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Salesloft + Clari Merger: Customer Frequently Asked Questions

2 months ago

1,239 Topics
1,196 Replies
4,960 Members

Welcome to the Clari Circle

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Welcome to Clari Circle

We’re thrilled to welcome you to the Clari Circle. The Clari Circle consists of the community, knowledge base, university, and technical support resou

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Unanswered Questions

Tara YauchRegular Contributor

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Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my

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5 hours ago

ashubelClari

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1 day ago

ashubelClari

Clari & Salesloft Integration

Welcome to the Beta: Clari & Salesloft Integration

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Maiya VannNew Contributor

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Renewal Dashboard Field Configuration

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or

mgerbickNew Member

Copilot and Gainsight integration challenges due to license types

Hi everyone! We recently launch Copilot and as part of that, we turned on the integration to Gainsight. The challenge we are having is that Copilot will only update Gainsight when at least one internal attendee on the recorded call in Copilot has eit

221

8 days ago

TamimAzizNew Contributor

Product Q&A

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

424

9 days ago

Samuel LeeClari

Best Practices, Learnings, Wins, & Tips

How to update filters on Clari Studios for Forecasting Config

Say that you’re looking to make some changes and edits for your Clari Forecasting Tab. It all seems like it would be a straightforward task…until you see this: You could be thinking: “What is this? I’m not a coder! 💀” Well, here’s some good news fo

250

12 days ago

ashubelClari

Clari & Salesloft Integration

Video: See what's coming

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itadminNew Member

Delete audio from Clari Copilot

How do we delete a conversation / audio file

351

15 days ago

Tara YauchRegular Contributor

Questions to Ask Clari

Copilot - Analysts Usage Reporting

Hello -I have anaylst using Copilot and since they are not recording users, there is not a great way to track usage and frequency of them reviewing calls and gametapes. Is there a way to report on this?From PMM SVP: I'd like to establish a KPI for my

62

5 hours ago

ashubelClari

Clari & Salesloft Integration

How to: Use the Clari & Salesloft Integration

Welcome to the Beta!Here’s what you’ll need to get started using Salesloft with ClariMake sure you have the latest Salesloft extension installed Go to relationship insights: Try it in Opportunities Try it in Accounts Try it in Forecast Expanded Vi

952

W

1 day ago

ashubelClari

Clari & Salesloft Integration

Welcome to the Beta: Clari & Salesloft Integration

We are excited to invite you to become a beta tester of our first set of integrations as we work to become a single Predictive Revenue System! You’ll be the first to have access to Salesloft actions and email generation integrated directly into exist

Maiya VannNew Contributor

Product Q&A

Renewal Dashboard Field Configuration

I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or

30

M

6 days ago

TamimAzizNew Contributor

Product Q&A

Adding more Source Objects to Field Config

Will you support the ability to add other Salesforce objects to the Source Object dropdown within Clari Core Field Config? We need to access the Contract Shell that is part of the ServiceContract object so we can gather insights from that object. T

424

9 days ago

Samuel LeeClari

Best Practices, Learnings, Wins, & Tips

How to update filters on Clari Studios for Forecasting Config

Say that you’re looking to make some changes and edits for your Clari Forecasting Tab. It all seems like it would be a straightforward task…until you see this: You could be thinking: “What is this? I’m not a coder! 💀” Well, here’s some good news fo

itadminNew Member

Delete audio from Clari Copilot

How do we delete a conversation / audio file

351

15 days ago

L

Lionel HarrisonNew Member

Questions to Ask Clari

Conditional formatting

We have a field that shows the Status of the opportunity based on how long it has been in any particular stage. the possible results are On Track, Nearing Delay or Stalled. I wanted to know if it is possible to have conditional formatting so that the

651

1 month ago

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Janica BillsNew Member

Product Q&A

Ability to enter dynamic goals on historical trend line dashboard widget for different leaders

Wondering if it would be possible to show a dynamic target for the goals on the historical trend line widget in Clari. Thanks,JanicaSilverfort

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1 month ago

Tara YauchRegular Contributor

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Copilot Insights with Groove Dialer Calls

Hello - I was told calls needed to be 5 minutes at least to get insights from Copilot on the Groove Dialer Calls. I am seeing calls in our instance that are longer than 5 and still have no insights or summary from Copilot. Is this a bug or do calls m

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1 month ago