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Pat Pruchnickyj
New Contributor
June 2, 2023

Win/Loss Analysis

  • June 2, 2023
  • 0 replies
  • 289 views

Hi Clari experts,
I’m new to using Clari and am wondering how best to capture win / loss information when a deal is closed.
Do you have a standard set of fields that you have customised in Salesforce?
How has this captured information shaped future marketing and sales processes?

Many thanks.

      This topic has been closed for replies.
      Lala Djafarov
      Lala Djafarov
      Regular Contributor
      June 7, 2023

      Hi Pat,

      this is what we have- 

      Incumbent (existing vendor competing for the account) picklist

      Main Competitor picklist

      Loss reason (picklist, such us budget, legal and so on)

      Loss reason (free text)

      Won by Us/ Competitor / Incumbent 

        Scott K Wilder
        Scott K Wilder
        Expert Contributor
        June 7, 2023

        @Lala Djafarov  Thank you for jumping in and helping out.

        Others?

        Scott K. Wilder, Head of Digital Success and Self-Serve, Clari
        Pat PruchnickyjAuthor
        New Contributor
        June 8, 2023

        Thank you for your insight @Lala Djafarov , very useful.  😀

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