Case Study: Hello Heart achieves win-back opportunities and better revenue operations with Clozd

Hello Heart uses win-loss analysis to identify win-back opportunities and streamline its revenue operations

Hello Heart, a digital therapeutics company, faced a challenge in obtaining unbiased and in-depth feedback on why they were winning and losing deals. Their chief revenue officer, Tom Kahl, noted that the team relied on anecdotal, second-hand information from sales reps, which was often incomplete and biased. To make strategic improvements, they needed a rigorous process for win-loss analysis and partnered with Clozd to implement its win-loss analysis service.

Clozd conducted 85 interviews with Hello Heart's buyers through its platform and expert services. The solution provided immediate, actionable insights, enabling Hello Heart to identify significant win-back opportunities; one re-opened deal was worth $500,000. Additionally, the feedback helped them refine their sales process by identifying a key stakeholder they were missing and optimize their marketing messaging. Clozd delivered rapid synthesis of interview data, often within 48 hours, allowing the team to act on insights quickly and streamline their revenue operations.

Hello Heart

Tom Kahl

Chief Revenue Officer