Community Post
Release Date: January 8, 2025
Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above.
What’s New in Clari?
Enhanced CRM Score
For customers with Copilot and Clari, the Enhanced CRM Score builds on the CRM Score you already know to account for a broad variety of revenue signals, including CRM data (as always), Copilot call data (new), and Meeting data (new). Learn more.
Please Note! We do not want to make potentially disruptive changes to the insights that you use to inspect your deals and forecast before the end of the fiscal year. Enhanced CRM Score will begin rolling out to you on Jan 15, 2025. You will receive an email when Enhanced CRM Score is going to roll out to your organization.
Sunsetting Mobile App v.4.2.3
If you are using a version of the Clari mobile app that is before 4.2.3, please update your app in the Play Store or App Store. Versions below 4.2.3 and (4.2.3 520 on Android) will no longer be supported after January 31st, 2025.
For customers administering app updates for your users (MDM) you will need to update your users to the latest version by Jan 31, 2025
Activity Export API
Export activity data associated with Accounts and Opportunities with the new Activity Export API. Leverage the data to build custom reports and analytics in the BI tool of your choice. Learn more.
This feature may include an additional cost, contact your account manager for more details.
Updates to Time Machine Pulse and Funnel Drill Down
For organizations with Time Machine in Pulse and Funnel, Opportunity Amount and Close Date will be in separate columns in the right side panel, instead of nested together in a single column. This means you can now sort by Opportunity Amount or Close Date in the right panel.
What’s New in Groove?
Flow Owner Transfer
Transfer ownership of specific people in Flows to other members of the team if contacts or leads are reassigned (e.g. when a team member is out of the office, or when territories are reassigned in CRM). Learn more.
What’s New in Copilot?
Manually Re-link Calls to Opportunities and Accounts
Manually relink calls to the correct Accounts and Opportunities as needed to ensure your CRM data is accurate. Learn more.
What’s Coming in February
Here’s what to look out for in the February New Feature Release.
Outlook: Send with Groove improvements
For users of Groove and Microsoft Outlook, we are streamlining how you send emails with Groove. The send with groove button will be consolidated with the native send button that already exists inside Outlook. When you send an email with Outlook using the native Send button, a message will appear to verify that Groove is working in the background.
