Release Date: JUNE 2023
What’s New?
New Navigation
We reorganized and renamed Clari’s top nav bar so you can find products based on actions you want to take — Inspect, Forecast, Analyze, or Capture. Dashboards is in the same place.
Check it out 😻
Here’s a summary of all the changes for reference:
- The Opportunities and Accounts Modules can be found under the Inspect tab in the top navigation.
- Forecasting > Forecast (just a label change at this time!)
- The Analytics tab in the top navigation is now labeled the Analyze tab. You can still find all the analytics modules there.
- Studio > Clari Studio (just a label change at this time!)
- Autocapture > Capture (just a label change at this time!)
- Wingman > Copilot (just a label change at this time!)
Waterfall in Forecasting
You might be familiar with the Waterfall Module, now you can use Waterfall for a visual of forecast changes. Learn more about Waterfall in Forecasting.
Active Consent
Ensure compliance with Active Consent for users. Admins can enable this feature that notifies meeting participants when calls are recorded and gives them the option not to allow recording. Learn how to enable Active Consent here.
Autocapture Settings Console in Studio
To keep things simple and organized in one place, we made Autocapture Settings available in Clari Studio. Admins now have the ability to configure Autocapture and tweak the configuration on their own. You can now see logs and settings that were previously in the console in Studio. Learn more about this update.
Data Ingestion
Unlock more insights with more external data connections now available in Clari with Data Ingestion. Data Ingestion supports 3 different database types (Snowflake, Microsoft SQL Server, Postgres) through a self-serve connection in Clari Studio. Check it out.
MAP Status to CRM and Field Mapping
Updates to your MAP status (On Track, Late, Archived) now push back to a Salesforce field on the opportunity. Drive deal velocity using CRM field mapping in Align. Create a MAP Status Field in Salesforce and learn more about Align CRM Mapping.
Forecast API with CRM Totals
Now with CRM data! Previously, users could only export Clari data and had to find and join CRM data externally. Customers can now export CRM History alongside forecast data. Export CRM data (i.e., opportunity amounts) in addition to forecasting data (i.e., quota, adjustments, and forecast entries) with Clari’s Forecast API.
Opportunity Export Updates
When you export a CSV of Opportunities, the export now matches the format you see in the Opportunities Module. Learn to export Opportunities.
