Release Date: September 4, 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 Groove?
Groove in Clari
Access the full suite of Groove features directly within the Clari web app this September.
Please Note: Groove in Clari is coming mid-September, after the release date listed above.
Updated Groove Logo and Colors
Prepare for an updated user experience. We’re updating the Groove logo and color palette to better align with the Clari brand.
Groove Flow Expiration Settings
Set an Archive date and Last import date for Groove Flows to manage your content. Learn more.
Groove Flow Auto-Import Enhancements
Restrict users from manually importing people into Groove Flows if an auto-import method is configured. Learn more.
Add People to Groove Flows from SFDC Reports
Add contacts or leads from Salesforce reports to Groove Flows, right from Groove's Chrome Extension. Learn more.
Execute on Copilot via Omnibar
Access Copilot calls and insights in Groove’s Omnibar, Calendar, and Notes Hub. Learn more.
Please Note: Groove Conversations is sunsetting with this new integration.
Groove Actions Improvements
If you have not received updates to actions yet, all remaining Groove customers will receive this update through September.
Here’s a quick list of the improvements to Groove Actions:
- Notifications for due or assigned Actions
- Scheduler can be inserted anywhere you’re using Actions
- Swap in templates anywhere you’re using Actions
- More flexible logging to Salesforce
- Reps can use any email or phone field in Salesforce to take action with a customer or prospect
- Logged activities now contain a consistent and uniform subject
What’s New in Clari?
Forecast Configuration
Forecast Configuration within Studio puts the power to customize your Forecast Tabs, Columns, and Queries in the hands of your admins. Tailor your Forecast Module to your unique forecasting process. Learn more.
Please Note: This feature will become available to all Clari customers over the next few weeks. Expect an email with your GA date soon!
Advanced Forecasting: Consumption
Clari’s Forecast Module supports your consumption or usage-based pricing models. Contact your Account Manager to discuss your consumption or usage-based business. Learn more.
Forecast History Charts
With forecast history, you can see historical CRM insights for forecast, quota, and read-only fields in the Forecast Module. Track performance over time and improve alignment among team members to call your number more accurately. Learn more.
Admins: With forecast history, you can now see historical CRM insights for forecast, quota, and readonly fields. Additionally, support for read-only and forecast field history extends to Pulse. This will be enabled by default. To remove specific fields from your view in Pulse, uncheck them at the bottom of the chart.
Quota Management Enhancements
We’ve streamlined the process of uploading quotas to Clari, including pre-populating User IDs. Learn more.
Forecast History in Export API
Historical data including quotas and read-only fields will be included in the Export API.
What’s New in Copilot?
Copilot Admin Self-Service Improvements
Streamline administrative tasks like user provisioning and onboarding, and integration and notification management with the latest updates to Workspace Settings. Bulk upload users, manage global notifications settings, and more. Learn more.