Office Hours with Clari Experts (featuring Forecasting)

https://player.vimeo.com/video/901684454?h=27798ba34e

Key speakers

- Peter, Customer Success Manager (CSM), Clari

- Ryan, Customer Success Manager (CSM), Clari

Agenda

- Introduction and explanation of the office hours session

- Overview of Clari Circle and its resources

- Detailed demonstration and training on the forecast module of the Clari platform

- Q&A and additional insights from Peter and Ryan

Takeaways

Takeaway 1: Clari's variety of resources for customer support and self-service were highlighted in the webinar.

Peter emphasized the importance of Clari Circle, a resource available to all Clari customers, consisting of in-app guidance, community, knowledge base, and university. "So the Clari Circle is where we share these best practices, wins and learnings we've picked up along the way. And this is your space to collaborate with other revenue professionals and Clari experts as well," he noted.

In addition, he pointed out the breakdown of Clari Circle's self-service resources. "So Clari Circle is that umbrella of all the self service resources here, including community knowledge base, university and innap," he explained.

Peter also underlined the availability of these resources beyond office hours. He stressed, "So the main takeaway from this is if you have any questions before or even after these office hours at Thursdays at 09:00 a.m.. Pacific, feel free to utilize these on-demand resources, free and available to you to help learn our platform, better master your craft and help accelerate your careers."

Takeaway 2: The webinar provided an in-depth demonstration of Clari's forecast module.

Peter presented the forecast module, describing it as a central hub for revenue teams. "So from here what you're seeing is we'll start here at the top this sentence frame. This is essentially where you can look at all the sales leaders, or reps, or even just at the top level as a CRO that's opted into the forecast," he explained.

He further detailed the functionality of the module: "Now you see a bunch of different columns here. So these are the forecast field columns and this is where you'll see titles for each one of these, like plan booked, gap to go, forecast categories like commit, upside and et cetera. So the way this is all laid out is just based upon how you want this configured for your team."

Peter also demonstrated the forecast expanded view feature: "So essentially what you're doing here is you'll see your forecast history as well as your teams. So in this example, Lucy Corda, Lucy Corda's team. And then we compare that week over week forecast history calls between these two folks, as well as to the plan and by plan."

Takeaway 3: The webinar emphasized Clari's commitment to efficiency and user-friendly design.

Peter demonstrated the quick-submit feature as a tool for greater efficiency. "So this is also a very useful trick to using this along with the forecast expanded view to enter your forecast calls faster. And just to save time overall, just get back to selling more," he explained.

Ryan chimed in to highlight the importance of understanding the filter functions in Clari. "So this is a good way to kind of just take inventory, see what we have right now for each of those columns. And then if you need to, we can always edit that," he pointed out.

Peter agreed with Ryan's point, emphasizing the significance of having the correct filters in place for an effective forecast setup. He affirmed, "Yeah, that's a really great point, and especially just in making sure you have a great forecast set up. The foundation comes from having the right filters set up in place."

Insights surfaced

• Clari Circle is a valuable resource for Clari customers to learn and collaborate with other revenue professionals and Clari experts.
• The forecast module is a central hub where revenue teams can update their forecast calls, inspect their CRM data, and gain visibility into their business and forecast.
• The forecast module can be customized to fit each team's needs and configuration changes can be made with the Clari configuration team.
• The forecast expanded view in the module allows users to make updates to opportunities and forecast fields without having to switch between different modules.
• The quick-submit feature provides a more streamlined approach to entering numbers or notes for different forecast field columns.
• It's important to have the right filters set up in the forecast module to ensure accurate forecasting.

Key quotes

• "The Clari Circle is where we share these best practices, wins and learnings we've picked up along the way. And this is your space to collaborate with other revenue professionals and Clari experts as well."
• "The forecast module is a central hub where revenue teams update their forecast calls. They can inspect their CRM data as well, but mainly just to get visibility into the business and forecast."
• "The way this is all laid out is just based upon how you want this configured for your team. And you can just make a lot of these configuration changes with our Clari configuration team."
• "The forecast expanded view is really helpful and streamlines the process of you making updates to ops, making updates to forecast fields without having to go back and forth between different modules."
• "The quick submit submission feature where a lot of that horizontal scrolling. You can now just go into this box and have a more streamlined approach in entering your numbers or notes for these different forecast field columns."
• "The foundation comes from having the right filters set up in place."