Announcements

Hi! We just wrapped up a session in which I talked about how post-sales teams (i.e. CSMs, AMs) can use Copilot (formerly Wingman). I talked about how these teams can:  Gain context about your customers with Copilot using Universal Search and Account View Have better customer conversations with Copilot by getting better context before a call with a customer using bookmarks, topics, battlecards, and slack actions Share your customer’s voice with Copilot using Call Sharing and Gametapes  You can check out the recording below! I’ve also attached the slide deck from our session, which includes links to some additional resources to support you.Finally, you can check out @DavidOgborn post on Battlecards and Topics for some more great tips on how to use these features!

Hey Champions! It’s the month of LOVE (one of my personal favorite months of the year —call me crazy, I know) so I’m sharing the latest and all of the things we LOVE in the Champions Hub from new members to new releases! 💌 🩷Starting with our newest Champions… Please say welcome to a few of our newest Champions who have joined over the last week! Our community has grown tremendously over the last month with over 200+ of new members, wow! ​@NancyNorsby ​@BobbyStancheva ​@KylieO123 ​@TomPayne ​@TracieWilson ​@Hiimmikecastro ​@ScottJohnson ​@rsoderberg ​@JürgenKuttenberger ​@JeffreyWold ​@Rellstesue74 ​@jdrhumphreys ​@NiharikaSethi ​@JessicaParacca​@EricDoerr ​@Liza Barbosa ​@JonathanSanchez ​@MikeMasterson ​@AlyssaStarman ​@DanielleColetto  If you’re tagged above, tell us in the comments below one thing you’ve LOVED about this month so far, whether it’s related to Salesloft or not!  In case you missed it… DiscussionsWondering if you have the same questions as other Champions, or maybe y

Hello and welcome to over 100 of you who joined our community last month! ​@Michelle Choe ​@digiteam ​@hbaker ​@Manoj Kumar Kunala ​@Christopher Schafer ​@Lyung Kim ​@whitneykirk ​@Ken Bartlett ​@Andy Bleach ​@Audrey Pechan ​@Matthew Tomkins ​@Srinivasan KA ​@Michael Duffner ​@Scott Morton ​@Adina Taran ​@Anita Ralhr ​@Josh Ortiz ​@Johanna Mirgon ​@John Day ​@Michał Wawrzyński ​@Yuki Hashimoto ​@Elise Lee ​@Office.tahir ​@Cathy Tracey ​@Richa B ​@Stephanie Cheong ​@Farasat Khan ​@Anne Holland ​@Bryan Rocko ​@Krista Letz ​@Steven Tan ​@Maria Gloria Habacon ​@Sara Laufs ​@Joanne Montz ​@Michael Akinle ​@Nuno Reis ​@Kevin Seery ​@Tony Trzeciak ​@rachel.delinea ​@Camille Leblanc ​@Christopher Puffer ​@Jeremiah Kelly ​@Benjamin Aw ​@Marissa Kamisugi ​@Nihal Hakim ​@Daniel Comerford ​@Sam Miller ​@Paul Riebock ​@Fiona Camino ​@marcowho ​@Tomoyuki Mineoka ​@Jim Tobin ​@Rayan Mhaidly ​@Nicola McMurtry ​@Mervyn Tay ​@Sanjay Modgill ​@Aaron Richardson ​@Robert Barbieri ​@Gautam Nair ​@Joshua Bar

Last Updated: 14 January 2025 Microsoft will transition from Exchange Web Services (EWS) to Graph APIs by February 1, 2025. This article walks you through migrating to Microsoft Graph to ensure Clari continues to ingest activity data seamlessly. For more details, refer to Microsoft’s documentation on transitioning over from EWS to Graph API.  Current customers with login access to the Clari Knowledge Base can also view this content there at this link.  Note: Clari Admin can migrate your organization to Graph. It's important that your organization migrates to Graph ASAP to avoid these issues:  Without migration, you risk losing important activity data. Without email or meeting data, the workflows in your downstream applications break. A disconnected inbox disrupts features like Activity Insights, Activity Detail View, Capture sync to CRM, and modes like Account Inspection (Account Owner and All Engaged)   Contents There are several sections in this guide for different customer use c

A warm welcome to all of you who joined the community last month! ​@Triona McCarthy ​@nlazers ​@ArditG ​@Joey phoenix ​@Julie ​@Tabitha Bytheway ​@Yu Hsuan Chen ​@sblackwell ​@nikita.gandhi ​@Alexander Schwab ​@Daniel McVicar ​@EmilyAiken ​@Teresa Mann ​@mferraro ​@Sorrentinor ​@Corey Bischoff ​@Tyler Class ​@Kyle Weatherby ​@David Thornton ​@William Quiros ​@Animesh Deshpande ​@Daniel Block ​@Kate Unsworth ​@JillBE24 ​@Enrique Barreto ​@Matthew Flynn ​@jsg121 ​@Grace Wang ​@Moshe Cohen ​@Andrew Pohlen ​@Clari User ​@grace.harbison ​@Paul Johnson ​@Rene Pena ​@Peter Athanasiou ​@Anna Waligora ​@Kelsey Bernard ​@Joel Robinson ​@Nathaniel Sintros ​@jonathannel ​@Kim Stites ​@Erin Henning ​@Rutger Wilschut ​@Patrick Thiery ​@mlarroux ​@Frouke Mollema ​@Chandeep Kumar ​@Carsten Sejer Christensen ​@Harry Ingman ​@Rfranczia ​@Lyndsey Nelson ​@Brendan McMahon ​@April Rassa ​@Rekha Rani ​@Kyong Mook Oh ​@MartinLynchCoupa ​@Roman Podlisk ​@Joe Mathew ​@Jim Ludwig ​@Britni Berg ​@Chris Sharpe ​@

A warm welcome to all of you who joined the community last month! ​@Greg Wilson ​@Iain Hassall ​@greggsavvy089 ​@Kevin Laine ​@Carla Thomas ​@Guillaume Clisson ​@Axel Baran ​@Connor Wesson ​@Lindsey Koneffklatt ​@Daniela Oliveira ​@ashley.moralez ​@Dov ​@Arkadiy Osovtsov ​@Jono Gallagher ​@Michael Barnes ​@Charles McDonald ​@Mike Warner ​@Alisa Melville ​@Jason Poudrier ​@Marcos Hinojosa ​@Gillian Lee ​@Martin Korp ​@nicksproul ​@Kate Brew ​@Esther Klein ​@Milo Hendel ​@sdeaver ​@Pinki Gupta ​@Tyler Loughlin ​@Timo Gmoser ​@Joseph Kennedy ​@Allison Latchaw ​@Carmen Veiga ​@Jonathan Hatchuel ​@ibeshir ​@Apurva Yadav ​@Jake Kenny ​@Bonnie Markey ​@Leilani Padilla ​@Nichole Judson ​@April Frank ​@Amanda Reeve ​@Blair Waddy ​@bevans ​@Cassandra Mooshian ​@mialearnsclari (unnofficial official award for cutest username!) ​@aquartironi ​@Anne Carey ​@Joe Cefalo ​@Olivia MacNeill ​@Laura Bosley ​@Timothy Starkey ​@Jessica Carey ​@Frederick Knowlton ​@Ann Wilkerson ​@Aly Winn ​@Josha Badger ​@S

Dec 4, 2024 What’s Changed in Gmail Gmail recently updated its spam detection system to flag emails containing tracking pixels as potential spam. Recipients might now see warnings like: “Images in this message are hidden. This message might be suspicious or spam.” Even plain-text emails with no visible images can trigger this alert if a tracking pixel is included. These updates are designed to detect bulk, impersonal messaging, highlighting the importance of thoughtful, personalized communication to ensure your emails reach your intended audience. How This Impacts Groove Users For Clari customers using Groove, personalization has always been the foundation of the platform. Emails sent through Groove may include tracking pixels to measure open rates and other engagement metrics, and like all sales engagement platforms, Groove is subject to Gmail’s updated detection systems. To mitigate this risk, Groove adheres to best practices such as interval-based sending, compliance with Gmail’s em

We’re so excited to announce our very-first Champion Spotlight, Christian Compton! ⭐️ Christian is a Manager of Revenue Solutions & Partnerships at RevOptics and has already been an incredible member in the Champions Hub by leaving tips about Salesloft, responding to other members' questions and posts, and by raising his hand to get involved. Read on to learn more about Christian as our Champion Spotlight!   Q: What’s a fun fact about yourself? A: I’m a part-time DJ on weekends and enjoy making song remixes. It’s a creative outlet that lets me experiment with sound and share good vibes with people. Q: How has Salesloft made an impact in your work or team’s success? A: Salesloft has transformed how we track, manage, and improve efficiency in our customer engagements. It’s helped us cut out busywork and focus more on meaningful interactions. The reporting tools, in particular, have provided insights that directly led to process improvements and measurable revenue growth. Q: What is o

To all of you who joined our community last month, hello and welcome!@lcosta @alhaukaas @Matt Levantin @Marina Addonizio @Ty English @sidir51112 @Matthew Jenkins @MarinaHoli @Marina Holiasmenos @Tomoo Takahashi @kyle.ratliff @Alex Bynum @mlott @Julio Azzini @Ian Setterfield@Omar Khogly @Russ Sieger @James King @Matthew Page @Rory Armstrong @Kris Vedula @Timo Rinne @ksartory @Jovana Popovic @Sam Jones @Amy Appleyard @Jamaica Rosette Dela Cruz @Alen Kolenovic @Mitchell Habryle @jreskevicius @Diana Muradova @Laurie Reader @Vincent Clark @ncunningham @Toby Bradford @Caleb Thompson @AnnaN @Anais Bernard @Kiel Wheat @Wendy Thyssen @Sean Tedrow @Renee Crosby @Carlos Marin @Gautam Gupta @Rune Merlach @Tim Homan @Sean Coghlan @Natori Perez @Zagor @Rachel Gonzalez @nglynn @Michael Basch @Masaki Takahashi @Eric Vindigni @Ana Weller @Amanda Harper @Alex Ip @Milind Gandhi @admin @Rick Maltez @Neil Schulman @Amanda Chen Huang @Zander Ulibarri @Whitney Drazovich @Matthew Colangelo @Jeremy Rathjen @Ty

Welcome to Salesloft! 💚👋🏼Looking for resources to get started? We’ve got you covered based on your role. Admins: Salesloft Salesloft Admin Certification: Understand the role of the admin, learn the skills to configure and maintain the platform, and gain the know-how to define a Salesloft strategy that helps an organization see value and drive revenue transformation (Note: You can take the course for free, without taking the paid exam) Drift Getting Started with Drift: For Admins Sales Managers: Salesloft Salesloft Fundamentals: Learn about the power of the Salesloft Platform to orchestrate revenue team workflows, and how to generate more revenue, at lower cost. Data-Driven Coaching Practices: Learn how to gather data-driven insights from Salesloft to deliver more targeted and effective coaching to reps. Coaching Fundamentals: Learn how to navigate the Salesloft Coaching dashboard and quickly hone in on the most important information, so that coaching reps becomes a quicker and more

Hey Champions! 👋🏼Have you heard the news? We’ve launched our first two (geographic) user groups! 🌎Austin, TX  London, UK We built these groups so you can connect with others in your area, whether about Salesloft, an event you’re attending (like Saleslove), or simply to network! So join the group and introduce yourself - we can’t wait to hear from you all! P.S. Don’t see your city listed yet? Let us know in the comments below which city we should launch next! 🗣️

 Sales teams rely on valuable call data to drive smarter decisions. Now, with Clari Copilot’s integration with Orum, you can turn every conversation into actionable insights—automatically. By synchronizing Orum calls directly into Copilot, this new integration helps you capture, analyze, and store call data seamlessly, empowering your team to gain critical insights that help them improve forecasting, assess deal health, and enhance performance tracking. How Copilot and Orum Together Benefits YouCentralize All Customer Interactions in One PlatformWith Orum calls seamlessly synced into Clari Copilot, every customer interaction is now centralized in one place. Having a complete view of all communications allows your team to gain deeper insights and make more informed decisions at every stage of the sales process.   AI-Powered Call Capture and AnalysisLet Copilot’s AI handle the manual work of capturing and analyzing every Orum call. Reps and managers no longer need to worry about manual d

We're sharing some important upcoming changes to Groove that will make your experience even more seamless and powerful. These updates are part of our ongoing effort to unify the Groove and Clari platforms, providing you with a single, streamlined experience for all your revenue-driving activities. Groove + Clari Integration (October 15th) Starting October 15th, joint customers of Groove and Clari will be able to access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities.  Note: You may need to log out to realize these changes. Groove Rebrand (November 6th) To further enhance this unified experience, Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. What Else You Need to Know No Change to Functionality: All the Groove features and functionality you love will remain exactly the same Easy Access via SSO: You'll be able to access

Over 100 of you joined our community last month! Welcome! We’re so glad to have you, @MarcoC @Amritha S @Jw9639 @Craig Twaddle @Rajesh Narayanaswamy @Gwyn Benton @Katherine Brown @dhopeman @MadiGibson @Jonathan Boston @roeia @Geoff Blair @Daniel Beck @amills @Daniel Hakmon @Sravya Pulijala @Jeremy Zablotsky @annakatdode @Thomas Lynam @Taylor Stoddard @Benjamin LeBlanc @Brendan McGrail @Rebecca Hill @Bryan Tatro @Claire Wright @Judith ZINNER @Bryan Naas @Christopher Williams @George Sacco @JCorrales @Aidan Murphy @Sam Aubin @Robert Russell @Katrin RABE @Adam Landry @Megan O'Connor @Albert Lai @Christopher Hughes @Jake Wright @Harumi @teneas @Deekshith V K @Jeff Willis @Chris Kreiss @Saul Cabanas @Sspopp503 @Juan Miguel Mendoza @Gabie Caballero @kcrandolph @Brian Cipollone @Carmen Wong @Hussnain ali @Min Zhao @Manuel.Passanha @Brandon Rawnsley @Yash Agrawal @Andrea0673 @Angusday1 @Elizabeth Chase @Rob Jennings @Brian Cox @marieta @Annie Maass @Lindsay Schoenfeld @Scott Wright @Arthur Ley

Saleslove is back and coming to a city near you (again!) 💚And guess what? It’s free to join! We’re bringing thought leadership, product-focused training, and hands-on learning to customers and prospects through engaging half-day programs. Here’s what you can expect from our user workshops:Configure for success with Salesloft Conversations - Dive into our hands-on session where we break down the tactical setup of Salesloft Conversations and show you how to integrate the functionality into your current process for maximum impact.  Mastering the transition: Supercharge your sales with Salesloft Deals - An insightful session on adopting Salesloft Deals to discover why making the switch is a game-changer and how it works with the rest of Salesloft’s interface to elevate your team’s performance and efficiency.Oh, and did we mention our Champions Hub will be there? Stop by our booth to learn how you can enter our giveaway (raffle tickets, anyone?) 👀Register Now:October 8, 2024 | Austin | Ag

📣 Calling all Admins, this one's for you! Are you:Hungry to level up your career in Revenue Ops? On a mission to drive epic growth for your company? Curious about Salesloft configuration? Ready to tweak and optimize Salesloft to fit your team’s needs? Chasing that sweet, sweet LinkedIn cred (because, let’s be real, we all do)?If any of that sounds like you, we recommend completing our shiny new Salesloft Administrator Certification! 🎉This cert is your all-access pass to strategic platform mastery. You'll understand the admin role, gain the skills to configure and maintain the platform, and walk away knowing how to define a Salesloft strategy to drive serious revenue transformation. 💰🚀Oh, and did we mention? Pass the exam and score yourself a brand-new badge to flex on social media. 🏅Get started today!

🎶 August slipped away into a moment in time 🎶  To those of you who joined us in August, welcome to the community! 👋👋👋 @Gene @Martin-Spanik @Bobby Buit @Marco Da Silva @Mark O'Leary @Antonio Fontaina @Pavan Kumar S @Michael Mottola @Carson Messer @LeeAnn Castro @Imani Walton @Kristen Loomis @Emily Elkins @Kentaro Saito @datavizard @nadimtouma @Drew Thornton @Molly Himeno @c.rodriguez @Johanna Groten @Nicki Saunders @Bryce Pietrowiak @Andrew Lefebvre @saumyagupta @David Lesher @podonnell @Daisha Duke @Michael Sutherland @Erin House @George Sadler @Ryan Larson @Maria McNamara @Tanmaya Hobbs @Tsuyoshi Suzuki @Aaliyah Griffin @zephyrus @Troy Ward @Harrison Hooper @Prachi Patel @christopher.striebig @Erin Cole @Marcus Serrano @carlosrosado @Danielle Rutschilling @LauraGSATX @btevans18 @adityar98 @Elliott Glenn @carisa.kanehailua @Jessica Sifuentes @Linda Ngo @Paul Poulsen @Hiroyuki Kosako @Olivia Walsh @Maya Connet @jstevens @Gavin Pilfold @Elyse Fox @Moshe Galili @Stacy Gable @Rich Boo

Hi!We're on a mission to create an amazing Clari mobile experience, and we need your input. That's why we're inviting our users to provide feedback over a Zoom session. Your opinion will directly impact the future of our mobile apps!What would I need to do?It’s super simple. We’ll ask you a few questions about your experience with our mobile apps. We want to know what you like, what you don’t like and how we can make your life better.How long is a session? We just need 25 minutes and you will not need to prepare anything before the session. When and where? Sessions will be conducted over Zoom. We’ll schedule the sessions in the next few weeks at your convenience.Interested in participating?Please DM me with the days and time(s) that you are available in the next few weeks and I will DM you back to confirm the session. You can also schedule an available time slot using the scheduler link below:Book a session with meThanks!Karol Mirek, Product Manager

We did it! Clari is officially on the 2024 Inc. Magazine 5000 list of fastest-growing private companies in America, and we couldn’t be more thrilled.Huge kudos to the relentless drive and passion of our team, our incredible customers, and everyone who’s believed in the vision of The Clari Revenue Platform.From day one, we’ve been on a mission to transform how companies run revenue. Making the Inc. 5000 list isn’t just a milestone; it’s proof that when you focus on doing what’s right for your customers, amazing things happen.A big thank you to the entire Clari family—this one’s for you! Here’s to even bigger things ahead.Check out the full list here: https://lnkd.in/eBK_XSGU  

We're excited about the integration of Groove into the Clari web app! This enhancement brings a more unified user experience for your revenue team. Here's what you can expect:ImportantNew Subdomain: As of August 17th, the standalone Groove app will be accessible at groove.clari.com. (Don't worry, the old link will redirect you automatically!) NOTE: All users will be logged out of both the Groove extension and web app during the rollout on Saturday, August 17th, between 10 and 11 AM PST. There will also be a 45 minute disruption to LinkedIn Navigator. What's changing?Sign in: You will be able to access Groove in the Clari web app via SSO. The login flow to the Groove web app remains the same. Please note that you might need to log out and log back in after the integration to activate your unified Clari+Groove access. Groove in Clari: Customers using any combination of Groove plus Forecast, Inspect, Copilot, or Align will now have a unified user experience to run revenue.Updated Look: Th

61% of companies missed their 2023 revenue targets. The culprit? Revenue Leak. Join Julien Sauvage, GVP of Marketing, and surprise guest speakers on August 26th at 8 am PT as they discuss the groundbreaking insights from Clari’s 2024 Revenue Leak Report to help you expose the #1 source of revenue loss and beat your 2024 revenue targets. Register today.  

Thank you @Lisa Johnson for the LinkedIn shout out! “Rev Ops professionals, make it easy for your reps!Whether using Clari or another tool, here are crucial insights:Everyone wants to know their performance against targets, but needs vary across the organization.Reps need simplicity—they want to call their number, tidy up activities, and get back to closing deals.”Clean data in Clari is their resume builder.How do you balance these needs? hashtag#RevOps hashtag#SalesForecasting hashtag#BusinessStrategy hashtag#ClariTo learn more, check out Lisa’s blog post: https://wix.to/AwgEKEShashtag#newblogpost 

A very warm welcome to ALL of you who joined our community in July! @Robert Forish @drewelston @David Estko @Katie Warren @hhuynh @Zachary Bennett @Sanoj Elayidom @Fred Cartwright @Mike Lohman @dazglanville @amayra @Mohammed Anwar @Greg Rosengarten @Robin Albarran @Haruki Otani @April Larsen @PaulineHubert @David Nath @SRISH KULKARNI @Jack Lister @Mike Argo @Katie Schratz @Vinay S @Mark Shepherd @Ryan Murano2 @William Lauffer @RegiJose16 @Kyle Richter @Alex Walsh @Ellen Clabaugh @Taylor O'Boyle @cbking2 @Christoph Rohner @Sean Song @Jason Tompkins @Yami Alonso-Suchocki @Jason Rivas @Abdullah Alnamlah @Duncan Harris @Marc Peston @paulb @Laura Paataja @David Chodak @Becca Reed @Jeff Goodman @Betsy Turnbaugh @Abhinav Gupta @Jessie Hammett @Somi Maynard @Chad Lemperle @Skai Admin @Glenn Lottering @Shyam Raiyarel @Tammy Ryerson @Zach Arbeitel @tyoung @pramesh @Daniel Fitzner @ShaharP @Gary Griffiths @Rob Koelmel @Einat Kettner @Usmna @Edward Fuerst @rshapiro @Reid Selcer @Sandy Wu @Brian Co