Office Hours with Clari Experts (featuring Pulse & Trend)

Key speakers

- Kenna, Digital Success, Clari

- Peter, Customer Solutions, Clari

Agenda

- Introduction and welcome

- Overview of the Clari Circle

- Detailed walkthrough of the Pulse and Trend Analyze modules

- Explanation of how to interpret data from these modules

- Q&A session

Takeaways

Takeaway 1: Clari's “Office Hours” webinars provide customers with an interactive platform to raise questions and discuss key topics.

Kenna and Peter, from the Clari team, introduced their webinar, "Office Hours," as an interactive platform where customers can raise their hand or put their questions in the chat to be answered live. They emphasized that they would not ask anyone to share their screen as the session was open to all customers. "You can raise your hand using the zoom feature if you have a question and I'll unmute your mic so we can talk about it live or you can put your question in the Zoom chat and I'll service it whichever you feel more comfortable with," Kenna noted.

Takeaway 2: Clari's "Pulse" and "Trend" modules help users understand and analyze their business performance.

The webinar focused on the "Pulse" and "Trend" modules available in Clari. Pulse provides insights on how the quarter, month, or year is playing out, allowing users to compare current performance with past performance. Kenna explained, "So Pulse says, how is this quarter, month, or year playing out by default? We're looking at how this quarter is shaping up, and we do have even our own saved views in our demo instance framed as questions because this can be really useful if you are a manager or a rep or regional leader."

Meanwhile, the "Trend" module helps users understand where the AI projection is coming from by breaking down historical conversion rates from the previous four quarters. "Trend really helps you understand where that AI projection is coming from. So maybe when I said that Lucy is calling, I think it was something like 42 million and Clari's projection was calling 40 or 41 million, that might have been something that's happened for you in the past as a leader," Kenna added.

Takeaway 3: Clari's in-app resources, like "product resources," guide users to ask the right questions about their business.

Clari's in-app resources, particularly "product resources," help users ask pertinent questions about their business, guiding them on how to answer the questions using specific modules. Kenna pointed out, "When you click that question mark in the upper right, you have all the circle resources that I talked about, including product resources, which are in app resources. And there's always this section that's called questions to ask Clari."

These resources are designed to guide users through the process of seeking answers to their specific business queries. "What this does is we've got a series of questions that we recommend that you ask throughout the quarter. If you want to know more about when exactly in your quarter, we suggest that you ask these questions week over week," Kenna stated.

Insights surfaced

- The Pulse module provides a week-by-week breakdown of the quarter, showing changes in pipeline and forecasting.

- The Trend module allows users to understand where the AI projection is coming from by comparing current performance to historical conversion rates.

- Clari's AI projection is based on historical performance and provides a range of potential outcomes based on best and worst-case scenarios.

- The platform allows users to adjust views according to their role (e.g., manager, rep, regional leader) and to change the time frame of analysis (e.g., monthly, yearly).

- Clari's in-app resources provide a series of questions that users can ask the analytics modules to gain insights about their business.

- The platform offers a grid mode for users who prefer a table breakdown of data.

Key quotes

- "Each of these different modules helps you answer different types of questions about your business."

- "You do not have to memorize it though, because I'm also going to show you where in-app you can find the top questions that we suggest you ask that particular module about your business throughout your quarter."

- "Trend allows you to really look at those historical conversion rates in detail from the four previous quarters and see how Clari is breaking down its projected conversion rates for the current quarter."

- "So you can think of each of these bars at the left here is where were we at on this same day in the last four quarters."

- "So if you don't remember how Kenna said to look at how next quarter's pipeline is shaping up. That question is right here, and it will walk you through and remind you of exactly how to get here and what you're looking at."

- "For first time users for pulse, when you're first starting out using this module, it can be a lot visually. And if you like that table breakdown you saw in trend, one thing you can do is toggle this to grid mode."