Tomas Retamales
Activity overview
Latest activity by Tomas Retamales-
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...
-
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...
-
Tomas Retamales created an article, Microsoft Dynamics Integration & Automation
The Clozd Platform integration with Microsoft's Dynamics CRM automates the collection of win-loss feedback by enabling a direct feed of opportunities into the Clozd Platform. The integration stream...
-
Tomas Retamales created an article, API Imports & Exports
A data import API connection will allow your organization's CRM to integrate with Clozd to bring deal and participant data into the Clozd Platform. The data export will allow you to export publis...
-
Tomas Retamales created an article, Configuration: Sales Rep Surveys
To figure out why you win and lose sales opportunities, it's helpful to capture feedback from both of the parties that were involved in the sales process: the sales team and the buyers. Sales Rep S...
-
Tomas Retamales created an article, Reports
The Reports tab will show all of the reports that your Clozd consultant has created for your organization. This article walks you through how to navigate the Reports tab and access your organizatio...
-
Tomas Retamales created an article, Competitors
The Competitors tab displays all the competitors your organization has competed with and the associated data showing how you have matched up against them. This article contains the following sectio...
-
Tomas Retamales created an article, Decision Drivers
The Decision Drivers tab will show you the main Decision Drivers (key factors) that influence a buyer’s final decision to choose your company’s product or not. In essence, these are the reasons why...
-
Tomas Retamales created an article, Win Rates
The Win Rates tab is a comprehensive view of your win rates across different segments. This article contains the following sections: Overview Widgets Edit Widgets Enable the Win Rates Tab Ove...