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What kind of Clari training do teams do for new hires?

  • April 4, 2022
  • 3 replies
  • 56 views

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We are developing a Workfront training for our new hires to get them onboarded to Clari and forecasting regularly. Curious to know what other teams have done to get their new hires onboarded quickly. 

Best answer by Louise Grindlay

We have a couple of recorded training sessions on Clari which are mandatory for our new hires, one is a recording of a webinar we did on “Clari for Reps” with our Sales Enablement team and Clari (we also have one for managers) the other is a peer-to-peer walk through from one of our all star reps on how she leverages Clari daily to manage her forecast and funnel. First line managers also walkthrough  Clari 1:1 with their new hires to discuss how they will collaborate as well as set expectations as one of the steps on our onboarding process.

3 replies

Louise Grindlay
New Contributor
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We have a couple of recorded training sessions on Clari which are mandatory for our new hires, one is a recording of a webinar we did on “Clari for Reps” with our Sales Enablement team and Clari (we also have one for managers) the other is a peer-to-peer walk through from one of our all star reps on how she leverages Clari daily to manage her forecast and funnel. First line managers also walkthrough  Clari 1:1 with their new hires to discuss how they will collaborate as well as set expectations as one of the steps on our onboarding process.


  • April 7, 2022

Louise- this is so cool! I would love to learn more about the trainings you’re doing for your teams!

I absolutely love the emphasis y’all have on everyone learning how to best use it!


MikeAdams
Thought Leader
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  • Thought Leader
  • April 7, 2022

Hi Rachel — I also want to chime in here and make sure that I call-out our Enablement Resources article in the help center.  In this article, we've gathered some of our favorite materials to help you enable your entire revenue organization!