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977 Topics
920 Replies
3,288 Members

Welcome to the Clari Circle

New Sales Users

New Community Members

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Copilot Hub

Win every revenue moment with Clari Copilot.

Align Hub

Collaborate and close with Clari Align

Groove Hub

Sales engagement, reimagined

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Unanswered Questions

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Claire WrightNew Member

Introductions

Hey from the UK!!

Hi everyone, I’m Claire … I work at Sphera Solutions as a Sales Enablement Trainer I have 2 dogs, Leo & Ruby. Leo is an 8 year old Lhasa Apso & Ruby is a 2 year old (her birthday is on Thursday!) Shih Tzu I’m very boring and dont really have any exciting hobbies other than spending time with my little family and making memories Clari has recently been introduced to Sphera and as a trainer, it has been a great help to have a weekly cadence. Although I have been unable to attend all sessions, my team have been in attendance along with the leaders of reps that are using Clari x Groove.

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13 minutes ago

KennaCommunity Manager

Community Announcements

Welcome to our new members as of September (and September Prize Winners)

Over 100 of you joined our community last month! Welcome! We’re so glad to have you, @MarcoC @Amritha S @Jw9639 @Craig Twaddle @Rajesh Narayanaswamy @Gwyn Benton @Katherine Brown @dhopeman @MadiGibson @Jonathan Boston @roeia @Geoff Blair @Daniel Beck @amills @Daniel Hakmon @Sravya Pulijala @Jeremy Zablotsky @annakatdode @Thomas Lynam @Taylor Stoddard @Benjamin LeBlanc @Brendan McGrail @Rebecca Hill @Bryan Tatro @Claire Wright @Judith ZINNER @Bryan Naas @Christopher Williams @George Sacco @JCorrales @Aidan Murphy @Sam Aubin @Robert Russell @Katrin RABE @Adam Landry @Megan O'Connor @Albert Lai @Christopher Hughes @Jake Wright @Harumi @teneas @Deekshith V K @Jeff Willis @Chris Kreiss @Saul Cabanas @Sspopp503 @Juan Miguel Mendoza @Gabie Caballero @kcrandolph @Brian Cipollone @Carmen Wong @Hussnain ali @Min Zhao @Manuel.Passanha @Brandon Rawnsley @Yash Agrawal @Andrea0673 @Angusday1 @Elizabeth Chase @Rob Jennings @Brian Cox @marieta @Annie Maass @Lindsay Schoenfeld @Scott Wright @Arthur Ley

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13 hours ago

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kyle.ratliffEngaged Member

General Q&A

Server 500 Error when creating extract on Forecast API

Here is the issue I am dealing with.I am using a tool called SnapLogic to create an extract on the Forecast API. I have been able to use Postman to create these details and then fetch the data from said extract once it is completed. I am also able to fetch these details from SnapLogic using a REST GET snap.However, instead of completing the extract when started from SnapLogic, I receive the following error messages (I have truncated most of the details out of this message):"error":"REST API service endpoint returned error result: status code = 500, reason phrase = Internal Server Error""error_entity":"{"code":"SWW","namespace":"clari-common","errorId":"1e280d001cde5a56b3ff7a8227635b9f","message":"Something went wrong","userId":"117494","orgId":"1338"}"I wasn’t able to find any posts related to this error ID in Clari. Is there someone from support that could give some more clarity on this issue?Here is the basic structure of the REST POST:https://api.clari.com/v4/export/forecast/{foreca

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4 days ago

KennaCommunity Manager

Best Practices, Learnings, Wins, & Tips

Guide to Salesforce Role Hierarchy

What is the Role Hierarchy? The Salesforce Role Hierarchy allows you to define and manage data visibility and access for users within your organization. Based on their role, you can control who can view or edit certain records, such as accounts, leads, opportunities, and other objects. What are the Benefits of Setting Up the Role Hierarchy? Access Control: A role hierarchy allows your company to control access to data and functionality within Salesforce. You can grant each role specific permissions, which cascade down to the users in the roles beneath it. You can ensure that individuals can only access authorized data and perform authorized actions. Reporting: The role hierarchy also allows you to report based on roles. You can see how many opportunities, leads, or cases each role in the hierarchy is working. This information can help management make informed decisions about resource allocation and identify areas for improvement. Sales Management: Sales teams can use the role hierarchy

Alex LoweNew Contributor

General Q&A

Allow Different Forecasting Schedules

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. It would be useful to be able to have Clari reflect the different due dates for forecasts. For example:Rep Profile - Due FridayManager - Due MondayVP - Due TuesdayCRO - Due Wednesday

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10 days ago

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Jimmy MarinoNew Member

Best Practices, Learnings, Wins, & Tips

Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up. Can anybody help?

3

12 days ago

Rohit AgarwalClari

Best Practices, Learnings, Wins, & Tips

Deep dive into the Copilot Mobile App

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

3

13 days ago

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.

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25 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

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25 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!

30911

27 days ago

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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

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