Product Q&A

Is there currently a way to build a automation rule where a contact in the flow reaches an Action in that flow and has opted out for email OR has no email address to have the contact automatically skip that email action automatically.  Right now, we are doing it manually and it’s a pain.  

Hi Team. The Current export option on the forecasting tab provides a very cumbersome excel file that is difficult to navigate and pivot data on. We were hoping you could investigate the possibility of providing a more user-friendly Forecasting export where we could export by quarter (or even YTD) and see a single line for each Sales leader that includes details like Hard Commit #s, Target Bookings, Actual Bookings, etc. Basically, an export that looks similar to the Forecast tab layout.

You’ve got questions about Waterfall. Great! Waterfall reveals the factors that are driving changes to your pipeline total over a selected timeframe, using standard categories to help leaders easily identify the causes of pipeline changes and understand what contributed to an overall increase or decrease. The Waterfall Overview article in the Knowledge Base is a great place to start. You can orient yourself to all the information that you’re seeing in Waterfall. From there, you probably want to start using Waterfall to answer specific questions about your business, like, “What happened since our last forecast call. You can check out how Jessica Star (VP, CS @ Clari) does it super easily here. Another example of a question that you can ask Waterfall is, “What deals have slipped from this quarter?” Check out how a Director of Enterprise Sales uses Waterfall to answer that question here. So now, as you’re using Waterfall more, you might have some questions about different amounts that you

Forecast Config puts the power to customize your forecasting process in your hands. Tailor your Forecast Tabs to cater to the unique needs of your business, fine-tuning your various teams’ forecasting experience and delivering targeted revenue insights in the right place, at the right time. You can learn how to customize your Forecast Tabs, Columns, and Queries, and get full context on how these settings work in your Forecast Module in Clari University. Find everything you need to ramp up on Forecast Config in the new Forecast Hub, Note: Forecast Configuration is rolling out across all Clari customers in the coming weeks.

Hi, On the inspect opportunities part of Clari, it would be super useful to have a different filtering system. As you can see the list is not cohesive and it difficult to filter to only show the opportunities which have next step that have not been updated for more than 7 days. That would be 7 rolling days. Could you add a filter that does this kind of filtering please? ThanksJN 

On the details of every each opportunity in the inspect view, we can see Month-to-Month Pushes, but we need to click on the name of the opportunity and to search for it. We would like to have the option to see as part of the table, with all the other fields of the SFDC and then to see it more easily. Also, on this case, we will have the ability to filter by the number of pushed we want, and then to know on what the managers need to focus. 

Is there an area where we can notify Clari/Groove feature requests on the application?  

Is there a way to show only certain categories on a widget: "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", instead of every category? I would also like to have separate opportunity view widgets for each category - "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", so I can see a list of each of those 4 categories.

The Groove app is not the only place to complete our actions. You can execute on Groove actions directly from your inbox or in CRM as well. Did you know? Learn more in just 1 minute below 👇 

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! The features described below are currently scheduled to release so that you can find them in Groove when you log in on the date above. It’s easier than ever to create, update, and manage flows at scale in Groove. We’re making some changes to simplify your experience when you manage Groove Flows, including updates to: Created Date Last Updated Date New Filters New Sorting Show flow status on the Flow card Favoriting Flows in Webapp Favoriting Flows in Extension Context menu (copy, preview, share) on Flow card New button bar on the flow show page General Preferences moved to Settings Updated Flow CardThe Flow Status will display on the Flow Card as well as Created Date and Last Updated Date Created Date: The date the flow was created Last Upd

Hey Clari Circle Community,Hope this message finds you all well! 👋 I'm thrilled to share some exciting news with our Clari admin users – we've got a fantastic new resource coming your way.As a Project Manager here at Clari, I understand that getting the most out of our platform is crucial for your success. That's why we're launching a series of short and informative videos that will guide you through the ins and outs of making changes to your platform configuration using the Field Configuration admin module. 🎥 What to Expect: In these videos, I'll walk you through step-by-step tutorials, covering everything from the basics to some advanced tips and tricks. Whether you're a Clari veteran or just getting started, these videos will help you leverage the full power of the Field Configuration admin module. Keep in mind that you can always take more details lessons and even earn your Field Config certification in Clari University. 🔧 In this first video, we’ll cover:The steps to add a new

What is a Groove Flow?An automated multi-step, multi-channel sales campaign enabling personalized interactions with customers and prospects at scale. Set-up multi-step Flows, automating workflows across email, calls, SMS, LinkedIn, direct mail, and more Execute Flow steps directly from within Gmail, Microsoft 365, Salesforce, or Groove. Use Templates to communicate with multiple accounts at once, reusing high-performing content Best Practices for Creating Flows Make your Flow repeatable. Use the 5/15 Rule for emails: Keep email subject lines under 5 words Emails should be skimmable and understood in less than 15 seconds. Try using merge fields multiple times in each email message to drive a more personalized feel to the message. Get their attention and show you’re not trying to waste their time by using a wide variety of steps across email, calls, SMS, LinkedIn, and more. Create multiple Flows to tailor content, frequency of touch, and type of touch, to maximize

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Closed Lost or Gone Dark NurtureFlow ObjectiveThis Flow is designed to maintain your engagement even when a prospect is marked as "Closed Lost" or experiences a delay in making a decision, ranging from 6 to 12 months.GoalRe-engage prospects who have previously been involved in deals that were lost. 

New (or new-ish) to the Clari platform? You’ve probably heard about how Clari replaces spreadsheets, but you’re probably wondering how or even why you need to do so.Spreadsheets are a snapshot in time when your teams need real-time actionable insights to hit their revenue goals. Sales reports take hours to roll up and often sit in an inbox for days. Meanwhile, the pipeline is developing in real time, making that report out-of-date. The minute you pull deal data into a spreadsheet, it becomes disconnected from what’s actually happening in the real world, introducing unintended inaccuracies into your critical decision-making process.Sales teams need real-time indicators showing what has changed in order to focus on the right deals and take the right actions. They need a tool that has a bi-directional connection between their sales data sources and sales reports that makes it easy to see actionable information like:Opportunity risk assessment: the ability to inspect deal risk based on CRM

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Inbound Response for High Priority ProspectsFlow ObjectiveSpeed to lead is the key to higher Inbound Conversion rates. The goal of this flow is to surface prospects to Reps to schedule an initial meeting.GoalTarget inbound requests such as Demo Requests and Web Form submissions.  

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Account Based Outbound ProspectingFlow ObjectiveDesigned specifically for Account Based Representatives who prioritize deal closure, this system intentionally incorporates extended intervals between each step to ensure that the Flow is executed over a prolonged duration.GoalGoal is to establish a strong relationship and enhance credibility with the aim of scheduling the initial meeting 

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Turn Cold Prospects into OpportunitiesFlow ObjectiveThis Outbound Flow is specifically designed to assist your team with general cold prospecting efforts. It serves as a versatile template that can be utilized across various verticals to support your cold prospecting activities.GoalThe primary goal is to target high-priority decision makers and secure an initial meeting with them. 

 Today, a customer inquired about setting up SSO for their Clari instance. We have several helpful articles to assist you and your organization with the SSO setup process. Information about SSO Clari SSO Configuration Instructions Configuring-SSO-first-time Integrating Clari with Okta SSO Integrating Clari with OneLogin SSO Integrating Clari with Google SAML/SSO Integrating Clari with Microsoft Azure SSO SSO and Provisioning in Copilot  Enjoy. Or...Let us know what’s missing. 

 Updated: May 2023 Introduction to Data Ingestion PurposeThis document is intended for Security and IT audiences with information regarding the integration and data ingestion from your data warehouse into Clari’s revenue platform. What is Clari?Clari is the revenue platform where your revenue-critical employees can collaborate and govern their revenue workflows to unlock their full potential to become more productive, efficient, and predictable. Those revenue-critical employees could include but not be limited to these teams: sales, solution engineering, customer success, marketing, revenue operations, finance, executives, etc. Their revenue workflows could include but not limited to sales execution, sales coaching, pipeline analysis, marketing attribution, renewal and churn mitigation, forecasting, performance metrics reporting, etc. Why external data ingested into Clari is relevant?To see a complete view of Revenue, some customers need a way to bring additional data (beyond CRM) into

If you’re not yet familiar with Clari’s Analyze Modules, you can learn more about Clari’s Analytics and how to run revenue with Clari’s Analytics in Clari University. We’re diving one or two levels deeper into specifics around the AI Projection and the CRM Score. There’s some data science involved in addition to the analytics modules. You will learn how to inspect the projection & CRM Score, how the model works, different variations, how to inspect accuracy, and different approaches to configuration. In the attached deck, you’ll find more information on:The historical data and factors that Clari uses to formulate the projection (i.e. pipeline composition, seasonality, organizational growth) Projection model training, including data processing and cleaning, model construction, model evaluation and selection, and model application Configuration options CRM changes, impact, and solutions CRM Score training and configuration options 

Hi Team! I would like to have the ability to have the 1st image as a chart in a Dashboard. It seems that it only allow to add activity charts. Why? I’m trying to build a Dashboard for Leadership so they can see Account activity by Rep and having that chart will allow us to show Stale Accounts over Total Accounts so they can focus on which reps are lacking of activity and have the list of those accounts.

The latest integration between Microsoft Teams and Clari Copilot is a game-changer for sales reps, offering an array of interactive notifications that streamline workflows and enhance productivity. Seamless Notification SystemImagine receiving pre-call alerts that prepare you for upcoming calls, post-call summaries that highlight key points, and comment mentions that keep you in the loop—all within Microsoft Teams. This integration ensures that you have all the information you need right at your fingertips, eliminating the need to switch between multiple platforms.For Sales Reps: Call Preparation Efficiency: Turn on Call Recording: Decide whether to record calls directly from Teams. View Last Call Summary: Refresh your memory on previous interactions. Learn More About Participants: Access participant info with the Clearbit extension. Join Calls Directly: Join meetings without navigating away from Teams. Actionable Post-Call Insights: Smart Summaries: Get a comprehensive summary of

Hi,While we use Groove for 1:1 communication for our BDR team, we want to experiment with a couple of generic/marketing emails in a flow. Has anyone tried this? Also, what dimensions would be used for a header/logo?Thanks!

By default, all companies have a limit of 100 min on a recording, so when a call goes over 100 minutes, Copilot drops from the call. By a request, we can set the limit to 200 minutes if you record calls that exceed 1 hour and 40 minutes.

I’ve noticed a pattern in the way my customers who have adopted a strong revenue cadence are using Flow Widgets in Dashboards at the beginning, midpoint, and end of the quarter.  Beginning of QuarterWhat I recommend and what I've seen succeed at the beginning of a quarter is to look at Flow Widgets to see which deals from the previous quarter slipped into the current one. In this new quarter, prioritize closing the deals that slipped last quarter to ensure they don't slip further.This is really important, and I’ve noticed that some customers pick a title for these Flow Widgets according to their purpose, like "Current Quarter Slips To Focus On" or "State Views." Picking a title in the form of a question you want to answer about your book of business (i.e. “What slipped last quarter?”) is also effective. Additionally, look at deals that have been idle as you enter the new quarter. This helps prioritize deals at the start of the quarter to ensure they don’t lose momentum. Mid-QuarterArou