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Connect with your revenue peers on November 9 and learn:Where revenue leak is hiding in your revenue process How it affects the customer journey and business as a whole Best practices for spotting leak and driving revenue precisionRegister here.
Let’s talk about how you can utilize Copilot’s Conversational Intelligence (CI) insights from your calls to contribute to revenue collaboration. Save Time Logging CallsCopilot will automatically fetch your dialer calls. For other meetings/calls hosted on Zoom, Microsoft Teams or Google Meet, the Copilot Notetaker will automatically join any external call on your calendar. Automatically Recorded ConversationsFor meetings where the Copilot Notetaker is not added, you can always manually add the recorder to your meeting by clicking the ‘Join My Meeting’ button. Generally, you will only need to add Copilot Notetaker in instances where: There is no external participant with an email domain different from your organization’s) There is no video meeting URL. Reviewing ConversationsThe call review screen allows you to review any call within a few minutes. Here are some tips and tricks that you can use to be more efficient as you review conversations: Listen at 2x using the playback spee
TL;DR—See how Clari can help pressure-test your process to identify areas of friction and the factors causing it. That way, you can evolve with changing business needs and instill revenue governance.👀 Access the recording here.
Learn how revenue leak shows up in your business, how it impacts the revenue process, and how you can tackle it for your organization. You’ll also have the opportunity to chat with your peers about what they do to stop revenue leak and drive revenue precision.Save your spot!
Clari Fundamentals and Studio Fundamentals Live Sessions are Available!Our Q4 Clari Fundamentals and Studio Fundamentals live sessions are now available for you to register. Clari Fundamentals Tuesday, 12/13In Clari Fundamentals, we'll introduce you to all the modules in the Clari platform, and cover best practices in implementing and using Clari. This three-hour class is ideal for Sales Operations and Enablement users, as well as for others supporting Clari in your organization. Clari Studio Fundamentals Thursday, 12/15In Clari Studio Fundamentals, you’ll learn how to master all of Clari’s Admin modules. You’ll learn the ins and outs of creating role-based Views & Dashboards, managing users, loading quotas, handling certain Salesforce changes in Clari, and so much more. Don’t have time to join us live? Find self-paced, on-demand versions of both of these courses, and more at university.clari.com. Follow the “Clari Fundamentals Admin Certification Path” to start your journey to
Join us on Wednesday (October 26) to see how Clari can help pressure-test your revenue process to identify areas of friction and the factors causing it. Register here.
Copilot Conversational Intelligence enables your revenue team to spend less time unpacking seller interactions and enables you to achieve Revenue Precision by identifying seller behaviors that may be causing Revenue Leak.Join us on November 7th at 9am PST with Sr. Customer Success Manager Vinay Srinivas, to see how Managers use Copilot to optimize call review, identify seller trends, and coach at scale.Register Today!
Join Us on October 18th @ 1pm PST for our Revenue Intelligence AMADo you have questions about Revenue Intelligence? Would you like to know how Clari is surfacing Revenue Intelligence indicators in the platform today? Join us here in the community on October 18th at 1pm for our Revenue Intelligence “Ask Me Anything” session with product specialist, Andrew Fuoco. This is your chance to ask Andrew, a Product Specialist, anything about Revenue Intelligence.As we approach our live AMA time on October 18th at 1pm, we are collecting questions from the community before hand. We want to come prepared to answer your questions, so please post any questions you have about Revenue Intelligence in the comment thread below.Ask your question today!Any questions asked prior to October 17th in the AMA Thread will be guaranteed an answer, so bring them today!
TL;DR—Learn how Clari helps you onboard and enable reps quickly by implementing standardized sales processes, sales methodology, and coaching at scale. That way, you can build a high-performing team and drive revenue faster.👀 The recording is now available to watch on-demand.
Join us next Wednesday (October 12) to see how Clari helps you onboard and enable new reps quickly to drive performance faster.Register here.
Clari’s Forecasting Certification is Live!Hi there! We are so excited to announce that our new Forecasting Fundamentals Curriculum and Forecasting Admin Certification is live in Clari University. We developed Clari University’s latest learning path to teach you all there is to know about how to configure and manage one of your most critical business processes, including how to use the new forecasting configuration export in Forecasting Management.You’ll learn all about how the Forecasting Module works and the different building blocks that are available to help you design a forecast that suits your business. Enroll today to earn your Forecasting Certification!
TL;DR—A new market segment could be your next great investment. This week’s Clari Live session showed how you can use Clari to make sure your reps are productive and efficient in new markets.👀 The recording is available to watch on-demand.
Today, we had our first Happy Half Hour session on Revenue Intelligence!Event RecapDuring our live session, we met Clari’s Product Manager for Revenue Intelligence, Conner Crane, to learn how Clari currently incorporates signals outside of CRM into our Revenue Platform. We also looked ahead and discussed the future of Revenue Intelligence features in Clari and discussed the question, “How will Clari begin to surface qualitative insights from this Revenue Intelligence data.”To those of you who were able to attend the session live, thank you! For those who could not attend, find the webinar recording and a copy of the deck attached below.
Join us on Wednesday (September 28) for an interactive, demo-based session to see how Clari can operationalize expansion into new markets to drive efficiency and predictable revenue.Register here.
We’re excited to share these bits of product news today: Coming soon: Clari Optimize. Optimize produces insights from past indicators, such as missed quotas or projections, so revenue teams can see where and why they’re missing revenue and what they can do about it. Fully integrated conversation intelligence. Copilot is now fully integrated into the Clari Revenue Platform, enabling teams to identify revenue-critical moments in their conversations with customers and act on them in real time. Forecast with external data. Customers can now bring non-CRM data into the Clari Revenue Platform and combine it with core CRM data, call, email data, and more. To learn more, read the press release.
Together, Clari and Groove will enable sales leaders to run revenue with more precision, greater collaboration, and faster execution. “We’ve seen incredibly strong results from joint customers using our two platforms together, and this formal partnership will help us transform even more revenue organizations,” — Andy Byrne, co-founder and CEO of Clari. Read more in the press release.
TL;DR—If you’re curious about how mutual action plans keep buyers engaged and sellers on track, Tom Williams walked through a demo of Clari Align on this week’s Clari Live. 👀 The recording is available to watch on-demand.
“There is a lot more to running revenue than just CRM data.”Join Product Manager Conner Crane on September 29th at 11:30am PST for our first Product Happy Half Hour where we will discuss how Clari is bringing all your revenue signals together in Clari.This 45 minute 'Fireside Chat' session is a great chance to Understand our future vision for Revenue Intelligence with Clari and to ask any questions you may have about Revenue Intelligence. Register Now!
Skip the chaos of Dreamforce and stop by Club Revenue to learn, network and enjoy the perks of the VIP lounge. And be sure to register for our customer reception to get a sneak peek into Clari’s roadmap and hear from Andy Byrne and Shruti Kapoor. Save your spot today!
Join us this Wednesday (September 14) to see how Clari Align ensures sellers are in lockstep with their buyers to drive better sales execution and more predictable revenue.Register here.
Today, we had our first webinar in our ongoing series with Clari Strategy Consultants! To those of you who were able to attend our first session on “Forecasting with Confidence,” thank you! We covered how top Revenue Operations and Sales Leaders use Clari to forecast with full context and confidence. Below is a recording of the webinar. You can find a copy of the deck attached to this post as well.
Join Us today for our Community Event on “Forecasting with Full Context” today at 9:30am PST. Learn how top Revenue Operations and Sales Leaders use Clari to forecast with full context and confidence. Use the modules across Clari to understand your current position in the quarter, identify key deals supporting the call, and reinforce your human call with Clari's AI projection range. We will also include some best-practice tips on what key information to include in forecast call notes to ensure that your top-level executives can make their call with confidence without needing to search through all of the deals supporting the call.
Join us next Wednesday, August 31st to learn how to inspect and update your deals quickly, use Clari’s insights to help you close more deals faster, submit your forecast call confidently, and track your deal movement over time.Register Now!
Hello Clari Community!Don’t forget to check out the new Clari University Portal — be among the 1st to earn your Clari Admin Certification between now and September 30, you’ll even earn yourself some Clari swag! Enroll now. Not an admin? Stay tuned for much more on new capabilities and best practices for folks like managers and reps! Don’t worry, we’ll keep you posted.
Dreamforce season is here and we’re doing things a little differently. Between keynotes, a VIP lounge, product unveils, a top-shelf barista, and a customer reception—we have so much to show & tell, a booth just wasn’t big enough—so we set up Club Revenue at Terra Gallery, a few blocks away.Club Revenue line-up:Connect with Clari executives on how to navigate & thrive in downturn Deep dive into the powerful Clari Revenue Platform Get answers at RevCGenius Bar Professional LinkedIn headshots Watch Dreamforce keynotes Share your success story in Clari StudiosTickets will run out, get yours today.
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