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Revenue Topics

Best Practices, Use Cases, & Brainstorming

305 Topics
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New Contributor
nikita.gandhiNew Contributor
asked in General Q&A
Certifcation Exam registration

How to register for Admin exam & how to understand pricing structure & not able to locate the information.

123
Kenna
Community Manager
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
Boost Seller Productivity by Enabling AI-Powered Features in Clari Studio

Sales teams generate a wealth of valuable insights from their daily interactions, but without the right tools, they can’t surface them (or, more importantly, act on them) effectively. Clari’s AI-powered features help sellers take action faster and smarter by providing key insights in their existing workflows. Admins have the power to unlock these capabilities and significantly boost seller productivity across your organization with just a few simple steps in Clari Studio. By enabling these AI-driven features, your reps can: Access richer email insights with minimal effort Quickly understand deal momentum and uncover risks Streamline CRM updates and follow-ups Enhance account engagement with AI-powered summaries Step 1: Enable Email Body Processing in Clari Studio To provide sellers with deeper email insights, navigate to the Integrations tab in Clari Studio and enable the features under Process Body Data : Verify that your email provider (Gmail or Outlook) is connected. Enable Email Bo

170
Kenna
Community Manager
Kenna
Community Manager
KennaCommunity Manager
published in General Q&A
FAQ: How do I write one-off emails with Groove?

You can write an email directly from the Omnibar using one-off Actions. Creating a New Action from the Omnibar is easy: Select a Email action to write either a one off email or use a Template. If your organization has opted into Groove’s GenAI features, then Groove can also generate these emails, pulling those insights directly from the web. Press the Create button to have the email added to your Groove Actions page for you to send at a later date. Alternatively, press the downward-facing arrow and choose from the below options to send the email immediately: Send – send the email right away. Mark as Complete – mark the email as having been completed and add it to your activity count in Groove Analytics without actually sending the email or logging it to Salesforce. Schedule Send – select a future date and time at which the email will send automatically. Send and Create Follow – send the email right away and create a new follow-up action in Groove for the same person. Send and Add to Fl

30
Kenna
Community Manager
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: ASP Using 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

4474
Rohit Agarwal
Clari
N
New Contributor
nikita.gandhiNew Contributor
asked in General Q&A
How to prepare for Clari Admin Certifcation

Is there a resource to follow if I am looking to do Clari certification - Admin side of things.

211
Kenna
Community Manager
D
New Contributor
Daniel TaiblesonNew Contributor
asked in General Q&A
What is the easiest way to see my pipeline by quarter?

Do I build a dashboard? What’s the easiest way?

21
Kenna
Community Manager
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
SDRs: Got Groove questions? We’ve got answers!

Calling all Sales Development Reps! If you haven’t already, sign up to join us on Wednesday, March 12 to learn how to work smarter, prospect faster, and book more high-quality meetings with Groove. The following week, we’ll check in to answer any questions that you have in our Ask Me Anything session on Groove for SDRs. Share your questions in the comments below, or like someone’s question to upvote it. We’ll answer as many as we can, but knowing which questions are most popular helps us prioritize. This session is part of our Clari Live: Unlock Your Productivity with Groove series. Check out the whole series here.

280
Kenna
Community Manager
Benjamin Michael
New Contributor
Benjamin MichaelNew Contributor
asked in General Q&A
Order of Picklist Values on Dashboard Widget Not Aligned to Picklist Order From CRM

We have a variety of widgets on dashboards that are grouping by a custom “Forecast” picklist field that is on all opportunities. This has five value options. They are configured in our CRM in this order: 5-Raw 4-Best Case 3-Most Likely 2-Commit 1-Won Note that “1-Won” is not user-selectable but rather managed by the system and updated if/when the opportunity goes closed won. When we make a bar chart and add that to a dashboard, the appearance of the groupings by the above picklists do not appear in that order left-to-right within the bar. This is creating confusion with our users who would expect them to be sequential either left-to-right or right-to-left. Instead, they see them in a seemingly random order.

130
Benjamin Michael
New Contributor
S
New Contributor
StevenWrenNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
Groove flow question

Why can I only add 100 contacts in a flow to a CSV, at a time, or if adding 400 to a flow, why can i only add 1 page at a time? Would make more sense to add all of them at once, unsure if i am missing something Any help would be appreciated it please

274
S
New Contributor
T
New Member
Tara Dal BelloNew Member
asked in General Q&A
Clari Admin Certification Access

Hello team, I am not able to access the Admin Certification in Clari University. Can you please provide access? Thanks, Tara

473
Kenna
Community Manager
M
New Contributor
Massimo PappalardoNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
Export is not working

Hi all, when I click on the “Export” option nothing happens and no message is given. How can I get my report data in excel format?

382
M
New Contributor
Charlotte_Zoda
New Contributor
Charlotte_ZodaNew Contributor
asked in General Q&A
Scheduler Organization in Groove

Hello! I’m fairly new to Groove and I’m trying to organize my meeting links in the Scheduler. I’d like for the different types of meetings to flow in a certain order but can’t figure out how to do so. It doesn’t seem to follow an alphabetic or numeric order. Example: Ideally I’d like the meeting in 1-4 order

191
Kenna
Community Manager
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.

8856
Kenna
Community Manager
A
New Contributor
Apurva YadavNew Contributor
asked in General Q&A
Clari Admin Certification

Hi Team & ​@lyuda.rogers ,I've attempted my Clari certification more than 15 times, and my score consistently falls between 70-73. I’ve completed the admin course three times and am confident I’m selecting the correct answers.Could you review the test to see if there might be any issues or provide feedback on my answers?

1137
alliehall
Clari
S
New Contributor
SfentonNew Contributor
asked in General Q&A
Clari University

Hi I have just started using Clari as a sales ops manager with admin access, I was to use Clari University to gain understanding on how to use the product, forecasting, analytics etc but in the University page I can only see the “prospecting academy” is this all that is available?

531
Kenna
Community Manager
Christian Fitzgerald
Clari
Christian FitzgeraldClari
posted in Best Practices, Learnings, Wins, & Tips
When was the last time you checked your Capture settings?

If your organization has been using Capture for a while, checking the settings and looking at the logs periodically is a good idea. This will help you get the most out of your integration. The Capture settings panel has recently had some helpful additions that make tweaking and tuning your settings much more accessible. Some settings were previously only modified via your CSM or a support case, so you may not have even realized they existed! I always begin by making sure Capture is not in Preview Mode and is writing back to the CRM. However, toggling this off and putting it in Preview Mode can be helpful when making settings changes to ensure that a tweak doesn’t have unintended effects that get written back to Salesforce! This can also be helpful when considering some of the other recommendations to come. Next, for contacts, I always want to look for contacts that could not be written back due to account matching issues. To do that, use the filters to find contacts with “No Match Foun

2993
Parin Lad
Clari
M
New Contributor
Murilo MartinsNew Contributor
asked in General Q&A
regular forecasting period

Please. I need to know if is possible configure regular forecasting period to start in a different day instead of monday. regards

251
elijah
Clari
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips
Deal Inspection How To

At the start of the year, when you’re back in the hot seat, you need to get a handle on the deals that are in for the quarter to get a fast start. I recorded a quick video to walk you through how to inspect your deals for this quarter, what has happened recently and where do you need to spend your time to progress your deals.

210
R
Clari
D
New Member
David ThorntonNew Member
asked in General Q&A
I am looking for some insight on the questions I have gotten wrong on the Admin Certification test to better understand what info I need to focus on.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.

521
alliehall
Clari
A
New Contributor
ab123New Contributor
asked in Best Practices, Learnings, Wins, & Tips
Average/Combined CRM Score

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.

371
Kenna
Community Manager
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 here IOS: Download from here Note : 1. Copilot doesn’t ask for permissions to view any data on your phone 2. 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 att

13775
Vinay Srinivas
Clari
Timm Ideker
New Contributor
Timm IdekerNew Contributor
asked in General Q&A
Sales Attainment - Consolidated View

I want a view that shows: $ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal year We have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this: Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45% $460K 33% AE #2 $0 0% $100K 27% $455 102% $555K 46% AE #3 $50K 6% $550K 145% $600K 55% I can’t be the only sales manager using Clari asking for this so forgive me if this already exists.

853
Kenna
Community Manager
A
New Contributor
Apurva YadavNew Contributor
posted in General Q&A
Access to Clari Platform for Customers in Clari University

Hello Team, I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

313
lyuda.rogers
Clari
N
New Contributor
Nisrin SameerkhanNew Contributor
asked in General Q&A
Bulk user update feature in Copilot

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

1043
Kenna
Community Manager
A
New Contributor
AnnaNNew Contributor
asked in Best Practices, Learnings, Wins, & Tips
How to insert a scheduler link in a master flow?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use. We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove?

331
Kenna
Community Manager
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