Move your team from Gong to Clari.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Clari — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Gong is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both Clari Capture and Gong's automatic CRM sync eliminate manual data entry by reading email and calendar activity and writing it back to CRM records. The key difference is that Gong also ingests conversation content from recorded calls to populate structured CRM fields (next steps, deal stage, MEDDIC data), while Clari Capture focuses on activity logging (emails sent, meetings held). To migrate from Clari Capture to Gong's CRM sync: (1) Revoke Clari Capture's Gmail/Google Workspace or Microsoft 365 OAuth grant in your Google or Microsoft admin console to stop Clari writing to the CRM. (2) In Gong Settings > Integrations, grant Gong OAuth access to the same Gmail or Outlook account and to your CRM (Salesforce, HubSpot). Gong will begin reading new email and calendar activity from the connection date forward — there is no backfill of historical activity. (3) In Gong Settings > AI Deal Reviewer, configure CRM field-update suggestions and set auto-approval rules for non-sensitive fields. (4) Verify the first week of activity logs appear on CRM opportunity records before communicating to reps that Clari Capture is retired.
- Warning: Clari Capture provides a daily digest to reps showing what was captured and allows them to correct mismatched contact associations; Gong's CRM sync is less rep-facing for mismatches and correction workflows differ — train reps on Gong's deal board review flow instead.
- Warning: Historical activity captured by Clari (emails, meetings logged to CRM) remains in the CRM as activity records and is not lost on switch; however, the Clari-specific engagement scoring built on that history is discarded.
- Warning: Gong's CRM sync includes tech-stack integrations at no additional cost per its pricing page; Clari Capture is bundled with the Clari platform but pricing is separately quoted — verify contract terms for both before the cutover to avoid billing overlap.
Both platforms auto-join calls via a conferencing bot (Zoom, Teams, Webex) and produce real-time transcripts, AI-generated summaries, and tagged coaching moments. To migrate from Clari Copilot to Gong: (1) Connect Gong to your conferencing calendar (Google or Outlook) so the Gong bot replaces the Clari Copilot bot on new invites — disable or remove the Copilot bot connection first to avoid double-joining. (2) Export historical Copilot recordings and transcripts from copilot.clari.com (Settings > Data Export) before cancelling; Gong has no native import for external recordings, so archive them to cloud storage. (3) Recreate your Copilot call scorecards and trackers as Gong Scorecards and Trackers in Gong Settings. (4) Reconnect CRM activity logging in Gong (Settings > CRM) so call summaries write back to the same Salesforce/HubSpot records. Moving from Gong back to Clari reverses the steps: connect Copilot bot, recreate Gong Trackers as Copilot topic tags, and export Gong call recordings via Gong's API or Data Export before cutover.
- Warning: Clari Copilot and Gong each use proprietary AI models for signal tagging; call scorecard templates, tracker keywords, and coaching templates cannot be exported or imported across platforms and must be recreated manually.
- Warning: Gong analyses 300+ signals from recorded conversation content, while Clari Copilot's analysis ties more tightly to the full Clari platform's CRM data; teams using Clari without Salesforce may find Gong's standalone signal analysis richer, but teams relying on Clari Inspect deal scores may lose integrated risk context.
- Warning: Historical recordings stored in copilot.clari.com are not transferable into Gong's library; plan for a hard cutover date and communicate it to reps so past call history is preserved externally.
Clari Inspect and Gong's AI Deal Reviewer serve the same core workflow: surfacing at-risk and stalled deals by combining CRM field data with activity engagement signals, then giving managers a prioritized list with health scores. To migrate from Clari Inspect to Gong Deal Intelligence: (1) Ensure Gong's CRM integration and email/calendar activity capture are connected (Settings > Integrations) — Gong's deal health scores are only as good as the signals it ingests, mirroring how Clari Inspect requires both CRM data and Capture to be running. (2) Map any custom risk criteria you've configured in Clari Inspect (e.g., no activity in N days, missing contacts) to equivalent Gong Tracker rules and Deal Board filter configurations in Gong Settings. (3) Switch your team's weekly pipeline review sessions to the Gong Deal Board, which shows health scores, engagement depth, and recommended next actions per deal — the same review rhythm as Clari's Inspect view. (4) Confirm CRM field suggestions from Gong's AI Deal Reviewer are being approved or auto-applied so deal records stay current. Moving from Gong back to Clari: connect Clari Capture to the same Google/Microsoft email and calendar accounts, reconnect CRM, and rebuild Inspect filters.
- Warning: Clari Inspect health scores are tightly coupled to Clari Capture activity data (emails, calendar); if Capture is not fully deployed across the team, scores are incomplete. Gong's deal health relies on both call recordings and email/calendar data — teams without call recording will see weaker Gong signal than teams with it.
- Warning: Gong's AI Deal Reviewer can suggest and auto-apply CRM field updates (including MEDDIC/SPICED methodology fields); Clari Inspect surfaces risk flags but places CRM field updates on the rep. This is a workflow change for reps that needs explicit enablement and approval settings configuration in Gong.
- Warning: Neither platform exports deal health scores as raw data in a portable format; historical trend data on deal health stays inside each platform and is lost on switch.
Both Clari Forecast and Gong Forecast pull live CRM data, layer AI deal scoring, and support a manager commit-call workflow with bottom-up rollups by rep, team, and segment. To migrate from Clari to Gong Forecast: (1) Document your current Clari forecast views, hierarchy rollup structure, and any custom segments before cutover — Gong's forecast hierarchy is configured in Settings > Forecast and mirrors your CRM team structure. (2) Connect Gong to your CRM (Salesforce, HubSpot) via Settings > CRM Integration; Gong Forecast reads pipeline from the same CRM fields Clari used, so field-mapping is the same source of truth. (3) Recreate time-horizon views (quarter, month) and configure the 'submit forecast' call amounts workflow for each management layer in Gong Forecast. (4) Notify managers to switch their weekly forecast submissions from Clari's commit workflow to Gong Forecast; the AI override predictions appear automatically once enough deal signal is captured from calls. Moving back from Gong to Clari reverses these steps and is equally symmetric — both platforms use CRM as the authoritative deal record.
- Warning: Clari's AI forecasting draws on historical CRM commit accuracy and rep-level calibration data built up over time; switching to Gong Forecast resets this learning curve and AI predictions will be less accurate in the first quarter until Gong accumulates sufficient deal and conversation history.
- Warning: Gong Forecast enriches predictions with conversation signals from recorded calls; teams that rely primarily on email-only pipelines (no call recording) will see reduced Gong forecast signal quality compared to Clari, which weights CRM field completeness more heavily.
- Warning: Both products are custom-quoted with a platform fee plus per-user licensing; switching vendors mid-contract requires negotiating overlapping subscription costs during the transition period.
Clari Groove and Gong Engage both provide structured outreach sequencing with email, call, and LinkedIn steps, a rep-facing task queue, and bidirectional Salesforce sync. To migrate from Clari Groove to Gong Engage: (1) Export your active Groove cadence templates (sequence steps, day gaps, email copy) from the Groove admin console — Gong Engage has no import for Groove sequences; recreate them manually in Gong Engage > Flows. (2) Pause all active Groove cadences before cutover and communicate to enrolled prospects which outreach channel to expect next, to avoid duplicate touches if Gong sequences are started simultaneously. (3) In Gong Engage, configure the Salesforce sync (Settings > CRM) so outreach activity still writes back to opportunity and contact records. (4) Brief reps on Gong Engage's AI-drafted email and account brief features, which generate follow-up copy from recorded call content — this is additive vs. Groove's template-only approach and requires call recording to be active. Moving back from Gong Engage to Clari Groove mirrors these steps: export Engage flows, recreate as Groove cadences, re-enable the Groove Chrome extension on Gmail.
- Warning: Clari Groove works via a Chrome extension on Gmail for rep-facing task execution; Gong Engage is primarily web-app based with a different rep workflow — reps accustomed to Groove's Gmail sidebar will face a UI transition and need onboarding on Gong's task prioritization interface.
- Warning: Gong Engage's AI email drafts are generated from recorded call content; teams without Gong call recording enabled will not benefit from this feature and will see Gong Engage as template-only outreach similar to Groove, without AI assistance.
- Warning: Both modules are sold as part of their respective platforms at custom-quoted pricing; Groove licensing has historically been available as a standalone product (pre-Clari acquisition), but is now bundled — verify current contract terms when switching.
Both Clari and Gong hold SOC 2 Type II and ISO 27001 certifications, support SSO via Okta, encrypt data at rest and in transit, and publish security compliance documentation. A security-focused migration assessment should: (1) Request Clari's SOC 2 report via the Assurance Center and Gong's SOC 2 report from the Gong Trust Center, then compare the scope and audit period to satisfy InfoSec requirements. (2) Confirm your data residency requirements: Clari does not advertise data-residency region selection on public pages; Gong supports EU-U.S. Data Privacy Framework and has ISO 27017/27018 for cloud privacy — verify with both vendors if specific data-residency SLAs are contractually required. (3) Reconfigure SSO (Okta) to point to Gong's SAML application in place of Clari's. (4) Configure Gong's access controls, data retention, and redaction settings (available in Gong Admin) to match or exceed your current Clari compliance configuration. (5) Note that Gong holds ISO 42001:2023 (AI management system) and commits to not using customer data to train generative AI; verify Clari's equivalent AI data-use policy with your Clari account team before switch.
- Warning: Gong offers bring-your-own-key (BYOK) encryption and granular role-based access controls that Clari does not publicly advertise; enterprises with BYOK requirements may find Gong stronger here, but must verify Clari's offer directly with their account team.
- Warning: Clari holds ADA (App Defense Alliance) certification and ISO 27701 (privacy information management); Gong holds PCI DSS-SAQD and ISO 27701 — the certification sets overlap substantially but not entirely, so map each against your specific compliance framework requirements.
- Warning: Call recordings and conversation data ingested by either platform are subject to wiretapping consent laws that vary by jurisdiction; both platforms support consent disclaimers, but the specific disclaimer text and recording consent workflows must be reconfigured after switch and verified by legal.