Clari Platform

Product Q&A

13 Topics

Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Align Template Snippets

Align Template Snippets let you add milestones or groups of milestones slowly to build out your planRemoves “too assumptive” concern for reps More flexible while maintaining process controlFor example, you might have a couple of different levels of discovery, a simple and a deep-dive proof of value, one common set of commercials for everyone, then different types of implementation.  

1
Kenna
Community Manager
3 days ago
Kenna
Community Manager
KennaCommunity Manager
posted in Align

Fireside Chat: Collaborate, Convert, Charge! (Video)

Hear from revenue leaders and a top seller about how they use Align to collaborate with customers while driving rigor in their Revenue Cadence. 

1
Tom Williams
Community Manager
5 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Secure Sharing and Domain Whitelisting in Align

You don’t always know every member of the buying team, so Align supports Domain Allow Lists (also known as domain whitelisting) Seller adds domain(s) to the Allow List  Buyer puts their email into the login field on the "Front Door" of the collaboration space If their email matches a whitelist, then we email them an access link Buyer clicks the link from email to get into the workspace If it doesn't match, we send an email to the Seller saying "so and so wants to access in" but we don't let them in unless Seller authorizes Or put another way, there are three possible outcomes when someone enters their email at the front door of a collaboration space. They are on the Buyer Team. They get sent a new magic link They are not on the Buyer Team, but whitelist is on for their domain. We send them a magic link and they're in. We tell Seller They are not on the Buyer Team, no whitelist or their domain isn’t on the whitelist. They get nothing. We tell seller this person is trying to get inThis i

0
Tom Williams
Community Manager
6 days ago
alex
Clari
alexClari
posted in Align

Align Kickoff in a Box! 🎉

Looking to implement Align for your Sales or Customer Success teams at a self-served pace?Check out the Align Kickoff in a Box! All the resources that you need to drive change internally and get Leaders and Reps ready to start using collaborative workspaces with their customers. Start by downloading your Kickoff in a Box today and go-live faster!

0
alex
Clari
11 days ago
alex
Clari
alexClari
posted in Align

Integrating Align with Salesforce

Clari Align integrates seamlessly with your Salesforce environment pushing engagements from buyers and sellers to your opportunities, mapping fields in your workspaces to fields on your Salesforce opportunity objects, and pushing the status of a plan in a workspace to a custom field. Align Activity to SFDC Task ActivityClari Align offers a powerful tool for gaining insights into buyer signals through Workspaces. Sales reps and leaders can easily access Workspaces through the Insights Panel in Clari Opportunities. Teams can use Workspace activity to track buyer signals, monitor adoption by sellers, and analyze seller activity.Select Activities to Track: Choose the activities you want to track from both Buyers and Sellers. Enable CRM Activity: Toggle the "Enable CRM Activity" switch on or off to enable or disable the flow of selected activities that push to your Salesforce opportunities.Align Workspace activities will now appear in Salesforce opportunities as completed tasks with the dat

0
alex
Clari
14 days ago
alex
Clari
alexClari
posted in Align

Align Organization Settings & Team Roles

Make updates to your organization settings to maintain a consistent brand image, workspace nomenclature, and buyer and seller role structure. These settings play a pivotal role in keeping your teams focused and prepared throughout the buyer's journey. Organization SettingsOnly Align admins can edit organization settings, the admin role can be provisioned from the Our Team section of Align. Login to your Align account as an admin and navigate to to Organization Settings. Company Name & LogoThe Organization Name or Company Name will display your company’s name to your customer throughout your Align Workspaces and customer collaboration email notifications. By default Align will use your company’s domain name (ex. clari.com) so be sure to update it to something friendly for your customers. Your company logo is a fundamental component of your brand identity. To ensure your brand is well-represented on your team’s workspaces be sure to update your company logo. You can upload or drag a

0
alex
Clari
14 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Align Collaboration Workspace Overview

Align is very intuitive. The easiest way to learn it is just to play around with an example workspace. Saying that, here’s a high level overview Align has 5 main sectionsOverview Plan  Teams Library  Calls (optional)  Overview - make your business caseHere’s where you make your business case so senior decision makers can get up to speed fast.Share Rep contact info Capture business objectives to validate the problem and your proposed solution (these can sync back to Salesforce) Summarize next steps at a high level  Curate key files or meeting recordings that you want to highlight -----------------------------------Plan -- make  Mutual Action PlanOnce you’ve made your business case, the buyer is going to want to know how to get all that value. The Plan tab holds all your milestones, which in turn track the actions required to accomplish the milestone. You can invite buyers or other sellers to milestones, you can comment, update status.  You add milestones via Templates or add a new one f

0
Tom Williams
Community Manager
18 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Align: What buyers see

The best sellers are as transparent as possible, but even the most open rep doesn’t want to share everything. Align makes it easy to collaborate, but also keep some stuff private. Email InvitesYou can send an automated email invite to your buyers and Align will notify a buyer if they’re @mentioned in a milestone. They will NEVER get any MAP-status emails and there are NO passwords, just magic links. They’ll get your email, then when they click the link, they’ll be prompted one-time only to confirm their email (this is our spambot test). Once they’re in, they’ll see exactly what you as a seller sees when you’re in Presentation Mode.Remember -- best practice is when you first share the workspace, to do it while you’re on a call so you can make sure they get in ok and then you can give them a quick tour of the assets you’ve shared. Private Milestones & Presentation ModeIf you want to see exactly what the customer sees, just turn on Presentation mode.  What gets hidden / what Buyers ne

0
Tom Williams
Community Manager
18 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

How and when to share a workspace

Selling is all about the customer. And so is Align. The first question to answer is “what’s in it for the customer”. If you can answer this question, then you’ll know when to introduce the concept of more structured collaboration When to intro Align  Buyers want different things at different times. Use Align to anticipate those needs and deliver an unstoppable buying process.    During Discovery Remember that you can create a collaboration workspace without a MAP. Early in Discovery you probably don’t know enough to drop a detailed plan on your prospect, so focus on value and your business case.Use Align’s Mutual Business Objectives to validate your customer’s business priorities and how you can help. Pull them up in a screenshare and say “did I hear you right?” If they say no, that’s great! “Sorry I misunderstood. Tell me what I got wrong!” Use Align’s Content Library to share case studies, NDA, or other assets you want to share. Link to your content store or just upload assets

0
Tom Williams
Community Manager
18 days ago
alex
Clari
alexClari
posted in Align

Mutual Business Objectives: Streamlining Deal Success

Mutual Business Objectives are a pivotal tool for enhancing the success of your deals. They facilitate effective customer discovery by capturing a buyer's needs and goals. In this concise guide, we'll explore what MBOs are, their importance, and how to use them effectively. Mutual Business Objectives creation steps: Step 1: Create ObjectivesAdmins can create Objectives in your Align Organization Settings by when you select the Objectives tab. Add a new Objective, update its title, and add in any placeholder text to the objective. You can always return to your objective later and make updates. Step 2: Objective Field MappingAccess the Field Mapping tab from the Align Organization Settings page and click + Add Mapping button. Select an Objective and sync it to a compatible field on your Salesforce opportunities. After publishing changes any plans using the sync objective will now push text directly to the selected field on the connected Salesforce opportunity. If you do not immediately s

0
alex
Clari
18 days ago
alex
Clari
alexClari
posted in Align

Align Team Templates

Creating a Team Template in Align streamlines your sales process and ensures consistency across teams. This guide provides a concise step-by-step on building an effective Mutual Action Plan template. Team Template Creation StepsAn admin can create a Team Template from the Template menu menu and start from scratch using the Create Template button (A), or use one of the existing starter templates loaded into your Align organization and making a copy of it (B). Use any existing MAP templates as a basis to for the template creation process. Welcome MessageStart with a general value proposition that addresses common pain points that you organization solves or create welcome message for your customer when they enter the shared workspace.The message can later be customized by a Rep to meet their customer’s unique needs.ObjectivesCollaborate with key customer stakeholders to define core objectives and add them to your workspace. Objectives must first be created by an admin in Align settings wh

0
alex
Clari
18 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Your First Align Workspace

You can have your first Align workspace live in under 30 seconds.Clari customers will just start from the Clari Opportunity Grid, but if you don’t have Clari, you can start from the Align Dashboard at https://align.clari.com or from Salesforce.  From Clari Inspection TabClick on an opportunity that has no workspace yet. Open the insights panel to MAP tab Click “Create new MAP” Template picker will open. Select a template OR start from scratch The close date and customer name will be pulled from Clari or you can adjust the timing of the deal by moving the target go-live date Click Create.     From Align Dashboard Go to align.clari.com. If you’re not already logged in, you’ll be prompted to enter your email to get a new secure access link. Click “Create new MAP” Template picker will open. Select a template OR start from scratch You can adjust the timing of the deal by moving the target go-live date and all the dates will shift Click Create      NEXT STEPSStart customizing thi

0
Tom Williams
Community Manager
18 days ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
posted in Align

Zero-prep Inspection with Align

  OK, maybe not zero prep, but Align does dramatically reduce the number of times you’re prepping on a Sunday night trying to remember all the promises you made to customers last week Align’s role in inspection -- Clari customers Align integrates directly into Clari’s Insights Panel on the Opportunity Inspector. Assuming your Org has enabled MAP Status in CRM, you can filter your opportunities or build out dashboards by “On Track”, “Late” or “No MAP”.This will help managers spot risk faster, especially on critical deals. Use MAP Summary to summarize key events or just jump over to the full plan from Clari.Best practice is to create a dashboard widget or Saved View for your key dealsHey Clari -- Which of my $50K+ commit deals for this quarter are missing a MAP? Align’s role in inspection -- Align standalone If you don’t have Clari, you can still incorporate Align into your deal inspection calls.All the details are in one place so your manager can review on their own and then you can spe

0
Tom Williams
Community Manager
18 days ago

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