Announcing Workflows from Clozd

Running an efficient and valuable win-loss analysis program on your own is challenging. There are many tasks involved, including:

• ​Gathering contact information for buyer outreach
• ​Reaching out to buyers and following up if they don’t respond
• ​Collecting buyer feedback
• ​Analyzing that feedback
• ​Sharing feedback throughout your organization

These are just the obvious steps. The process is often complicated by additional hidden challenges:

Inaccurate CRM data

It’s difficult to collect buyer feedback without complete contact details. Missing names, emails, or other crucial fields in your CRM can mean hours of manual updates before you can even start outreach.

Lack of internal approvals

Sales reps or other stakeholders may need to approve outreach efforts before you contact buyers. When approvals get stuck, your program stalls, causing delays.

Overwhelming data management

Sorting through hundreds or thousands of deals to collect feedback is daunting. Tracking critical details—when the deal closed, whether the buyer responded, or if approvals were granted—can feel like an endless spreadsheet slog.

All of these challenges require time and resources, forcing you into manual processes that distract from your real goal: using win-loss insights to drive valuable outcomes for yourself and your company.

But there’s now a better way.

Simplify, automate, and collaborate with Workflows from Clozd

Workflows is now available in the Clozd Platform. Workflows streamlines and automates your buyer outreach, allowing you to spend less time on win-loss logistics and more time acting on win-loss insights.

"Win-loss analysis should be about driving change, not chasing feedback. Automating the logistics will free you to focus on actionable insights that fuel real business impact." — Andrew Peterson, co-founder and co-CEO at Clozd

Here’s how Workflows transforms your win-loss program:

Complete visibility into your participant pipeline

Workflows provides a clear, real-time view of every deal’s progress. You can monitor the stage and status of each deal, track outreach efforts, and identify gaps in your pipeline.

Simplified processing and sorting

Operations are streamlined with automatic sorting and tracking. Incoming deals are categorized into the right workflows, helping you maintain a seamless process from start to finish.

Automated outreach

Workflows automatically triggers outreach to your buyers as soon as deals and participants meet your preset criteria. This requires no manual effort.

Improved collaboration

Workflows makes teamwork easy. You can collect buyer contact information and request approvals from sales reps or other stakeholders through the new Contributor Portal, eliminating bottlenecks.

Why did we create Workflows?

Managing buyer participation is a critical part of running an efficient and valuable win-loss analysis program, but it has historically been time-intensive and fragmented, with limited visibility into which participants are receiving outreach and where pipeline gaps exist.

Workflows addresses these pain points by simplifying and automating the process while fostering collaboration across teams.

“A persistent problem our customers have with their win-loss programs is the ability to recruit participants for feedback. It's time-consuming and inefficient. Workflows makes it easy to find the right people and opportunities, update contact information, coordinate with your team, and automate outreach.” — Ryan Comte, senior UX designer at Clozd

Get back to what matters most

With Workflows, you can focus on delivering strategic insights that drive growth and help your company win more deals.

Are you ready to transform your win-loss analysis program? Start using Workflows today.

If you'd like to learn more about Workflows, check out these additional resources:

• ​Workflows overview and configuration
• ​How to manage deals as a contributor