Release Notes

Release Date: December 6, 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, Copilot, or Groove when you log in on the date above. What’s New in Align? Align HomeAlign Home is a centralized collaborative workspace for sellers and buyers to drive deal execution and visibility—providing a summary view of the deal’s objectives, progress, calls, and resources. Learn More. Watch the video below to learn more about the new Align Home.  What’s New in Copilot? New Zoom Recorder Consent Copilot's recording feature follows Zoom's compliance rules. Copilot will automatically trigger the default Zoom recording announcement and also ask the host for recording permission. Learn More. New NavigationJoin Call + Activity Dashboard Have Moved! You can now use these shortcuts to have Copilot join a call, upload a meeting, or access the activity dashboard. The activity dashboard is a button in the top right with notifications and search. Desktop Version 3The new Copilot desktop app integrates language, battlecard, and other settings. You can also set end-of-meeting alerts, have Copilot join multiple simultaneous meetings, and record meetings you can’t attend. The desktop app is now supported in Chromebook. Learn More. Highspot and Copilot IntegrationsCreate dynamic Smart Battlecards from Highspot content. Embedded Call SnippetEmbed entire calls or specific call snippets into third-party applications, such as LMS and Enablement tools, using embeddable links. Learn More.Shared Filter AlertsAdministrators can create and share customized filters with specific team members or groups. Users can customize notifications they receive for each filter. Learn More. Competitor Sentiments in FiltersYou can now filter your Copilot call data by any, positive, or negative sentiment. Learn More.  What’s New in Clari? New Interface in User Management Admin ModulePlease Note (Dec 12, 2023 Update): After careful deliberation, we pulled back recent updates to the user interface in User Management. It’s important to us that Clari runs smoothly for our admin rockstars, and there are a few minor things that we think we can streamline before we re-release the new experience. Thank you for your patience and stay tuned for updates! Topic Filtering in Opportunities and AccountsIf you have Opportunities on RevDB, you can now filter the Opportunities and Accounts Modules with Copilot Topics. Learn More.Change Clari ID and Delivery EmailThis feature in Clari Studio User Management allows Clari Admins to modify the Clari ID (user login email address) or Delivery Email Address for users in their organization. Learn More.Export in Field ConfigYou can now export your column data from Field Configuration to CSV. If you need to view the complete list of configured fields in Clari, use this list to review your Clari configuration or share with internal stakeholders.  Learn More.RevAI Meeting Summaries on MobileYou can now view RevAI-powered Smart Summaries in the Clari Mobile App. Learn More.Capture Column UpdatesThere is an update to some of the values in the 'Status' column of the Capture Module. This does not change the behavior of capture. These changes will be reflected on 12/12. Learn More.Updates to Currency SymbolsSome currency fields symbols have been updated to stay current with modern standards, these will appear within the Clari platform and exports.  

Release Date: November 1, 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? Time Machine in PulseSee the opportunities that compose a certain stage or forecast category in Pulse, as of the date that you select in the chart. Learn more. Let sales leaders know when conducting pipeline inspection in previous weeks or quarters, this feature will help you see the exact opportunities and their amounts used to make the call in a previous week. For example, instead of only seeing that your pipeline was $10M in Week 7, now you can see exactly what opportunity amounts in that week contributed to that pipeline.  Try it in Pulse. Note: Only Available for customers with Opportunities running on RevDB   Groove Extension UpdatesThe NEW Groove Chrome Extension upgrade provides both G-Suite and Microsoft users with more efficient template and scheduler management, streamlined logging controls, and improved onboarding, settings, and troubleshooting experiences. Unlocking increased productivity and efficiency of your customer-facing teams so they can focus on what they do best – closing deals. The extension will start rolling out November 12th and will be turned on for all customers by the end of November.  More information available in the help centerLearn more about G-Suite Improvements Learn more about Microsoft Improvements

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 SubmitThe 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 SettingsPlease 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 HierarchyAdmins 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. 

Release Date: September 19,  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? Capture Column Updates and SearchWe are updating the column configuration options in Capture, and you can now search for activity data. Learn More. Forecast History TooltipsHover over any quota or read-only field in Forecast for more detail on that field’s historical changes. Learn More. Note that this feature will be rolling out to all Clari instances over the next few weeks. Data Ingestion with BigQueryYou can now use Google’s BigQuery to ingest data for RevDB. Learn more about the technical requirements.  Clari StagingManagers and Admins can create a staging environment that is a full copy of your production environment, and experiment without impacting your Clari instance. Learn More.  New in CopilotCopilot Buyer Call LibraryShare a Copilot call with your customers in any new or existing Align workspace. Learn More. Copilot Whisper TranscriptionTranscribe 5 additional languages. Copilot will automatically detect language every five minutes and transcribe the call’s speech in that language. Learn More.  Revenue Critical MomentsSmart Summaries now include sentiment analysis details on competitor mentions from your Copilot calls. Learn More. 

Release Date: August 8,  2023 What’s New in Clari? Opportunity NotificationsGet a notification every time there’s a change made to the Opportunity fields you select. You can also customize where you receive notifications: Clari web, email, or mobile. Learn more. Activity Detail View in Forecast and DashboardsGet Activity Details for any selected account in Forecast and Dashboards. Copilot's Conversational Intelligence is also part of Activity Detail View. You can view Copilot trackers associated with a particular meeting and review the call directly in Activity Detail View. Learn More. New in Copilot Copilot Smart Follow-Up EmailsSend automated follow-up emails generated by RevGPT to include necessary context from your call Smart Summaries. Learn More.   Copilot Call SearchYou can now search for Copilot calls directly within Clari. Learn more. Copilot Topics in Opportunities and AccountsFilter your list of Opportunities and Accounts by Copilot’s call transcript topic data. Learn more. New for Admins Advanced Filters in Field ConfigClari Admins can now have more complex filter options in Field Configuration. Learn more. Expired Activity NotificationsClari Admins can get alerts when teammates’ emails and calendars get disconnected or are expired—so you can re-establish those connections ASAP, right from Clari Studio. Learn more. Small Updates and Fixes Align UpdatesIn Align, you can assign task owners and add checkboxes to your MAPs. You can also tag people, upload a document from your Align Library, and add hyperlinks. Learn more.  Recording Consent We fixed a bug for active consent audio in Copilot that prevented the audio announcement of a call recording from playing.  

Release Date: July 13, 2023 What’s New? Funnel WidgetWith Funnel Widget, you can now pin Funnel reports to a dashboard for faster insight into your sales motion. Learn more here.  Enhanced Reference Fields You no longer need to jump to the tab of origin to update a reference field—just double click and edit, like any other editable field. Read up on our Forecast Module and editing fields in the Knowledge Base.  Sub-Object Aggregation in AccountsSub-Object Modes enhance the grid in the Accounts Module, allowing you to configure modes based on objects that don't live on the account itself—like by opportunity or product. Learn more here.  Activity Filtering in Opportunity GridThanks to Clari's RevDB, you can now filter opportunities by activity data with Activity Filters for a better understanding of deal progression and where to focus sales efforts. Learn more here. Sort, Group, and Filter CRM ScoreYou can enable sorting, filtering, and grouping by CRM Score in Field Config. To learn more about the CRM Score, check out this article in our Knowledge Base.

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 ForecastingYou 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 ConsentEnsure 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 StudioTo 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 IngestionUnlock 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 MappingUpdates 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 TotalsNow 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 UpdatesWhen you export a CSV of Opportunities, the export now matches the format you see in the Opportunities Module. Learn to export Opportunities. 

Release Date: May 2023 What’s New? Template ModalTo help users create plans faster, Align’s new Template UI lets you search template metadata and provides better visual distinction between template preview mode and plan editing mode. See Template Modal updates here. Template Add-OnUsers can now add templates incrementally to existing milestones as they gain a better understanding of a buyer’s purchasing process. You can create a milestone on your own, and then add a template later without being burdened with upfront decision-making and workload. See examples of how to use Modular Templates here. Field Mapping + Pushing Align Fields to CRMDiscover the power of Field Mapping as we enhance Align’s integration with CRM to provide Sales and RevOps with two foundational components:A user-friendly admin interface for instant visibility into field mapping and sync status Push Objectives, MAP Status, and other fields from Align to your CRM for reporting and data hygiene.Take control of your administration tasks with a self-serve experience, eliminating the need for support, and enjoy clearer and more robust administrative capabilities in Align. Opportunity Name in Align DashboardHave multiple plans for one account? Align has added the opportunity name to the plan list in Align Dashboard so you can easily differentiate one plan from another. 

Release Date: May 2023 What’s New? Copilot (formerly Wingman) Desktop App 2.0 A new interface offers improved experience. Create personalized bookmark categories in your Personal settings and use Battlecards from a live call widget—directly from your meetings. 🤘 Waterfall Dashboard WidgetDrip, drip ☔ …you can now pin Waterfall on a dashboard and check the KPIs of Waterfall, Pulse, and Flow. Learn more. Audit Log APIThe new Audit Log API monitors the events in Clari to keep you compliant. You can audit suspicious behavior or field configurations within the Customer/Client enterprise.  Opportunity Export APIYou can now export Clari’s CRM Score or opportunity data to your BI tool or set up a custom integration. Check it out. Saved Views in Trend: Saved Date AdjustmentThe selected date will not be saved in Saved Views in Trend. Instead, the date will always revert to the default ‘Today’ when you save a View or open a Saved View in Trend. Dashboard Scope: New LookWe’ve updated the Scope in Dashboards for a sleeker experience. When you select a level of your hierarchy from the Scope, the selected level and the next level up in the hierarchy will display. You can hover over the preview to see more details about your Scope selection.  

Closing that big deal in record time, watching your team slice through competition, and hitting revenue goals with precision. If these sound familiar, then you must know what it feels like when things come together. Your team works hard for months and then they hit a tipping point and everything begins to “click.” It’s a phenomenal feeling that leads to remarkable results.And hopefully everyday we’re helping you achieve all that.At Clari, we’re at a tipping point too. From advances in AI to better governance, we’ve got a whole lot coming your way.  Let’s dive into this month’s awesomeness. Product Updates Take Control With Field ConfigAdmins of Clari, we heard you. Governance and customization of your revenue workflows in Clari Studio is now possible with ‘Field Config’. It’s where you can add, delete, edit, and reorder fields added from CRM as you see fit. Also, create custom ‘modes’ to display deal information based on a user’s role in the sales process.Go about making these changes thoughtfully! Please reach out to your CSM to get enabled and start using Field Config. Also, learn more about Field Config here. Introducing RevGPT, Clari’s New AIYou haven’t heard? RevGPT is Clari’s newest AI addition, built to answer your most burning revenue-critical questions in seconds — not weeks.Unlike generic ChatGPT integrations—RevGPT is fueled by RevDB, the world’s largest revenue database, so you only get outputs that help you achieve revenue precision. And this is just the beginning. Launching Smart SummariesBullet points are so yesterday. We’re wired for conversations and stories. Now RevGPT will power Smart Summaries in Wingman. Think automatic call summaries, next steps, and suggested actions delivered via Slack in a conversational format. Your reps will save hours, make strides in their outreach, and nudge more deals to close, faster.Don’t have Wingman? Sign up for a trial here. Already have Wingman? Join the waitlist for Smart Summaries here. Account Engagement, Clear As DayYou can now leverage custom activity signals to understand engagement, or lack thereof, with top accounts to help your teams prioritize their efforts. These signals can be defined based on the task object in SFDC and matched to accounts using Clari’s matching logic.  Clari Community & Content Time to Revenue Fireside ChatJoin our CEO, Andy Byrne, and Nick Mehta, CEO of Gainsight, to get the inside scoop on how to master time to revenue so you can stop revenue leak, protect your customer base, and achieve revenue precision. April 13th, save the date. Register today.  Field Config ResourcesField Configuration puts the power to set up Clari according to your organization’s needs in the hands of Clari Admins. Earn your Field Config Admin Certification to learn how to configure fields, layouts, and modes in your Clari instance. As you ramp up on the new module in Clari Studios, leverage the Knowledge Base when you need guidance, and ask a question in the community or join us during Field Config Office Hours to get face time with our experts. Community Leaderboard RewardsThe Clari community is growing fast! Learn to use the platform, ask questions, and join early access programs.This month you can get rewarded for being an engaged member in the community. Get the deets on our community rewards program here and start earning points!Until next time, folks.Kurt Leafstrand,SVP of Product

We understand that revenue isn't always generated at a desk, or in front of your computer screen. So, whether you’re updating your team on the go using our app, or capitalizing on revenue-critical moments live in-action, Clari gives you the control you need to run revenue. Kurt Leafstrand, SVP of Product  Product UpdatesAccess Copilot (formerly Wingman) on the go with the Clari appClari’s mobile app for iOS has a new look! You can now access Wingman call recordings on the go, easily navigate between conversations and opportunities to stay connected to your revenue and access your favorite dashboards. All this right from the mobile app, wherever you are. Download or update the Clari app. Revenue-critical conversations in Activity DetailActivity Detail gives you instant access to the full history of a deal or account in a single place. Now, conversations recorded in Copilot (formerly Wingman) (or other CI tools) are integrated directly into Clari, as well as the full body of emails sent to and from your sellers. Ask your admin to turn on email body viewing in Clari or connect your CI tools. Learn more about Activity Detail here. Share saved views with your teamWe are focused on making Clari more collaborative to better align revenue teams. And so, we are opening up view sharing to all users so that anyone can create and share views within their organization.  Learn how to start sharing views with your team. Clari Community & ContentNew Align LearningMutual Action Plans (MAPs) help revenue organizations of all sizes answer their most critical questions by fostering collaboration and transparency between the buying and selling teams. Learn how to create, manage, and share mutual action plans with your customers in our new Align Fundamentals course. Copilot (formerly Wingman) for Product & Marketing teamsJoin us to learn how to get started with Copilot (formerly Wingman) and how Product and Marketing teams can use Copilot (formerly Wingman) to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition. The Run Revenue ShowICYMI: we launched The Run Revenue Show—a weekly podcast to help you avoid revenue leak and achieve revenue precision. Episode 1 features Kevin “KD” Dorsey sharing his step-by-step playbook for avoiding slipped deals. Be sure to hit the follow button wherever you listen to podcasts so you don’t miss an episode! Multi-language transcriptionDear sellers, it’s a diverse world and the last thing we want is language keeping you from running revenue. Selling across time zones? Got colleagues that are bi-lingual? It’s all good, Copilot (formerly Wingman) is fluent in and can transcribe your calls in 16 different languages. Learn more about multi-language transcription here.Use the “EAP” tag on the Groups page and request to join for new features you’re interested in.  Copilot (formerly Wingman) Desktop App 2.0It’s finally here! Copilot (formerly Wingman)’s overhauled desktop is here to help you crush deals like never before in a whole new skin with better Battle Card delivery and bookmark management. Get it now! Use the “EAP” tag on the Groups page and request to join for new features you’re interested in. 

As we navigate this economic climate, two themes keep coming to mind: Visibility and Accountability. With our latest features, we’re ensuring that every revenue-critical employee has the opportunity to see revenue leak before it happens, and the ability to act on it.To your continued success,Kurt Leafstrand, SVP of Product Product Updates Introducing our newest analytics module: FunnelIf you have access to Flow, you’ll be able to analyze your conversion rates by sales stage to uncover where deals are getting stuck starting February 15. Stem the flow of revenue leak by identifying where to focus your time, resources, and coaching. And, for even greater visibility, share your view in Funnel with anyone in your team with Saved Views. Check with your Admin to access Funnel.Coming Feb 15! Streamline visibility by sharing Saved ViewsNo more adjusting filters and settings. Starting Feb 15, you’ll be able to save your most used views in analytics and accounts. Admins can create saved views and share them across roles to make sure everyone has quick access to data that answers the right questions. Learn more about Saved Views.Build custom CI reports with WingmanGather all of your sales call data into your CRM with Wingman. Identify topics discussed, competitors, and other call stats. Learn more about Wingman’s Salesforce integration.Build MAPs faster with Align’s customizable Private TemplatesCreate, edit, and save your favorite MAP configuration with private templates in Align. If you’d like to make them available across your team, Admins can easily publish private templates to make them public, using a customized mutual action plan template that you can iterate on, deal after deal. Try it out now!

🎶 12 Months of releases, 3 days of Club Revenue, 2 acquisitions, and a brand new category 🎶2022 is behind us. Looking back, I’m thrilled to see the strides we’ve helped our customers achieve. At Clari, we’ve welcomed Copilot (formerly Wingman) and Dealpoint, offering you a more consolidated, complete revenue platform. We’ve adapted leaner, more custom configurations without sacrificing data or quality. And we’ve pioneered the market into revenue governance and collaboration.🎶 And a partridge in a pear tree. 🎶 The way ahead looks bright, too. We’re jumping into 2023 with some of our most highly anticipated updates in early access programs, ready for you to test them for yourself.So let’s get to it. Cheers to you! And cheers to your continued success.— Kurt Leafstrand, SVP of Product Purpose-built to run revenue, we simply don’t do generic. Here are our most recent updates that enhance the power of Clari’s platform with the flexibility to fit your process: Align buyer collaboration and sharing improvementsBuyers now have more agency when collaborating on your mutual action plans. They can update dates, create milestones, and add or remove actions. Invites are easier, too — anyone with a matching email domain will be able to join your mutual action plan once they’re invited. Snapshot historical trend data with the Historical View widgetDon't solely rely on memory - Instead, easily review historical trends for a cohort of deals  with Clari's Historical View widget.You’re able to quickly see how much pipeline and revenue potential is being created or closed, or if certain types of deals are progressing towards a set financial target over time. Join the Audit API EAPJoin one of our most anticipated EAPs and test the new Audit API. A public API, this allows users to audit events happening in Clari to understand who is making changes, and when these changes happened. Ask your CSM to join! Get access to Field ConfigurationField Configuration gives Admins the power to set up Clari according to your organization’s needs. Learn how to configure fields, layouts, and modes in your Clari environment and earn your Field Config Certification to gain access to this new module in Clari Studio. 2023 is looking brightWe currently have half a dozen Early Access Programs available to join. Some of our most significant, highly anticipated updates are ready for your to test for yourself. Reach out to your CSM or check out the community for groups to join in!

As always, I’m inspired to see how our customers kick their sales execution into high gear, across the board. It’s incredible to see the amount of momentum that takes place as we all race to a strong finish at the end of the year.This month, I’m excited that we’ve met the wave of activity you’ve built with features that enable swift, streamlined sales execution, and the relationships required to get them done.— Kurt Leafstrand, SVP of Product  Purpose-built to run revenue, we simply don’t do generic. Here are our most recent updates that enhance the power of Clari’s platform with the flexibility to fit your process: Identify risk and momentum due to relationshipsIdentify activity gaps in Accounts & Opportunities with relationship-based risk and momentum indicators. Within Relationship Insights, the user will be able to see whether or not the right people have been engaged with to move the deal forward. Enabled for all users on 12/15. Ensure confidence in the amount of deal activity and data completenessGain immediate visibility into the amount of activity taking place across all deals and accounts within your Activity Logging Console.To establish confidence in your data, quickly search all activities logged to CRM to ensure there are no gaps. Admins: Troubleshoot errors or activities not-synced more easily! Collect only the most relevant data per role to cut through the noise Tailor the data collected from each member of your team with Role-Based Autocapture. Prevent the distraction of unrelated activities and data by collecting only what each role needs — nothing more. Reach out to your CSM to enable Role-Based Autocapture. Identify key roles needed for a deal in a MAP’s Team RolesDetermine which people will participate in different steps in the buying process within a mutual action plan’s Team Roles. Identify and fill key roles needed for the deal, and even save as a template to guide new reps. Align Admins: Create a role in Team Roles to begin adding to templates and MAPs! Track Account Engagement for territories as well as rolesTrack engagement within accounts based on territories, as well as roles. Territories are now supported in Account Engagement, Clari continues to support Enterprise Territory Management (ETM).

 Purpose-built to run revenue, we simply don’t do generic. Here are our most recent updates that enhance the power of Clari’s platform with the flexibility to fit your process: Compare and Analyze Custom Dates in Trend: Dive into the historical trends that are most relevant to you in Clari Trend. Adjust the date you’re interested in, and Trend will compare data from the previous period to directly answer your question: How has our pacing compared throughout our fiscal calendar? Try it out! Customize Data Pushed from Align to Your CRM:Clari Align’s mutual action plans now allow you to select which activities you want to capture and record in your CRM. Get visibility into buyer signals and activities inside the MAP, or select seller activity to inspect MAP creation and updates over time. Admins: enable today!  Record Activities from Events:Clari now offers a more versatile configuration to record and track activities as events. Whether you prefer to record your activities as events or tasks, Clari is flexible — purpose-built to run revenue your way.  Mobile Access to Email Content:Activity content logging is now available for mobile! Alongside activity data, you can now inspect revenue-critical email content on the go with Clari’s mobile app. Keep a pulse on your deals to take action and consistently hit your targets with precision. Download the app! Improvements to Sorting:Managing opportunities in Clari just got better. In the opportunities tab, users can sort any amount field from sub-object modes, rather than being restricted to splits and product line items.

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 UpdatesView Email body content from Activity Detail View:Email body surfaced in ClariUnderstand 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.To learn more, visit our Help Center. Reach out to your CSM to turn this feature on so your teams can adopt and improve deal inspection today. Align Mutual Business Objectives:MBO Configuration for AdminsUsing 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. Early AccessClari 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! 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.   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 CertifiedWe 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! Join Clari Live: How to Onboard Reps Efficiently at Scale on October 12th. In this interactive, demo-based session, you’ll learn how Clari can help you onboard and enable new reps quickly to drive performance faster.  View this demo-based on-demand webinar on how to leverage Clari to expand into new markets. Learn 3 Ways Databricks Demolishes Obstacles to Growth. See how other Oktopost leveraged Clari Wingman to solve for revenue leak. Read our blog for the latest best practices and industry news such as How to Win During Times of Uncertainty with Guy Kawasaki.

Going to Dreamforce? Neither are we! We’re doing something far better, and it’s called Club Revenue. Step away from the madness and visit us: you’ll see exciting new capabilities we’re chomping at the bit to share.Without stealing our own thunder, scroll down for a sneak peek and learn about other new features that will help you run revenue like a pro. Clari + Wingman: Intelligence, where you need it The first integration between Wingman and Clari is now live! Now, the power of conversational intelligence is available exactly where you run revenue. Review conversations, analyze call data, and uplevel your deal inspections without switching out to yet another app. Learn More! Introducing Forecasting Management (Admins this one’s for you!)We’ve got your back, Clari advanced ops admins. This month we’re improving your experience with a key update: Scrap those screenshots... You can now view and export all field and formula settings to more easily share and manage your forecast configuration! Learn More!  We want your feedback! If you are interested in joining an early access program for these features, please reach out to your CSM:   Role-based autocapture: Custom configure what activity and contact data syncs to your CRM by role, ensuring each team captures the best possible data for their unique day-to-day needs Activity logging in autocapture: Monitor, analyze, and govern all the activity data writing back to your CRM from the autocapture console.  Community Event: Happy Half Hour (Revenue Intelligence)Join product manager Conner Crane and community manager Mike Adams on September 29 for our first Product Happy Half Hour! Learn about Clari's current and future vision for revenue intelligence and ask the Clari product team questions. Sign Up! Clari University—become Clari certified and win!Our Clari Fundamentals training and certification program will make you a Clari power user and develop your revenue expertise. Enroll today and be among the 1st to earn your Clari Certification before September 30 and earn some Clari swag!Enroll Today!

We’re well into summer and we hope you’re taking some well-deserved time off. That’s right, go ahead, relax and enjoy it, we’ve got you covered! We built Clari to help you run your business whenever it is you work, and also when you don’t, because we understand revenue never stops. Neither do we. So far this summer we’ve announced Clari Align, the acquisition of Wingman, and soon it’ll be back to school, which means Dreamforce. We’ve got plenty of exciting news to share with you then, too.  To learn more, escape the Moscone madness and visit us in person at Club Revenue where we do things differently. Cheers,Kurt Leafstrand, SVP of Product  What’s new with Wingman Wingman is the gift that keeps giving. Last month, Clari announced our acquisition of Wingman (check out our blog about it), the innovation leader in actionable conversational intelligence.  We’re continuing to innovate with the launch of role-based access to call scorecards and the ability to search all account activity by keywords and AI-detected topics.  Reach out to your account manager to learn more.  Join fellow masters of revenue in the Clari Community Product updates and events and forums, oh my! We are excited to launch Clari Community, your hub for all the latest and greatest from Clari.  Clari Community will connect you with other world-class revenue teams, so you can ace the most critical business process—revenue. [Button - Sign Up Now!] What’s new with Align Recent updates to Align ensure seamless engagement and enhanced visibility to get deals done faster! With the new Activity Page, quickly track mutual action plan (MAP) engagement over time to ensure buyers are participating in your selling process. Also, check out MAP summaries in Clari’s Insight Panel. Access a holistic view of the opportunity’s mutual action plan and the progress of high-priority action items.  And wait! There’s more. Maintain pristine records with our market-best sync. MAP activities are now pushed directly into your SFDC opportunities and are reflected as tasks.  Calling all for early access programs: We want your feedback. If you are interesting in joining an early access program for the following features, please reach out to your CSM:   Quick-submit: forecast users can update or resubmit all their forecast values and notes in a single click.  Historical view widgets: Data Hub users can add widgets that show how sets of opportunities trend over rolling time periods. Customize widgets by date range and add goals to visualize. Outside of our exciting product updates, don’t forget… Join us for a virtual roundtable on August 11, where a panel of customers will discuss their experience and the value they've been able to drive with Clari Wingman. Heading to Dreamforce or plan to be in San Francisco? Check out what’s happening at Club Revenue and get your pass today! Submit a review on G2. Share insights and receive a $25 Amazon gift card.

The last few months have been a bumpy road for the economy and markets, with more twists and turns expected. To thrive in these times, companies and their teams all need sound strategy and discipline. However, most companies deploy only half a strategy focusing on cost cutting. The reality, is there needs to be a focus on both costs and revenue. That’s why on June 15th we intensified our singular focus on revenue by unveiling our new strategic framework — Revenue Collaboration & Governance (RevCG). Moving forward, you will see a strong emphasis on RevCG in our roadmap. Clari’s Revenue Platform is a unified system that fosters collaboration for everyone who touches revenue and allows for complete control of all key revenue processes at scale. Clari helps transform revenue leak across your GTM funnel into revenue precision. Toward that end, we are incredibly excited to announce our acquisition of Wingman, the innovation leader in conversational intelligence. With Wingman, Clari is the most complete Revenue Platform, harnessing conversation data exactly where you need it to stop revenue leak. To learn more about Wingman and other product updates, read on!  Put ‘Actionable’ Into Conversation IntelligenceAvailable for purchase. If interested, please contact your account manager to learn more.  Clari is excited to announce Clari Wingman, our take on conversation intelligence. Evolve beyond passive, outdated call recording tools to take your team to the next level. Real-time transcription, scalable, high-impact coaching, and embedded experiences ensure your conversation intelligence is finally put to good use.  Unifying the Admin Experience: Clari Studio  We are rebranding all admin features under Clari Studio! Clari Studio aims to give you more governance over your Clari instance: configure it in real-time to reflect your most up-to-date revenue process. In the next few quarters, look out for field configuration, forecasting admin, and sandbox.  Improving Clari Quality of LifeWe’re releasing a few updates that will make our platform even more intuitive:  With the new ‘Product Resources’ feature, you can access guided walkthroughs to take you on a tour of each Clari module.  We are updating the horizontal navigation on July 20th! Each module will now be exposed in the navigation bar, for quick access.  Outside of our Exciting Product Updates, Don’t Forget… Admins - join the Community to get access to an exclusive AMA (Ask Me Anything) on July 19! Save your spot for a fireside chat with Dialpad and Clari where they’ll discuss how to drive revenue precision and growth. Register for the July 21st webinar - learn how other customers use Clari to prevent revenue leak and retain customers in an economic downturn. Join us on July 27th for the next Clari Live: How to Scale Your Top Performers with Wingman.

Clari Align Release Update - June 2022 New | ImprovementsOngoing improvements to the UI of Align, with notable style updates to the Team and Resources page of a MAP The Activity Stream is now collapsible - so you can hide activities during your screen shares to focus on milestones, action items and creating next steps with your buyers Filter activities by team - you are now able to filter activities by team from the MAP Activity full page Improvements to the MAP email invite processFixesYou are now able to select teams and invite stakeholders while Presentation Mode is turned on   

📣We’re thrilled to announce the general availability of Clari Align to all customers📣 Clari Align, the only solution that unifies buyers and sellers to realize value across the entire customer lifecycle—ensuring a path to mutual success. This is bigger than email, slides, or traditional collaboration tools. It’s full transparency and visibility into the status of every deal across your entire book of business. Clari Align fully integrates with the tools you already use and invites every member of your revenue team to walk in lockstep with their buyers. Everyone is executing towards a common goal. Clari Align offers mutual action plans (MAPs), digital sales rooms (DSRs), and buyer collaboration. It serves as the meeting point between buyers and sellers to move deals forward, engage necessary stakeholders, and anticipate roadblocks before they pop up down the road. Learn more about how mutual action plans reduce deal slippage and increase win rates here. Don’t forget to save your spot at next week’s webinar to hear how other Clari customers use Align. 

Come check this out if you’re wanting to learn more about forecast history! 

Overview Clari releases product updates up to three times per month, with updates consolidated in this monthly article. Check-in here throughout the month to stay in the loop with all of the new features coming to Clari.  If you have any questions, please contact your Customer Success Manager or drop them here.  Field Change Indicators in Forecasting Expanded ViewYou can now see the colored field change indicators from the Opportunity Grid in the Expanded View grid. Please keep in mind that field change indicators will only display for opportunity fields with field history tracking enabled in Salesforce. The colored change indications allow users to understand deal health more quickly from Forecasting Expanded View.Note: The color changes are fixed (non-configurable) to only show changes that occurred in the last 7 days. Display Longer Column Header Names in ForecastingWe have added support to display full column header names in Forecasting. Forecast column headers will display up to two lines (instead of just one). As the header name gets longer, font size will automatically adjust to accommodate the full header name.