Deploying the Clozd App to Your Sales Team

What should we communicate to our sales team before launching Clozd?

Effective communication with your sales team, from leadership down to individual contributors, is vital for the success of your win-loss program. The goal of your program should be to improve sales win rates and increase revenue. To ensure this success, your win-loss program will need strong engagement from opportunity owners (who submit the feedback) and company leaders (who review, share, and apply the findings).

Be proactive with your communication to the sales team by sharing answers to the following questions prior to launching the Clozd app:

• What is win-loss analysis?
• What are the benefits of win-loss analysis for our organization?
• Why is it important, and rewarding, for opportunity owners to participate?
• How does the Clozd app for Salesforce work?

Below we provide helpful resources and content that can be used to communicate this information to your sales team.

Does Clozd offer any content or resources to help educate our sales team?

Yes. We have developed the following resources to help you educate your sales team about the purpose of win-loss analysis, the importance of each person’s contributions to the program, and the functionality of the app.

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Additional helpful information may be found here in our Knowledge Base.

What can we do to ensure a high participation rate from our opportunity owners?

The success of your win-loss program depends on opportunity owners participating at a high rate and providing thoughtful responses. Some principles to consider that will help encourage their participation include:

• Use the resources above to communicate the benefits of Clozd and win-loss analysis to them.
• Have your executive team reiterate the importance of their participation.
• Enable Clozd’s daily Email Invitation feature to consistently remind them to participate.
• Keep your list of Decision Drivers as brief as possible, to make it easier to fill out the form.
• Periodically communicate some of the key findings and positive outcomes from Clozd to the sales team.
• Encourage sales leaders to use the feedback in their sales coaching and training.