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Solutions
Win more revenue by understanding deeply why your buyers buy and customers churn.
Product
Clozd's tech and people help you drive strategic change from win-loss insights.
Resources
Company
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.
The CRM integration enables you to quickly receive the most impactful buyer insights. The most successful win-loss programs deliver buyer intelligence across your entire pipeline. Connect Clozd with your CRM to create a direct and secure feed of all your opportunities into the Clozd Platform. Clozd integrates with Salesforce, Microsoft Dynamics 365, and (coming soon) HubSpot. You can also configure a custom integration using our API.
Connect Now
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Connecting your CRM with the Clozd Platform enables you to spend less time managing win-loss logistics and more time acting on win-loss insights. Thanks to our CRM integrations, the time-consuming and often tedious process of manually pulling a list of names for Clozd to interview each quarter is no longer necessary.
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With your CRM connected to Clozd, your buyer interviews will be completed even faster, and you’ll be empowered to share timely and actionable insights across your organization.
Easily select the highest-value contacts for your buyer interviews—and then access and share the feedback right within the Clozd Platform.
Gather tailored insights based on your CRM metadata
Reduce sample bias through rule-based (not hand-picked) feedback collection
Automatically survey buyers and sales reps for full pipeline coverage. Clozd aggregates this data with your interviews to bring you a clear and complete picture—all in one place.
Chart a path forward based on why you’re winning or losing
Eliminate silos of disparate win-loss data
No more sending lists via email or uploading them to a shared drive. Clozd is SOC 2 compliant, so you can feel confident knowing that your data is flowing to a secure location.
SOC 2 Type 2 certified
Certified GDPR compliant
Integrating with your CRM helps you get full pipeline coverage and develop a clear picture of your data—all in one place.
See overall trends
Eliminate any silos of disparate data from your win-loss program
Spend less time managing win-loss logistics and more time acting on win-loss insights. Thanks to our CRM integrations, the time-consuming and often tedious process of manually pulling a list of buyers for Clozd to interview each quarter is no longer necessary.
The automated process reduces the administrative time necessary to manage your win-loss program. With no coding required, our CRM integrations take minutes to set up—and once the integration is established, your work is done.
Automatically schedule feedback collection invitations
Eliminate administrative work to repeatedly curate lists of contacts
Codeless integration for a simple, one-time setup
Your CRM integration enables a continuous stream of win-loss insights to flow back to all relevant stakeholders.
Link interview transcripts to related opportunities
Short turnaround time between a closed opportunity and feedback delivery
Buyers share experiences that are still fresh in their minds
Quicker delivery empowers teams to take action sooner
No more sending lists via email or uploading them to a shared drive. Clozd is SOC 2 compliant, so you can feel confident knowing that your data is flowing to a secure location.
SOC 2 Type 2 certified
Certified GDPR compliant
Integrating with your CRM helps you get full pipeline coverage and develop a clear picture of your data—all in one place.
See overall trends
Eliminate any silos of disparate data from your win-loss program
Feel confident knowing that your data is flowing to a secure location with our Clozd for CRM integrations. Clozd is SOC 2 certified and GDPR compliant. Your Clozd sales rep will provide any needed documentation for your security review.
GDPR Compliance
Analyze data from ALL past and current opportunities (won and lost) to view your accurate win rate and track how it changes over time. You can also evaluate your performance based on segment, geography, deal size, and other factors.
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When you integrate your CRM with the Clozd Platform, you unlock connections with other software platforms—including Gong, with Chorus and Clari coming soon—that can help you take full advantage of your competitive data.
Try out Clozd for free to analyze one of your own wins or losses.
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