Agenda

Kick-off

• We'll set the ground rules for the class and make sure everyone is set-up with training accounts

Clari Fundamentals

• The essential items you need to understand to ultimately administer Clari!

Opportunities Module

• This functionality is core to how everything works in Clari. We'll spend a lot of time here to ensure you're comfortable.

Forecasting

• We’ll skim the surface of Forecasting, since it’s such a complex topic and each company has such a unique forecasting process. We’ll cover the basics of how it works and some options for different types of set-up.

Analytics

• Lots of fun use cases to cover here! We’ll talk about how AI in Clari works, and then go through each of the modules.
  • Pulse: What’s the state of the business?
  • Trend: Do I have enough pipeline?
  • Flow: What’s changed in the pipeline?

Dashboards

• There is a whole lot of new functionality in Dashboards and we can't wait to share it all with you. 

Mobile

• Reps and Sales Leaders love Clari Mobile for forecasting and opportunity management on the go. We’ll cover some key nuggets for you to bring back to your sales team.

Admin

• We’ll scratch the surface of Clari Admin capabilities. Make sure to register for Clari Admin University!

Wrap-Up

• We’ll make sure your questions are answered and send you off with some best practices on adoption.