Groups
Events
New Features & Ideas
Knowledge Base
Contact Support
University

Connect with the Clari Community

Log in for full access to the Clari Community.

259 Topics
240 Replies
1,026 Members

Welcome to the Clari Community

Community Categories

Community Central

Everything you need to know about the Clari Community

Talk Revenue

Best Practices, Use Cases, & Brainstorming

Clari Platform

Product Q&A

Early Access

The latest updates on the Early Access features you have signed up for.

Recently active

kstanforthClari

Senior Director, Sales Operations- Remote @Olo

Hi all, The Olo (short for online ordering) team is hiring for a Senior Director, Sales Operations and looking for someone ideally with Clari experience (so you already meet one req 😉 ) that can strategically partner with their Sales Leaders. 🎉 To apply, see their job posting here. What You'll DoLead all aspects of Sales operations including process optimization, technology stack, data integrity, and KPI analysis to build operation efficiencies and guide change management within our Sales teams Support Sales leadership through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and headcount allocation Be a Technical Champion for the Olo Sales tech stack (Salesforce, Clari, Gong, Zoominfo, LinkedIn SalesNav, plus more) and work with internal stakeholders to define a strategic roadmap, evaluate and implement new solutions, integrate to existing technologies, and help enable the global Sales organization with training and guidance

Alyssa ArroyoRamping

Configure Columns per ViewOn Roadmap

We need the ability to configure columns per view, and save the configuration with the view. For example if we are looking at Pipeline View we want to see different columns than if we are looking at Discovery Call view.

Vishnu KatkuriRamping

provision - mirror accessUnder Consideration

Hi Team,Can we please have a button called “Mirror access” while provisioning a new user? This will save a lot a time and be much productive and we will never miss on providing any additional access needed. Thanks,Vishnu Katkuri.

Ty LapinskiClari

Best Practices, Learnings, Wins, & Tips

Handling Multi-Year Deals

Does your organization sell multi-year opportunities? Maybe you are starting to think about mutli-year deals for your organization? Wherever you are in your journey around this topic, let’s discuss some considerations around the management of these deals, ownership, and how to think about forecasting.Here are a few questions to consider: How does quota retire for multi-year deals? Does quota only retire in year 1 or does it retire over the course of each year? Do users need to forecast each year of the multi-year deal or just year 1? If they have to forecast out-years, there should be a consideration for if a user leaves the organization and how those opportunities will be handled. How will these mult-year deals be tracked in Salesforce? Are they tracked by individual opportunities (one created for each year) or is there a separate object used (subscription, schedule, product line, etc.)? All of the above considerations are important to consider so your organization can setup Sales

Paul MoranNew Member

Buttons to Star All or Unstar AllUnder Consideration

After “staring” a number of opportunities, it is painful to go back and “unstar” them to start over with a new pick of opportunities. It would be greate to have a button to mass star or unstar opportunities. It could go in the same box as Column Options of Starred Total and Unstarred Total.

Shay SehayekNew Member

Decoupling the quota and attainment fieldsUnder Consideration

Hey,Clari currently hold limitations which do not allow decoupling of Quota and Attainment fields.Working in Check Point, and being the owner to provide good enough GUI to our ~2,500 Sales reps, this limitation is problematic.We have ~25 columns used in Clari, out of which ~7 are Quota type.Therefor, we are forced to submit ~7 columns is a location which we are not finding as ideal.I will ask you to work on a solution to overcome this problem as the real-estate which is called Clari columns under Forecast module is very expensive.Thanks,Shay

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

krystiwalkerClari

How Accurate is your Team Forecasting?New

Curious to see how well your team is forecasting week over week in any given quarter? Curious to see how it compares to the Clari AI? Take a look at Clari Pulse and use the Grid Mode. (it looks like this)On the right hand side of your screen In grid mode, you can look at the week to numbers. Here is where you can start to find nuggets of information; is the Manager’s call closer than the Team’s call? Is the AI more accurate than your team? From here, you can dig into forecast categories (or stages) and make sure your team is following your forecasting cadence. If you find inconsistency or have questions, let your CSM know. Your account team would be happy to take a look and close those forecasting gaps.

Vinay SrinivasClari

Best Practices, Learnings, Wins, & Tips

How to collaborate better with Wingman

When it comes to working with and supporting customers, collaboration becomes an integral part of our day to day. The beauty in collaboration lies in the context or inputs you are able to share with each other. With Wingman, you have a conversation hub that you can leverage to share all the context you need using the voice of the customer so that you are able to collaborate better. Let’s see how you can become a star collaborator with Wingman: External collaboration with the customer Internal collaboration amongst your teams 1. External collaboration:Trim down recordings and share snippets with customers: Wingman helps you make the context sharing process all the more powerful by enabling you to select and only trim the relevant portions of your meeting. This would then generate a guest shareable link that a customer can access. It is a simple 3 step process.A step by step guide on how to trim a portion of a call 2. Internal collaboration: Using the comment option ( @ to tag or ! p

Vishnu KatkuriRamping

Automated templates for quota uploadsNew

Hi Team, Could you please come up with a tool where we can just give the user name/id, quota and quota name and it allow us to download the .csv file of the month/quarter/year templates? I’m sure this would be possible, a simple automation will save lot of men work at org’s. We are spending too much time and efforts to build the manual templates. Thanks,Vishnu Katkuri.

Events Calendar

Community experts

Show full leaderboard

Show full leaderboard

Badge winners

Ty Lapinskihas earned the badge Product expert
nkelly628has earned the badge Field Config Certified
Alyssa Arroyohas earned the badge Innovator

Show all badges

Powered by inSided

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Login with SSO

Login with Token

Login to the community

Login with SSO

Login with Token

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK