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Revenue Topics

Best Practices, Use Cases, & Brainstorming

280 Topics
M
New Member
Michael BaschNew Member
asked in General Q&A
Share "stars"

I star opportunities in a list view.  Is there a way to share that view and share my stars which I used to indicate risk I have on deals, or is it not possible for other people to see my starred opportunities (meaning that I’ve starred them, not meaning sharing an opporutnity I’ve starred)

81
Kenna
Community Manager
6 days ago
K
Engaged Member
kyle.ratliffEngaged Member
posted in General Q&A
Server 500 Error when creating extract on Forecast API

Here is the issue I am dealing with.I am using a tool called SnapLogic to create an extract on the Forecast API. I have been able to use Postman to create these details and then fetch the data from said extract once it is completed. I am also able to fetch these details from SnapLogic using a REST GET snap.However, instead of completing the extract when started from SnapLogic, I receive the following error messages (I have truncated most of the details out of this message):"error":"REST API service endpoint returned error result: status code = 500, reason phrase = Internal Server Error""error_entity":"{"code":"SWW","namespace":"clari-common","errorId":"1e280d001cde5a56b3ff7a8227635b9f","message":"Something went wrong","userId":"117494","orgId":"1338"}"I wasn’t able to find any posts related to this error ID in Clari. Is there someone from support that could give some more clarity on this issue?Here is the basic structure of the REST POST:https://api.clari.com/v4/export/forecast/{foreca

102
Kenna
Community Manager
18 days ago
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
Guide to Salesforce Role Hierarchy

What is the Role Hierarchy? The Salesforce Role Hierarchy allows you to define and manage data visibility and access for users within your organization. Based on their role, you can control who can view or edit certain records, such as accounts, leads, opportunities, and other objects. What are the Benefits of Setting Up the Role Hierarchy? Access Control: A role hierarchy allows your company to control access to data and functionality within Salesforce. You can grant each role specific permissions, which cascade down to the users in the roles beneath it. You can ensure that individuals can only access authorized data and perform authorized actions. Reporting: The role hierarchy also allows you to report based on roles. You can see how many opportunities, leads, or cases each role in the hierarchy is working. This information can help management make informed decisions about resource allocation and identify areas for improvement. Sales Management: Sales teams can use the role hierarchy

8701
E
New Member
20 days ago
A
New Contributor
Alex LoweNew Contributor
posted in General Q&A
Allow Different Forecasting Schedules

Our forecasting process is a weekly cycle… reps have a forecast call with their managers, managers with the VP, and then VPs up to the CRO. It would be useful to be able to have Clari reflect the different due dates for forecasts. For example:Rep Profile - Due FridayManager - Due MondayVP - Due TuesdayCRO - Due Wednesday

81
Kenna
Community Manager
24 days ago
J
New Member
Jimmy MarinoNew Member
asked in Best Practices, Learnings, Wins, & Tips
Clari Admin Certification

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

1493
Kenna
Community Manager
26 days ago
Rohit Agarwal
Clari
Rohit AgarwalClari
posted in Best Practices, Learnings, Wins, & Tips
Deep dive into the Copilot Mobile App

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

2953
Vinay Srinivas
Clari
27 days ago
Michelle Vu
Clari
Michelle VuClari
posted in Best Practices, Learnings, Wins, & Tips
Net Retention & Churn Forecasting in Clari

 Hi Everyone!My name is Michelle and I manage one of our Solution Consulting Teams in the Professional Services Department. If you’re looking to learn some best practices as it relates to Net Retention & Churn, please review this in-depth video & deck (attached below) as you’re thinking about bringing that process into Clari! We go over the following: Why is forecasting/tracking renewals is important? Net Retention SFDC & Forecasting Set up Best practices for Calculations Churn SFDC & Forecasting Set up Key Considerations & Next StepsIn regards to requirements gathering, here are the Key Questions we will ask you:Who owns and is responsible for forecasting renewals, churns, and upsells? Attribution to the correct teams: If sales/AM team owns upsells and not CS, how can we attribute upsells to CS team members to get to NRR and GRR? Understanding opportunity set up: If expansions/upsells are in renewals, are they attached to the renewal opportunity or created as sepa

132426
Tpang
Clari
1 month ago
Peggy Sue Marlin
New Contributor
Peggy Sue MarlinNew Contributor
posted in General Q&A
Feedback directly from Clari U courses

I’m just getting started with Clari University. As I work through the online courses, it would be nice to have a quick way to provide feedback about a specific lesson. For example, there’s an abbreviation I didn’t recognize in one lesson, or the audio doesn’t play in one of the Try It videos. I guess I could come to the community and post an Idea like this, but it would be easier if there were a quick feedback button right inside the course itself.

639
Kenna
Community Manager
1 month ago
J
New Contributor
Jw9639New Contributor
asked in General Q&A
How to batch download all User Quotas for the year

Hi there,This is a follow up from How to download all User Quotas for the year. Ive made a separate post as its been some time since the above was active I wanted to check to see if its possible to batch call more than 1 quarter for the API call below in the response body at once:/export/forecast/{forecastId} { "timePeriod": "2020_Q3", "typesToExport": [ "forecast", "forecast_updated" ], "scopeId": "1905::MGR", "currency": "USD", "schedule": "NONE", "includeHistorical": false, "exportFormat": "CSV"}Where timePeriod would take an array like "timePeriod": ["2024_Q1", "2024_Q2", "2024_Q3", "2024_Q4"]This is due to our current setup hitting the ‘export_monthly_quota_reached’.Thanks for your help.

491
Kenna
Community Manager
1 month ago
I
New Member
integrationsNew Member
asked in General Q&A
Clari User API

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

1012
Peggy Sue Marlin
New Contributor
1 month ago
Prerna Singh
Clari
Prerna SinghClari
posted in Best Practices, Learnings, Wins, & Tips
Beyond the Basics: Overlooked Copilot Features Every Rep Should Discover

Disclaimer : This one is exclusively for our reps and it's going to be worth its while. Copilot has been joining your calls and recording them but is that the only use-case? And the answer is “No, there’s lot more” so let’s look into those :  Bookmarking -> If you are still using a notebook to document the key moments which you might refer back after the call then its about time you hear about the Bookmarking functionality of the much-talked-about Copilot Desktop app.How to add bookmarks over your call ? Here’s how :  1. Ensure that you are signed in to the desktop app before your meeting starts. 2. To add a bookmark in an ongoing call, simply click the big blue bookmark on the left.     Pro-tips : You can create personalised categories for bookmarking in Personal settings. You can create your own categories from here. You will also have the ability to comment and share bookmarked moments in one click. Ever wanted to add a bookmark to refer back post the call? Now you can do that t

2873
Vinay Srinivas
Clari
1 month ago
Andy Byrne
Clari
Andy ByrneClari
published in Best Practices, Learnings, Wins, & Tips
How to Attract and Retain Top Revenue Talent

Talent is everything in revenue. Sure, we spend a lot of time talking about AI, forecasting, and cadences. But these tools support reps in the trenches and the teams that surround them. You can have the best toolset in the world, but if your talent isn’t there the numbers won’t be either. For revenue leaders, it’s mission critical to attract and retain top talent. And this pursuit can become a full-time job without the right framework to guide your efforts. Today, I’d like to share a structured approach to talent, backed by 10 years of building at Clari. Use this framework to stack your team with A+ players and build a legendary career in revenue. Attract talent with your core values There’s a lot of noise when it comes to attracting talent. Talk to a dozen leaders and you’ll get a dozen opinions, ranging from complex interview schemes to referral-only hiring practices. For me, talent is simpler than that. It starts and ends with values. When you define what your team is about and how

00
Andy Byrne
Clari
1 month ago
lyuda.rogers
Clari
lyuda.rogersClari
posted in Best Practices, Learnings, Wins, & Tips
Pipeline Generation in Clari Forecasting

Do you have your New Business and/or Renewals Business setup in Clari already but wondering what are some other forecasting use cases to bring more visibility in one spot? Clari can also be utilized for pipeline generation tracking. This is powerful for both read-only visibility but it also allows you to set targets by team or even individual reps to keep them on track to meet their pipeline goals.  There are so many ways to utilize this functionality but here are some key best practices to add to your Pipeline Generation Tab that we’ve seen our customers add to their own instances: Pipeline Generation Target: A Pipeline Generation Target is useful to have in regards to seeing if we are on pace to building our pipeline in order to ensure a successful current Quarter: ASPUsing the “Power of One” field in SFDC as a rollup, we can make a quick division of (Generated Pipeline / Generated Deal Count) to see the Average Sales Price. Quick tip: To ensure quality calculations, we can use filte

3372
Rohit Agarwal
Clari
2 months ago
B
New Contributor
Barinda ZarnNew Contributor
asked in General Q&A
Starred Opportunities - reached limit

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

492
B
New Contributor
2 months ago
T
New Member
Ty_KNew Member
asked in General Q&A
Transcript

Are there any examples or documentation for obtaining a transcript via API? I have only seen one line in the API documentation that mentions the transcript: To get transcript, deal live stage fetch call individually using call-details endpoint.

911
Vinay Srinivas
Clari
2 months ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Why is Revenue Leak Today’s Hot Topic?Revenue Leak

Drip. Drip. Drip. The leak may be hard to find, but you know it’s coming from inside the house.Every quarter, thousands of dollars (if not millions) are slowly leaking out of your business. We aren’t talking about physical plumbing. We are talking about breakdowns across your revenue process resulting in revenue leak. What is revenue leak? It’s the biggest business problem hiding in plain sight, impacting all companies across all industries. It represents the revenue you’ve already worked hard to earn but have yet to capture. And according to our Clari Labs research, 14.9% of revenue is lost every year due to revenue leak. It can show up in a handful of sneaky scenarios. Maybe the high-visibility enterprise deal you needed to come in slipped to next quarter. Maybe one of your top sellers gave away another one of their famous generous discounts. Maybe your win rates have decreased slowly over time without a clear culprit. Or maybe that huge customer you thought you could count on churne

50
Scott K Wilder
Expert Contributor
2 months ago
L
New Contributor
lbakerNew Contributor
asked in General Q&A
Delete Contact

How can I delete a contact from Groove without having to remove them from Salesforce?

465
jparawan
Clari
2 months ago
S
New Contributor
ShaharPNew Contributor
asked in General Q&A
Using Clari API

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

3704
S
New Contributor
3 months ago
Andy Byrne
Clari
Andy ByrneClari
published in Best Practices, Learnings, Wins, & Tips
Observations from Collision Toronto

It’s been a few weeks since the Collision conference in Toronto but I’m still energized from the incredible conversations, panels, and networking opportunities with so many impressive tech and business leaders. Sharon Goldman, Fortune’s AI reporter, and I took the stage for a panel on, “How AI Is Transforming SaaS Innovation.” I shared my view that we’re near the peak of the “AI hype curve.” I’d estimate we’re seeing anywhere from 10 to 25 startups popping up every day around GenAI. Most of those will fail. That’s no different than what we see with every other technology paradigm shift. But even so, we can’t underestimate the positive impact AI is already having on SaaS innovation. And as we come out of the hype curve into more mainstream adoption, that impact will only increase. AI is fundamentally transforming the landscape of SaaS development, helping companies quickly solve previously intractable problems. At Clari, we’ve leveraged Predictive AI for years, using structured historic

100
Andy Byrne
Clari
3 months ago
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
Outbound Best Practices from Groove

Outbound TrendsEvery Sales Organization Can Benefit From a More Efficient Outbound ProcessWith Groove, you can improve target account coverage and increase conversion rates by focusing on the following key areas to effectively scale and manage your outbound sales process.Targeting: Who are the people we’re adding? How many contacts should we be working to meet our goals? Messaging: 3 ways we recommend building out an effective messaging. Actioning: Create a consistent process to optimize your strategy and enable your teams. Reporting: Understand what’s working – and what’s not so you can identify gaps and optimize over time. Governance: Create a consistent process to optimize your strategy and enable your teams.  1. TargetingSave time and resources by focusing on potential customers who are most likely to be interested. By reaching the right audience, sales teams have a better chance of converting leads into satisfied customers.Adding the Right PeopleThe types of people and acco

1910
Kenna
Community Manager
3 months ago
Andy Byrne
Clari
Andy ByrneClari
published in Best Practices, Learnings, Wins, & Tips
How to Deploy the Most Powerful Revenue Cadence

Cadences drive revenue growth, plain and simple.Teams that run a consistent, organized process can bank on growing the bottom line quarter-after-quarter. Meanwhile, teams that rely on ad-hoc reviews and one-off practices are opening the door to inconsistent performance and revenue leak.Today, let’s take a look at how top leaders are using a 13-week revenue cadence to capture more opportunities and build a legendary career in revenue. What is a 13-week revenue cadence?A revenue cadence is the ongoing motion of moments that teams leverage across quarters to deliver predictable, repeatable revenue processes.In other words, it’s the engine that powers your revenue vehicle.Throughout the quarter (or 13 weeks), your revenue team engages in countless moments that make or break the company’s success. Sales rep and manager one-on-ones, forecast calls, pipeline calls, board preparation, quarterly business reviews, and more.To go a step further, many teams break their quarter down into three dist

370
Andy Byrne
Clari
3 months ago
C
New Contributor
cbking2New Contributor
posted in General Q&A
Want access to Clari Admin Certification

Hi Team, I would like access to the Clari Admin Certification Training. Thanks!

813
Kenna
Community Manager
3 months ago
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
Best Practices for Email Engagement

Strategy #1: Personalized MessageWithin the first 8 seconds, you have the prospect’s attention. Make it count by showing you’ve done your research and add a personal touch in the introduction. Why Personalization is ImportantPersonalization is a key factor to increase response rate Personalizing the first part of your email message can double your reply rate. Most successful Reps take the time to do their research and cut through the noise using Personalization Personalization doesn’t need to be long, focus on less than 100 words in your intro to make an impactful message. Strategy #2: Identify Pain and Provide a SolutionIdentify common challenges based on the Client Profile and provide actionable solutions related to the challenges identified that your product or service has solved in the past. Strategy #3: Call to ActionThe closing should always end with an action for the prospect to follow-up on. Directly make an ask to work together on a specific solution.

230
Kenna
Community Manager
3 months ago
A
New Contributor
ab123New Contributor
posted in General Q&A
Article "Product Area" on KB articles

Sometimes I search for a KB article and its not clear until I open it up that it relates to a different topic - for instance, searching “email” in the knowledge base gives you an article titled “Additional Fields for Email and Calendar Logging” with no indication that this is a Groove article and doesnt relate to logging against Activities in an Account Mode (or anything else)Please can you make this clearer in the titles of the articles what they actually relate to?

143
Kenna
Community Manager
3 months ago
D
New Member
David NathNew Member
asked in General Q&A
Cmd + Enter in Mac - saves instead of inserting new line

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

301
Kenna
Community Manager
3 months ago

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