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970 Topics
906 Replies
3,231 Members

Welcome to the Clari Circle

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Win every revenue moment with Clari Copilot.

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Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

Recent Posts
Unanswered Questions

Gabie CaballeroNew Member

Introductions

Hello

Gabie Caballero, Lead Salesforce Enablement Program Manager, UKG None unless you count the sugar ants that keep appearing in my kitchen! Swimming We are new to Clari so I don’t really have an answer for this yet.

1

6 days ago

Michelle VuClari

Best Practices, Learnings, Wins, & Tips

Net Retention & Churn Forecasting in Clari

Hi Everyone!My name is Michelle and I manage one of our Solution Consulting Teams in the Professional Services Department. If you’re looking to learn some best practices as it relates to Net Retention & Churn, please review this in-depth video & deck (attached below) as you’re thinking about bringing that process into Clari! We go over the following: Why is forecasting/tracking renewals is important? Net Retention SFDC & Forecasting Set up Best practices for Calculations Churn SFDC & Forecasting Set up Key Considerations & Next StepsIn regards to requirements gathering, here are the Key Questions we will ask you:Who owns and is responsible for forecasting renewals, churns, and upsells? Attribution to the correct teams: If sales/AM team owns upsells and not CS, how can we attribute upsells to CS team members to get to NRR and GRR? Understanding opportunity set up: If expansions/upsells are in renewals, are they attached to the renewal opportunity or created as sepa

26

6 days ago

KennaCommunity Manager

Introductions

Introduce yourself!

Hey everyone! Welcome! We are so thrilled to have you here and would love to learn more about you. Please take a minute to share the following details about you in Introductions: Your Name, Title, Company If you have any pets Favorite activity that you like to do outside of your day-to-day role What Clari has helped you accomplish AND/OR what you wish you knew more of with Clari How do I share my intro?Copy the above information to start In the top right corner, press + Ask a Question Choose Conversation and share your intro in the Introductions category Once you’ve shared, go explore and share some insights or ask questions. Looking forward to seeing you in the community!

30411

8 days ago

Peggy Sue MarlinNew Contributor

General Q&A

Feedback directly from Clari U courses

I’m just getting started with Clari University. As I work through the online courses, it would be nice to have a quick way to provide feedback about a specific lesson. For example, there’s an abbreviation I didn’t recognize in one lesson, or the audio doesn’t play in one of the Try It videos. I guess I could come to the community and post an Idea like this, but it would be easier if there were a quick feedback button right inside the course itself.

9

8 days ago

J

Jw9639New Contributor

General Q&A

How to batch download all User Quotas for the year

Hi there,This is a follow up from How to download all User Quotas for the year. Ive made a separate post as its been some time since the above was active I wanted to check to see if its possible to batch call more than 1 quarter for the API call below in the response body at once:/export/forecast/{forecastId} { "timePeriod": "2020_Q3", "typesToExport": [ "forecast", "forecast_updated" ], "scopeId": "1905::MGR", "currency": "USD", "schedule": "NONE", "includeHistorical": false, "exportFormat": "CSV"}Where timePeriod would take an array like "timePeriod": ["2024_Q1", "2024_Q2", "2024_Q3", "2024_Q4"]This is due to our current setup hitting the ‘export_monthly_quota_reached’.Thanks for your help.

1

14 days ago

KennaCommunity Manager

Community Announcements

August Prize Winners

🎶 August slipped away into a moment in time 🎶 To those of you who joined us in August, welcome to the community! 👋👋👋 @Gene @Martin-Spanik @Bobby Buit @Marco Da Silva @Mark O'Leary @Antonio Fontaina @Pavan Kumar S @Michael Mottola @Carson Messer @LeeAnn Castro @Imani Walton @Kristen Loomis @Emily Elkins @Kentaro Saito @datavizard @nadimtouma @Drew Thornton @Molly Himeno @c.rodriguez @Johanna Groten @Nicki Saunders @Bryce Pietrowiak @Andrew Lefebvre @saumyagupta @David Lesher @podonnell @Daisha Duke @Michael Sutherland @Erin House @George Sadler @Ryan Larson @Maria McNamara @Tanmaya Hobbs @Tsuyoshi Suzuki @Aaliyah Griffin @zephyrus @Troy Ward @Harrison Hooper @Prachi Patel @christopher.striebig @Erin Cole @Marcus Serrano @carlosrosado @Danielle Rutschilling @LauraGSATX @btevans18 @adityar98 @Elliott Glenn @carisa.kanehailua @Jessica Sifuentes @Linda Ngo @Paul Poulsen @Hiroyuki Kosako @Olivia Walsh @Maya Connet @jstevens @Gavin Pilfold @Elyse Fox @Moshe Galili @Stacy Gable @Rich Boo

0

15 days ago

I

integrationsNew Member

General Q&A

Clari User API

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

2

15 days ago

Prerna SinghClari

Best Practices, Learnings, Wins, & Tips

Beyond the Basics: Overlooked Copilot Features Every Rep Should Discover

Disclaimer : This one is exclusively for our reps and it's going to be worth its while. Copilot has been joining your calls and recording them but is that the only use-case? And the answer is “No, there’s lot more” so let’s look into those : Bookmarking -> If you are still using a notebook to document the key moments which you might refer back after the call then its about time you hear about the Bookmarking functionality of the much-talked-about Copilot Desktop app.How to add bookmarks over your call ? Here’s how : 1. Ensure that you are signed in to the desktop app before your meeting starts. 2. To add a bookmark in an ongoing call, simply click the big blue bookmark on the left. Pro-tips : You can create personalised categories for bookmarking in Personal settings. You can create your own categories from here. You will also have the ability to comment and share bookmarked moments in one click. Ever wanted to add a bookmark to refer back post the call? Now you can do that t

3

19 days ago

alexClari

Align

Align Kickoff in a Box! 🎉

Looking to implement Align for your Sales or Customer Success teams at a self-served pace?Check out the Align Kickoff in a Box! All the resources that you need to drive change internally and get Leaders and Reps ready to start using collaborative workspaces with their customers. Start by downloading your Kickoff in a Box today and go-live faster!

1

19 days ago

Peggy Sue MarlinNew Contributor

Introductions

Hi from a System Admin in the Chicago burbs!

Peggy Sue Marlin, Sales Tech Automation Lead, Alight Solutions No pets but I like watching birds and other wildlife Playing golf, and doing logic and word puzzles I’m a systems/data/IT person, so I’m comfortable with the system side of being an admin. Now I’m looking to understand how users will use Clari day to day, and what’s important to them.I was happy to learn about this community, and I’m glad to be here!

1

22 days ago

Scott K WilderExpert Contributor

General Q&A

Want to be in movies?

We are working on a course focused on Revenue Cadence and are looking for a few Revenue Runners (people like you) to be in a short video about how Managers handle 1-on-1s with their Reps. Videos will include such topics as:Prospecting and Strategic Account Penetration In-Flight deal review Committed Deal reviewIf you are interested in maybe becoming a Run Revenue movie star, let me know below.

0

8 months ago

B

Barbara ThomasNew Member

General Q&A

Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

1

9 months ago

Scott K WilderExpert Contributor

General Q&A

Upcoming Conferences?

We are looking at updating some of our Clari Admin resources. If you have a few minutes, let us know how you are learning and fine-tuning your admin skills. What resources do you use? If you are a DIYer, tell us about that. Thanks.

0

9 months ago

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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.

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