Hi all, I’m trying to find some best practices around how to set up multiple hierarchies in Clari without having duplicate Roles in Salesforce. For example, let’s say the below is my sales team structure:
John - East Coast Sales Manager Tim - Account Executive Tara - Account Executive
Sarah - West Coast Sales Manager Sam - Account Executive Bill - Account Executive
When I setup Salesforce this way, the forecasting hierarchies look perfect in Clari, but all of my Salesforce reports and automation differentiate the East and West Account Execs because their Roles are on different branches, even though they have the same name. Has anyone found a solution to this?
Best answer by Skylar Tardy
Hey @Evan — Typically, I would say the best practice would be to have a setup similar to this:
John = East Coast Sales Manager
Tim = East Coast AE
Tara = East Coast AE
Sarah = West Coast Sales Manager
Sam = West Coast AE
Bill = West Coast AE
This would be cleanest in all areas and allow for reporting granularity when needed. For example, you can run automation and reports off of “show me all that contain “AE” as well as “only show me those that contain “West” when needed.
Im not sure what issue you are specifically running into around reporting issues based on every rep having “Account Executive” - I may have to see an example there to give a better solution.
Hi @Evan ! Thanks so much for asking your question in the Community! I will check back with folks on our team to see if they have any guidance for you.
Hey @Evan — Typically, I would say the best practice would be to have a setup similar to this:
John = East Coast Sales Manager
Tim = East Coast AE
Tara = East Coast AE
Sarah = West Coast Sales Manager
Sam = West Coast AE
Bill = West Coast AE
This would be cleanest in all areas and allow for reporting granularity when needed. For example, you can run automation and reports off of “show me all that contain “AE” as well as “only show me those that contain “West” when needed.
Im not sure what issue you are specifically running into around reporting issues based on every rep having “Account Executive” - I may have to see an example there to give a better solution.
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