Skip to main content

Revenue Topics

Best Practices, Use Cases, & Brainstorming

291 Topics
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Fireside: Winning Every Revenue Moment: The Crucial Role of Rev Ops (From Clari Charge event))Videos and Podcasts

 Join Host Kyle Coleman, CMO, Clari as he talks to Haley Katsman, VP of Revenue Strategy, Operations, and Enablement, Highspot and Anil Kumar Head of Global Revenue Operations, Asana to discover why revenue operations is the new strategic “secret weapon” for B2B companies, plus how to empower your team with a unified revenue platform.

550
Scott K Wilder
Expert Contributor
1 year ago
S
New Contributor
Sarosh SaiyedNew Contributor
asked in General Q&A
Updates not Saving

Hey everyone, recently, none of my reps’ edits seem to be saving in Clari (updating next steps, forecast cateogory) etc. ?What can be the cause of this ? 

1231
Kenna
Community Manager
1 year ago
C
New Contributor
Cameron RomineNew Contributor
asked in General Q&A
Ensuring Sales is Creating Enough New Pipeline for Future Quarters

Hi Clari Community, question for you all - Our CRO is really wanting to better understand our future pipeline and ensuring we have enough pipe in future quarters to hit target and if we are generating enough pipeline each week to make up for any gaps and to fill the funnel sufficiently. The things specifically he is looking for are:How can we track new pipeline created to ensure we are generating enough for future quarters depending on sales cycles? Pulse shows us for next quarter any pipeline changes and suggested pipeline as well as projection based on what's in system, but how can we figure out or see this type of detail out further in the future say 2-3 quarters into the future?How are you all using Clari for ensuring and tracking pipeline health that has been useful to your business?

1894
Kenna
Community Manager
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
How Life Sciences Companies Can Boost Revenue with the Digital Sales Maturity Model (From Clari Charge event)Videos and Podcasts

 Join life sciences & sales experts for a panel discussion on how adopting a Digital Sales Maturity model can increase productivity, effectiveness and revenue in sales organizations. Hosted by Clari CMO, Kyle Coleman with guests Omar Khateeb, Founder, Khateeb & Co., Host of The State of MedTech and Daniel Hawkins, Founder, CEO of Avail Medsystems.

630
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Master the Craft of B2B Marketing and Sales Analysis with Steffen HedebrandtVideos and Podcasts

  If you’re not using data to understand the customer journey, it’s like you’re sailing without a map. Many revenue leaders are missing out on opportunities because they don’t know what’s happening inside their existing. Steffen Hedebrandt, Chief Marketing Officer and Co-Founder of Dreamdata is here to share his playbook with us on just HOW to fix that problem. Steffen shares his lessons learned from taking Dreamdata’s revenue to new heights.In this episode, you’ll learn Focus on the customer journey. Understanding the customer journey timeline and success rates of different activities is key. This helps identify the strategies that have the biggest impact on the company's success, allows for a focused approach and a more improved go-to-market strategy. Quality over quantity should be prioritized. Marketers should consider each lead as a physical person they would present to the sales team and focus on sending only those leads that meet certain criteria and have a high potential for co

640
Scott K Wilder
Expert Contributor
1 year ago
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
Learn to build your own Revenue Cadence

Your Revenue Cadence is the ongoing motion of revenue moments that revenue teams leverage across quarters to deliver predictable, repeatable revenue precision. Clari has checklists and playbooks with templates that you can use to help you begin building your own operating cadence. If you need help identifying where to focus, you can take the fast assessment first.

943
Kenna
Community Manager
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
How to Create, Convert, and Close Pipeline in 2023 (From Clari Charge event)Videos and Podcasts

  Clari's Devin Reed, hosts Clari Enterprise Account Executive, Lynn Powers, and 30 Minutes to President's Club's Nick Cegelski and Armand Farrokh for a game of Dungeons and Deals.Pick up three plays that pierce through the noise and motivate prospects to act now, from prospect to close.

600
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
3 Must-Win Revenue Moments for CROs (From Clari Charge event)Videos and Podcasts

CROs reveal how to remove surprises from your revenue process using a revenue operating cadence designed to win new business and avoid retention pitfalls.Host: Kevin Knieriem - Chief Revenue Officee, ClariPanel: Ashley Grech - CRO, Xero Matt Weil - Sr VP Worldwide Sales, HighspotWhat are your 3 must win revenue moments?

520
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
How to drive new business and renew revenue with Kevin Chiu, Co-Founder and COO at Catalyst SoftwareVideo and Podcasts

  Neglecting the customer journey will leave you with unhappy customers, fewer sales, missed opportunities, and a significant revenue gap. And we can all agree, that’s a problem. So how can we prioritize the customer journey to help us drive revenue for our organizations? How do we actively prioritize the customer journey?Kevin Chiu, Co-Founder and Chief Operating Officer at Catalyst Software, has some ideas to help you drive new business and prioritize existing to reach both short-term and long term business goals.Here’s what’s inside: Customer success is found in the customer journey. CROs should focus on new business acquisition and also on long-term customer value. This means investing in customer enablement and alignment across functions, providing strategic business conversations with customers, and ensuring a seamless handoff between customer success managers and account executives. Improve QBRs for customer-focused conversations. Quarterly business reviews often lack customer-c

821
Kenna
Community Manager
1 year ago
Tom Williams
Community Manager
Tom WilliamsCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
The Revenue Equation

Revenue can be expressed as a deceptively simple equation:Pipeline x Conversion Rate x Average Contract Value = RevenueThis equation is important because as a revenue leader, these are the three – and the only three – levers that you can invest in to change your business.In this article, we’re going to look at each lever and discuss what can and can’t be changed in a tough macroeconomic environment. We’ll show how our favorite revenue leaders use this equation to tune their revenue cadence to deliver the biggest business impact. And finally, we’ll look at how better internal and external collaboration can improve conversion rate and ACV. Let’s do some revenue math PipelineLast year, 72% of Chief Sales Officers [Gartner] declared that their strategy to meet revenue targets in the face of tougher macro was to just get more pipeline. Seems right at first glance. But pipeline is an expensive game. While you can optimize at the edge, pipeline is linear at best: you put more dollars into SDR

1691
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
What is Revenue Cadence?

We built the Revenue Cadence Checklist to help you operationalize the critical revenue moments that help you understand the most important question about your business — whether you’ll meet, beat, or miss on revenue. In this video, Tom Williams walks through the playbooks and checklists we built to help you build your revenue cadence.  

1160
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
How Clari led to a 30.2% decrease in slipped deals at Unity

29.9% win rate improvement30.2% decrease in slipped deals209% increase in average sales priceThose are all stats Clari’s Value Engineering team attributes to Unity — the “world’s leading platform for creating and operating interactive, real-time 3D content” — since implementing Clari.Causal correlation is nearly impossible to prove, but “The Clari Effect” has definitely had a positive impact on sales at Unity.So what did things look like at Unity before Clari?Challenge: “Salesforce and spreadsheets” were not scalable as the business grew Clari has helpedThat’s how Unity ran sales forecasting before Clari: Salesforce and spreadsheets.Laura Palmer, Unity’s Global Vice President of Sales, arrived on the job without a true forecasting solution. “We had Salesforce but did not have the forecasting module implemented.” And Salesforce itself just “felt like an overwhelming amount of data.”Laura’s team members sent her spreadsheets in various formats, depending on region or group. “I could not

730
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
published in Best Practices, Learnings, Wins, & Tips
Establishing Your Revenue Operating Cadence

What’s a revenue operating cadence? Great question! Let’s dive into what it is, why it’s valuable to establish, a few different options for what best-in-class operating cadences looks like, and strategies to implement your own. 

1140
Kenna
Community Manager
1 year ago
S
New Contributor
Sarosh SaiyedNew Contributor
asked in General Q&A
Clari Admin Cert

Hey everyone, I've taken the Clari admin exam multiple times and have retaken both Clari Admin University courses several times as well. However, I'm looking for a way to review the questions I've missed to better understand the correct answers. I've been doing the exam "open book," but I feel like I'm not making progress. Is there a way to access this information?-Sarosh

3941
Kenna
Community Manager
1 year ago
Kenna
Community Manager
KennaCommunity Manager
posted in Best Practices, Learnings, Wins, & Tips
Clari Copilot for Enablement at Multiplier Technologies

Colm Fair talks through how Game Tapes and Smart Summaries help Enablement at Multiplier Technologies drive accountability, onboard new employees, and minimize admin for Sales. Colm also has great tips on rolling out Clari and Copilot at your organization! 

1210
Kenna
Community Manager
1 year ago
Andy Byrne
Clari
Andy ByrneClari
published in Best Practices, Learnings, Wins, & Tips
Protect your (revenue) house with these 4 actions

Welcome to RISE UP, where every other Friday I share one tip for reaching your potential and building a legendary revenue career.  Protect this house. That was the campaign then-up-and-comer Under Armour created twenty years ago. That phrase is alive and well today (see new “Protect this House Anthem” video). Here at Clari, when we think of “protecting our house,” we mean ensuring our “revenue house” is in order. Our homepage messaging screams it: TAKE CONTROL OF YOUR REVENUE PROCESS. Safeguarding your revenue is always essential, but during an economic downturn, the pressure increases. All eyes are on revenue, and for good reason.  Here are four actions to take immediately to ensure your company not only survives but actually thrives during slowdowns in the economy. Master this and you'll build a legendary career in revenue. 1. Create an impact thesis to better understand your revenue engine The first step to continued growth during an economic downturn is to get a clear handle on you

780
Andy Byrne
Clari
1 year ago
B
New Contributor
B.R. HowzeNew Contributor
asked in General Q&A
Clari Admin Certification

I’ve taken the test several times and retaken both Clari Admin University courses twice but am wondering if there is somewhere I can see what questions I am missing so I can learn what the correct answers actually are? I’ve been doing it “open book” and I’m not getting anywhere :(

2763
S
New Contributor
1 year ago
F
New Member
Franki ChamakiNew Member
asked in General Q&A
Mobile never works, why??

I am using the iPhone 11 Pro mobile app, but have not been successful to viewing any calls.  Why it never loads?  and your app never works.

1082
M
Clari
1 year ago
J
New Contributor
Jenny ScottNew Contributor
asked in General Q&A
Filtering Out Starred Opps

I a new to Clari and want to ask this question before I make it an idea.  I love being able to star opportunities so that I can see the path to my number, but is it possibly to filter out those opps from my view (since I am already all over them), and see what opps are remaining to determine if I need additional pipeline, or need to adjust things, etc.? Thanks for any insight.Jenny

5761
Kenna
Community Manager
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Funnel Analytics Template (Revenue Cadence)Revenue Cadence

Understanding stage conversion is one of the biggest unlocks in running revenue and stopping revenue leak. It's one of the few moments where marketing, enablement, revenue excellence, product and sales leadership all converge. Are deals choking from because of product-market fit or pricing? Do specific reps have a skills deficit? Where is your leak? 

640
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
How MedTech Companies Can Boost Sales Through Improved Revenue Cadence with Clari SVP Kyle ColemanRevenue Cadence

 

410
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
A CRO's thought process behind a successful revenue cadenceRevenue Cadence

Kevin Knieriem, CRO of Clari, walks through the steps to creating a successful, scalable 13 week revenue cadence. WIN EVERY REVENUE MOMENT. Charge is a virtual event filled with thought leadership and practical advice for revenue pros who want to turn obstacles into opportunities – regardless of market conditions. 

560
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Quarterly Retro - Template (Revenue Cadence)Revenue Cadence

In the Quarterly Retro, the CRO, Business Ops team and Revenue Ops team use actuals to optimize the financial model and adjust the revenue strategy accordingly.In highly dynamic environments, assumptions can change fast, so you need to keep your hand on the pulse. 

510
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
Executive Staff and Board Template (Revenue Cadence)Revenue Cadence

Al is getting better, but we still need an accountable human to make a final call and provide insights to what the numbers mean for business. The CRO Call needs to balance predictive analytics against external macro and value judgements on rolled up forecasts to come up with a single number that the rest of the organization can rely on for everything from building up inventory to investing in marketing to making headcount decisions.  

410
Scott K Wilder
Expert Contributor
1 year ago
Scott K Wilder
Expert Contributor
Scott K WilderExpert Contributor
published in Best Practices, Learnings, Wins, & Tips
New Logo Forecast Template (Revenue Cadence)Revenue Cadence

New Logo ForecastSenior leadership has the scope to look down at individual deals and up at the broader landscape. Depending on the size of your org, there could be multiple layers of management and roll ups. Leadership should meet on Mondays to game-plan out the week and on Fridays to update your forecasts. 

440
Scott K Wilder
Expert Contributor
1 year ago

Badge winners

Show all badges
Terms & ConditionsCookie settings