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KennaCommunity Manager

published in Community Announcements

What AI technologies or tools have you found most effective in optimizing revenue performance?

Everyone give a warm welcome to the new members who have joined us so far this month! What AI technologies or tools have you found most effective in optimizing revenue performance? Tell me about it in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Adesh Pai @hunter @Tanzeem Alam @Pablo Neves @Ken Liu @Veronica DeFelice @fffconnor @pmisiewicz @Shani Kujman @cbratsis @mikky @Deanna Gresko-Weidner @Max Gates @Stephanie Lee @Meredith Armstrong @Daniel O'Leary @sahad @Eun Goo Jeong @Anthony Schroeck @elias_reynoso @Jack Wagner @Michelle White @nivedhavenkatesh @Trevor Wagnitz @Roman Gruhn @shrayj @Marie-France DESJARDINS @Dalton Haughey @Francisco Arevalo @Marianne Hurtado @jham @Neha SINGH GAUTAM @Sarah Travaglio @Matt Shepherd @Zoe To @Rohit Agarwal @Aaron Strelinski New Members: Don’t forget to strong by posting or replying in your very first month in the community makes you eligible to be 1 of 2 winners of a $50 Amazon gift card and free Clari swag! So ju

15 hours ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

Ulrich RothNew Contributor

asked in General Q&A

Different modes

Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

2 days ago

Robert WebsterClari

published in Best Practices, Learnings, Wins, & Tips

Are you checking in on your accounts?

Ah Q3—The penultimate quarter before the big one to finish the year, and it’s starting to heat up, just like the weather (us Brits love to reference the weather). You’re across all the deals, driving pipeline rigour and helping the team close business, no doubt. What about the accounts themselves though? How do you know where your reps are spending their time and is it in the right places? At the halfway point, are there any customers or prospects that you could spend more time with to drive more top of funnel? I recorded this 3-minute video to walk you through Account Engagement in Clari and how it helps sales teams prioritize accounts and see where they should spending their time.

2 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

How to Run a Successful Business in 2024: Bootstrap or Seek Venture Funding?Blog

What do growing businesses need? Enough capital to ensure consistent growth. There are two ways to do this: You either bootstrap or seek venture capital (VC) funding.But how do you determine which option will work best for your business? If there’s someone who knows how to answer this question with confidence, it’s Justin Borgman, chairman and CEO of Starburst.Justin founded his first company, Hadapt, in 2010, which was acquired by Teradata in 2014. After a stint at Teradata as VP and GM, Center for Hadoop, he founded Starburst. He chose to bootstrap the company but switched funding lanes later.We recently had the pleasure of hosting Justin on our Run Revenue Show, where he shared his nuggets of wisdom on the bootstrap vs. VC funding conundrum.Bootstrap or get VC funding: Pros and consBootstrapping gives you a lot more room to be experimentalThe initial stages of building a product and finding the right market fit take a lot of iterating. As amazing as it would be, nobody gets these ri

4 days ago

JoshMClari

posted in Best Practices, Learnings, Wins, & Tips

Revenue Cadence - How Quickly Do You Adapt?

RevOps leaders! We have all been there. We set up the meetings and provide a focused agenda as a template for all revenue roles to run 1:1s, weekly forecast meetings, and of course, Quarterly Business Review/Planning calls, (QBR/QBP) to review or prepare for the next quarter. Then something inevitably happens; a new leader comes in, you miss a quarterly number, or a change in your GTM strategy occurs, and disrupts the agendas and rigor of your revenue cadence. One of my favorite quotes is the famous Mike Tyson one, (which has different variations, but rings so true!): “Everyone has a plan until they get punched in the mouth.”When ‘combat’ begins, meeting agendas change, topics are re-arranged, and it is very easy to lose focus and standardization in your process as the business works to quickly adapt. At this stage, it is even more important to double down on your revenue cadence and assure that all bases are covered. The best organizations I have seen running revenue have their cadenc

4 days ago

KennaCommunity Manager

posted in Community Announcements

Have you explored any new channels or partnerships to diversify your revenue sources?

Everyone give a warm welcome to the new members who have joined us so far this month! Have you explored any new channels or partnerships to diversify your revenue sources? How did you identify the best channel or partnership(s)? Anything that went really well or that you learned you could have done differently for better results? I’m curious to hear how you’re all measuring success. What are the metrics that matter, and how did you come to decide that those metrics matter the most? Tell me about it in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Nabin Shoukath Ali @Chisato Otake @Karen Tan @Lizy Thomson @Philippe de Gaalon @Carlos Martins @Nathan.lutz @Steven Doyle @Allie Steele @sdiehl @Adam Nassar @ahd ta @Trevor Krieg @Lotty Oakford @Jarod Herman @Tim Brown @Alfonso Alvarado @CIO_Main_Street.com @Mario Castro @Ari Henck @Jonathan Keith @Gina Estrada @Odile Rouxel @mlemoine @rahusing @Matthew Herlihy New Members: Don’t forget to strong by posting or

7 days ago

Dave CodutoNew Member

posted in Introductions

Intro - Dave Coduto

Your Name, Title, Company - Dave Coduto, Sr. Director, Revenue Operations, Sourcescrub If you have any pets - Cavapoo (Dog), 7 Years, Cooper Favorite activity - #dadlyfe, former SCCA / HPDE Driver/Coach, Cooking What Clari has helped you accomplish AND/OR what you wish you knew more of with ClariClari is currently the best forecasting tool on the market (in my opinion), and I’ve used it at multiple companies to implement rigorous daily/weekly forecasting cadences.

7 days ago

KennaCommunity Manager

published in Community Announcements

CLARI IS FIRST REVENUE PLATFORM PROVIDER TO SURPASS $4 TRILLION IN REVENUE UNDER MANAGEMENTNews

Milestone is a tipping point in the growth of the Revenue Platform market. SUNNYVALE, Calif. – April 10, 2024 – Clari today announced that more than $4 trillion in revenue is flowing through the Clari Revenue Platform, making Clari the first revenue technology provider to achieve the milestone. This represents a pivotal tipping point in the fast-growing Revenue Platform market.Revenue Leak has emerged as a material, board level problem, with the average company experiencing 14.9% of revenue loss due to breakdowns in the revenue process, according to Clari Labs. Large scale enterprises across industries are investing in enterprise-grade, AI-powered Revenue Platforms to create, convert, and close more pipeline. All of which has made Head of Revenue Operations the #1 fastest growing job in America.With the power of AI, having more than $4 trillion of revenue under management creates new possibilities for Clari customers to optimize their enterprise revenue process– across sales, revenue

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9 days ago

KennaCommunity Manager

published in Community Announcements

CLARI JOINS FORCES WITH DELOITTE DIGITAL TO HELP B2B COMPANIES ACHIEVE REVENUE PRECISIONNews

New strategic alliance will combine Clari’s Revenue Cadences and Deloitte Digital’s Sales Excellence practice to initiate the Future of Revenue. SUNNYVALE, Calif. – April 10, 2024 – Clari, the leading Revenue Platform, today announced a new strategic alliance with Deloitte Digital, offering AI revenue transformation capabilities to help customers stop revenue leak and drive revenue precision by leveraging Clari’s AI-powered Revenue Platform and Revenue Cadence framework. Companies, on average, are losing 14.9% of their revenue every year to revenue leak1 — revenue they've earned but have yet to capture due to breakdowns in the revenue process. This could be due to slipped deals, missed upsell or cross-sell opportunities, unforeseen customer churn, error-prone manual processes, bad data, and more.“For too long, revenue leaders have struggled with disconnected legacy systems and loose processes in the pursuit of answering the most critical questions in their business,” said R.J. Filipsk

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9 days ago

Scott K WilderClari

published in General Q&A

The Future of B2B Sales

See attached -- The Future of Sales Study, from Deloitte, a leading consulting firm. It examines how leaders in Software and Tech make sales strategy, process, and technology decisions to drive profitable growth.Enjoy!

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10 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Beat Tech Fatigue: How to Consolidate to Stop Revenue LeakBlog

What gets measured gets improved. This saying — popularized by legendary consultant Peter Drucker — made sense in an era when measuring business performance was costly and difficult. But now, we’re living in the age of data and AI. Measurement is great – but it needs to be strategic and efficient. If not, your teams will run headfirst into a wall of tech fatigue.Too many systems. So much messy data.It’s overwhelming. To tackle the challenge of tech fatigue, two 2024 RevOps Award Winners, David Hayward (Senior VP GTM, Yext) and Deborah Fritz (VP, Global Field Ops, LiveRamp), sat down with Devin Reed (Head of Content, Clari) for a recent webinar. Here’s what they talked about. More tools, lower adoptionToday, it’s common for revenue teams to juggle an average of 7-10 tools. And every tool introduces: Data inconsistencies Navigation challenges Additional costsHow did we get here? As Deborah notes, revenue tech stacks build up over time.“As we've grown, we've definitely experienced people

10 days ago

Chisato OtakeNew Contributor

posted in Introductions

Introduction-Chisato Otake

Your Name, Title, CompanyChisato Otake, high touch sales If you have any petsHamsters,Gold fishes Favorite activity that you like to do outside of your day-to-day roleDance,Yoga What Clari has helped you accomplish AND/OR what you wish you knew more of with ClariCoaching and up-skilling our sales team

10 days ago

Ryland KingNew Contributor

asked in General Q&A

Get Quotas from Salesforce?

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

10 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

What is Revenue Optimization? Strategies and Advice for 2024Blog

Revenue growth doesn’t happen by accident. It’s a process you need to build, execute, and optimize. Enter revenue optimization.Revenue optimization encourages businesses to take a holistic approach to revenue. One that doesn’t just rely on a single source of growth like new customer acquisition but that brings together sales, marketing, and customer success to build a sustainable and resilient revenue pipeline.This article explains revenue optimization, why it’s so important, and five strategies you can use to optimize your revenue today. Table of content: What is revenue optimization? Why revenue optimization matters 5 revenue optimization strategies to implement today How a revenue platform can optimize revenue ConclusionWhat is revenue optimization?Revenue optimization is the management of acquisition, retention, and expansion strategies to improve profits. Typically, businesses only focus on one or two of the following ways to generate revenue:Acquisition: bringing in net new custo

11 days ago

KennaCommunity Manager

posted in Community Announcements

How do you measure the effectiveness of your revenue generation efforts beyond just monetary gains?

Everyone give a warm welcome to the new members who have joined us so far this month! How do you measure the effectiveness of your revenue generation efforts beyond just monetary gains? I’m curious to hear how you’re all measuring success. What are the metrics that matter, and how did you come to decide that those metrics matter the most? Tell me about it in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Mike ROGERS @Jen Horsfield @Bella Stern @Nam Kern Kwon @Doug Scott @Barak Shifris @denise.dodge @Jonathan Woydziak @SanR @stephanie.booker @Kelly Will @Scott Gee @Daniel Hubrich @Bronson Taylor @Preet Grewal @Meagan Lloyd @Yoricddk @eferguson17 @Lior Tagor @Kevin MacNaughton @pmc1982 @Dave Coduto @Connor Rosenstein @Ben Burns @Sandra Gil @Sheila Le @Hannah McDaniel @Michael Guerra @Silvia Parrado @deepa.rao @Amogh G M @Hila Friman @Matt Cordaro @Nina Maswadeh @Kevin Gordon @Luisa Ruiz New Members: Don’t forget to strong by posting or replying in your ver

14 days ago

Katrina SenourClari

posted in Community Announcements

Clari Admin Learning Session @ Boston: RECAP 🏙️

Shout out to our participants Nate Bourette, Connor Rosenstein, and Wendy Caputo who came out and attended our in- person Clari Admin learning session in downtown Boston on April 3. We learned that not only are they committed to fine tuning their craft, but are also active Community members! We love that!We promised a robust learning session, workshopping alongside 2 Clari Experts. Our Admin users took advantage of an exclusive private learning opportunity with our CSMs to ask questions, get answers and leave with a refreshed understanding of the platform's capabilities.We covered 3 main topics in our session, including:(1) organize and audit user licenses/permissions, (2) manage the status of team linking setting, and (3) modify the layout of key fields in Opportunity & Analytics modules to align their org on the same metrics.We also explored these topics a little further:User management and field configuration Admin permissions, global views, user statuses, field configuration, a

14 days ago

Andy ByrneClari

published in Best Practices, Learnings, Wins, & Tips

3 ways to stop revenue leak and drive growth

Revenue leak happens every minute of every day. Companies struggle to capture revenue they've worked hard to earn. Opportunities vanish, deals fall through, and business walks out the door. At Clari, we get a 360-degree view of revenue leak. With over $4 trillion under management, our revenue database is packed with data points that tell a story of missed opportunities and growth barriers. Clari Labs found the average annual leak is 14.9% of total revenue. How do you stop leaks and run revenue more efficiently? Today, let's look at 3 ways your company can identify and plug revenue leaks. Plus, see how a major healthcare life sciences company used this playbook to capture more revenue. Let’s get into it. 1. Conduct a revenue leak assessmentTo stop revenue leak, you have to identify where it’s coming from. When Clari walks into a new company, we kick off with a thorough revenue leak assessment. An end-to-end look at the revenue process and where there are gaps. With this assessment, we s

14 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Revenue Projections vs. Forecasts: What’s the Difference?Blog

When planning future sales or marketing efforts, you need reliable estimates of your sales numbers.Revenue projections and revenue forecasts are two different approaches that can help you achieve this. However, their methods and applications are quite different. How do you know which one is right for you?That’s what we’re going to explore in this comparison article. We break down exactly what revenue projections and forecasts are, highlight key differences, and cover the best forecasting methods for go-to-market teams in 2024.Table of contents:What are revenue projections? What are revenue forecasts? 3 key differences between revenue projections vs. forecasts When should you use revenue projections vs. revenue forecasts? Get more accurate revenue projections and forecasts with AI and broader data Use other smart tools like deal scoring to help your reps close more dealsWhat are revenue projections?Revenue projections are a company’s estimated earnings for a given period. They’re often

14 days ago

Scott K WilderClari

published in Best Practices, Learnings, Wins, & Tips

Effective Buyer Collaboration: How to Convert and Close Deals FasterBlog

In 2024, B2B sales pros understand the power of buyer collaboration:Reduced risk Fewer mistakes Faster conversionAnd, ultimately, more deals in the “closed-won” column. To break down buyer collaboration, Clari’s Tom Williams (Head of Clari Align) and Devin Reed (Head of Content) sat down for a chat with award-winning sales leader, Kevin “KD” Dorsey on a recent webinar.Here are the four key stages of buyer collaboration they discussed. Stage 1: ProblemEvery sale starts with a problem. Common ones include: Costs are too high Customers aren’t happy Processes aren’t workingWhichever problem your prospect has is the centerpoint of your sales opening. But too many reps rely on their interpretation of the problem. Not a mutual understanding. If you aren’t 20/20 on the problem statement, you and the buyer will start moving in different directions. This will scuttle your sale. Do this:Write down your understanding of the buyer's problem and get them to validate that you have captured it correct

16 days ago

KennaCommunity Manager

published in Best Practices, Learnings, Wins, & Tips

Clari is "Oxygen" for Arm Limited's Weekly Revenue Cadences: A Q&A with Arm’s Senior Director of Sales OperationsBlog

“Even the most successful businesses need to hit ‘pause’ sometimes. Coming up for oxygen allows for clear thinking, fresh perspectives, and renewed energy."Simon Sinek, motivational speaker and author Arm Limited (“Arm”), a semiconductor and software design company, needed some “fresh air” in its revenue process. Jack Thompson, Senior Director of Sales Operations, described the pre-Clari pipeline and forecasting process as follows: “Lots (and lots) of time spent on analysis. We’d extract data from Salesforce.com and do some analysis — what's changed week over week, where things are pushed or pulled in, and so on.” The issue was not the amount of data Arm had at its disposal. It was the time it took to gather all that data from disparate sources, compile it, present it, and review it. “When we noticed changes, we’d have to schedule a meeting to discuss them — a real waste of everybody's time and efficiency.”Before Clari, “it’s like we were running an organization from Salesforce downloa

16 days ago

benwanlessmenloNew Contributor

posted in Introductions

Introduction - Ben Wanless

Your Name, Title, CompanyBen Wanless, Customer Success Operations at Menlo Security If you have any petsTwo Cats! Chichi and Odin (the names were selected by my 4-year-old niece.) Favorite activity that you like to do outside of your day-to-day roleIndoor rock climbing What Clari has helped you accomplish AND/OR what you wish you knew more of with ClariCoaching and up-skilling our sales team! Using Conversations intelligence to generate actionable insights!

16 days ago

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Recently active topics

How to Create an AI “Habit Loop” in Your Revenue ProcessBlog

How to Run a Successful Business in 2024: Bootstrap or Seek Venture Funding?Blog

CLARI IS FIRST REVENUE PLATFORM PROVIDER TO SURPASS $4 TRILLION IN REVENUE UNDER MANAGEMENTNews

CLARI JOINS FORCES WITH DELOITTE DIGITAL TO HELP B2B COMPANIES ACHIEVE REVENUE PRECISIONNews

Beat Tech Fatigue: How to Consolidate to Stop Revenue LeakBlog

What is Revenue Optimization? Strategies and Advice for 2024Blog

Revenue Projections vs. Forecasts: What’s the Difference?Blog

Effective Buyer Collaboration: How to Convert and Close Deals FasterBlog

Clari is "Oxygen" for Arm Limited's Weekly Revenue Cadences: A Q&A with Arm’s Senior Director of Sales OperationsBlog

Badge winners

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Clari customers and employees can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Welcome to the community

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Clari customers and employees can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

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