Release Date: November 6, 2024
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?
Time Machine in Waterfall
Understand the deal-level changes that contributed to the changes to your pipeline. Learn more.
Updated Timestamps & Crawl CRM
Sync the latest updates to CRM from your organization’s Clari instance on demand, even between Clari’s automated syncs. Learn more.
Note: For Time Machine in Waterfall and Updated Timestamps & Crawl to CRM, your Clari Inspect Modules (Opportunities and Accounts) must be running on RevDB.
Adding Copilot Calls to Search
You can search for information from Copilot call transcripts and by attendee email addresses in Search in Clari.
What’s New in Copilot?
Deal Summaries in Copilot & Clari
Smart Deal Summaries provide quick but comprehensive insight into what is happening in a deal across conversations (emails and meetings). Understand the status, key discussions, and pending actions surrounding your key deals with ease to inform more accurate forecasting and strategic planning in minutes. Learn more.
AI in Shared Calls
Share calls with AI insights to include your choice of Smart Summaries, Chapters, and Ask Clari in shared calls, calls shared to Align, and embedded calls. Learn more.
Smart CRM Suggestions
Easily update Salesforce with custom CRM field suggestions using call data. Our latest update allows configuration of custom fields and combines new insights with existing CRM data for more accurate and efficient updates. Learn more. Learn more.
Improved Accuracy for Smart Summaries
Clari Copilot’s Smart Summaries now capture key details and actionable insights with even greater accuracy, ensuring you never miss critical information from your conversations.
What’s New in Groove?
Groove Rebrand
Release Date: November 6, 2024
Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. You can get an advance look at the changes in the Rebrand Guide attached to our community announcement.
Groove in Clari
Release Date: October 15, 2024
In case you missed it, joint customers of Groove and Clari can now access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities. Check out our previous announcement to learn more.
Note: You may need to log out and make an update to your SSO setup with Clari to realize these changes.
ZoomInfo Integration
Streamline your workflows with the new integration between ZoomInfo and Groove, which allows you to add contacts to Flows without leaving your workflow, add people to Flows in bulk, and add people to Salesforce through Zoominfo. Learn more.
Send Sample Emails from Flow Previews
Send a sample email directly from the Flow preview to test formatting, merge fields, and general look and feel. Send sample emails from Flow previews for both templated and non-templated email steps. Learn more.
What’s Coming in December?
Here are a few things to look out for in December.
Multi Signal CRM Score: Clari & Copilot
Note: Changes coming to CRM Score for Clari & Copilot Customers
Clari and Copilot Customers will have access to a new opportunity score that takes in signals from multiple sources: CRM data, activity data, and Copilot’s conversational intelligence. Look forward to an improved CRM score for RevDB in December.
Enhanced Meeting Logging with Copilot & Salesforce
Today, Copilot writes back multiple records to CRM when logging a meeting. For better clarity, Copilot will write back a single record for each meeting with this new feature. Improved meeting logging requires activity sharing in Salesforce. If you would like to try this early, you can join the beta program.
