Being able to segment accounts based on key characteristics such as org size, geographical region, and employee size can help your team plan their GTM strategy. The way you sell into into an emerging or commercial account can vastly differ from how you sell into an enterprise account, after all! Bucketing your analysis and metrics depending on these kinds of attributes can help you run revenue more effectively.
Some fields you might considering adding to Clari from the Account object in your CRM:
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Account Type
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Segment
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Company Size
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Number of employees
We recommend adding this fields to the following Layouts:
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Opportunity Details — so you can reference these fields next to other important info
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Opportunity Filterable — so you can filter based on these fields
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Opportunity Groupable — so you can group based on these fields
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Opportunity Grid — so you can update and track changes to these fields in the opp grid
In case it’s helpful, you can find the steps to add a new field to Clari in our Knowledge Base.