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KennaCommunity Manager

posted in Community Announcements

What changes have you observed in the revenue space last year? Are you predicting any big changes this year?

Everyone give a warm welcome to the new members who have joined us so far this month! What changes have you observed in the revenue space last year? Are you predicting any big changes this year? Tell us in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @William Gillis @Dean Ordzowialy @Brigette Sjoboen @Mayank Agarwal @Glaucia Christina de Matos @Adam Broering @Adi Yehuda Faians @Moira Welch @Annika Kallestad @Brian Maher @Angela McKay @Conor Fraher @Mark Rabinowitz @Ronald Crocco @Ali Carpenter @Sebastian Duda @Billy Jacobs @Jim Berry @Kelly Dutton @Joe Roper New Members: Don’t forget to strong by posting or replying in your very first month in the community makes you eligible to be 1 of 2 winners of a $50 Amazon gift card and free Clari swag! So jump in and share you questions, what you learned this week, or just what’s on your mind with the community. Shoutout to @JillEaslick and @Glaucia Christina de Matos for winning last month’s drawing! Keep an eye

2 days ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

Your biggest ROI: Return on Culture (RoC)

Companies don’t grow by accident. Every successful venture includes sharp strategy and an innovative product. They have dynamic marketing efforts, airtight operations, and savvy sales professionals. But more than anything, they have culture. How the company lives and breathes. Their shared values. What they tolerate and what they don’t. Culture is not free snacks, generous time off programs, and other superficial perks to make the company look good to outsiders. It’s about how people act every day. How do employees show respect for each other? Or support a frustrated customer? Or decide when a feature is “good enough” or still has room to be great? It’s the invisible stuff that makes a big difference. I’m proud of the culture we’ve built at Clari. As the company has grown — in 2022, we raised at a $2.6 billion valuation — culture has been the key ingredient to everything we’ve done. Without a strong culture, the entire org falls apart. Employee morale and retention drops. Trust vanishe

2 days ago

Will PattersonClari

published in Best Practices, Learnings, Wins, & Tips

Trust: The Final Ingredient in Your AI-Enabled Revenue ProcessBlog

What’s your AI strategy? If you are a revenue leader right now, it is hard to avoid this question. But getting to a clear and actionable answer is not so straightforward.That’s why we’ve created 3 full playbooks to the process of identifying, organizing, and integrating AI solutions into your revenue workflow. To recap: Playbook 1: How to create an AI “habit loop” in your revenue processPlaybook 2: How to plug revenue leaks with cutting-edge techToday, we’re talking about a final key ingredient in making your AI strategy a success. The Human Element of AI AdoptionAs magical as some of these new AI technologies may seem, at this point they are anything but “plug and play” when it comes to transforming real business processes.Ideally, you’d identify the biggest source of revenue leak, point AI at it and watch your problems disappear. But there’s another factor you need to consider before pressing the “go” button. Trust.More than any other technology applied to the B2B revenue process in

3 days ago

Ryland KingNew Contributor

asked in Best Practices, Learnings, Wins, & Tips

Hierarchy Not Mapping to SFDC Roles

One of my managers does not have their subordinates rolling up to them in the Forecast.In SDFC, they have a Profile = Manager. And I’ve placed their SFDC insides and our SFDC Roles below.What might be causing this? How do I fix this? Thanks!

3 days ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

How to Run Revenue: 5 Unexpected Learnings from Managing $4 Trillion of RevenueBlog

4 trillion.As we announced last week, that’s the amount of closed-won revenue flowing through the Clari Revenue Platform.We’re the first company to surpass $4T of revenue under management, making us the Revenue Platform Category Leader. $4 TRILLION (with a T). For perspective, that’s the approximate market cap of Alphabet (Google) + Amazon. It’s more than the UK’s GDP.And thanks to our amazing customers, we know more about running revenue than any company on earth.Why? We’re constantly collecting terabytes and terabytes of revenue data and analyzing how companies manage their enterprise revenue process.All day. Every day.As the first RevTech company to cross $4T of revenue under management...We have the largest revenue database in the world, which fuels our best-in-class Rev AI. We have the widest and deepest product functionality on the market. We have the most expertise for running revenue of any player in the space. We have the largest footprint of massive multi-billion publicly tra

9 days ago

Katy BaylessClari

posted in Best Practices, Learnings, Wins, & Tips

Maslow's Hierarchy of Running Revenue

Looking to fully optimize the Clari platform but don’t know where to start? Chances are you’re already a third of the way there!I like to look at the full optimization of Clari as a triangle. At the base we have opportunity management and forecasting via Inspect and Forecast. More often than not, your teams are already heavily engaged with this area of the product - likely submitting weekly forecast numbers and updating each opportunity line item as deals progress.Analyze is where teams start to feel overwhelmed. I consistently hear “I don’t know where to start!” or “I feel like I have a Ferrari and I’m driving it like a Ford!” (no offense to any fellow Ford drivers out there...)Utilizing our robust analytics capabilities doesn’t have to feel overwhelming! Are you a Sales Rep? Start by using Flow to gain insight into Idle pipeline. Are you a Manager? Open up Funnel to gain insight into whether specific Reps have a pattern of losing deals at a certain point in the sales cycle. Are you a

9 days ago

JillEaslickNew Contributor

asked in Getting Started in the Community

Groove: Disable Cached Exchange Mode for Outlook?

We are working to Implement Groove at our organization and we currently use Microsoft O365/Outlook.Problem: when emails are sent via Groove from Outlook, they are often found sitting in drafts and usually send. Some emails remain in drafts and don’t ever send.It was recommended that we disable Cached Exchange Mode in Outlook; however, that’s not advised by our IT department.Has anyone else dealt with a similar issue? Open to pursuing other options.Thank you!

9 days ago

Scott K WilderClari

posted in Community Announcements

Welcome New Members Earth Week 2024

I want to welcome this week’s newest members to the Clari Community @Zen Rosen @Koichi Sakamoto @Jesse Washington @Daniel van der Walt @Chia-Ling Chiang @Brendan Brang @Ethan Wenz @Diane Thelen @Jerry Broll @Denise LeFave @Carlos Garcia @Bryan O'Driscoll @Edward Baker @JillEaslick @Ed Hernandez @jsmac8218 @Rob Allen @Thomas Schori @shivamagg @Marina Fritzsche @Yash Patel @David Gardiner @Joe Peters @Julianne Joyce-hunt @maugioia @Byron Viets @Mearlear Banzon @Calvin Chen @April Watson @anthonylanguageinspired @Nick Ford @Aaron Strelinski @Rohit Kumar Now that you are members of the Clari Circle, feel free to share one thing that you hope to learn from Clari and your peers in the next 12 months. Since we are always looking for content ideas, this is your opportunity to help us build out Community content. Please let me know if you have any questions or suggestions for any part of the Clari Circle.Scott

9 days ago

Katrina SenourClari

posted in Community Announcements

Calling all Podcasts and Blogs!!

Let’s hear it for our very own Content Creators!! 👏 👏 Do you host a Podcast or blog? Or, maybe you’re interested in finding one that speaks to you?We’ve got a ton of amazing talent within this Community, and it’d be a shame not to share the wealth! SO…..Reply with your link below if you host a Podcast, Blog or are super active on LinkedIn 👇

10 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Conversational AI: What Is It, Benefits, & Best PracticesBlog

How do you stay on top of a full pipeline, discover how to improve your sales process, and continue to deliver personalized outreach to every one of your prospects?You can’t on your own. But you can with conversational AI. This isn’t just a tool that creates automated chatbots to take the load off your customer service team. You can also use conversational AI to give sales reps and managers everything they need to spot revenue leaks and close deals faster. In this article, we’ll show you how. Table of Contents: What is conversational AI? How does conversational AI work? What are the benefits of conversational AI? Real-world examples of how to use conversational AI What are the challenges of conversational AI, and how do you overcome them? 4 best practices for using conversational AI The future of conversational AI Try the only revenue-focused conversational intelligence solutionWhat is conversational AI?Conversational artificial intelligence is a technology capable of understanding an

10 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

AI Integration: How to Plug Revenue Leaks with Cutting-Edge TechBlog

These days, I spend a lot of time talking with customers about AI. They are facing imperatives to improve efficiency, and the potential is clear.Our data on the value of applying AI to running revenue backs up the hype:90% reduction in forecasting time for RevOps 67% increase in productivity across revenue-critical employees 10%increase in win rates But driving AI adoption is a new muscle for nearly every organization. Many companies are paralyzed by the seemingly simple question: Where do I start? MY RECOMMENDATIONSet aside new and unfamiliar technology and start with what you know - your process.Mapping your revenue processA solid AI strategy starts with a good understanding of your revenue process and the business outcomes you are trying to drive. At the risk of oversimplifying, you can break your revenue process down into three stages as a good starting point:Create In this stage, your team generates leads and moves them into the pipeline. The create stage is all about capturing

11 days ago

Robert WebsterClari

published in Best Practices, Learnings, Wins, & Tips

Do you know where your deals drop off, and why?

When thinking about last quarter or last month, was there a drop off in the pipeline at a certain stage? Are you left scratching around for reports or trying to understand why deals are dropping off after the discovery stage or why conversions at a certain stage are dropping? In the short video I recorded, I’ll walk you through how you can inspect your pipeline conversion stage over stage using Funnel. You can review the that dropped from each stage to understand where there are areas for improvement.

11 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

The 10 Best Sales Engagement Automation PlatformsBlog

Success in sales is a matter of quality and quantity. Personalized outreach is essential if you want to stand out from the dozens of other cold messages your prospects receive every day. But you know that most prospects won’t need your product right now. That’s why you need to reach out to hundreds of prospects each week. But you simply can’t personalize messages at that scale.That’s where sales engagement automation platforms come in. In this article, we’ll show you how these tools can accelerate the sales engagement process and help you send hundreds of high-quality emails at once. We even review the ten best sales engagement automation platforms. Table of Contents: What is sales engagement automation? What are the benefits of sales engagement automation? The 10 best sales engagement automation platforms How do you know which sales engagement automation platform is right for you? What's next?What is sales engagement automation?Sales engagement fosters a meaningful connection with pot

11 days ago

Katrina SenourClari

posted in Community Announcements

Clari Circle Digest: Dare to Discuss?

👋 Hey Digest Readers 👋We're doing a temperature check on how you're finding the Clari Circle Digest. Like it? Have some feedback for improvement? Let us know with this short 5 question survey!

12 days ago

jsmac8218New Member

posted in Introductions

Hey Everyone!

I’m Scott McDonald and I am a Global Account Director (Fancy title for a Salesman) for Arelion. A global Telecommunications carrier. I like dogs and most other animals, except cats, rates and deer (because they eat my plants) I like to sail, swim and do anything at the beach. I like to read books about the Saints and things about cars and tech. I’m new to Clari/Groove and hope it solves my lack of ability to engage prospects on a timely basis.

12 days ago

JillEaslickNew Contributor

posted in Introductions

Director, Member Engagement Technology

Jill Easlick, Director, Member Engagement Technology, Center for Internet Security. Two rescue dogs: Max and Ginger. I enjoy ‘glamping’ in our camper and visiting National Parks. I’m just getting started with Clari/Groove and am hoping to connect with other Groove users to help our organization and users better utilize the tool.

12 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Sales Enablement vs. Sales Engagement: Similarities, Differences, Tools and MoreBlog

New sales technologies mean new opportunities to help your sales team perform at their best. Sales enablement and sales engagement can help lay the foundation for high-performing reps.Many think these terms are interchangeable. However, different approaches optimize different aspects of the sales process.This guide will explain the similarities and differences between sales enablement vs. sales engagement. You’ll explore examples, strategies, recommended tools, and more.Table of content:What is sales enablement? What is sales engagement? What are the similarities between sales enablement and sales engagement? What are the differences between sales enablement and sales engagement? How do sales enablement and sales engagement work together? Why have both sales enablement and sales engagement strategies? How to effectively implement sales enablement and sales engagement strategies Sales enablement tools vs. sales engagement platforms How to know which tools are right for your business Wh

13 days ago

Holly ProcterNew Member

published in Best Practices, Learnings, Wins, & Tips

9 Keys to Success According to Top CRO

The best chief revenue officers know how to build a strong culture, hire well, and focus on simplicity in a sea of complexity as they lead their revenue operations teams. With over 500 CROs leveraging Clari, there's no shortage of top leaders to learn from. Here’s some of the top tips I’ve learned from CROs. Hire strong overseas"The further away the hire is from you physically, the stronger they need to be."Relativity Chief Sales Officer Peter KimNew market expansion is a top priority for revenue leaders, and it starts with hiring. According to a study Clari commissioned with Forrester, 51% of revenue leaders say expanding into new geographies or vertical markets is a top priority. Penetrating new markets can propel a company to new heights, so getting it right is mission critical. It all starts with hiring right.Knowledge is power — leverage all available resources“Encourage your reps to follow people’s Twitter feed. It gives you some insights into what they think about.Bloomreach CR

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13 days ago

Kurt LeafstrandClari

published in Best Practices, Learnings, Wins, & Tips

Driving Growth with Consumption Revenue ModelsBlog

Unless you've been hiding under a rock the past five years, you are very familiar with the rise of consumption revenue models if you're in SaaS or any related business. Simply put, in a consumption or usage-based model, you don't pay an up-front cost for unlimited use of a product or service. You pay only for what you use.You can think of a consumption model as analogous to a utility, like electricity. The utility is connected to a meter, through which usage levels can be measured and billed. The rise of cloud-based applications has made this kind of usage metering possible for software, giving way to a rise in consumption-based business models.Why use a consumption model?Customers often love consumption models because they only have to pay for what they use, and they can ramp their spend up and down according to their needs. This is especially beneficial for companies that leverage third party cloud solutions as part of their own products that they deliver to customers—they don't wan

13 days ago

KennaCommunity Manager

published in Community Announcements

What AI technologies or tools have you found most effective in optimizing revenue performance?

Everyone give a warm welcome to the new members who have joined us so far this month! What AI technologies or tools have you found most effective in optimizing revenue performance? Tell me about it in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Adesh Pai @hunter @Tanzeem Alam @Pablo Neves @Ken Liu @Veronica DeFelice @fffconnor @pmisiewicz @Shani Kujman @cbratsis @mikky @Deanna Gresko-Weidner @Max Gates @Stephanie Lee @Meredith Armstrong @Daniel O'Leary @sahad @Eun Goo Jeong @Anthony Schroeck @elias_reynoso @Jack Wagner @Michelle White @nivedhavenkatesh @Trevor Wagnitz @Roman Gruhn @shrayj @Marie-France DESJARDINS @Dalton Haughey @Francisco Arevalo @Marianne Hurtado @jham @Neha SINGH GAUTAM @Sarah Travaglio @Matt Shepherd @Zoe To @Rohit Agarwal @Aaron Strelinski New Members: Don’t forget to strong by posting or replying in your very first month in the community makes you eligible to be 1 of 2 winners of a $50 Amazon gift card and free Clari swag! So ju

16 days ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

How to run revenue in the age of AI

Clari hit a massive milestone this month. Clari passed $4 trillion in revenue under management. That’s how much revenue is flowing through the Clari Revenue Platform. As a point of reference, that’s more than the market cap of Google and Amazon combined. Thanks to our customers, we know more about how to run revenue than any company on earth. And with every dollar, we gain a clearer picture of the market and where revenue teams are running into roadblocks. Today, I’d like to use this eye-opening data to discuss revenue in the Age of AI.Here are 3 lessons every revenue leader can use to position themselves for future success. Let’s take a look. 1. You’re not missing targets because of low pipeline coverage Attainment is low because of revenue leaks. These breakdowns in your revenue process drain dollars every single day. And until you plug them, metrics like pipeline coverage won’t solve underlying issues. On average, you’re losing 14.9% of your annual revenue because of revenue leak. W

16 days ago

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Recently active topics

Trust: The Final Ingredient in Your AI-Enabled Revenue ProcessBlog

What are the 7 Steps in the Sales Process? A Complete GuideBlog

How to Run Revenue: 5 Unexpected Learnings from Managing $4 Trillion of RevenueBlog

Conversational AI: What Is It, Benefits, & Best PracticesBlog

AI Integration: How to Plug Revenue Leaks with Cutting-Edge TechBlog

The 10 Best Sales Engagement Automation PlatformsBlog

Sales Enablement vs. Sales Engagement: Similarities, Differences, Tools and MoreBlog

Driving Growth with Consumption Revenue ModelsBlog

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Clari customers and employees 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.

Welcome to the community

Create your account

Clari customers and employees 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.

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