Closing that big deal in record time, watching your team slice through competition, and hitting revenue goals with precision. If these sound familiar, then you must know what it feels like when things come together. Your team works hard for months and then they hit a tipping point and everything begins to “click.” It’s a phenomenal feeling that leads to remarkable results.
And hopefully everyday we’re helping you achieve all that.
At Clari, we’re at a tipping point too. From advances in AI to better governance, we’ve got a whole lot coming your way.
Let’s dive into this month’s awesomeness.
Product Updates
Take Control With Field Config
Admins of Clari, we heard you. Governance and customization of your revenue workflows in Clari Studio is now possible with ‘Field Config’. It’s where you can add, delete, edit, and reorder fields added from CRM as you see fit. Also, create custom ‘modes’ to display deal information based on a user’s role in the sales process.
Go about making these changes thoughtfully! Please reach out to your CSM to get enabled and start using Field Config. Also, learn more about Field Config here.
Introducing RevGPT, Clari’s New AI
You haven’t heard? RevGPT is Clari’s newest AI addition, built to answer your most burning revenue-critical questions in seconds — not weeks.
Unlike generic ChatGPT integrations—RevGPT is fueled by RevDB, the world’s largest revenue database, so you only get outputs that help you achieve revenue precision. And this is just the beginning.
Launching Smart Summaries
Bullet points are so yesterday. We’re wired for conversations and stories. Now RevGPT will power Smart Summaries in Wingman. Think automatic call summaries, next steps, and suggested actions delivered via Slack in a conversational format. Your reps will save hours, make strides in their outreach, and nudge more deals to close, faster.
Don’t have Wingman? Sign up for a trial here. Already have Wingman? Join the waitlist for Smart Summaries here.
Account Engagement, Clear As Day
You can now leverage custom activity signals to understand engagement, or lack thereof, with top accounts to help your teams prioritize their efforts. These signals can be defined based on the task object in SFDC and matched to accounts using Clari’s matching logic.
Clari Community & Content
Time to Revenue Fireside Chat
Join our CEO, Andy Byrne, and Nick Mehta, CEO of Gainsight, to get the inside scoop on how to master time to revenue so you can stop revenue leak, protect your customer base, and achieve revenue precision. April 13th, save the date. Register today.
Field Config Resources
Field Configuration puts the power to set up Clari according to your organization’s needs in the hands of Clari Admins. Earn your Field Config Admin Certification to learn how to configure fields, layouts, and modes in your Clari instance. As you ramp up on the new module in Clari Studios, leverage the Knowledge Base when you need guidance, and ask a question in the community or join us during Field Config Office Hours to get face time with our experts.
Community Leaderboard Rewards
The Clari community is growing fast! Learn to use the platform, ask questions, and join early access programs.This month you can get rewarded for being an engaged member in the community. Get the deets on our community rewards program here and start earning points!
Until next time, folks.
Kurt Leafstrand,
SVP of Product
