Office Hours with Clari experts (featuring CRM Score)

(Thu, 1 Aug, 4:00 pm)

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Unanswered Questions

Scott K WilderClari

Summer Cadence Q3 Cohort

Why is your Accounts module look different.

Hi there. Thank you for letting me watch and learn today. During the discussion the question came up about why someone’s Accounts module might be different. Here’s your answer.The main difference would just be the Scope you see, meaning each user is going to see accounts and fields according to their Salesforce Hierarchy permissions (so you wouldn’t be able to see a level above themselves in the hierarchy).

KennaCommunity Manager

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!

Barinda ZarnNew Member

Starred Opportunities - reached limit

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ

Scott K WilderClari

Community Announcements

Exciting Update: Revamped Clari Support Website Launching on 7/26/2024!

The new Support SiteWe’re thrilled to announce that our Clari Support website is getting a fresh makeover! On July 26th, we are updating the site.Here’s what you can expect from the new and improved site:A Fresh New Look: Every page has been redesigned for a more engaging and modern experience. Enhanced Search Functionality: Discover not just Knowledge Base articles but a wealth of content across the entire Clari Ecosystem with our powerful new search engine! Streamlined Case Submission: Enjoy a cleaner and more intuitive case submission page that makes getting support easier than ever. Real-Time System Status: Keep an eye on our service status with a new icon in the navigation bar! During outages, you’ll receive a handy pop-up notification with details and a link to our status page. Upgraded Clari Bot: Interact with a new version of the Clari Bot for even smarter assistance.For Designated Support Contacts:Upgraded Case Form: When submitting cases, our new search engine will show you r

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Week 3: Where do our deals drop off?

Exercise: From Clari Analytics, navigate to --> FunnelFind Stage Conversion Q3 Opportunity Analysis for each Segment by 2+ categories Share takeaway(s) in groupWatch the video walk through from Mr. Coleman here. Don’t have access to Funnel in your Clari instance? Let us know in the comments so we can help get that turned on for you. As always, share your questions and takeaways as you complete this exercise in the comments below!

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Week 4- Are we engaging with our top accounts?

Exercise: Review activity by Account int the Accounts module in Clari. Watch video walk through from Clari here. Looking at all your accounts over the past 90 days, which are most engaged? Are these the accounts you would expect based on ACV, significance to hitting target, etc? Do you see any trends across account engagement in priority, deal amount, stage, number of meetings and emails exchanged? Share your takeaways below!

Scott K WilderClari

Best Practices, Learnings, Wins, & Tips

Why is Revenue Leak Today’s Hot Topic?Revenue Leak

Drip. Drip. Drip. The leak may be hard to find, but you know it’s coming from inside the house.Every quarter, thousands of dollars (if not millions) are slowly leaking out of your business. We aren’t talking about physical plumbing. We are talking about breakdowns across your revenue process resulting in revenue leak. What is revenue leak? It’s the biggest business problem hiding in plain sight, impacting all companies across all industries. It represents the revenue you’ve already worked hard to earn but have yet to capture. And according to our Clari Labs research, 14.9% of revenue is lost every year due to revenue leak. It can show up in a handful of sneaky scenarios. Maybe the high-visibility enterprise deal you needed to come in slipped to next quarter. Maybe one of your top sellers gave away another one of their famous generous discounts. Maybe your win rates have decreased slowly over time without a clear culprit. Or maybe that huge customer you thought you could count on churne

KennaCommunity Manager

Community Announcements

Updates to Support Portal

On Friday, July 26, the Clari Support Portal will be getting a new look. You do not need to expect any downtime.

lbakerNew Contributor

Delete Contact

How can I delete a contact from Groove without having to remove them from Salesforce?

integrationsNew Member

Clari User API

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

Scott K WilderClari

Summer Cadence Q3 Cohort

Why is your Accounts module look different.

Hi there. Thank you for letting me watch and learn today. During the discussion the question came up about why someone’s Accounts module might be different. Here’s your answer.The main difference would just be the Scope you see, meaning each user is going to see accounts and fields according to their Salesforce Hierarchy permissions (so you wouldn’t be able to see a level above themselves in the hierarchy).

KennaCommunity Manager

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!

Scott K WilderClari

Community Announcements

Exciting Update: Revamped Clari Support Website Launching on 7/26/2024!

The new Support SiteWe’re thrilled to announce that our Clari Support website is getting a fresh makeover! On July 26th, we are updating the site.Here’s what you can expect from the new and improved site:A Fresh New Look: Every page has been redesigned for a more engaging and modern experience. Enhanced Search Functionality: Discover not just Knowledge Base articles but a wealth of content across the entire Clari Ecosystem with our powerful new search engine! Streamlined Case Submission: Enjoy a cleaner and more intuitive case submission page that makes getting support easier than ever. Real-Time System Status: Keep an eye on our service status with a new icon in the navigation bar! During outages, you’ll receive a handy pop-up notification with details and a link to our status page. Upgraded Clari Bot: Interact with a new version of the Clari Bot for even smarter assistance.For Designated Support Contacts:Upgraded Case Form: When submitting cases, our new search engine will show you r

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Week 3: Where do our deals drop off?

Exercise: From Clari Analytics, navigate to --> FunnelFind Stage Conversion Q3 Opportunity Analysis for each Segment by 2+ categories Share takeaway(s) in groupWatch the video walk through from Mr. Coleman here. Don’t have access to Funnel in your Clari instance? Let us know in the comments so we can help get that turned on for you. As always, share your questions and takeaways as you complete this exercise in the comments below!

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Week 4- Are we engaging with our top accounts?

Exercise: Review activity by Account int the Accounts module in Clari. Watch video walk through from Clari here. Looking at all your accounts over the past 90 days, which are most engaged? Are these the accounts you would expect based on ACV, significance to hitting target, etc? Do you see any trends across account engagement in priority, deal amount, stage, number of meetings and emails exchanged? Share your takeaways below!

Scott K WilderClari

Best Practices, Learnings, Wins, & Tips

Why is Revenue Leak Today’s Hot Topic?Revenue Leak

Drip. Drip. Drip. The leak may be hard to find, but you know it’s coming from inside the house.Every quarter, thousands of dollars (if not millions) are slowly leaking out of your business. We aren’t talking about physical plumbing. We are talking about breakdowns across your revenue process resulting in revenue leak. What is revenue leak? It’s the biggest business problem hiding in plain sight, impacting all companies across all industries. It represents the revenue you’ve already worked hard to earn but have yet to capture. And according to our Clari Labs research, 14.9% of revenue is lost every year due to revenue leak. It can show up in a handful of sneaky scenarios. Maybe the high-visibility enterprise deal you needed to come in slipped to next quarter. Maybe one of your top sellers gave away another one of their famous generous discounts. Maybe your win rates have decreased slowly over time without a clear culprit. Or maybe that huge customer you thought you could count on churne

KennaCommunity Manager

Community Announcements

Updates to Support Portal

On Friday, July 26, the Clari Support Portal will be getting a new look. You do not need to expect any downtime.

Andy ByrneClari

Best Practices, Learnings, Wins, & Tips

Observations from Collision Toronto

It’s been a few weeks since the Collision conference in Toronto but I’m still energized from the incredible conversations, panels, and networking opportunities with so many impressive tech and business leaders. Sharon Goldman, Fortune’s AI reporter, and I took the stage for a panel on, “How AI Is Transforming SaaS Innovation.” I shared my view that we’re near the peak of the “AI hype curve.” I’d estimate we’re seeing anywhere from 10 to 25 startups popping up every day around GenAI. Most of those will fail. That’s no different than what we see with every other technology paradigm shift. But even so, we can’t underestimate the positive impact AI is already having on SaaS innovation. And as we come out of the hype curve into more mainstream adoption, that impact will only increase. AI is fundamentally transforming the landscape of SaaS development, helping companies quickly solve previously intractable problems. At Clari, we’ve leveraged Predictive AI for years, using structured historic

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Let's go.. Intro!

Introduce yourself to your peers in the cohort. 🤓Prompts to consider: Your Name + @Company Your current role Your family, pets, etc How long you have been using Clari #1 priority in Q3

amber-victoriaEsteemed Contributor

Summer Cadence Q3 Cohort

Huddle Recordings

Recordings are added to each event below within a couple days. Access the huddle recordings here, as they happen! Week 1 - 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9Week 10Week 11Week 12Week 13

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