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Case Studies
clearbit story
headspace story
calendly story
Overview

Clearbit has taken a product-centric approach to win-loss analysis, with a primary focus on increasing both product adoption and customer retention. The result? Clearbit attributes a 10% increase in gross retention to win-loss analysis by Clozd.

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We were able to get to the core of some issues that customers were having, and we’ve seen a massive improvement in retention—greater than 10 percent GRR improvement quarter over quarter.”
Rebecca Yang | VP of Engineering at Clearbit
Pardot
Actionable data

How much do you really trust your CRM data?

You might think tracking deals in your CRM is enough—but you'd be wrong. We analyzed the CRM data of thousands of deals and compared it to what buyers actually said. Here's what we found.

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65% of deals are tagged with the wrong competitor

Win-loss data shows that buyers report a different primary competitor than what's logged in the CRM on nearly 7 out of every 10 deals. Are you aiming at the wrong target?

There are 4–5 factors that determine every deal's outcome

In contrast, CRM data offers you a single reason ... picked from a drop-down menu. Can you really trust your CRM data to tell you why you're winning and losing?

85% of the time, your closed-lost data is completely wrong

When we compare the buyers' reasons for a deal being lost to the data documented in the CRM, buyer and seller data only matches up 15% of the time.

There are 4–5 factors that determine every deal's outcome

In contrast, CRM data offers you a single reason ... picked from a drop-down menu. Can you really trust your CRM data to tell you why you're winning and losing?

Most of your closed-lost data is useless

44% of closed-lost reasons don't tell you why you lost. Data that only explains the outcome of the deal (i.e., "Lost to Competitor") isn't actionable. Data that isn't actionable can't help you win more.

Most CRM data ignores why you win

Positive Decision Drivers (the things you did well in a deal) are rarely documented. Yet doubling down on strengths often yields faster improvement to your win rate than attempting to fix weaknesses.

Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

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Data Collection

Uncovering impactful 
win-loss insights

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Share win-loss data

Easily organize and distribute buyer feedback

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Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

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Clozd Platform

The Clozd Platform helps your business win more

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churn analysis

Churn Analysis

Boost customer retention by partnering with Clozd

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Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us

Win-loss Analysis

Clozd will help you improve your sales win rate

Learn how
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Churn Analysis

Boost customer retention by partnering with Clozd

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Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us

Careers

We’re hiring, come join us!

Learn more
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churn analysis

Churn Analysis

Boost customer retention by partnering with Clozd.

Show me
black arrow rightarrow right

Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us

Data Collection

Uncovering impactful 
win-loss insights

Explore how
black arrow rightarrow right

Share win-loss data

Easily organize and distribute buyer feedback

Show me
black arrow rightarrow right

Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us
win loss analysis

Win-Loss Analysis

Clozd will help you improve your sales win rate

Explore how
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ROI Calculator

See how much you can increase your revenue

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Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us

Win-loss Analysis

Clozd will help you improve your sales win rate

Learn how
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Churn Analysis

Boost customer retention by partnering with Clozd

Show me
black arrow rightarrow right

Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us
win loss analysis

Win-Loss Analysis

Clozd will help you improve your sales win rate

Explore How
black arrow rightarrow right

ROI Calculator

See how much you can increase your revenue

Show Me
black arrow rightarrow right

Ready to get started?

Try out Clozd for free to analyze one of your own wins or losses.

Talk with us

Careers

We’re hiring, come join us!

Learn more
black arrow rightarrow right
churn analysis

Churn Analysis

Boost customer retention by partnering with Clozd.

Show me
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WIN-LOSS EXPERTS

We do the work—you enjoy the insights

Win-loss analysis takes a lot of work—and we make sure it’s work that you don’t have to do. Once your program is set up, our team and technology make your life easy by working together to deliver timely win-loss insights at scale.

Much of what makes a win-loss analysis program successful, however, goes on behind the scenes. Here’s a quick rundown of what you’ll get from the Clozd team.

Program design and setup

Our experienced team helps you design a customized win-loss program, and then we’ll walk you step by step through the onboarding process to ensure that your program is set up to your specifications. This includes …

Creating a detailed project plan and holding regular touchpoints to make sure your implementation is on track

Building your interview guide and determining who you want to target

Setting up automation to reduce your manual effort

Providing access to our community page, which is full of help articles and other useful resources

Rather than offering a temporary or one-size-fits all fix, we help you build a strong, recurring program that continuously delivers valuable insights.

Learn more about our program teams
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Outreach

This is a big one, so we’ll put it in bold: We do the outreach for you. The Clozd Platform streamlines the entire process, so you’ll be able to spend less time worrying about win-loss logistics and more time acting on the win-loss insights our team delivers. Our platform automatically …

Builds a list of contacts based on your preset criteria

Creates and sends email sequences, including options to involve you or your sales team

Schedules interviews

Offers and sends incentives

Gather feedback page
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Interviews

We’ll dive deep with probing, adaptive questions to uncover the full story. We can also tailor our approach based on the needs of your specific program, and we use our experience to help chart the best path forward. We’ve done tens of thousands of interviews, and we promise that your buyers will have a positive experience connecting with our skilled team.

Live interviews page
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Analysis

Each interview is recorded and transcribed in real time, and we also tag and track positive and negative factors that led to the final decision for each deal. We use generative AI to help identify Decision Drivers, highlight themes and quotes, tag keywords, create a summary, and more.

Analyze data page
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Program design and setup

Once your win-loss reports and dashboards are ready, the Clozd Platform automates the process of sharing those insights throughout your organization—through Slack, Teams, your CRM, or email.

Share Insights page
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Get the State of Win-Loss Report

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