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.
For more than three years, Frontify has partnered with Clozd to capture direct customer feedback and use it to drive their marketing and sales efforts. Building affinity with their customers has been a consistent priority for Frontify’s team, and they’ve recently focused on leveraging win-loss insights to guide their new positioning, create persuasive marketing collateral, and refine their sales process. These efforts have resulted in new business opportunities, increased pipeline generation, and improved customer retention.
Benefiting from a Mature, Cross-Functional Program
Alexina Clements understands the power of in-depth, unbiased buyer feedback.
“My role is customer insights,” she said. “I focus on understanding what’s driving wins and losses, and on understanding what our customers think of us. We believe that great brands listen to their audiences, and we seek to instill that into our DNA to build trust and relevance. So I need to make sure we can gather this data; translate it into insights; and help inform strategic decision-making, content creation, and our product.”
To streamline and scale this process, Frontify—where Alexina works as a senior customer insights manager—has partnered with Clozd for several years. Over time, they’ve fine-tuned their process to the point where they’re experiencing the benefits of a mature, cross-functional program, including:
- Consistent buy-in and engagement from key stakeholders throughout the organization
- A streamlined, scalable process of capturing and sharing powerful insights
- The ability to identify and analyze meaningful trends over time
- Real value in the form of new business opportunities and increased pipeline generation
“Clozd really helps provide qualitative data that we’re missing in the typical surveys we send out or if we’re gathering information from our AEs or CSMs,” Alexina said. “One of the things I really like about Clozd is that, because we’ve had it for over three years now, we can see how we’ve grown as a business, what our customers think of us, and how that’s changed over time.”
Collecting and analyzing customer feedback is important, but it’s equally important for the right people to have access to the right data. This is something that Frontify—led by Alexina’s team—does exceptionally well.
The feedback Frontify captures through Clozd’s win-loss interviews is a critical part of their SWOT analysis, and it’s also shared widely at monthly, quarterly, and annual meetings.
Leveraging a Closed-Won Interview to Build Pipeline
Frontify creates even more value by sharing win-loss insights broadly and cross-functionally. They have a wide base of employees—including the entire commercial team as well as the product team—who access and use the competitive data within the Clozd Platform.
As a result, they’ve been able to create new business opportunities and drive renewal income.
“For example, I share specific Clozd interviews with the marketing team, enabling them to identify impactful quotes or customers to use in their marketing efforts,” Alexina said. “Recently, they featured a customer from one of these interviews in a webinar, which led to dozens of new opportunities with both existing and potential clients.”
For another recent project, Alexina has reviewed Frontify’s customer interviews from the past three years and curated the best quotes for various uses cases, including:
- Marketing
- Competitor comparison articles
- Social media
- Customer and prospect conversations
- Battlecards
“We're currently developing a system to organize and select the most impactful quotes,” she said. “Additionally, Clozd has offered to facilitate introductions to help get the necessary approvals for using the quotes. Everyone’s really excited about this initiative.”
Validating Their Strategy & Repositioning Themselves in the Market
Giving a voice to their customers also helps Frontify validate the trends they’re seeing throughout their different competitive intelligence channels—and then make changes if necessary.
“We’re seeing that ease of use is incredibly important to our customers when it comes to buying new technology,” Alexina said. “Fortunately, that aligns with a strength of ours—which we’ve validated through Clozd interviews.”
They’ve also validated that ROI and adoption rate are important to their customers—a good thing, since driving a high adoption rate is also a point of emphasis for Frontify’s leadership team.
“One thing that Clozd has shown us is there was an increase in mentions of ROI this year in comparison to any year previously,” she said. “So this was really helpful for me, because obviously I’d seen this trend throughout our industry, but I’ve also seen it with our customers. And having Clozd validate that really confirmed that, from a content-creation perspective, we should create more materials relating to ROI.”
Clozd interviews have also played a central role in guiding Frontify’s competitive strategy.
“We just launched our new positioning, and some of the interviews that Clozd did—paired with some surveys we’d done amongst our customer base—really informed our new positions,” Alexina said. “And we just signed a huge new client thanks to that new positioning. This research has a strong impact on these strategic projects.”
Relying on Customer Feedback to Strengthen Their Sales Team
Win-loss interviews have been helpful from an enablement perspective, as Frontify has incorporated powerful competitive intel into their battlecards and sales decks.
These VoC insights have also provided something more: an objective look at what their sales team was doing right and where they needed to improve. Frontify’s sales leadership team saw a chance to improve their strategy for selling a specific product and looked for a way to confirm their assumptions.
"Clozd provided an insightful perspective that confirmed something we had suspected about our product sales strategy,” Alexina said. “While the approach for one product was highly successful, their feedback highlighted areas for improvement with the second product. This has been incredibly helpful in fine-tuning our overall strategy."
Clozd was able to capture useful, objective feedback from closed-lost prospects, and those insights validated Frontify’s assumptions and led to corrective action.
“Our leads were really happy about it, because this was their inclination as well, but we needed some customers to actually validate it,” she said. “It would’ve been really hard for us to reach out and get this information from lost prospects, but Clozd filled that gap and did that for us—with a much higher response rate."
Related
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 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.
Unlock Rich Customer Feedback With Live Interviews
The article explains how Clozd's expert-led live interviews provide rich, nuanced customer feedback by conducting strategic, in-depth conversations that capture motivations and perceptions beyond surveys, with insights transcribed and analyzed in their AI-powered platform to inform better business decisions, exemplified by their effective use in win-loss analysis.
The 4 Pillars of Effective Win-Loss Programs
The article emphasizes that effective win-loss programs hinge on four pillars—executive leadership commitment, unbiased third-party data collection, systematic analysis and cross-functional action on buyer feedback—to transform raw deal outcomes into strategic insights that improve win rates, illustrated by a case where a company only discovered the true reason for losing a major deal (being perceived as under-scoped due to a low price) after directly asking the prospect.
Launching Win-Loss Analysis: A Sales Team FAQ & Implementation Guide
The article explains that win-loss analysis is a strategic B2B process of gathering direct buyer feedback to understand why sales opportunities are won or lost, enabling companies to improve product offerings, competitive positioning, sales training, messaging, pricing, and packaging, ultimately increasing win rates and informing leadership decisions without focusing on individual salesperson performance.