New Year, New Clozd Platform Features
The Clozd Platform has introduced new features in 2024, including enhanced reporting with Decision Driver dollar attribution and AI-generated summaries, improved email sequence tools with rich text editing and threading for better engagement, and customizable publishing options like custom summary prompts, all designed to help clients gather more customer feedback and extract valuable insights more easily.
We’re excited to announce a handful of powerful new features in the Clozd Platform.
“In 2024, we released several major product features, including Flex Interviews, Smart Tags, Workflows, and Ask Clozd,” said Sam Woodbury, head of product strategy at Clozd. “While these large milestones are exciting, we know it's important to continuously improve existing functionality in the Clozd Platform to deliver a premium experience for our users. In December, our team released several new features that will help our clients collect more feedback from their customers and more easily extract valuable insights from the feedback collected.”
These new enhancements fall into three distinct buckets:
Improvements to our reporting and dashboards to make it easier to uncover the most critical insights for your company
- Decision Driver dollar attribution: See which Decision Drivers are making (or losing) the most money for your business.
- AI summary of Decision Driver quotes: Read a summary of all quotes for a given Decision Driver. Summaries are dynamic and reflect quotes that match your current filters.
- See quotes in context: In a published interview, users can click to see where a quote came from in the interview transcript.
Improvements to email sequence functionality to drive better participation rates
- Rich text editor: Emails in sequences can now have text formatting (bold, italics, underline, text color) and numbered or bulleted lists. This will help you drive higher engagement with your email sequences.
- Threading in sequences: Follow-up emails in an outreach sequence can now be organized into a single thread with previous emails, which increases the perceived legitimacy of Clozd feedback requests.
Improvements to the publishing process to allow you to customize your program to your needs
- Custom summary prompts: Admins can create a custom summary prompt that will be used to generate automatic summaries for each interview in a program.
- Silent publishing: Admins can publish individual interviews without sending a notification.
“We love customer feedback and ideas for improvements to the product,” said Jonathan Barlow, product manager at Clozd. “While we can't build every request we get, we prioritize things that will benefit the greatest number of our clients and align with our strategic roadmap. Nothing feels better than shipping a new feature and hearing how it saves a customer a bunch of time or solves a problem they were facing.”
Customer Testimonials
"Clozd gave us insights into the 'why' we were winning deals."
— Ike Nwabah | VP of Marketing
"Outstanding means of understanding why you win and lose."
— Tripp R. | Global Competitive Insights Manager
"Depth of knowledge we could never achieve on our own."
— Gary C. | VP of Product Marketing
"Clozd is a no-brainer. The upfront investment is quickly dwarfed by the immense value it brings in the form of actionable intelligence and competitive advantage."
— Dan Bolton | Vice President of Corporate Marketing at Nitrogen
"Clozd checks all the boxes to store, filter, analyze, and share win-loss findings at scale. Better yet, their team members are true consultative partners that have helped us up-level our win-loss program."
— Karen Warfield | Head of Competitive Intelligence at Clari
"It's invaluable feedback that comes directly from our customers and helps support us in our product planning and when we go up against competitors."
— Hillary Neal | GTM Processes & Programs Leader at Qualtrics
Related
Customer Story | Frontify
Frontify has partnered with Clozd for over three years to systematically capture and analyze direct customer feedback, enabling them to leverage win-loss insights that have informed their marketing positioning, sales processes, and content creation, resulting in new business opportunities, increased pipeline generation, improved customer retention, and a mature, cross-functional program with strong organizational engagement and scalable insight sharing.
Trella Health Uses Win-Loss Insights to Refine Product Strategy and Improve Sales Training
Trella Health initiated a three-month pilot win-loss analysis program with Clozd in mid-2024 to understand their low CRM product win rate, which led to expanded use across departments, improved sales coaching, validated strategic assumptions, increased cross-functional engagement, and fostered a customer-centric company culture.
Clozd MCP
Clozd MCP is an open standard protocol that securely connects real-time customer feedback data to AI tools like ChatGPT or Claude, enabling sales and GTM teams to integrate authentic buyer insights into their existing workflows through a simple four-step setup and curated prompts for competitive analysis, objection handling, demo evaluation, and no-decision recovery.
Clozd Platform Overview
Clozd is an AI-powered platform that automates the collection of authentic customer feedback through workflows and interviews, rapidly analyzes unstructured data with transcription, summarization, thematic aggregation, and tagging, and delivers actionable insights in real-time via integrations with communication and CRM tools to inform critical business decisions.
Calendly leads the way in building an impactful, collaborative win-loss analysis program
Calendly collaborated with Clozd to develop a comprehensive win-loss analysis program involving over 150 interviews in two years, which has provided actionable insights across product, marketing, sales, and customer success teams to improve win rates, build competitive advantage, and understand the precise reasons behind winning and losing deals, with strong cross-functional engagement and clear communication of goals and deliverables led by senior marketing manager Heather Pepe.
How Consensus Improved Win Rates Using Clozd
Consensus, a software that automates personalized product demos to accelerate sales cycles, improved its win rates by adopting Clozd’s win-loss analysis methodology, which provided clearer insights into why deals were won or lost, enabling better training for new salespeople and more effective sales strategies.