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General Q&A

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

  • 80 Topics
  • 144 Replies
80 Topics
Parin Lad
Clari
Parin LadClari
asked in General Q&A
Any Quota Loading Experts Here?

Hello All. My customer @Liz Dwan is looking for some guidance on loading quotas to Clari and after some advice from a pro! Anyone regularly loading quotas to Clari that might periodically need to be adjusted and then how do you manage the history? 

4
Parin Lad
Clari
2 years ago
A
Anonymous
posted in General Q&A
Thursday Tips and Tricks

📣 Happy Thursday!  We are almost to the end of the week. I don't know about you, but I am always looking for ways to use my tech stack better or more efficiently. I would love to hear from you. What is one tip or trick you have recently learned about that has helped you work more efficiently and save time (could be for Clari or other tools in your tech stack)?

1
canbasher
New Contributor
2 years ago
M
New Contributor
MeghannBNew Contributor
asked in General Q&A
Calculated Fields in Salesforce and Clari

Hello, We have a calculated bookings field in Salesforce which takes the sum of pricing components. We had to institute a different currency field as a write-in field for Clari. The reps are supposed to make sure this field is equal to the calculated field.My question is, did anyone else have to do this? I am thinking of building a process in Salesforce which takes the calculated bookings field and writes to the write-in field, based on update. Does anyone know if this would cause issues with Clari, I wouldn’t think so as it is still a currency field, not a calculated field?Thanks in advance!

5
M
New Contributor
2 years ago
Parin Lad
Clari
Parin LadClari
posted in General Q&A
Managing Renewals & Expansion in Clari

Without wanting to scare you too much 😬...it’s generally accepted that macroeconomic circumstances will soon be facing a downturn 📉. In light of this, many companies are seeing (or seeing even more starkly) the importance of retaining existing customers and maximising expansion opportunity to fuel growth in uncertain times.Clari has your back here! This video has some great insights from Conor Nolen (Clari’s SVP of the customer business) on how you can manage this process efficiently and from a place of insight 🕵🏾 Are you managing churn / net retention in Clari? Anything you want to share on what you have learned?  

1
A
2 years ago
Jenny
New Contributor
JennyNew Contributor
asked in General Q&A
How can I earn community badges?

I’ve noticed some fancy badges below some community profiles. What do I need to do to get these as well and where can I view them all?

1
A
2 years ago

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