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5 MIN READ
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Running an efficient and valuable win-loss analysis program on your own is … just ... a lot. Think of all the things you need to do:
- Gathering contact information for buyer outreach
- Reaching out to your buyers—and following up if/when they don’t respond
- Collecting buyer feedback
- Analyzing that feedback
- Finding an efficient way to share that feedback throughout your organization*
*And so much more! We feel your pain, which is why we’re here to help!
And that’s just the obvious stuff. Unfortunately, the process is often riddled with additional hidden challenges:
Inaccurate CRM data
It’s tough to collect buyer feedback without complete contact details. Missing names, emails, or other crucial fields in your CRM mean hours of manual updates before you can even start outreach.
Lack of internal approvals
Your sales reps or other stakeholders likely need to approve outreach efforts before you contact buyers. When approvals get stuck in limbo, your program stalls, creating back-and-forth delays.
Overwhelming data management
Sorting through hundreds or even 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 things 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 for your company.
But we have some great news: There’s now a better way.
Simplify, automate, and collaborate with Workflows from Clozd
We’re thrilled to announce Workflows, which is now available in the Clozd Platform. Workflows streamlines and automates your buyer outreach, empowering you to spend less time worrying about win-loss logistics and more time acting on win-loss insights.
"Win-loss analysis should be about driving change, not chasing feedback,” said Andrew Peterson, co-founder and co-CEO at Clozd. “Automating the logistics will free you to focus on actionable insights that fuel real business impact."
Here’s how Workflows transforms your win-loss program:
Complete visibility into your participant pipeline
Workflows gives you a clear, real-time view of every deal’s progress. Easily monitor the stage and status of each deal, track your outreach efforts, and identify gaps in your pipeline. No more guesswork—just actionable insights.
Simplified processing and sorting
Streamline your operations 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
Say goodbye to tedious manual tasks. Workflows automatically triggers outreach to your buyers as soon as the deals and participants meet your preset criteria. Best of all? This requires zero effort on your part.
Improved collaboration
Workflows makes teamwork a breeze. Easily collect buyer contact information and request approvals from sales reps or other stakeholders—all from our new Contributor Portal. No bottlenecks, just smooth collaboration.
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 address these pain points head-on 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,” said Ryan Comte, senior UX designer at Clozd. “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.”
Get back to what matters most
With Workflows, you can focus on the big picture: 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:
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