Similar to many of our Clari customers, you may be wrapping up the year while also focusing on next year. The next year brings new opportunities, process, business objectives, and so much more. While you and your entire Rev Ops begin next year planning, its important to keep Clari top of mind.
This is the time of year where I’ve seen many of our mature customers begin the process updating their Clari platform. By leveraging our self-serve Field Configuration, this is a great time to remove any stale fields you no longer need in Clari, while also adding/ordering fields that will be critical for next year. It may be time to remove that ‘Covid-19’ checkbox field that has been pestering you all these years 😉.
Maybe your forecast process is evolving as you continue to grow with Clari. The new year is a great time to implement new processes and change up your forecast cadence. If you’d like to make changes to your forecast tabs or columns, reach out to your Clari account team to get the conversation started. Some best practices to add to your forecast module include monthly forecasting, annual attainment, pipeline hygiene, and net dollar retention.
Finally, this may also be a great time to explore other products Clari has to offer. You’ve heard about Clari Align, Copilot, & Groove… but you never got around to learning more. With the new year, there is never a better time to get a demo scheduled and learn why our customers select Clari for their entire Rev Ops suite. Tech consolidation is no joke and we’re here for it.
So strap up because next year is going to be amazing. Clari is here to partner with you on this journey.
Happy Selling!
