Account
Configuration
- Configuration: Sales rep surveysConfigure sales rep surveys to capture feedback from sales teams and buyers to understand why you win and lose sales opportunities.
- TagsSimilar to Decision Drivers, which capture the key reasons your organization wins or loses deals, tags allow you to track other valuable insights uncovered during a win-loss interview that may not directly impact the final decision.
- GlossaryThe Glossary is used to clarify company-specific terms and jargon.
Navigation
- The program dashboardThe first thing you’ll see when you open a program in the Clozd Platform is the Dashboard.
- Navigating filtersApplying filters in Clozd Platform gives you the ability to customize the Dashboard and other widgets to only reflect the information you want to see.
- Deals tableThe Deals table contains all deals imported into the Clozd Platform for your organization, regardless of whether feedback has been collected.
- Decision DriversExplore the key factors that influence buyer decisions with the Decision Drivers tab in the Clozd Platform.
- CompetitorsThe Competitors tab displays all the competitors your organization has competed with and the associated data showing how you have matched up against them.
- ReportsAccess all historical win-loss reports created for your organization in the Reports tab.
- Deal pageThe Deal page displays the details of a specific deal (whether imported or manually added), including feedback, participants, and the option to export the deal.
- Exporting deal dataDownloading a specific deal or exporting all deal data is an effective and efficient way to share win-loss feedback data.