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Win more revenue by understanding deeply why your buyers buy and customers churn.
Clozd's tech and people help you drive strategic change from win-loss insights.
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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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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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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?
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?
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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.
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?
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.
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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.
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.
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.
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
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.
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.
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.
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