Office Hours with Clari Experts (featuring Funnel)

This session started with the hosts, Peter and Ryan, introducing Clari's Office Hours and the Funnel Module. Peter provided a detailed demo of Funnel's capabilities to track deal conversions. Questions on dealing with multiple product SKUs in Clari, and tracking activity types at the account level were also discussed. You can watch the recording from this live session below:

Key moments:

Introduction to Office Hours and the Clari Circle

• Introduction to Office Hours and explanation of format - [0:18]
• Explanation of Clari Circle and its purpose - [1:20]
• Detailed explanation of how to use the Funnel Module in Clari - [2:01]
• Question about Modes - [15:47]
• Options for communicating issues to support - [19:19]
• Discussion on tracking meeting types in Clari, and the capabilities and limitations of activity tracking in the Accounts Module - [28:08]
• Suggestion to utilize the product ideas link for enhancement suggestions - [31:04]