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.
Win/Loss Analysis
- New Contributor
+2- New Contributor
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
Sign up
Please create your account below.
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
or
Welcome to the community
Create your account
Not a member yet? Join the Clari Circle Community to learn about our products, fine tune your craft, and accelerate your revenue career.
Create an accountClari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
Log in
Clari customers and employees with an app.clari.com login can click the first blue Log in button below.
Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.
Please reach out at community@clari.com if you need any help to log in.
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.