Tomas Retamales
Activity overview
Latest activity by Tomas Retamales-
Tomas Retamales created an article, Ask Clozd
Ask Clozd is your personal assistant for quickly surfacing key insights from win-loss interviews. Powered by advanced AI technology, Ask Clozd analyzes your published interview data and delivers pe...
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Tomas Retamales created an article, Setting up Smart Tags
Smart Tags allow users to automatically tag feedback in win-loss interviews based on specific keywords. By configuring these tags, users can efficiently organize feedback and receive notifications ...
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Tomas Retamales created an article, HubSpot Integration & Automation
The Clozd Platform integration with HubSpot CRM automates the collection of win-loss feedback by enabling a direct feed of deals into the Clozd Platform. The integration streamlines the feedback co...
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Tomas Retamales created an article, How To Export Deal Data
Downloading a specific deal or exporting all deal data is an effective and efficient way to share win-loss feedback data. This article contains the following sections: Downloading Individual De...
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Tomas Retamales created an article, Role-Based Access Control
Administrators can manage how users can view, manage, or access data within your organization's Clozd Platform. This article contains the following sections: Overview Benefits RBAC Setup Question...
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Tomas Retamales created an article, Setting up SAML-Based SSO with Entra
Microsoft Entra is an SSO solution provider. Among the configuration options available is a custom SAML configuration that can be used with Clozd SAML options to enable users to sign into the Clozd...
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Tomas Retamales created an article, Setting up SAML-Based SSO with OneLogin
OneLogin is an SSO solution provider. Among the configuration options available is a custom SAML configuration that can be used with Clozd SAML options to enable users to sign into the Clozd Platfo...
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Tomas Retamales created an article, Co-Branded Web Page
An effective way to ensure more of your customers participate in an in-depth buyer interview with your dedicated Clozd consultant is to feature your partnership with Clozd on your company’s website...
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Tomas Retamales created an article, iFrame Competitors tab to Salesforce Instance
When enabled by an administrator, a new "Clozd" tab will appear in your Salesforce opportunity displaying the Clozd Competitors tab. This article contains the following sections: What is an i...
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Tomas Retamales created an article, Gong Integration
Combining Clozd with Gong—which records sales calls with buyers while an opportunity is still live—provides a complete picture of what happened throughout the entire lifecycle of a deal. This art...