General Q&A

Share questions about industry, trends, roles, best practices, and everything in between.

  • 80 Topics
  • 134 Replies

80 Topics

B
New Member
Barinda ZarnNew Member
asked in General Q&A

Starred Opportunities - reached limit

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

1
Lizzie Rupp
Clari
1 day ago
L
New Contributor
lbakerNew Contributor
asked in General Q&A

Delete Contact

How can I delete a contact from Groove without having to remove them from Salesforce?

5
jparawan
Clari
3 days ago
I
New Member
integrationsNew Member
asked in General Q&A

Clari User API

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

1
Kenna
Community Manager
4 days ago
S
New Contributor
ShaharPNew Contributor
asked in General Q&A

Using Clari API

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

4
S
New Contributor
5 days ago
C
New Contributor
cbking2New Contributor
asked in General Q&A

Want access to Clari Admin Certification

Hi Team, I would like access to the Clari Admin Certification Training. Thanks!

3
Kenna
Community Manager
14 days ago
A
New Contributor
ab123New Contributor
posted in General Q&A

Article "Product Area" on KB articles

Sometimes I search for a KB article and its not clear until I open it up that it relates to a different topic - for instance, searching “email” in the knowledge base gives you an article titled “Additional Fields for Email and Calendar Logging” with no indication that this is a Groove article and doesnt relate to logging against Activities in an Account Mode (or anything else)Please can you make this clearer in the titles of the articles what they actually relate to?

3
Kenna
Community Manager
16 days ago
D
New Member
David NathNew Member
asked in General Q&A

Cmd + Enter in Mac - saves instead of inserting new line

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

1
Kenna
Community Manager
17 days ago
N
New Contributor
Nisrin SameerkhanNew Contributor
asked in General Q&A

Bulk user update feature in Copilot

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

1
Kenna
Community Manager
18 days ago
Veronique Barth
New Contributor
Veronique BarthNew Contributor
asked in General Q&A

Why is it so difficult to find information about the admin certification?

I am looking to refresh my certification and learn more but I am unable to find any information on your platform on how to do so. 

3
Scott K Wilder
Clari
29 days ago
amber-victoria
Esteemed Contributor
amber-victoriaEsteemed Contributor
posted in General Q&A

Join a Revenue Cadence Cohort in Q3

Hey Clari Community! I’ve been throwing around an idea in passing conversation and would love to get your temperature on it. As an individual, getting great predictions from Pulse to drive forecast accuracy and seeing the value from dashboards and 1:1s requires a whole team effort. It can be hard to get buy-in and consistently dedicate time to this with everything else you’re juggling.  Clari has a solution for this, since it can be an overwhelming task. Enter the “13 Week Revenue Cadence”. 👏 The challenge is committing to the cadence, and holding your sales teams accountable to the process as needed to drive insights… So my question is:Have you implemented the 13 week cadence, or experimented with it?  What challenges do you face? Would it be helpful to be part of a cohort of other Clari users who are supporting their internal teams in adopting the 13 Week Revenue Cadence at the same time?  Look forward to hearing your feedback on this. Amber 

1
Scott K Wilder
Clari
1 month ago
T
New Member
Timm IdekerNew Member
asked in General Q&A

New Forecast Category not showing in Pipeline View

We created a new Forecast Category in SFDC called Most Likely earlier this week. For this week’s forecast call, I see that we have 2 opportunities in Most Likely, however, when I click on Pipeline within the Clari → Forecast → PIpeline . . . I don’t see those 2 opportunities on the Insights/Eyeball view on the right window pane.I can see the 2 opportunities when I click Inspect → Opportunities. How do I update my Pipeline View to show opportunities in this “new” forecast category? Thank you in advance!

1
Ty Lapinski
Clari
2 months ago
J
New Member
Jonathan KasicaNew Member
asked in General Q&A

Clari Cell Preview

Is there a way to turn off the cell preview in certain columns?   

1
Kenna
Community Manager
2 months ago
S
New Member
Serena ShergillNew Member
asked in General Q&A

How to download all User Quotas for the year

Hello - Is it possible to download all user Quota data?

2
Veronique Barth
New Contributor
2 months ago
U
New Contributor
Ulrich RothNew Contributor
asked in General Q&A

Different modes

Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

1
Kenna
Community Manager
3 months ago
Scott K Wilder
Clari
Scott K WilderClari
published in General Q&A

The Future of B2B Sales

See attached  -- The Future of Sales Study, from Deloitte, a leading consulting firm. It examines how leaders in Software and Tech make sales strategy, process, and technology decisions to drive profitable growth.Enjoy!  

1001
M
New Member
3 months ago
R
New Contributor
Ryland KingNew Contributor
asked in General Q&A

Get Quotas from Salesforce?

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

2
M
New Member
3 months ago
Scott K Wilder
Clari
Scott K WilderClari
posted in General Q&A

Announcement: Press Release about new AI capability (In case you missed the news)

Revenue Platform leader infuses purpose-built AI throughout every revenue workflow so teams can stop revenue leak and capture more revenue.SUNNYVALE, Calif. – March 13, 2024 – Clari, the leading Revenue Platform, today announced several powerful updates to RevAI, the company’s industry-leading Predictive and Generative AI capabilities designed to help revenue teams stop revenue leak and capture more revenue. Instead of devoting hours to laborious meeting follow ups, frontline teams can leverage RevAI's new capabilities– Ask Clari, Smart Chapters, Smart Feed and Smart Follow Ups– to automatically identify and execute the right actions to improve conversion and close rates. Sales reps and frontline managers are overburdened with manual processes that contribute to revenue leak and take time away from selling. Clari introduced Predictive capabilities in 2013 and Generative AI in 2023 -- making RevAI the first comprehensive, purpose-built AI for RevTech. RevAI is built to support the workf

0
Scott K Wilder
Clari
4 months ago
C
New Contributor
Chelane BeaversNew Contributor
posted in General Q&A

Support Tickets

Would be great to bring back the ability for anyone to submit a support ticket, or at the very least, the ability for internal IT (without a Clari license) to be able to submit tickets as well. 

1
Kenna
Community Manager
4 months ago
A
New Contributor
Ashley BartholomewNew Contributor
asked in General Q&A

Bulk Pause Account Flows in Groove

Hi all, Looking to bulk pause flows on certain accounts but can’t seem to find a way other than going to the outbox on certain flows where users on an account have been added and cherry picking to remove them.  Any ideas for a workaround? 

1
Kenna
Community Manager
4 months ago
A
New Member
Arvin ZatulovskyNew Member
asked in General Q&A

Is login only via SSO possible?

Hi all :)I was wondering if it is also possible to have a normal login option instead or in addition to SSO?By normal I mean with a user name (email) and password. I didn't find any resources on that.Any suggestions on how to enable this?

1
Kenna
Community Manager
4 months ago
Lizard
New Contributor
LizardNew Contributor
asked in General Q&A

Internal Sales Meetings

How often should I meet with my sales team -- as a group and for 1 on 1s.??What should be discussed in these meetings? What metrics should we look at?Thank you

2
Oscar Armas-luy
New Contributor
5 months ago
R
New Contributor
RachelleNew Contributor
asked in General Q&A

What to do with the information where deals drop off

Hi Team,Do you have any ideas about how to use the information about where the deals drop off the best?Ideas are welcome 😍

1
Kenna
Community Manager
5 months ago
B
New Contributor
Ben SpiveyNew Contributor
asked in General Q&A

Opportunity View Modes: Different fields possible?

Is it possible to limit which fields are shown in a given mode? I’d like to import a bunch of different fields from Salesforce that are relevant to my business unit and how we track opportunities, but they aren’t relevant at all to Sales in the general sense. It would be great if I didn’t clutter up the main views that Sales use and have my team use a specific view for our purposes that expose the fields we primarily use. I know that folks can use the Configure Columns feature to turn off fields they don’t want to see, but with hundreds of users, it’s unlikely most will do that. I was hoping to be able to filter that down before it even gets to their particular view/mode.Thanks

3
lyuda.rogers
Clari
5 months ago
B
New Contributor
Ben SpiveyNew Contributor
asked in General Q&A

Resetting Star Path?

Is there a way to quickly reset all of the opportunities I’ve starred without manually clicking them all? Thanks

3
Oscar Armas-luy
New Contributor
5 months ago
Scott K Wilder
Clari
Scott K WilderClari
posted in General Q&A

Process for Internal Account Review

 One of our customers is rolling out a new internal account review process for out top strategic accounts. Has anyone else done this? Can you share templates, best practices, etc? 

2
Scott K Wilder
Clari
6 months ago

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