Release Date: October 4, 2023
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, or Copilot when you log in on the date above.
What’s New in Clari?
Forecast Quick Submit
The Quick Submit button in the Forecast Module is designed to make your forecasting experience simpler and faster, especially for sales reps. Make your forecast call with less friction and effort, leading to improved compliance and more consistent forecasts. Learn more here.
For Admins: If your team has multiple forecasts to submit in a tab, this will allow them to submit them all with a click of a button using the Quick Submit Modal. In addition, this includes the option to re-submit a forecast, if the call has not changed for any or all fields, simply leave those calls unchanged and click Submit. This is especially useful for Enterprise reps, who may have only a handful of deals to forecast on.
- In-app guidance: Users will see in-app guidance to alert them of quick-submit.
- Schedule: You will begin to see this in your Clari instance over the next week.
Full Screen Account Settings
Please Note: This feature was not release on October 4, 2023, but will be released in a product update in the near future.
To streamline your user experience as we work to expand the options available to you in your Account Settings, the Account Settings modal is a full-screen experience.
What’s New in Align?
Organize your Templates with your Hierarchy
Admins can organize your MAP Templates based on your team structure by assigning them to different teams in your hierarchy. This streamlines managing templates for admins and simplifies the process of choosing the right template for reps. Learn more here.
