Hi, Everyone! Welcome to the Clari family. I’m Ryan Perazzelli, Solutions Consultant here at Clari.

Don’t hesitate to ask questions in this group as you implement the Accounts Module. I will be here to support you.

Other customers are also rolling out Accounts. This group is also for you to talk and learn from each other too.

Thank you for the partnership. I’m looking forward to working with you!

I strongly recommend you get started by attending the Account Module Overview webinar. In this webinar, we will review the Account Module, how it can be leveraged, as well as how to navigate the module. This session is ideal for Revenue Operations Champions to understand how to leverage and navigate the module. Sign up here.

You can also watch the recording of this session on-demand below:

P.S. We designed a self-paced course to walk you through how to review your accounts on a weekly, monthly/quarterly, and yearly cadence to track seller and buyer engagement across accounts, identify risk and opportunity in your accounts, coach sellers to improve coverage and allocate resources effectively. This course is available to all users and I highly recommend it for Rev Ops, Execs, Managers, and Sellers getting started with Accounts.