Get the Most Out of Clari's CRM Score

If you want your team to flock to Clari like Swifties to The Eras Tour, they need to have strong trust in the platform. Make sure to check in with your Clari team to review your CRM Score’s underlying data. Reviewing the full list rather than the Top 3 Factors previewed throughout our UI can exponentially increase the relevance and efficacy the CRM Score has. Simply open a case with our Support Portal or ask your Clari contact to send you a full list of CRM Score Factors once a quarter or whenever there has been major updates to your process or Salesforce environment, we can then help guide you to fine tune these factors. Configuring the CRM Score may look like excluding certain fields from the algorithm, making sure the fields are all still in use by your business and a compatible data-type for the CRM Score logic, or even segmenting the fields out for various teams using Clari. This will ensure that our powerful algorithm is capturing the best fields to give your team the insights needed to make them Revenue Superstars!