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Win/Loss Analysis

P
New Contributor
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Hi Clari experts,
Iā€™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.

    Scott K Wilder
    Mark Craddock
    2 people like this
    • Scott K Wilder
      Scott K Wilder
    • Mark Craddock
      Mark Craddock

    3 replies

    Lala Djafarov
    New Contributor
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    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 

    P
    Scott K Wilder
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      Pat Pruchnickyj
    • Scott K Wilder
      Scott K Wilder
    Scott K Wilder
    Expert Contributor
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    @Lala Djafarov  Thank you for jumping in and helping out.

    Others?

    Scott K. Wilder, Head of Digital Success and Self-Serve, Clari
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    New Contributor
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    Thank you for your insight @Lala Djafarov , very useful.  šŸ˜€

    Scott K Wilder
    1 person likes this
    • Scott K Wilder
      Scott K Wilder

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