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General Q&A

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

  • 89 Topics
  • 170 Replies
89 Topics
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

801
Kenna
Community Manager
8 months ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
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!  

1061
M
New Member
8 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?

942
M
New Member
8 months ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
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

1140
Scott K Wilder
Expert Contributor
9 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. 

3901
Kenna
Community Manager
9 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? 

901
Kenna
Community Manager
9 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?

1131
Kenna
Community Manager
9 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

402
Oscar Armas-luy
New Contributor
9 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

2563
lyuda.rogers
Clari
10 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

713
Oscar Armas-luy
New Contributor
10 months ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
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? 

542
Scott K Wilder
Expert Contributor
11 months ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in General Q&A
How to Convert and Close Deals Faster in Q4Videos and Podcasts

Recording: Summary:Building unbreakable buyer trust is the difference between beating your year-end goals or falling short. As you sprint toward year-end, your success depends on removing buyer doubt and de-risking your pipeline. In this webinar about effective buyer collaboration, you'll discover how to: Create differentiated buying experiences that strengthen your pipeline health Increase win rates with mutual action plans that reduce buyer risk Use proven collaboration strategies with Clari Align Free Tier This event is for sales leaders and executives who want to convert and close deals faster in Q4.Notes:  Introduction: Greetings and initial chat about video quality and closing unnecessary apps for better streaming. Preparing to start the webinar, with a light-hearted mention of having cold instant coffee. Start of the webinar: Reminder for participants to use the chat feature and share their locations. Various locations of participants mentioned, including Seattle, Portland,

350
Scott K Wilder
Expert Contributor
11 months ago
R
Clari
Ryan BarronClari
posted in General Q&A
What would you like to see us cover in Office Hours?

Hello there! Ryan here, one of your weekly Office Hours hosts. You probably noticed that we started covering a featured topic every week (i.e. Dashboards, Pulse, Trend, Flow, Expanded View). I am curious, what other topics would you like to see us cover? Should we have a rotating calendar of 5 or 6 topics so that you can join us when you have questions about those? Let me know your thoughts in the comments below! 

613
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
asked in General Q&A
What makes an effective QBR?

For those those of you whose fiscal year begins in January, the end of this month marks the end of Q2, which means QBRs are just around the corner. 🕺 #hustle What is on the agenda for your QBR meetings, and why? How do you organize your QBRs to cover what’s most important, and what do you leave out (or leave for another time)?

1954
Scott K Wilder
Expert Contributor
1 year ago
Kenna
Community Manager
KennaCommunity Manager
posted in General Q&A
Any great podcasts, articles, or other resources you've come across lately?

What’s a really great podcast, case study, article, or interview you found recently? Care to share it with the community? I’m thinking of creating a space where we can all share our favorite content and subscriptions and curious what’s out there that you all like best.

452
Scott K Wilder
Expert Contributor
1 year ago
B
New Member
Barbara ThomasNew Member
posted in General Q&A
Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

1061
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in General Q&A
Discover, Attract, and Keep Top Talent with Amy Volas, Founder and CEO of Avenue Talent PartnersVideos and Podcasts

Finding people who drive revenue in your organization can make or break your revenue process. The question at hand is this: how do you discover, attract, and keep top talent so you can boost revenue? Amy Volas, Founder and CEO of Avenue Talent Partners, has mastered the successful hiring strategy and wants to share her secrets with you.In this episode of the Run Revenue show, Amy shares the essential criteria to follow when looking for top talent - from evaluating a candidate's mindset, dedication, alignment with the company’s values, and more. Here’s what’s inside: Understand alignment and engagement. When hiring, it's crucial to define and align the skills, will, and engagement required for the role. Look for those who actively listen, show engagement, and demonstrate a proactive attitude during the hiring process. The deal breakers include arrogance, ego, and disrespect towards team members, as well as a lack of preparation. Focus on real qualifiers and results. Look beyond educatio

311
Kenna
Community Manager
1 year ago
Lizard
New Contributor
LizardNew Contributor
asked in General Q&A
Just learning about Revenue Operations

What are some resources to learn about revenue operations? Interested in:Different types of platforms How to work with my sales team What are some key reports I should createMy company is small, so not sure I am ready to purchase a product. So, for now, just want to learn the basics.Thanks

862
Kenna
Community Manager
1 year ago
D
New Contributor
Donald HayesNew Contributor
asked in General Q&A
Products Mode and Multiple Line Items

 My organization wants to see the product make up of each of their opportunities. The problem I’m running into is that my account detail/grid only shows one line item, and doesn’t show the full product mix that is associated with the opportunity. For example, if my seller has put together an opportunity for products A & B the grid and detail will only reflect the product name/product code of the line items with most quantity.  I’ve tried grouping my opportunities and layering in Product information in a stacked bar chart, but the problem I run into with this is Clari buckets some of the Products into “Other” rather than displaying their full name/product code. This could work, but I don’t know how to prevent Clari from bucketing some values into “Other”. Does anyone know how to display all products associated with an opportunity either in the Opportunity Grid/Detail/groupings? Or, does anyone know how to prevent Clari from bucketing my groupings into “other” so I can show an accura

2213
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
posted in General Q&A
Rapid Pipeline Growth: How to co-prospect and book more qualified meetings.

Here’s the truth: It’s harder than ever to pierce through the noise and earn prospects’ attention. Co-prospecting — the strategy of collaborating to identify, nurture, and convert leads — is the new way to boost meeting rates and close more deals.  During this power-packed 45-minute webinar, attendees discovered:  The fundamentals of co-prospecting and why it's crucial in today's sales landscape Proven techniques and strategies to optimize your co-prospecting efforts How to leverage Groove Spaces for co-prospecting and account planning   This event is for sales leaders and practitioners who want to make an immediate impact on pipeline. Watch the recording here.

270
Kenna
Community Manager
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
posted in General Q&A
Halloween Related. Not Clari related

Check out the chart below. Halloween is becoming a bigger business every year. This can impact your site traffic, your sales, and your time (as your kids ask for more Halloween goodies).What costume are you wearing this year? This year, I am probably going to be a security guard or secret service agent since my kids want me to stand 10-15 feet behind them so I don’t embarrass them.Happy Halloween to you and your families!  

492
Scott K Wilder
Expert Contributor
1 year ago
Kenna
Community Manager
KennaCommunity Manager
published in General Q&A
Sales Tech Deep Dive: Sales Engagement Consolidation with Kyle Coleman

 Kyle Coleman recently joined the Sales Tech Deep Dive series to discuss revenue technology industry trends, Clari's product strategy, the growing role of RevOps, AI for sales teams, and more. Check out the full video interview and transcript. Here are the panelists:Kyle Coleman, CMO at Clari David Dulany, Founder and CEO at Tenbound Nicolas de Kouchkovsky, CMO at CaCube Consulting David: Hello, hello, hello, everybody. Welcome to the Sales Tech Deep Dive. I'm joined today by my esteemed colleagues and partners in crime, Nicholas and Kyle with Clari. How you doing today, guys? Kyle: Living the dream, as always. Nicolas: Great to be here. David: We've seen a lot of consolidation happening in the sales technology space, and they're starting to be the emergent players. Nicholas has some some nicknames them. Craig Rosenberg calls them the "alpha platforms" that are forming, and we want to get Clari's take on this situation and and really dive in and give people an understanding about how y

650
Kenna
Community Manager
1 year ago
Beto Carvalho
New Contributor
Beto CarvalhoNew Contributor
asked in General Q&A
How can I find only my Ideas in New Feature requests?

Hi,Is there a way for me to see a list all Ideas created by me, regardless of their status?I know I can see Activity, Followers, and Following in my Profile, but I can’t find a comprehensive list of Ideas created.I think I have created an Idea for a New Feature that sales leaders keep asking me about. I do not want to repeat it, but can’t find it.Thank you

1052
Beto Carvalho
New Contributor
1 year ago
Cole Hechtman
Clari
Cole HechtmanClari
asked in General Q&A
How has the rise of AI changed your revenue processes?

Hey Clari Community!As we’re all seeing, there’s no hiding from AI - it continues to creep its way into many of our most critical workflows.Curious to hear how it’s changed the way you all approach running your revenue processes & managing pipeline. Would love to hear any lessons or tips you’ve learned along the way!

1283
C
New Contributor
1 year ago
S
New Contributor
Sarosh SaiyedNew Contributor
asked in General Q&A
Updates not Saving

Hey everyone, recently, none of my reps’ edits seem to be saving in Clari (updating next steps, forecast cateogory) etc. ?What can be the cause of this ? 

1241
Kenna
Community Manager
1 year ago

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