Product Q&A

How are you creating your dashboards for this? Should I give my reps access to it?

Sellers professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The Sales Rep Learning Guide will walk you through everything you need to get started with Clari, build your expertise, and accelerate your career. It’s a journey. Here is your guide. Download the PDF attached to this post for links. 

Customer Success professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The CSM + AM Learning Guide will walk you through everything you need to get started with Clari, build your expertise, and accelerate your career. It’s a journey. Here is your guide. Download the PDF attached to this post for links. 

RevOps professionals know the importance of having your tech dialed in to your process. The right tools reinforce your standards and facilitate productivity for sellers, provide easy visibility and surface actionable insights for leadership, and give you time back to be a strategic advisor to your organization. Think of the Clari revenue platform as your equipment to operationalize the revenue process for your organization, enabling cross-functional collaboration and clarifying governance across your GTM teams with a single source of truth. The Admin Learning Guide will walk you through everything you need to get started with Clari, build your expertise, and accelerate your career. It’s a journey. Here is your guide. Download the PDF attached to this post for links. 

What is the easiest way to clean up an organization’s flows that are not getting used? We recently went through implementation and some of the old flows/sequences we migrated into Groove are no longer needed and seem to be adding a lot of clutter.

Clari has a handful of unique and incredibly useful terms that appear across the platform. The more familiar you are with these terms, the more you will get out of the time you spend in Clari. While we have definitions documented within overviews for modules like Flow (towards the bottom) let's take a moment to put these definitions into even simpler terms. For the sake of our examples, we’ll be talking about these terms specifically from the Flow module. Most of the terms we will be covering below are oriented to a variable. Knowing when and where that variable is Stage over Close Date or Forecast Category will help make the following terms even more clear. What is "Scope"?Let's start with getting the basics out of the way. Within Clari, you will only see the deals that are relevant to you by default. This is what we call the "Scope". Essentially, Scope determines what part of your hierarchy we are looking at. For a rep, they will see the deals they own and only those deals. For a man

Check out this article on how to log in to Clari.

Whether it is a rep or a leader, when a member leaves the organization or moves out of your Clari hiearchy, it is important to know the proper steps and impact of this change.The first things to consider are:When a user is deactivated in Salesforce, Clari will automatically update that user to revoke their access to Clari. BUT that user will not be automatically removed from Forecasting. Removing a user will remove their owned opportunities from future AI projections in Clari. To avoid this, make sure to reassign opportunities to existing members or to a temporary account.Depending on your use case, here are additional articles that can help guide you through your next steps:How to revoke access to ClariGuidelines for deactivating users in ClariNot leaving? Guide to transitioning Sales Reps

Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X.  How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter? Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?

Open the Actions drop-down in the upper right of the Opportunities Module, and click Configure Columns to adjust which columns you see in Opportunities, and to change their order. The Configure Columns pop-up modal will look something like this: a. Toggle columns on or off to show or hide them from your grid. b. Click and hold to drag and drop columns in the order you want.

Do Clari users, who are just a “viewer” vs. a contributor or manager, need a Salesforce (CRM) license as well?  Thanks in advance!  

For a manager the blue team rollup is not showing/displaying an aggregate total value for a forecast field.Example: Example where aggregate total value is displayed:if at least one of your team members has an incomplete status "null" for their forecast call, you will not see the Team Rollup in blue. See screenshot below for what a incomplete "null" forecast call looks like for a team member:

In this guide, we will cover how to action the following steps: Executing Flow Steps Executing Email Steps Executing Auto-Send Email Steps Executing Call Steps Creating a Salesforce Campaign from Your Flow  Executing the Actions from your Flow.You will be sending emails, logging calls, and completing tasks in what we call work steps in Flow. You'll know a step is due for action when the icon of the step turns Groove blue: Click on the blue icon with due actions to start emailing or calling your clients! For 'Send an Email' Steps:On our email workstep page is where you can customize and personalize each of the emails before sending them: When you're ready to send them out, you can: Send each email individually or you can send in bulk by clicking 'Send All' in the upper right-hand corner Schedule individual or all emails by checking the 🕛 (clock) icon next to the 'Send' and 'Send all' button Send only the first "x" amount of items in the list by typing in the number of email

Is there anyway to bring Contact Roles into our reporting in Clari?

Hi,Does anyone know if it is possible to download the data from the trend analysis tool?Thanks.

Have you ever looked at the deal prioritization widget () and wondered what these two scores mean?🤔 What’s the difference between them? How are these two calculated, and more importantly, which to refer to when and for what? If yes, then this post is for you- read on to learn more 👇 The CRM Score is a single number that represents how likely a deal is to close based on that particular deal’s behavior relative to similar deals. For example, a score of 89 means that the deal has an 89% chance of closing as won (A deal that has already been won would have a score of 100, and a deal that’s been lost would have a score of 0)So, you could think of CRM Score as a data point for you to pressure test your reps’ forecast during deal inspections or 1:1s. The CRM scores are color-coded like this: 0-59 = red 60-79 = yellow80-100 = greenIn calculating the CRM Score, Clari analyzes many factors about a deal and compares it to historical patterns in your data. Clari uses machine learning to determin

Is there anyway to get Forecast view notes to export in the API does anyone know please?

Clari’s Valentine's Day Poem  There is love in the air, but are your deals taking flight?Dive into Clari to uncover if things are going south or just right! First, click into Pulse, how’s the quarter playing out?Are opportunities progressing or is your team shrouded in doubt? Next, head to Trend, to see conversion rates.Are they what you expect? Are you and your team carrying their weight? Now over to Accounts, what’s going on in your book?Are deals being worked on or perhaps a few overlooked? Then jump to Opportunities to view what’s in play.Here, you can create saved views for this quarter, next month, or even just today! Lastly, Forecasting gives you a holistic glimpse at a glance.Where you can flag risk, and mark outlier deals that still stand a chance! Clari, my love, you're a beacon so bright,Guiding businesses through even the darkest of nights. 

There are some scenarios where the forecast call only needs to be made at a certain level in the hierarchy - e.g. only the individual ICs need to make the call, or maybe only the manager levels need to make the call.  It’d be great if we could mark a forecast call column as not required for a role type so that they dont see the red “x” if they don’t populate that forecast call.

As a revenue operations team that manages a SaaS portfolio, it is critical for us to forecast three numbers; Renewal, New Business (New Logo & Expansion), and Total Amount. In our Forecast view, we can easily separate based on the associated SFDC fields. If I am looking to show only the new amount or Renewal amount in a dashboard view is that possible. Simply pinning a filtered view seems to only pull from the total amount field.  Ie. How many deals have impacted Commit decreasing (ie. slipped, closed lost, downgraded)? What is the total of new business? Renewal Business? Right now I can see I lost $100 but I cannot see that 50.00 was new business and 50.00 was renewal. Can Clari support this kind of view? 

If you are tracking products/product families in your CRM, you might be interested in evolving your forecasting process to be more precise and segment forecasting by products. 💡Clari can help you achieve this by configuring the Forecast module to surface insights about your Products. Here is a quick introduction to this concept in Clari as well as what to expect operationally: Introduction: Watch the Product Level Forecasting Webinar (15MIN, + Q&A)  Review the post, How do I forecast by products?  Confirm answers to the following basic requirements: Product Filters  - How do you define each product or product line? Product Filter Segment - Are products also bundled into 'product families'? Relevant Amount - What amount field do you aggregate on? Forecasting Cadence - Who is responsible, is a Forecast call required?  Example from Clari Demo Environment:  THE DISCOVERY PROCESS: WHAT TO EXPECT NEXT?Now that you’ve learned some of the basics and consolidated the foundations of what

Allow for more characters when adding comments to Next Step

Have you ever been in these following situations before and struggled to gain context to take the next step?Curious to learn more about the latest feature launch but unsure how to explain about it in your customer meetings Trying to identify if someone on your team had any recent engagement via a call with a stakeholder from a specific domain/account  There is a new change in your sales process and you are keen to learn more about how your peers have incorporated these changes into their recent customer meetingsIf the answer to the above question is, YES, you are now extremely close to finding a way to identify a solution for the above situations.  And that would be by unlocking the power of Copilot’s Universal search.  This is where you find the search in Copilot.   These are the various parameters you can look for while leveraging the search: Run a search based on…Account Names Call Transcripts Meeting participants Meeting titles  Let’s dive into what these search terms would look li

For what feels like the millionth quarter in a row, users within your existing Role Hierarchy have changed roles, moved to new teams, left the company, or been promoted. When this happens within a Role Hierarchy, those users take the deals they owned and closed with them to wherever they land next. This can make historical reporting an exercise in keeping your sanity (sometimes we lose that fight). This occurs because of the limitations within Salesforce’s Role Hierarchy setup. Each user who closes out a deal will have that deal associated with them unless you move that deal or create a placeholder. We discuss how to do this and what it can look like here. Yet, each suggested approach Clari recommends is merely a bandaid fix for what is a structural issue when it comes to deal movement from your CRM, which may be fine if your sales team isn’t too big or you don’t experience changes often, but can be painful for growing sales teams. Enter “Enterprise Territory Management” (a.k.a ETM, or

You are reviewing a call but suddenly remembered a question from another call with the prospect two weeks ago. But you have forgotten what the meeting title was and you need to scroll down on My Calls for a couple minutes to find the relevant call. Has this happened to you before? If you’re looking to do a quick activity review on a certain account, the Account View on Copilot can be a quick and easy way to get context on a deal. It is your all-in-one review screen for all calls (or emails) with that customer or prospect. Here are how some Copilot users make the most of this view -Reps can use search within account view to find specific questions that they need to follow up on Sales Managers can view the entire engagement on a deal and search of key topics to see what has been discussed so far Customer Success Managers or Account Managers can get context before taking handover for a new customer from implementation team or sales Support Engineers can understand the issue discussed on a