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October 2022 Product Updates

Related products:AlignOpportunities
  • October 4, 2022
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October 2022 Product Updates
MikeAdams
Thought Leader
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The Latest!

We just got back from a week at Club Revenue and are ecstatic about the future of revenue! 

At the event, we met with many of you face-to-face, saw our customers and Clari family come together, and shared previews of some new and upcoming product announcements supporting the Clari Revenue Platform. If you missed the event or just want to re-live the Club Revenue fun, see the roundup here.

We’re excited for this revenue revolution - and to continue to give you and your teams visibility into where you’ve been, where you are, and where you’re going - and the solutions to get there, so you can run revenue like a pro.

 

 

Product Updates


View Email body content from Activity Detail View:

Email body surfaced in Clari

Understand opportunity activity from one place - with the ability to view actual emails from any deal. Managers and reps can dig into emails and conversational intelligence to truly understand the deal cycle and next steps.

 


Align Mutual Business Objectives:

MBO Configuration for Admins

Using a sales methodology like Value Selling? Highlight customer pains, constraints, initiatives, and the “3 Whys” in an executive summary format using Mutual Business Objectives.

 

Early Access

Clari Early Access Programs are a chance to be the first users to try new features such as Specific Date in Trend, Optimize (coming soon), and more. View features that are currently in an early access program, request to join the Early Access Programs, and provide feedback directly to product managers in Clari Community!
 

  1. View Email from Activity Detail View: Understand opportunity activity from one place - with the ability to view actual emails from any deal. Managers and reps can dig into emails and conversation intelligence to really understand the deal cycle and next steps. Talk to your CSM to turn on this feature so your teams can adopt and improve deal inspection today.
     
  2. Align Mutual Business Objectives: Using a sales methodology like Value Selling? Highlight customer pains, constraints, initiatives, and the 3 Whys in an executive summary format using Mutual Business Objectives. To learn more, visit our Help Center.

 

Community & Education

 

Need Help? We’ve got you covered.

When you need help, you want answers fast. In mid October, we’re migrating our Knowledge Base to integrate with the Support Portal to give you a go-to self-service experience when you want to find answers on your own and an efficient experience when you need help from the Clari Support team. Everyone will still have access to the Knowledge Base, but only your Clari Admin(s) will submit support cases moving forward.

 

Become a Forecasting Expert & Get Certified

We developed Clari University’s latest Forecasting certification to teach you all there is to know about how to configure and manage one of your most critical business processes, including how to use the new forecasting configuration export in Forecasting Management. You’ll learn all about how the Forecasting Module works and the different building blocks that are available to help you design a forecast that suits your business. Enroll today to earn your Forecasting Certification!

 

Be the first to take some of our new features for a test drive.

Clari Early Access Programs are a chance to be the first users to try new features such as Specific Date in Trend, Optimize (coming soon), and more. View features that are currently in an early access program, request to join the Early Access Programs, and provide feedback directly to product managers in Clari Community!
 

Learn from your peers and our revenue experts: More events and resources!

Read our blog for the latest best practices and industry news such as How to Win During Times of Uncertainty with Guy Kawasaki.