Community Central

HI, I am Jena Williams with Percona. I work in the world of Revenue Operations. I am new to Clari and look forward to getting started. 

To the 95+ of you who joined our community last month, WELCOME: ​@Aaron Nichol, ​@abreddy, ​@Aimee Herbert, ​@Alexandra Wieland, ​@alexkdavis06, ​@Aly Sabry, ​@Amanda Tillman, ​@Amy Alcazar, ​@Anand Rathi, ​@Andersont, ​@Andrew King, ​@Anna Noel, ​@Armani Douglas, ​@Binh Le, ​@Brang bukti

Hi, I’m Yusun from Twist Bioscience Korea.I’m new to Clari & Groove and looking forward to learning best practices.

General: Q: What advantages does this merger offer that Clari or Salesloft alone couldn’t provide?A: The Clari + Salesloft merger will create the most extensive revenue dataset and workflow footprint, capturing every buyer signal, human action, and revenue outcome. This combined power means Clari + Salesloft customers can respond faster and more effectively to their customers. We are committed to providing continuous and transparent updates to you on our plans and roadmap as we have them to share with you. For the latest updates, join us for our first joint webinar on December 10, 2025

To the 90+ of you who joined our community last month, WELCOME: ​@Adam Burton, ​@akhterali, ​@Alexandra Vladutu, ​@Alex Gibson, ​@Alex Kern, ​@Alvin Choi, ​@Amy Landsverk, ​@Ana Sanchez, ​@Ann Dee Torino, ​@Arik Shlomian, ​@Ashley Moralez, ​@Bas Lardinois, ​@Ben Roche, ​@Camilla Civardi, ​@Chandler M

Hi Legends, Gary from Lightyear here, just started using Clari (badly) and eager to learn.I’m in Sydney, Australia… have two kids…beautiful wife... mortgage… back ache and a healthy pipeline.Outside of fumbling through my Clari forecasts I love to mountain bike and listen to music. As for Clari, I’m an absolute beginner of all modules. Very keen to get more hands on.

To the 85+ of you who joined our community last month, WELCOME: ​@Zachary Jarosz, ​@Graham Egan, ​@varnphruk.marvin2, ​@Jessica Barbosa, ​@Piyush R, ​@Ram Srinivasan, ​@Marco Mastrapasqua, ​@Will Caro, ​@fangstar, ​@mjambrone, ​@Kreckert, ​@Kelsey Fordyce, ​@rlivermore, ​@Benjamin Fish, ​@Anthony Egh

Hi! I am Tara, I work at Edmentum and I am the RevOps Systems Manager there. Part of my role there is being the Clari admin for the entire Sales Org.A little about me. I am a HUGE book nerd and LOVE learning. I am also a big fan of talking and thrive at making new friends, I am not introverted whatsoever lol I am very loud. I laugh and find joy in all things, with reckless abandon. My company has been using Clari Forecasting for 1.5 years now and we just recently got Copilot (love it) and Groove (still in baby stages of implementation). We are getting a lot of good feedback on Copilot. There are definitely some pain points with some feature limitations and Microsoft limitations. I have submitted several feature requests :)I am very excited to keep learning the tools, and want my company to gain full adoption and success from all our Clari offerings. Thanks for letting me join this dope community, looking forward to learning with and from each other!

 Whitney, Strategic OB SDR, Wind River I have my sweet old lady, Calais (a 15# terrier mix) I like hanging out with my kid and playing video games, drawing or exploring a new area with him.  I’m interested in diving deeper into the analytics part of Groove.

To the 100+ of you who joined our community last month, WELCOME: ​@Simon Jupe, ​@Sal DeFranco, ​@Salesloft Integration User, ​@apoorva2309, ​@Greg Wakefield, ​@Srishti Garg, ​@TCW, ​@Whitney Birch, ​@Mike Thornley, ​@jfang, ​@elgin.rich, ​@Antonio Angel, ​@dnieto, ​@Sam Howard, ​@Chris Boulden

I logged in the Clari University to view the training videos for Sales and all the video links just say “Whoops”. How do I access the videos? 

As our Clari Community grows, we’re always looking for ways to improve your experience and make content more easily accessible.  On 05 August 2025, we’re taking a step toward a more open Community experience that should greatly help with finding relevant content.   🔍 What’s changing? Starting 05 August 2025, most content in the community will be visible without requiring a login. This means:You can search and browse Community posts without needing an account. Shared links to community posts will open directly — no login wall. It’s faster and easier to find answers and explore resources. For the most up-to-date information on community norms and expectations (in light of these

To the 154+ of you who joined our community last month, WELCOME: ​​@Mike Pastore, ​@Kelsey Duarte, ​@Miles Chamberlain, ​@tdbharadwaj, ​@Rohit Shrivastava, ​@Giulia Tasca, ​@Isabela Garcia, ​@LauraMartz, ​@Tom Pepitone, ​@supriya, ​@Dharris, ​@blake.powers, ​@Chris Hannum, ​@Milad Saleh, ​@Edward Car

A great opportunity to own the tech stack at this fantastic cybersecurity company, Torq, an AI-native autonomous SecOps platform of choice for security teams across the Fortune 500. https://job-boards.greenhouse.io/torq/jobs/5597517004 “We’re looking for a hands-on, technically sharp Enterprise Applications Manager to own, optimize, and scale our GTM technology stack. This role sits at the core of our Revenue Operations strategy — partnering with Sales, Marketing, Customer Success, and Security to ensure our systems accelerate growth, streamline operations, and deliver an exceptional customer experience.”

Access the three newest and most innovative integrations with Clari.Crossbeam — Surface the Crossbeam Partner landscape to sellers and account managers to increase ACV, Win Rates and New Revenue Retention. Unlock partner ecosystem data in the account grid by connecting Crossbeam to your CRM.Gainsight — Level up your retention and expansion strategy. By connecting Gainsight to your CRM, you can see customer success and account health data in the activity detail pane and optionally, the opportunity and account grid.Momentum — Bring Clari insights directly to your team in Slack by leveraging a flexible Momentum recipe. Push alerts and notifications real-time or on a schedule. When your opportunities undergo a meaningful change, receive a Slack notification with the resulting CRM Score.

Hi everyone,I’ve successfully exported forecast data via the Clari API and am working to replicate what’s shown in the Clari UI. However, I’ve noticed that some field names and values don’t exactly match what’s visible in the UI—possibly due to internal logic or formatting differences.I’ve reached out to Clari support for clarification, but meanwhile, if anyone here has insights on how the UI forecast data is structured or mapped behind the scenes, I’d really appreciate your input.Thanks in advance! 

Hi, Is there an Admin level courses and certifications I can access? -Art

To the 95+ of you who joined our community last month, WELCOME: ​@Michael Stokes, @Vikram Kale, ​@Christina Ziesmer, ​@Melissa Stadley, ​@Samantha Beckwith, ​@Brian Putman, ​@katmparker, ​@Vasko Karaminovski, ​@Peter Wolfman_Eptura, ​@Balaji Narayanan, ​@James McMurtrey, ​@Sarah Rappa, ​@Emilio Fabiano, ​@Chris Owen, ​

We’re excited to announce that an all new AI Chat Agent is coming to the Clari Support experience in August, with a preview launching July 8, 2025 in the Clari Support Portal and Knowledge Base.This preview is open to all users. Ask the AI Agent questions to quickly surface helpful resources, product guidance, and troubleshooting tips.Designated Support Contacts, you'll also be abl

Hello Clari Team,I wanted to do some trainings and potentially earn some certifications for this software, however I am not able to access any of this material. Is this because of the email address I used to sign up. I signed up with my personal as my previous company did lay offs, so I am unable to use that email. I would love to learn this product and position my self for success

Hi,  I’m Andreas, Operations Manager in Ireland 1 dog, 2 cats lunchtime walks, gardening, occasional running I’d like to become a wiz in reflecting key metrics for my business to help drive success

To the 110+ of you who joined our community last month, WELCOME: ​@Bennett Han ​@Lauren Cottone ​@Josh Wilson ​@Petr Ott ​@Mike Hare ​@Cooper Passmore ​@Rachel Horsey ​@mgrazynska ​@matthias.kelle ​@kflake ​@Joshua Gourgues ​@Neta ​@Oliver Summers ​@Jessica Rogers ​@David Zwerin ​

Please, I would like help with a question.When a salesperson goes on vacation, how can I configure Clari so that another salesperson can update that salesperson's forecast?