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February 2023 Product Updates

Related products:AccountsAlignAnalyticsFunnelCopilot
  • February 13, 2023
  • 1 reply
  • 82 views
February 2023 Product Updates
Kurt Leafstrand
Clari
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As we navigate this economic climate, two themes keep coming to mind: Visibility and Accountability. With our latest features, we’re ensuring that every revenue-critical employee has the opportunity to see revenue leak before it happens, and the ability to act on it.

To your continued success,
Kurt Leafstrand, SVP of Product
 

Product Updates

 

Introducing our newest analytics module: Funnel
If you have access to Flow, you’ll be able to analyze your conversion rates by sales stage to uncover where deals are getting stuck starting February 15. Stem the flow of revenue leak by identifying where to focus your time, resources, and coaching. And, for even greater visibility, share your view in Funnel with anyone in your team with Saved Views. Check with your Admin to access Funnel.

Coming Feb 15! Streamline visibility by sharing Saved Views
No more adjusting filters and settings. Starting Feb 15, you’ll be able to save your most used views in analytics and accounts. Admins can create saved views and share them across roles to make sure everyone has quick access to data that answers the right questions. Learn more about Saved Views.

Build custom CI reports with Wingman
Gather all of your sales call data into your CRM with Wingman. Identify topics discussed, competitors, and other call stats. Learn more about Wingman’s Salesforce integration.

Build MAPs faster with Align’s customizable Private Templates
Create, edit, and save your favorite MAP configuration with private templates in Align. If you’d like to make them available across your team, Admins can easily publish private templates to make them public, using a customized mutual action plan template that you can iterate on, deal after deal. Try it out now!

1 reply

Kenna
Community Manager
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  • Community Manager
  • February 13, 2023

So excited about Saved Views! Can’t wait to chat through how Saved Views + Analytics can help answer important questions to help customers prevent revenue leak, and what questions you should be asking about your revenue with @kstanforth on Feb 23. You can register for the live virtual event here.