Clari Live: A Day in the Life of a Sales Rep

Want to see how your peers run revenue on a day-to-day basis? Well, here's your chance! In this session, Melissa Kavanagh, Account Executive, and Jerry Broll, Sales Development Representative, teamed up to create, convert, and close deals with the Clari Revenue Platform. They shared tips on how to increase AE and SDR productivity and collaboration. You'll learn:

• How to align on account targeting and outbound communication with Groove Spaces
• Tips on conducting efficient account research with Copilot and Groove
• How to leverage automation and AI to stay on top of deals

Watch the recording from this live session below:

Key moments:

Introductions and organization focus

• Introductions - [0:29]
• Discussion about the focus of the organization, including increasing pipeline and closing more deals. - [5:20]

Using Groove and preparing for calls

• How Melissa and Jerry use Groove to organize their book of business and prioritize accounts. - [5:48]
• Automating activities and capturing information in CRM. - [12:42]
• Preparing for calls, including using conversational intelligence and sending agendas before meetings. - [12:57]

Buying process and automation strategies

• Buying process and communication strategies. - [16:06]
• Automating tasks and leveraging details. - [16:48]
• Using mutual action plans in sales process. - [18:08]

Mutual action plans and Dashboards demonstration

• Using Dashboards for tracking KPIs. - [19:16]

KPI tracking and quarterly business reviews

• Quarterly business reviews and analytics. - [27:55]