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Best Practices, Learnings, Wins, & Tips

Best Practices, Learnings, Wins, & Tips

Come chat about industry, trends, roles, and everything in between.

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Vinay SrinivasClari

posted in Best Practices, Learnings, Wins, & Tips

3 ways to share your call recordings and also manage them within Copilot

As a recording user on Copilot your call recordings are made available for you to review within a few minutes of your meeting end time. The benefits of this are:You can now review your call almost instantly and follow-up on the action items that you had promised while on the meeting You are able to share the call recording with a relevant stakeholder (be it internal/external) and collaborate within a few clicks Today, we are going to focus on 3 ways through which you can share your call recordings & also manage them within Copilot. 1. Sharing the entire call recording: Within a few minutes of you completing your meeting, you will be able to find a recording of the call available in your My calls/Team calls page within Copilot. To go ahead and share the entire recording, you would just need to follow the below steps (as shown in the GIF) Best practices to keep in mind: To add a layer of security while sharing these links externally, you can ask the viewer’s email for access and al

3 months ago

Prerna SinghClari

posted in Best Practices, Learnings, Wins, & Tips

Unleash the power of the Activity dashboard

Attention Admins!If you are looking to track the adoption of Clari Copilot within your team, then look no further. We are going to tell you HOW? You will see a little graph icon on the top right labeled as “Activity dashboard” and this is where the crucial data lies that will help you understand which managers and reps are actually utilizing the platform and capabilities : Your team’s usage stats are presented in two ways and you can easily filter for your own team or a specific user and your preferred time duration : Coaching -> View insightful stats on reviewed calls, game tapes created and comments made on the calls by managers.Ask the managers to get started with reviewing at least 1 call per rep per week and add comments while at it to share feedbacks and tips with the team members so that their 1:1s can be leveraged for high-value conversations rather than simply reporting and updates. Learning and Collaboration -> Get important stats on reviewed calls, game tapes wa

3 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Groove Best Practices for Account Executives (AEs)

Connecting with the appropriate individuals, fostering relationships, accurately pinpointing accounts or prospects, and team collaboration to reach the goal are just the beginning of the AE’s role and responsibilities.Check out some best practices geared to help you achieve your goals:Set up Groove to automate the time consuming tasks Manage hundreds of accounts simultaneously Accelerate response times and increase percentage of meetings booked Collaborate to Generate More High-Quality Opps and Close More Deals Set up Groove to automate the time consuming tasks.As a seller, time is money! By leveraging automation, you can focus on building relationships and moving deals to close. Automatic Activity CaptureEnabling both email sync and calendar sync (available for both G-Suite and Microsoft 365 users), will eliminate the need for you to manually log any of your activities to Salesforce. If you have an email conversation or a meeting with any leads or contacts, Groove will automatically

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4 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Groove Best Practices for Rev Ops

Revenue and Sales Operations professionals have one of the most important roles on your revenue team, serving as the quarterback for different teams and divisions. Groove helps you streamline your operations to drive revenue precision using advanced automation. Save Time Spent on Administrative Tasks When executing administrative tasks, it's important to be as efficient as possible. Automatically leverage the work you’ve already done in Salesforce to create and configure users in Groove.Configure users and instantly assign them licenses and enable/disable sync Add users to Teams and automatically assign them to existing profiles in Salesforce Provide training for users following initial onboarding with best practices Master Flows Global Automated Actions Customize Based on Role, Team, etc.Configure Groove Omnibar Views, Calendar fields, Scheduler Meeting Types and more so users only see what’s important for their specific role, team or division.Use Profile Settings to showcase diff

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4 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Day in the Life of an Admin with Groove

If you’re an admin, you don’t need us to tell you that over time, your teams, roles, Salesforce fields, and processes will change. It’s important to keep Groove aligned with all of that. So what are the best practices to keep Groove up to date? Watch the video below to learn about what you should monitor on a monthly, quarterly, and annual cadence.

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4 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Day in the Life of a Manager with Groove

Take a peek into a day in the life of manager, powered by Groove. You’ll learn how to analyze both the quantity and quality of the activities your team is spending their time on, and make sure the team is executing on the plays that you design with Flows — you can even assess how well those plays are still serving your team. You’ll also see how Groove can show you when reps are making calls and when those calls actually conver to conversations. These are just a few of the tips for managers you’ll find in the video below, so click that play button!

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4 months ago

Rebecca DonoghueClari

posted in Best Practices, Learnings, Wins, & Tips

Understanding and Improving your Sender Score

In the vast digital landscape, where communication is predominantly carried out through emails, ensuring your messages reach their intended recipients is paramount. One crucial metric that plays a significant role in this process is the Sender Score. This mysterious numerical value holds the key to understanding how your email reputation can impact the deliverability of your messages. What is the Sender Score? The Sender Score is a numerical representation of the reputation of your email-sending practices. Ranging from 0 to 100, a higher score indicates a better reputation, while a lower score suggests potential issues that may affect your email deliverability. The Sender Score is based on various factors that collectively evaluate your email-sending behavior.Factors Impacting Sender ScoreEmail Engagement Metrics:Open rates Click-through ratesHow Groove helps: Stay on top of when recipients are interacting with your emails by tracking them for opens, clicks, and replies in both Gmail a

4 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Day in the Life of an AM or CSM with Groove

Take a peek into a day in the life of AMs and CSMs, powered by Groove. You’ll learn how notifications to your inbox help you dive right into your To Do list and automate your workflows so you have more time to focus on important introductions and touch points. You’ll also learn how the omnibar helps you maintain visibility into your accounts and update important details about your accounts directly from your calendar on meeting-filled days. These are just a couple of the ways that Groove can help you manage strong relationships with your customers, so click the play button below!

150

4 months ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Make #revenue tools work for you with Andy Byrne, CEO of ClariVideos and Podcasts

In the tech world of running revenue, trying to bring together and simplify things can be a huge challenge. So, how can you make your tech tools work for you and not against you? It's a bit tricky, like solving a puzzle, but getting it right could mean getting more done and succeeding in the revenue scene.Andy Byrne, co-founder and CEO of Clari, a revenue and go-to-market strategist, and a leader in Revenue Collaboration and governance, is known for his extensive experience in using tech tools to excel at revenue. In this episode of the Run Revenue Show, Andy discusses the concept of consolidation in the tech industry, particularly in relation to revenue and sales technology, the challenges and pain points that revenue teams face, such as working with multiple tools and dealing with the inefficiencies of manual processes, the concept of "revenue leak" and how it can hinder revenue growth and predictability, and more.Here’s what’s inside: Conduct a thorough assessment. This is designe

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4 months ago

Shruti KapoorClari

published in Best Practices, Learnings, Wins, & Tips

Miller Heiman Sales Methodology: A Beginner's Guide

Check out Shruti Kapoor’s post from the Clari blog below! See the bottom of this thread to engage with the community on this topic! You've got a sales meeting with a big company. You're suited up, you've got a shiny demo deck, and you could rattle off your pitch in your sleep.And still, when the meeting ends, the client looks doubtful. You know that look. Closed-lost deal. For the fifth time in a row.Look up as many sales best practices as you want, but the key to closing large sales accounts is not a firm handshake or an amazing presentation. At best, these are the sizzles, not the steak.Abraham Lincoln famously said, if he had six hours to chop down a tree, he’d spend the first four sharpening the axe. In other words, laying in the groundwork. That’s the same philosophy behind Miller Heiman Strategic Selling.Introduced in 1985 by consultants Robert Heiman and Stephen Heiman, the sales method provides a proven framework for sales professionals to understand B2B selling and consistentl

291

4 months ago

Vinay SrinivasClari

posted in Best Practices, Learnings, Wins, & Tips

Scoring calls & benchmarking your reps within Copilot

As a Sales Manager you always want the best for your reps. You want to ensure that your reps get all the inputs they need so they are able to go on to build value, instill confidence in customers and thereby close as many deals as they can. Typically, sales managers approach coaching on Copilot in the following three ways -Review calls and then share verbal feedback with the reps during their weekly 1:1s Review calls and then share feedback using comments within Copilot by tagging (“@ mentioning”) the reps at relevant points in the calls Review calls and then leverage a scorecard template within Copilot to leave a score for their repsToday, I would like to throw more light on their approach to coaching reps using our scorecards feature. Providing reps with a call score that is based on various skills provides a more structured approach to coaching. The benefit of this is two fold. From a rep standpoint: It helps a rep look back on how they have fared over a period of time with respect

4 months ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Balance Priorities and Harness Tools for Success with Anil Kumar, Head of Global Rev Ops @ AsanaVideos and Podcasts

It’s challenging to balance priorities, foster collaboration, and efficiently streamline tools and systems to create a high-performing RevOps team. But in order to run revenue the right way, you need to align your team's work with the company's strategic vision while optimizing the processes that drive success. It can be overwhelming, but Anil Kumar, Head of Global Revenue Operations at Asana, is here to share how to do it.In this episode of the Run Revenue Show, Anil discusses the importance of empowering employees, the key role that a RevOps team plays, and the concept of caring at scale.Here’s what’s inside: Implement tool consolidation. Too many tools can overwhelm the team, leading to inefficiency. Prioritize workflows and capabilities that matter the most to the team and use a tech stack that suits their specific needs and goals. This approach helps increase efficiency and effectiveness within the operations. Care at scale. This involves getting the team to deeply care about the

300

4 months ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

4 Prospecting "Power Plays" That Guarantee Bigger Commission ChecksVideos and Podcats

What happens when three powerhouse sales and marketing pros are each given a microphone to discuss improving prospect outreach?You get four power plays that will break through the (inbox) noise.Our very own Kyle Coleman (CMO) and Devin Reed (Head of Content) sat down with Morgan J Ingram, founder of Ascension Media Productions, to talk about why most prospecting tactics fail and, of course, how to flip the script to close more deals using four proven power plays.First, here's why most prospecting tactics failKyle kicked off the conversation by being quite blunt:Most prospecting tactics fail because "people don't want to do hard things. People expect some shortcuts, some easy buttons they can press, and some silver bullets that will fill their funnel. It's just not how it works. To be successful, you have to do the hard work. You have to do the things that other people aren't able or willing to do to break through the noise and to stand out."Morgan leaned into a cooking analogy: "Everyb

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4 months ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

Change the way you think about revenue and start winning more revenue moments.

Last week I spoke with the Head of RevOps at a company that’s doing $1B in ARR in their SaaS business.I told him I could identify 15% of their revenue they’re losing right now to revenue leak.That’s $150,000,000.They were shocked – how?Here’s what I told them:You’re stuck in a financial model and not thinking about the actual process in which you run revenue. You need to know:1. How your teams are running revenue.2. The process behind your team's 13 week cadence.3. How that’s going from the reps all the way up to execs.Once you get out of the number crunching exercise, you can start optimizing how you run revenue and collaborate in every meeting.That was the “aha!” moment.Change the way you think about revenue and start winning more revenue moments.

300

4 months ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

8 Effective Sales Strategies, Examples, and Best Practices for Successful SellingBlog

A winning sales strategy entails far more than pushing a product or service. It's about creating a comprehensive plan to help you and your sales team share goals and optimize your sales process. It should help you understand your audience, make genuine connections, foster customer loyalty and increase sales.This guide will show you how to develop a sales strategy and refine your approach using different sales techniques, channels, and tools to improve sales.But first, let's define what we mean when referring to a sales strategy.Table of contentsWhat is a sales strategy? Types of sales strategies Creating your sales strategy Strategic sales channels Tools to improve sales Don’t forget existing customers Implementing your sales strategy Sales strategy example Transform your sales strategy with ClariWhat is a sales strategy?A sales strategy is a detailed plan that guides sales teams on how to sell products or services and attract new customers encompassing sales goals, processes, product

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4 months ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

0:22 / 38:42 Scaling #revenue During Different Stages of Company with Robby Allen, CRO at AgentSyncVideos and Podcasts

As your company expands and evolves, so do your priorities for scaling revenue. It can be quite a transition, but there are critical steps that need to be taken to be fully equipped for success. Robby Allen, CRO at AgentSync, is known for his strategic prowess in optimizing revenue at all stages of business growth and wants to share his playbook with you on how to do it effectively. In this episode of the Run Revenue Show, Robby shares the transition from VP of Sales to Chief Revenue Officer, the key tips to help make the transition seamless, and how to work best at different stages of business growth.Here’s what’s inside:-Focus on lifetime value. Focus not just on customer acquisition but also on customer retention and growth. Hone in on your Ideal Customer Profile and understand the cost to serve each customer, especially in enterprise segments.-Analyze not only the revenue each customer will generate but also the resources needed to support them post-sale. Implementing this as a s

181

5 months ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

The Hidden ROI of RevOps

Do you know the fastest growing job in the United States?It’s not programming. Not healthcare. Not even AI.It’s RevOps – and for a good reason. Exec across the world – and across industries – are realizing the importance of revenue processes.Efficiency. Predictability. Growth.Let’s take a look at 3 ways RevOps is driving value for revenue teams — and why you should include a healthy RevOps investment in your 2024 strategy. #1 - Establishing a Well-Oiled Revenue Machine It’s simple: When reps are productive, revenue increases.But most reps operate in an environment filled with:Bloated tech stacks Lengthy processes Inconsistent communication This slows their progress. Hurts their numbers.And there’s not much they can do about it. Where RevOps steps in:Tech integration and automation. RevOps teams work to break down technology barriers and take advantage of modern tools. Think consolidation across the revenue tech stack. Automation of low-impact tasks. And the creation of a tech ecosyste

531

5 months ago

KennaCommunity Manager

posted in Best Practices, Learnings, Wins, & Tips

Scaling Revenue During Different Stages of Company Growth

As your company expands and evolves, so do your priorities for scaling revenue.It can be quite a transition, but there are critical steps that need to be taken to be fully equipped for success.Robby Allen, CRO at AgentSync, is known for his strategic prowess in optimizing revenue at all stages of business growth and wants to share his playbook with you on how to do it effectively.In this episode of the Run Revenue Show, Robby shares the transition from VP of Sales to Chief Revenue Officer, the key tips to help make the transition seamless, and how to work best at different stages of business growth. Watch it here. Here’s what’s inside:Focus on lifetime value. Focus not just on customer acquisition but also on customer retention and growth. Hone in on your Ideal Customer Profile and understand the cost to serve each customer, especially in enterprise segments. Analyze not only the revenue each customer will generate but also the resources needed to support them post-sale. Implementing

5 months ago

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Best Practices, Learnings, Wins, & Tips

Make #revenue tools work for you with Andy Byrne, CEO of ClariVideos and Podcasts

Balance Priorities and Harness Tools for Success with Anil Kumar, Head of Global Rev Ops @ AsanaVideos and Podcasts

4 Prospecting "Power Plays" That Guarantee Bigger Commission ChecksVideos and Podcats

8 Effective Sales Strategies, Examples, and Best Practices for Successful SellingBlog

0:22 / 38:42 Scaling #revenue During Different Stages of Company with Robby Allen, CRO at AgentSyncVideos and Podcasts

Badge winners

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Clari customers and employees can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Welcome to the community

Create your account

Clari customers and employees can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

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