+employees
[Clozd provides] a centralized location to analyze similar industries for deals in progress I am working on. Easy to navigate and use with a few clicks. Makes me more efficient through deal cycles.”
Verified User
Sales, Computer Software
sales
[The Clozd] Platform is really easy to understand and the call out of decision drivers makes it simple to digest what factors influenced their decision. The ability to share makes it easy to spread this across our organization as well.”
Verified User
Computer Software
[I like that Clozd has] reports, filtering possibilities to get not only 'pure insights but also already done analysis. The team is very nice and supportive: it is nice working with them… We need to understand better our customers and competition, and Clozd helps us to have a continued, automatic analysis of how our business is perceived by the market.”
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Claudia Colombo
Senior Product Marketing Manager, Frontify
product-marketing
251-1000employees
Industry-leading solutions
The #1 win-loss platform on G2
Clozd is consistently ranked as the best win-loss solution for ROI, ease of use, and quality of support—by the revenue leaders who use our platform every day.
7 years in a row
“If you want data-driven insights to fuel your strategy, 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
©2026 Clozd Inc.
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