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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.

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 

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

Others?

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

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