Clozd Reviews & Product Details

Clozd Overview

What is Clozd?

Clozd provides world-class services and technology for win-loss analysis. We help our clients uncover the real reasons why they win and lose, so they can start winning more. Our talented consultants design comprehensive win-loss programs based on the unique needs of each client. Clozd works with clients in a variety of B2B industries including enterprise software, financial services, healthcare, manufacturing, professional services, and more.

Clozd Details
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Product Description

Clozd provides world-class services and technology for win-loss analysis. We help B2B solution providers uncover the real reasons why they win and lose, so they can start winning more.

How do you position yourself against your competitors?

"Clozd has raised the bar and set a new standard for what win-loss programs should look like. They offer a top-notch team, sound methodology, and cutting-edge technology. A win-loss program by Clozd will undoubtedly drive meaningful outcomes for your business like higher win rates and stronger corporate alignment." -John D'Agostino, EVP WW Sales, SAP Qualtrics


Seller Details
Seller
Clozd
Company Website
Year Founded
2017
HQ Location
Lehi, UT
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®

Overview Provided by:
VP at Clozd
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Vice President of Sales, Mid Market and SMB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Traditionally if a sales team loses a deal the sales rep nor the sales leader are eager to enter into a "post mortem" discussion with their boss as no one likes to talk about why they lost a deal - this typically isn't the situation after you win a big deal:)

The challenge is that the data you're getting from the rep is either 'filtered' to ensure they don't look bad or it's incomplete as one of the possible reasons they lost the deal is they didn't have the pertinent data to help them win the deal.

The Clozd reviews are DIRECTLY from the customer and are unfiltered and specific as to the reason they chose another path/vendor....the data is invaluable to a sales leader to help coach their sales teams to ensure they are covering all their bases to give them the best chance at winning in the future. Additionally some of these reports clearly show that we didn't lose to a competitor but to 'status quo' which allows me or the sales manager to re-engage the customer with a different approach to win their business.

And I'm amazed at the amount of details the Clozd reps are able to ascertain from the customers....well done! Review collected by and hosted on G2.com.

What do you like best?

The timeliness of the reviews we receive as it gives us a chance to possibly get back in with the customer.....additionally we want to review the data with the sales rep and doing that 4 months later isn't as impactful versus within 30 days of losing the deal Review collected by and hosted on G2.com.

What do you dislike?

Nothing! I don't have any suggestions on how to improve the offering Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The biggest problem I'm solving is identifying trends that are inhibiting our growth...could be people/rep specific, pricing, product, functionality, etc...the more reviews you read the more the trends identify themselves Review collected by and hosted on G2.com.

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Digital Marketing Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd helps us understand why we win some deals and lose others. Clozd conducts win-loss interviews and presents the findings in the Clozd software. The Clozd dashboard provides a nice overview of our strengths and weaknesses. I'm able to easily dig into specific themes or deals to learn more. Review collected by and hosted on G2.com.

What do you like best?

I like that Clozd makes it easy for me to keep track of high-level win-loss themes while being able to dive into specific deals and see the exact words our buyers are using. I don't need to track down word docs for an interview transcript. All of the insights and buyer quotes from the interviews are right there. Review collected by and hosted on G2.com.

What do you dislike?

I've had a really positive experience using Clozd. Maybe some more visualization/representation of changing themes over time. As we use the win-loss analysis to inform our marketing, product, and sales, it'd be interesting to see how themes change. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Win-loss analysis to help us understand why buyers select our offering vs the competition as well as why we lose deals. Having a 3rd party conduct the interviews helps us limit any bias we might unintentionally introduce to the data if we did it ourselves. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd now conducts most of our win/loss interviews with buyers. By having a 3rd party conduct the interviews we've found that buyers are much more forthcoming. This also saves a significant amount of time for our product team as we no longer need to do the work to setup and conduct the interviews. Additionally, Clozd does a great job of analyzing the feedback and providing an in-depth summary. Review collected by and hosted on G2.com.

What do you like best?

I like that our buyers are more forthcoming when talking to Clozd than they were to us directly, and I like how much more effort goes into each interview than what we were doing previously. Overall, we get more useful information from the interviews that Clozd does than when we did it ourselves. Review collected by and hosted on G2.com.

What do you dislike?

There may already be ways of doing this that I'm not aware of, but often I have critiques of the analysis that Clozd comes up with. For instance, in their summary they might indicate that a certain feature was a positive impact on the buyer, but with more context I'd actually interpret what the buyer said a bit differently and would like to change what Clozd found or at least be able to critique it. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We mostly use Clozd retroactively. I'll read the reports as they come out, but primarily it's used to answer questions like, "have any buyers mentioned that they like this feature so far this year?" That can sometimes help us make decisions about the appeal of a feature when we are considering changing it or removing it from our product. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Closed won and closed lost interview with companies who participated in competitive evaluations with our product. Review collected by and hosted on G2.com.

What do you like best?

I love how in depth the interviews are, and the breadth of insight that is collective. The quotable UI makes it easy to hone in on specific parts of the interview that may be impactful in bite sized chunks. Email alerts straight to my inbox makes it easy for me to consume when and if I have time. Review collected by and hosted on G2.com.

What do you dislike?

I wish we did a better job at integrating the product into more of our reps work flows. Currently, I screen shot pieces of interviews and share them with them reps. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Incredible opportunity to collect real customer feedback on your sales cycle, GTM, pricing and competitors. Find a way to work intelligence across your business. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Competitive closed/won/lost intelligence. Feedback on our sales process. Pricing validation.

We've been able to add to our competitive library with the feedback we've collected through these interviews. This has helped our entire company anticipate the needs of competitive evaluations. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd helped us with our win/loss program. It gave us invaluable insights into the "why" we were winning deals. It also shed some lights into the areas we had opportunities to improve. Review collected by and hosted on G2.com.

What do you like best?

Clozd had a compelling UX which provided both a detailed and rolled up view of customer/prospect feedback. They also had great consultants that work with us to understand our business and what we were looking for. Overall, very responsive and great team to work with. Review collected by and hosted on G2.com.

What do you dislike?

There is no downside to using Clozd. There might be an opportunity to open up their portal more as self-service. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Seriously consider using Clozd for your win/loss program. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Clozd is helping us get deeper insights into why we win and lose. It enables us to really understand our competitors and to understand our strengths and weakness. In addition, they provide us another way to directly engage our customers. Review collected by and hosted on G2.com.

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Director, Sales Engineering Experts
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We use Clozd to help understand why we lost deals. This has helped drive fundamental shifts to roadmaps and positioning amongst particular vendors. We used the out come of a recent quarter's analysis to re-prioritize particular enhancements. Review collected by and hosted on G2.com.

What do you like best?

I like the breakdown of the main reasons why we won or lost a deal, along with the frequency of those occurrences. Then being able to dive deeper into individual wins/losses to get a transcribed account of the questions and answers from the customer allows to see the nuance that could be lost in just raw data mapping. Review collected by and hosted on G2.com.

What do you dislike?

there's nothing really i would change in the approach to understanding the win/loss data. It would be good to easily filter out noise that could be attributed to political losses in a campaign vs a gap in feature / function. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Keep doing what you guys are doing. There aren't many vendors out there that give as much details around wins/losses as you guys. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

we use Clozd to help get honest feedback around wins and losses. this is hard to do as a vendor, and having an impartial third party do it makes all the difference. I like the transcribed outputs from the conversations that are had with the clients on both the wins and losses. It shows that for the most part we are on the right track with the product, and there are few areas where we could course correct. Review collected by and hosted on G2.com.

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Senior Global Competitive Insights Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We compete against a wide range of competitors in a number of different situations. Understanding what motivates buyer behavior is critical for us to develop effective sales and marketing efforts. The Clozd team interviews prospects that chose us or the competition and provides both quantitative and qualitative data for us to understand what is happening. Review collected by and hosted on G2.com.

What do you like best?

The close work with our team and the quality of the interviews. They identify the key drivers so get an initial read on what happened, but also provide the full text so you can get the nuance of what is happening with buyers. The team does a great job of understanding the particulars of what is important to us and they work with us to adapt the interviews to reflect what we need each quarter. Review collected by and hosted on G2.com.

What do you dislike?

Nothing really of note. We are quite happy. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

It's a great company that is easy to work with. Given that the output is dependent on human interviewers, this is critical. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are able to get an internal perspective of deals, but that is incomplete. The customer has their own perspective on why deals went the way they did and it is important to understand it. With that information we are better able to advise on sales and marketing strategy, as well as to work on product strategy. Review collected by and hosted on G2.com.

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Product Management Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We have struggled for years to get detailed win/loss data for our enterprise software deals. Our sales group does try hard to gather this data on their own, but they usually will only get the name of the competitor we lost to ~40% of the time and even less frequently will they get a sentence or two of the rationale. Review collected by and hosted on G2.com.

What do you like best?

Clozd has been a night and day difference for us. We get a transcript of a detailed interview conducted with the buyer. These transcripts provide the details to understand the prospect's buying process and what stood out in their minds. The transcripts are usually 3-5 pages long.

I will frequently extract quotes from the transcripts to reinforce points in my presentations.

I highly recommend Clozd. Review collected by and hosted on G2.com.

What do you dislike?

The amount of data can almost be over-whelming, but they do tag the key factors of each deal so we can see high-level trends and then dive into the details of specific deals as needed. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Good win/loss data has helped us by reinforcing the priority of several product initiatives. It has also helped us to better understand our strengths and weakness both in general as well as against specific competitors. This understanding has allowed us to significantly improve our competitive battle cards. Review collected by and hosted on G2.com.

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Account Executive
Computer Software
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd has provided several in-depth interviews for won & lost opportunities as well as customers that have decided not to renew. Review collected by and hosted on G2.com.

What do you like best?

They are able to get insight from the prospect/customers that we would never be able to. The 2nd and 3rd level questions drilling into their initial feedback is crucial to understanding how we can improve or where we did well. The 3rd party perspective helps a ton, in my opinion. Review collected by and hosted on G2.com.

What do you dislike?

I can't think of anything at this point in time. For my role (Account Executive) and the way I interact with the software/data, it provides a great deal of insight. I wish I could have these interviews for every single one of my deals! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I don't have any at this time. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

This has undoubtedly helped shape our product roadmap, pricing strategy, and overall sales approach. Win rates are going up as a result for our higher revenue opportunities. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We leverage Clozd to do an ongoing set of live Win/Loss interviews every year. We do about 80% loss, 20% win. We have also recently engaged with Clozd to perform interviews with churned clients to better understand how we can improve our products and services for existing customers. Review collected by and hosted on G2.com.

What do you like best?

They are great at getting depth in their review. We have worked with them to prepare a set of topics and questions that they can cover during the interviews, but they also understand our business and can drill in beyond the base questions to get to the real root of the issues. The interview responses from these companies tend to feel very deep and sincere. Review collected by and hosted on G2.com.

What do you dislike?

Nothing. Of course, we would always like it to be less expensive, but this is really a case of you get what you pay for. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The added intelligence of understanding why we win/lose deals has had a very meaningful impact on our go-to-market strategy. It is amazing the information that a company will share about their experience in the sales process, their perceptions of your products, and even how they perceived your competition. This data becomes a cornerstone for our competitive intelligence and is very influential on our product roadmap. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

We work with Clozd to learn more about the perception of our product versus a key competitor with prospects and customers. Clozd's expertise and the freedom a third-party perspective gives an interviewee, makes for additional candidness and insights that would be impossible for us to gather through in-house analysis and research. Review collected by and hosted on G2.com.

What do you like best?

Clozd is highly collaborative and knows how to effectively get the insights you're looking for. I like that this is an angle on our customers and space that we really can't get ourselves. There's a level of comfort and space that lets interviewees share what they really think about vendors. Review collected by and hosted on G2.com.

What do you dislike?

This is less about Clozd and more about this type of engagement -- it requires work on both sides. You will always learn something, but depending on the interviews you're able to get, you may or may not learn the insights you're really looking for, from the kind of customers you're hoping to reach. As good as the Clozd folks are, some interviewees don't necessarily Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Clozd helps us gather insights from our customers and prospects about what's most important to them. So far, this has validated our understanding of our market and given us food for thought in terms of product and marketing and sales strategy. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd helps our organization gather insight and feedback on our sales opportunities on deals we have both won and lost. Review collected by and hosted on G2.com.

What do you like best?

The results are emailed when they are available with a link to the full interview. I like that the interview responses are the actual answers and not a summary of survey style questions, rather we get to hear the prospects "voice" if you will when they were responding. Review collected by and hosted on G2.com.

What do you dislike?

I don't have any dislikes, everything has been very helpful and allowed us to gather strategic insights on what we are doing well and where we need to improve. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Clozd has been great to work with and the solution provides valuable information in an easy to read and understand format. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are gathering valuable information on areas of improvement so we can learn and develop as well as finding areas of strength in our selling process. Review collected by and hosted on G2.com.

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Board Member
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

I am charged with growing the API business and assisting in creating a better developer experience. I use Clozd to review results of closed opportunities and comments about pricing and the competition. Review collected by and hosted on G2.com.

What do you like best?

I enjoy receiving emails with snippets of the reviews with the easy link to the full report. I also like the reports and summaries - very easy to leverage for meetings and discussions. Review collected by and hosted on G2.com.

What do you dislike?

I can't think of anything I do not like about Clozd! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Our company tends to focus on pre-built and certified integrations, so it's easy forget the importance of the experience for the customer that needs to build a custom integration. Clozd gives us continually updated an ever growing insights into what our prospects are saying, including misconceptions that we have the opportunity to correct. Review collected by and hosted on G2.com.

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Chief Customer Officer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We used Clozd to gain insights from our won and lost deals. While we often understand why we won, we had a huge gap in understanding why we lost. Review collected by and hosted on G2.com.

What do you like best?

I loved getting insights from lost opportunities, we gained access to a wealth of information that we would not have had otherwise. While sometimes painful to reach, it's definitely better to know that not know! Their technology platform is clean and efficient as well. Review collected by and hosted on G2.com.

What do you dislike?

I hate reading why we lost opportunities, but it's essential to improving. That said, it's what we asked Clozd to do for us, and it was a great service. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We identifying previously unknown gaps in our sales process and improving our understanding of our prospective customers' perception of us, and the market in general. Review collected by and hosted on G2.com.

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Leader, Oracle-NetSuite Sales
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd provides win-loss reports for Avalara to provide insight into why deals are won or lost by interviewing prospects and customers directly to get their honest feedback. Review collected by and hosted on G2.com.

What do you like best?

The reports are great for two reasons: 1) coaching sales reps if part of the feedback is something the sales rep did poorly or missed in the sales process and 2) understanding why we win or loss deals and using that knowledge to adapt for the next engagement. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the interviews are lacking key pieces of information, most likely due to the prospect/customer not being fully transparent or trying to get off the phone quickly. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Primarily understanding common objections and adjusting talk tracks for future deals, and helping coach sales reps to get better. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We've been running win/loss analysis with Clozd for a few months now and the quality of data and information we receive from the team are fantastic.Working with Clozd is not like a typical client-vendor relationship, but rather an extension of our team. The level of details and information we get out of these exercises have helped us surface data we can act on and enhance our strategies. It's been a pleasure working with the team! Review collected by and hosted on G2.com.

What do you like best?

The close partnership we have with the team, ensuring the interviews are aligned to our strategy, and the quality of insights we get from the interviews. Review collected by and hosted on G2.com.

What do you dislike?

Nothing so far. Everything has been great! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Understanding where we're good at and where we need an improvement during our sales process. Review collected by and hosted on G2.com.

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Competitive Intelligence Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd helped with Win Loss Analysis by conducting the critical interviews to give us valuable and direct insights from customers. This include both the accounts that we have won and the accounts where we lost to help us understand the gap. Interviews are detailed and covers every point of view from a customer's end. Review collected by and hosted on G2.com.

What do you like best?

Streamlined process and easy to use interface. Review collected by and hosted on G2.com.

What do you dislike?

No option for role based access control. This would help us give access to account teams that can view only limited information about their account. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Efficient and worthy service Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Reaching out to customer and getting their feedback on the product. The entire process is seamless and gibes us time to concentrate on other metrics. Review collected by and hosted on G2.com.

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TI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Our organization uses Clozd to review the key reasons for win/loss from the prospect point-of-view. Taking into account this perspective and other reports and metrics, we are able to formulate a broader understanding that can lead to changes in our sales methodology and training. Review collected by and hosted on G2.com.

What do you like best?

We like the high level dashboards online, annual rollup by product, and the categorical breakdown that Clozd goes through during the interview process that's detailed in each report. Review collected by and hosted on G2.com.

What do you dislike?

I think that one thing we would like to understand better is if Clozd can time the interviews closer to the win/loss dates so that we can take action earlier within our company. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Ask for sample reports and visibility into the site via their portal. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Not having any problems, per se, but see above response. We like that we can review the transcribed, focused snippets of the actual prospect/customer response to specific questions we are interested in addressing. It is also another way for us to see who were competing against for ongoing reference, since we all know that prospects, at times, do not always disclose that information. Review collected by and hosted on G2.com.

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Senior Manager, Competitive Intelligence & Market Research
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We use Clozd to help us gather insights and conduct Win Loss interviews for our competitive intelligence program. Review collected by and hosted on G2.com.

What do you like best?

The thing I like most is the quality of the interview content that comes back to us. It's evident that we're getting real insights driven by a smart and seasoned interviewer. I also really like that they act as another headcount to help me progress an important part of our CI program. Review collected by and hosted on G2.com.

What do you dislike?

The portal is great for accessing and viewing reports but I don't use it that much for anything else. I wouldn't say I dislike it, it's just that I don't use it. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We're finding trends that we wouldn't have found otherwise, and we're confirming and validating assumptions using the perspective directly from customers. The main benefit is that I (and we as a company) are much more equipped and confident to make decisions around marketing, product, sales, etc. Review collected by and hosted on G2.com.

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TC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd interviews both current customers and lost potential customers to help us understand the sales and product experience, as well as post-sale process. Review collected by and hosted on G2.com.

What do you like best?

The 3rd party validation of why we win and lose opportunities and in-depth information on what went well, what we could have done better, and uncovering deeper detail on key aspects of the product/experience that made the difference. Review collected by and hosted on G2.com.

What do you dislike?

Nothing! The information has been very well received by the team. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Be ready for in-depth feedback and to take action to change your process/product. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We have refined our sales process and increased focus where there is a clear positive impact. Likewise, the negative aspects have been addressed. We have also informed our product and sales strategy through the identification of themes of why we lost prospective business. Raw feedback at this level of detail from prospective and actual clients is very difficult to uncover as the vendor/provider, so it is incredibly helpful to many areas of our business. Review collected by and hosted on G2.com.

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GC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd provides key analysis of win and lost opportunities so that we can better understand customer sentiment during the sales engagement and their customer journey. The transparent feedback allows us to adjust our tactics and programs to offer a better customer experience. It also provides insight into customer perspectives of pricing models and product features. Review collected by and hosted on G2.com.

What do you like best?

The interview is able to surface key elements about why they did or did not select our option, their view of our sales teams and the competition. I like the postive and negative theme summaries that let's you quickly assess what happened in the opportunity. Review collected by and hosted on G2.com.

What do you dislike?

I don't have any complaints. I could see expanding the list of interview questions to dig in a bit further about customer journey post sale. It might be interesting to revisit the customers 2+ quarters from the initial interview. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Determining key product features and functions, pricing strategies and how to enhance our sales motions. It also gives us competitive insight so that we can validate our understanding of the market. Review collected by and hosted on G2.com.

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TC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We use Clozd to perform win/loss interviews of our customers and prospects. We submit a certain amount of company names each quarter that we'd like to be interviewed. The interview questions have been agreed upon in advance. Every time an interview is completed, I get an email notification. I really like the dashboard that allows to quickly sort and filter interviews by industry, segment, etc. I also like that select customer quotes are presented for quick viewing. Periodic reports completed by Clozd staff members are also a very convenient way to summarize information. Review collected by and hosted on G2.com.

What do you like best?

Dashboard and filters, email notifications. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes we don't get enough details, e.g. why our product integration was disappointing. However, customers may not be willing to go into such details. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Spend some time on creating a thorough set of questions Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We gain a deeper understanding of why customers chose our products over our competitors' and what are the pain points. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd app is the perfect tool to use when collecting internal feedback on why you win/lose. It is easy to use and customize, pulls great insights in easy-to-interpret Dashboards.

Most importantly, the app integrates with SF so the sales team won't spend more than a min submitting the form when closing an opportunity.

The customer service is outstanding, fast response type, professional, great product knowledge. I love the internal database too, it has a lot of useful documents that I've used when deploying Clozd. We love the product and the Clozd team. Review collected by and hosted on G2.com.

What do you like best?

Clozd team - professional, friendly, great product knowledge, fast response. Jonathan Barlow has been of great help helping me get started with Clozd and fix 2 bugs we had later on.

Product development - constantly looking for customer feedback and ways to improve Clod

Clozd app- easy to use and powerful app Review collected by and hosted on G2.com.

What do you dislike?

I really don't have any complaints. Satisfied customer here :) Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Great app, the only one out there that integrates with SF, amazing team! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Before Clozd I was using excel and Salesforce Dashboards to look at internal feedback on closed oppties, which is pretty outdated and it doesn't provide an accurate or clear picture on what's actually going on. Having the option to pick between multiple decision drivers and slice the data by competitors, $ etc it's definitely providing greater insights than before.

We've been live for only maybe a month now, the more data we have the better it looks Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd interviews customers that have and haven’t bought from us. The insight into the factors that contributed to the purchase or to the loss continuously help us tweak our customer centric approach. Review collected by and hosted on G2.com.

What do you like best?

Their candid approach asks questions about each phase of the process. Review collected by and hosted on G2.com.

What do you dislike?

It can be a bit cumbersome for customers to engage in the process but with field support we gather incredible insights into what works/doesn’t work Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are trying to figure out what results in a sale and to understand what holds a sale back. Clozd helps us cut down to the key contributing factors. Review collected by and hosted on G2.com.

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GC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Clozd interviewed a few customers and prospects from our most recent wins and losses to help us form an unbiased opinion on why we win and why we lose. They also helped us identify critical capabilities that matter, how we differentiate ourselves from customers and areas of improvement. Review collected by and hosted on G2.com.

What do you like best?

The reports were extremely detailed and informative. The succinct summary at the beginning of each report helped us communicate with internal stakeholders. The information helped us validate and invalidate a few of our internal hypotheses. Review collected by and hosted on G2.com.

What do you dislike?

If you have more than one product, the reports do split the information per product. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The most important problem that Clozd is helping us solve is give us real information on why we win and why we lose. Often our internal opinions are biased. Review collected by and hosted on G2.com.

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