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Katrina Senour
Clari
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

0
Katrina Senour
Clari
18 days ago
Andy Byrne
Clari
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

30
Andy Byrne
Clari
18 days ago
Scott K Wilder
Clari
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

70
Scott K Wilder
Clari
18 days ago
Scott K Wilder
Clari
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

30
Scott K Wilder
Clari
19 days ago
Kenna
Community Manager
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

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Kenna
Community Manager
20 days ago
benwanlessmenlo
New Contributor
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!

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benwanlessmenlo
New Contributor
20 days ago
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips

Where does Clari say you'll land this quarter?

Spring is here. The nights are longer, the sun is starting to beam through, and the air is crisp. It’s time to review your AI Projection in Pulse to see where Clari thinks you’re going to finish Q2. Let’s see if you can beat the machine! I recorded a quick video to walk you through a simple breakdown of Clari’s Pulse Module. Powered by AI, Pulse looks at historical data and current pipeline in each stage to predict where it thinks you’ll finish the year.  

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R
Clari
20 days ago
G
New Member
Gretchen_MillerNew Member
asked in Getting Started in the Community

How To Clean Up Flows Within Recently Implemented Organization

What is the easiest way to clean up an organization’s flows that are not getting used? We recently went through implementation and some of the old flows/sequences we migrated into Groove are no longer needed and seem to be adding a lot of clutter.

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Scott K Wilder
Clari
20 days ago
H
New Contributor
harshu2827New Contributor
posted in Introductions

Introduction-Harshada Sharma

Hello Clari Community, I am very new to Clari. My name is Harshada and i am Software Engineer at Cisco. I love to Workout/Run. I also enjoy Reading and love spending time with my Kiddos. I am hoping to gain Knowledge/become subject matter expert on Clari and help my team understand/in future utilize this platform in sales planning/goaling activities. Thank you 

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Scott K Wilder
Clari
21 days ago
Scott K Wilder
Clari
Scott K WilderClari
posted in Best Practices, Learnings, Wins, & Tips

Revolutionizing Revenue: Challenging 5 Common AI Myths

Originally written by Julien Sauvage and published in Sales Tech Series Like many, I have a love/hate relationship with AI. And I love Generative AI (GenAI) for different reasons than many.The main reason? GenAI has been driving high demand for RevTech, in some cases for the first time. More non-tech verticals like financial services and healthcare will adopt the technology as GenAI sparks more curiosity about RevTech, its use cases, potential, and obstacles. As the risk of tech commoditization becomes more real, GenAI has also been putting more pressure on vendors to deliver high-quality products.What I hate about AI? It has created so much confusion and just a whole lot of noise. Vendors making silly claims, buyers having unrealistic expectations.This is why I wanted to take a shot at busting a few myths when it comes to “AI for Revenue” while expressing my POV in a more pragmatic way. Let’s go.Myth 1: Generative AI Is Mostly About the Top of the FunnelOur perception of GenAI comes,

0
Scott K Wilder
Clari
21 days ago
Kenna
Community Manager
KennaCommunity Manager
posted in Community Announcements

What is the biggest change you’ve observed in the revenue space in the last few years? Are you predicting any big changes this year?

Everyone give a warm welcome to the new members who have joined us so far this month! What is the biggest change you’ve observed in the revenue space in the last few years? Are you predicting any big changes this year? Tell us in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Mina Swanson @Jazmine Rogers @Nagaraj S. @sonishar @Dave Reardon @Kit Grewal @Tierney Didier @Paula Karina Villar @Dayton Weems @benwanlessmenlo @lisajjohnson1 @Peter Leap @John Holinka @Salim Amoura @Luke Tyson @Katie Turner @Wisam Ibrahim @Jordan Berardy @dorothymo @Alex Carr @Kaitlin Trujillo @estoughton @Mario Barbaric @Mishel Naumoski @Abhishek Desai  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 jump in and share you questions, what you learned this week, or just what’s on your mind with the community. All Members: Come back and engage

1
benwanlessmenlo
New Contributor
26 days ago
Rebecca Donoghue
Clari
Rebecca DonoghueClari
posted in Best Practices, Learnings, Wins, & Tips

Understanding Bounce Code for Email Deliverability

Not all bounced emails are the same. It’s important to understand what types of bounces are occurring within your organization so you can tackle accordingly. Did you know that Groove can write bounce reasons back into salesforce? Check out the help center article - Writing bounce codes into salesforce

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Rebecca Donoghue
Clari
26 days ago
S
New Member
sonisharNew Member
asked in APAC

Need support with Clari account

Hi Clari Support Team,I am not able to Login to my Clari account. It says its been deactivated due to duplicate account.Could you please help me. thanksSonia

1
Kenna
Community Manager
26 days ago
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips

Increase your productivity with Groove's Omnibar

Sales engagement has changed the way teams go to market. It’s allowed them to be more efficient, more targeted, and more creative in the way they generate business.  Heck, this post is even part of a multi-touch, 12-month Flow that I created in Groove to share use cases and insights into how you as a sales leader can get more out of Clari. I created the content, recorded the videos, loaded it into Groove, and hit SEND.  Check out this short video that @Ketan Mistry recorded to learn about why being Groovy is the best way to be. 

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R
Clari
26 days ago
R
Clari
Robert WebsterClari
published in Best Practices, Learnings, Wins, & Tips

Pressure test your forecast

Forecasting is an art and a science. Clari can be your guiding light when entering in your prediction for success. There's a number of ways the platform can help drive predictability and precision in the roll up.  In this short video, I’ll take you through how to put your forecast together, inspecting the rollup to pressure test if the number is too conservative, or more bullish than it should be. 

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R
Clari
27 days ago
David Ogborn
Esteemed Contributor
David OgbornEsteemed Contributor
posted in Best Practices, Learnings, Wins, & Tips

Clari Terms made simple - Flow

Clari has a handful of unique and incredibly useful terms that appear across the platform. The more familiar you are with these terms, the more you will get out of the time you spend in Clari. While we have definitions documented within overviews for modules like Flow (towards the bottom) let's take a moment to put these definitions into even simpler terms. For the sake of our examples, we’ll be talking about these terms specifically from the Flow module. Most of the terms we will be covering below are oriented to a variable. Knowing when and where that variable is Stage over Close Date or Forecast Category will help make the following terms even more clear. What is "Scope"?Let's start with getting the basics out of the way. Within Clari, you will only see the deals that are relevant to you by default. This is what we call the "Scope". Essentially, Scope determines what part of your hierarchy we are looking at. For a rep, they will see the deals they own and only those deals. For a man

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Kenna
Community Manager
27 days ago
Katrina Senour
Clari
Katrina SenourClari
posted in Community Announcements

Check out these Podcasts from our very own Clari Coaches!

Level up your game in the tech world with our Clari Coaches and their independent podcasts featuring expert insights on Rev Tech, Women in Tech, and Growth Workshops! Whether you're seeking innovative strategies for revenue optimization, empowerment in the tech sphere, or practical workshops to fuel your growth, they’ve got you covered! Tune in to these Clari Coaches’ specialized podcasts and unlock the secrets to success in today's dynamic tech landscape. Matt Best: The Growth Workshop PodcastSean Lane: Operations with Sean Lane Michelle Ji- Yeun Kim: Resilient Revenue: Illuminating Pathways To Success 

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Katrina Senour
Clari
28 days ago
F
New Member
Frederic AbitanNew Member
posted in Introductions

Introduction - Fred Abitan

Hey there Clari Team!  I'm excited to introduce myself as a user of Clari platform. My name is Fred Abitan I am Head of Sales, and I’m using Clari for almost 5 years -  Thanks for having me on board, and I'm excited to be part of the Clari crew!  Cheers

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Kenna
Community Manager
29 days ago

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