I work with customers who have questions about the Revenue Intelligence insights in Clari. One of the more Frequently Asked Questions that I get is related to how Capture and Accounts write information back to your CRM.
FAQ:
“Why does my Accounts Module differ from what was written back to SF by Capture?”
ANSWER:
There are small caveats between Capture and Accounts:
1) Ccapture skips writing when it can't determine an exact match, whereas Accounts will simply associate the activity to multiple accounts
2) Canceled meetings in Accounts operate slightly differently from Capture:
- Since we index for what shows up in Accounts every 15 mins, we will pick up an upcoming meeting and show in Accounts as a meeting that is scheduled for the following day. — If a rep modified the event two hours ago and canceled that meeting... the next time Clari indexes to update Accounts, you would notice it has been canceled and removed from your upcoming meetings.
- While in Capture, in most cases, we index after the meeting has already taken place.
