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Would love to have the ability to apply some more controls on saved views. Whether this be limiting the capability to save to only certain User Types (preferred), or perhaps allowing for saved view organization (i.e. folders - similar to SFDC reporting - where for ex: Leadership and Ops Approved views can be stored for use, and any others created/saved are to be used at their own discretion.)We have found that with all users able to create/use their own, the views they save are often problematic because they’ve not understood the difference between modes/which objects are being queried/filters needed to return accurate results, etc. Any controls we can put on this could result in less confusion and help drive accuracy! :) Thanks for the consideration!
When developing a consistent revenue process, many organizations have a lot of data and complexities that can cause misalignment between sales leaders and sellers. With so much data available and the need to run complex deal cycles and forecasts, it becomes tempting to try to provide visibility for every situation in one view. Balancing Output vs. InputWhen we begin implementations with customers, there is always a balance between operational views, analysis needs, and ease of use for sellers, managers, and leaders.Your revenue teams need to view, be confident in their forecast, and simplify their input, while your operations teams need to pull various reports. I often refer to this careful balancing act as “output versus input” or delivering the key output needed in an organization’s revenue process but not at the expense of the user experience.Think About End-User ExperienceOf course, there is always the temptation to add as many columns and data points as possible, but in the end, w
In today’s economic environment, sales teams are asked to be highly efficient. In recent conversations with clients, there has been an intense focus on being more efficient. Specifically, how do sales managers and reps focus on the right deals and spend their time most effectively. Here are three areas in Clari to help your reps and managers stay focused and efficient: Deal Prioritization widget- In Dashboards, you can use the Deal Prioritization Widget to compare deal size vs CRM score. Using this tool, your reps can see which deal they should be spending their time on. Deals in the upper right are the deals that have the highest value with the highest likelihood of closing. This is the sweet spot. In Account Engagement - You can use Account Engagement to sort by Accounts that have current open opportunities. Evaluate which accounts (Show Activity by Account) have the most activity and verify they have current open opportunities. Verify all Priority 1 or Tier 1 Accounts with open op
Dashboards are one of my favorite modules in Clari because it acts like a Swiss army knife 🇨🇭🗡 and brings in insights from Clari’s other modules. Here’s a tip below on Top Deals Widgets.Top Deals Widget 💡Did you know that you can show activity over the past 7-30 days for your top deals widgets? All you have to do is click on the 3 dots in the upper right hand corner and select ‘Show Activity’. Not only will this show you activity summary, but you can check to see if a next meeting is scheduled from a birds eye view. Bonus: KPI Widget 💎What’s better than one dashboard tip? Two dashboards tips! That’s right, because knowledge is power. When you create a KPI Widget, I recommend using the right arrow to show not only the Total Amount, but the number of Deals and Average Deal size as well.What catches a lot of people by surprise is that you can actually click any area within the dotted boxes to change the fields shown within the KPI Widget. For instance, you can change Average Deal Siz
Many businesses make structural changes to their CRM toward the end of their Fiscal Year. While it is a best practice to review and update your CRM to match your revenue process, there are a few updates that you should let the Clari Support Team know about as they will affect your Clari instance. Salesforce Changes That Affect Clari: Changes to your Role Hierarchy and/or Territory Hierarchy Changes to your Stages Changes to your Forecast Categories Updating your History Tracked Fields in SFDC Making Changes to any Previously Closed Opportunities Updating your Validation Rules Adding/Deleting/Renaming or Changing Significant Properties of Fields Changing your primary Amount field(s) Changing your Date fields Consolidating/Building new Salesforce Instances Changes to Dependent Fields Changes to Field Visibility Fiscal Year Changes Enabling Multicurrency Changes to Product Lines Changes to your Deal Splits Deleting deals from Salesforce Before you make
Want to give an overview on navigation around Clari analytics and definitions used in those modules? Here are some quick reads that give you the lowdown, you / your colleagues need: 🏃🏾 Pulse Overview: https://claricommunity.force.com/customer/s/article/Pulse-Overview📈 Trend Overview: https://claricommunity.force.com/customer/s/article/Trend-Overview⛲ Waterfall Overview: https://claricommunity.force.com/customer/s/article/Trend-Overview🚿 Flow Overview: https://claricommunity.force.com/customer/s/article/Flow-Overview🎅🏾 Funnel Overview: https://claricommunity.force.com/customer/s/article/Funnel-Overview Have a favourite Clari analytics module? Let us know which one and why….
Is your CFO looking at Clari as you prepare for this fiscal year? Clari gives CFOs specific insight to give your top level executives the information they need to build the path to a successful year.Hear from Karen Walker, CFO at Sysdig, who is back with an expanded testimonial on how Clari helps Finance optimize resources and capital allocation, and minimize revenue leak."Clari is a very intuitive, easy to use tool. It can provide a single source of truth, looking at your pipeline and deal review has a number of useful analytics. It's easy for sales reps to adopt, and it's a tool that I rely on every day."Watch The Video
It's the beginning of a new financial year for many of us. It's an apt time for reflection on what went well last fiscal year, but it also may be the time to discuss this year’s quotas in earnest. How can Clari’s Revenue Platform help you identify what you want to repeat and give you enough information to set realistic and achievable quotas? Let's look at what went well to start. Review Win RatesReview win rates across your previous financial year using Clari’s Funnel analytics. Once you have figured out your overall win rate, you might want to investigate further and perhaps slice the data by certain factors like industry segments or regions. Adjust your scope to look at individual or team performance. Investigating your win rates by lead source may also provide you with valuable insights. Some of our customers have a product mode enabled for Funnel too, which enables them to draw conclusions as to which product line has been more successful in the last year. Finding Your Top Lead So
Allow creation of simply calculations on Forecast / Opportunities / Dashboard.
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