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Improving CRM Hygiene & Deal Visibility using Copilot's Smart CRM Suggestions

Note: This guide provides an overview of Smart CRM Suggestions and how it helps maintain accurate CRM data. For detailed setup and configuration instructions, please refer to our complete configuration guide. Say Goodbye to Manual CRM Updates 👋🏻Let's face it – keeping your CRM data accurate and up-to-date is essential but often tedious. Smart CRM Suggestions changes that by automatically capturing key deal information from your sales conversations and making CRM updates quick and painless. Why You'll Love Smart CRM Suggestions ❤ ✅ Maintain Better CRM HygieneKeep your CRM data clean, complete, and up-to-date without the manual effort. Smart CRM Suggestions ensures critical fields are populated with accurate information from actual conversations.✅ Gain Complete Deal VisibilityAI helps identify key details like decision criteria, economic buyers, and next steps – ensuring nothing falls through the cracks and giving you comprehensive deal insights.✅ Enhance Your Deal ReviewsWalk into dea

2 days ago

Vinay SrinivasClari

Best Practices, Learnings, Wins, & Tips

Clari Copilot’s Battlecards: Creation, Best Practices, and Configurations

Battlecards are one of the most powerful tools in your Clari Copilot arsenal, giving sales reps the right information at the right moment during customer conversations. This comprehensive guide covers everything from traditional Battlecards to Smart Battlecards (powered by RevAI), along with configuration options and best practices.What are Battlecards?Battlecards are quick-reference resources that provide key talking points, competitive insights, and messaging guidance for sales conversations. They help reps stay on message and address customer concerns or objections effectively during calls. Types of Battlecards in Clari Copilot 1. Traditional BattlecardsManually created cards with custom content organized by your team.2. Smart Battlecards (Powered by RevAI)AI-generated cards that automatically analyze and synthesize information from long-form content into concise, actionable talking points—with zero manual data entry. Smart Battlecards: The AI AdvantageSmart Battlecards transform co

3 days ago

Vinay SrinivasClari

Best Practices, Learnings, Wins, & Tips

Understanding Tags in Copilot: A Complete Guide to Call Tags and Gametape Tags

Tags are a powerful organizational feature in Copilot that help you categorize, filter, and quickly find the content you need. In this guide, we'll explore the two types of tags available in Copilot—Call Tags and Gametape Tags—and how you can leverage them to enhance your workflow.Call Tags: Organize Your Individual CallsWhat are Call Tags?Call tags are labels that can be added to individual calls, allowing you to easily filter and categorize them based on call type, content, or any custom classification that matters to your team.Automatic Tag DetectionCopilot works smart for you by automatically applying certain tags based on:Participant Information: External: Applied when at least one participant is from outside your organization Internal: Applied when all participants are from within your organization Keyword Detection in Call Titles: Copilot analyzes call titles for specific keywords and automatically applies relevant tags. Current keywords include: Meeting Type Tags

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3 days ago

Vinay SrinivasClari

Best Practices, Learnings, Wins, & Tips

A customer's guide to topic creation in Clari Copilot

Copilot's ability to track topics in customer conversations is a powerful tool for gaining insights and improving sales strategies. Topics are keywords or phrases that Copilot identifies within call transcripts, allowing you to tag calls, filter them, and analyze trends. There are three types of topics in Copilot, each serving a slightly different purpose:Default Topics: Copilot comes with a set of pre-programmed topics that cover common sales concepts like "Agenda Setting," "Customer Goals," and "Blockers." Keyword Topics: These are custom topics created by admins who manually add specific words or phrases they want Copilot to track. Smart Topics: Leveraging AI, Smart Topics provide more contextually accurate tagging, reducing noise and improving the precision of your topic tracking. For a detailed guide on effectively using Smart Topics, please refer to this article: Unlocking Insights with Copilot's Smart Topic Workflow This guide will focus on how to strategically create topi

150

6 days ago

Eva LeeClari

Community Announcements

3 powerful Clari integrations to check out

Access the three newest and most innovative integrations on Clari’s integration hub.Crossbeam—Surface the Crossbeam Partner landscape to sellers and account managers to increase ACV, Win Rates and New Revenue Retention. Unlock partner ecosystem data in the account grid by connecting Crossbeam to your CRM.Gainsight—Level up your retention and expansion strategy. By connecting Gainsight to your CRM, you can see customer success and account health data in the activity detail pane and optionally, the opportunity and account grid.Momentum—Bring Clari insights directly to your team in Slack by leveraging a flexible Momentum recipe. Push alerts and notifications real-time or on a schedule. When your opportunities undergo a meaningful change, receive a Slack notification with the resulting CRM Score.

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8 days ago

KennaCommunity Manager

Best Practices, Learnings, Wins, & Tips

📣 Drive Better Engagement with Accounts & Team Insights

Watch how Jason Plank, GVP of Mid-Market Revenue, uses Clari’s Accounts module to inspect rep performance and deepen engagement insights. In this session, Jason walks through how to identify top performers and coaching opportunities using activity stack rankings, filter for key accounts, and leverage the new sub-object capabilities to understand how time and effort are being spent—especially useful during QBRs! With recent updates, you can now bring in related data like opportunities and usage metrics to uncover churn risk or upsell potential directly from the Accounts grid. Take 4 minutes to see how these tools can help your team prioritize smarter, engage deeper, and win more. 📖 Learn more about the Accounts module

181

10 days ago

Kerry HartleyNew Member

General Q&A

Looking to onboard a new AE but AE still has no access.

Hi ,I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

10 days ago

Michelle CampanellaNew Member

APAC

Local Dialer For China in Groove

What are you doing to get local numbers for dialers in China? Is there a workaround?

13 days ago

KennaCommunity Manager

Community Announcements

Welcome to Our Blooming Community, New Members 🌷 (prize winners inside)

To the 170+ of you who joined our community last month, WELCOME: @Navin Madhavan @Tonya Barnes @Roisin Corrigan @Ivan Avramović @Andy Carlson @bernarda.miranda @Gino Ciarroni @Alex Crisman @Joe Martin @Matt Jacobson @jbreeden @michael_ricci @Bart Richards @jenleyba @Somer Hilo @Jason Lee @Justin Brown @Tracy Moffatt @Ramadevi Maggesh @Florian Lenz @Belen Conteri @Fèlix Gubert Sardà @thiagotho @Pariksheet Devulapalli @Ankit Ghai @Greg Hauenstein @tackerman @Juliana @Veronika Mišunová @Casey Youso @Minda Smith @Steve Carollo @Andy House @Alexis Alex @Jerad Lally @Emerson Hughes @James Kenler @Rishi Amar @Bertrand Michel @Raghav Arora @Felix Bergauer @chris.rodgers @Catherine Bennett @Anders Nørregaard @Chad Ray @Drew MacGloan @lauraells @Brian McCrary @jrosenberg @Kirk Fulton @Bastiaan @Ajitkumar Singarigowda @Alvaro Fernandez @Amr Alashaal @Jin Yeom @Aaron Moore @Maaz Azhar @Dustin Boyd @Kenneth Tiemroth @Mark Landwer @John Ko

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15 days ago

Mya HenkNew Contributor

Introductions

Introduction

Mya Henk, Senior Manager, RevOps Systems, Exiger one pup (5.5 yrs old) Alice - she’s a Sheprador (German shepard/labrador mix) Favorite activity that you like to do outside of your day-to-day role: hmmm Alice and I like to go for runs! What Clari has helped you accomplish AND/OR what you wish you knew more of with Clari: Clari took over forecasting, Groove took over Sales Engagement and CoPlit is going to enhance our video calls. We are still in implementation but excited for all the things Clari!

17 days ago

Kerry HartleyNew Member

General Q&A

Looking to onboard a new AE but AE still has no access.

Hi ,I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

10 days ago

Michelle CampanellaNew Member

APAC

Local Dialer For China in Groove

What are you doing to get local numbers for dialers in China? Is there a workaround?

13 days ago

Vaishnavi KhedkarNew Contributor

General Q&A

Feature Request – Filter for Starred Deals in Custom Views

Hi Clari Support Team, I would like to raise a feature request regarding the Starred Deals functionality in Clari. Currently, users can view their starred deals using the "Starred Opportunities" view. However, there is no option to filter for starred deals.We’ve received this request from one of the users from our FLMs that having the ability to filter specifically on starred deals would significantly improve their workflow. This would allow them to quickly focus on high priority deals they’ve marked and monitor associated metrics like ACV, progress updates, and next steps more efficiently.For example, an FLM might star ten key deals (visible under Starred Opportunities) and would like to view only two of those by using filters. Can we have filters in the Starred Opportunities screens. Could this capability be considered for a feature release? Thank you for your support,Vaishnavi Khedkar

221

24 days ago

seanfNew Member

General Q&A

Locked out, need help

Unable to log in to my account as okta locked me out after 6 attempts, unable to access support portal. I have a paid account, can someone from support help me?

141

25 days ago

PB2025New Member

General Q&A

Adding a timestamp to a link for a Copilot recording

How do I add a timestamp to link to specific time in Copilot call recording?For example, if my call recording link is https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX, but I want to link a user to 3 minutes into the call, can I add something to the end of the URL to bring them directly to that point in the call? Can I add ?t=180s or something similar to bring users directly to that point on the call?(e.g., https://copilot.clari.com/call/9e5510e6-d6e1-4bd9-a62e-c2XXXXXXX?t=180s) If not, what is the format of the timestamp in the url for Clari Copilot?

291

1 month ago

JulianaNew Member

General Q&A

Clari Admin Certification

Hi, could you please provide access to the Clari Admin Certification?

151

1 month ago

Benjamin MichaelNew Contributor

General Q&A

Order of Picklist Values on Dashboard Widget Not Aligned to Picklist Order From CRM

We have a variety of widgets on dashboards that are grouping by a custom “Forecast” picklist field that is on all opportunities. This has five value options. They are configured in our CRM in this order:5-Raw 4-Best Case 3-Most Likely 2-Commit 1-WonNote that “1-Won” is not user-selectable but rather managed by the system and updated if/when the opportunity goes closed won.When we make a bar chart and add that to a dashboard, the appearance of the groupings by the above picklists do not appear in that order left-to-right within the bar. This is creating confusion with our users who would expect them to be sequential either left-to-right or right-to-left. Instead, they see them in a seemingly random order.

211

1 month ago

Charlotte_ZodaNew Contributor

Best Practices, Learnings, Wins, & Tips

How can I create an auto email based on scheduled event?

Hi there! With meetings booked with the Groove scheduler, I’d like to send out an auto-email a day or so before the scheduled event. How can I best build that out?

231

1 month ago

michael_ricciNew Member

Getting Started in the Community

Pull AI Forecast from API

Is there a way to pull the Clari AI forecast for a quarter using the API?I am successfully pulling forecast reports now but I do not have values for the AI prediction. Many thanks,Michael

131

1 month ago

nikita.gandhiNew Contributor

General Q&A

Certifcation Exam registration

How to register for Admin exam & how to understand pricing structure & not able to locate the information.

443

1 month 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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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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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.

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.