Announcements

Charge is a half-day virtual event filled with thought leadership and practical advice for revenue pros who want to turn obstacles into opportunities—regardless of market conditions.Sessions include:How to de-risk purchasing decisions to keep opportunities charging towards Closed Won A panel from world-class execs on how to protect your revenue while growing and defending your customer base Real-life sales coaching for beating the status quo A CRO fireside chat on how to survive and thrive using a 13-week cadenceSave your spot for June 6!

As you might be aware, Salesforce is sunsetting its older API versions (<30v) this summer. The start date for this is May 6th. Our team is aware that some of our services are still running on an older version of the SFDC API (<30v). Our product & engineering team is aware of these changes and are making the appropriate updates in Clari to prevent any disruption in service. These upgrades will be made prior to the start of the Salesforce summer release in the first week of May. There will be no downtime or disruption of service during this upgrade. Please reach out to your CSM if you have any questions or concerns.

Kristina Ayanian, host of Nasdaq Listings, welcomed Clari’s own Andy Byrne to talk about “the three headed hydra” of CRM + spreadsheets + BI solutions, and how to escape it with RevDB (our Revenue Database) so you can answer the most important question about your business: Are you going to meet, beat, or miss on revenue?Check out the full interview here.

Missed the live webinar? Not to worry! In this session, @Vinay Srinivas (Customer Success), Praveen (Product Marketing, and Sajjan (Product Management) shared how you can level up your conversations, coaching, and compliance with latest features in Copilot (formerly Wingman), including: Desktop 2.0 Transcription in 15 languages Smart SummariesAnd much, much more! Check out the recording (below) and the deck from the webinar (attached). 

 Don’t let pipeline changes take you by surprise. Join us next Wednesday (May 17) to see how Clari can give you real-time visibility so you understand where your pipeline stands today.Register here. 

Missed Field Config office hours this week? No problem. In this session, @pnguyen joined us to answer your questions on the new Field Config Module in Clari Studio. We covered topics such as:  Layouts (i.e. what they are, how to use them to optimize your team’s Clari experience) Field Settings (i.e. field setup in Salesforce vs. Field Config) Check out the recording (below) and the deck from the session (attached).Special shoutout to @Hamza Abu-Alhawa and @Kevin Christopherson. Thank you for joining our Field Config office hours this week and last week to  talk about your use cases, ask questions, and provide feedback. Your experiences and feedback are invaluable as we continue to build out more admin capabilities in Clari Studios, so thank you for sharing!

Thank you all for participating in our friendly leaderboard rewards competition this month! Here are our winners from last week:First Place: @Joseph Nguyen 🥇🎉Second Place: @icarrazana 🥈🎊 Thank you for being active members of our community. There’s a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation, question, or idea) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We just paid special attention to the leaderboard this month! Thank you all for participating in our April leaderboard rewards, and for being part of our community!

Missed the live session? Not to worry! In this session, Ty Lapinski answered your questions on the new Field Config Module in Clari Studio. We covered topics such as:  How to build a custom mode How to configure layouts like Expanded View Ways to review and test the changes that you make   Check out the recording (below) and the deck from the session (attached). 

Join @Ty Lapinski and I tomorrow for Field Config Office Hours. We’ll be around at 10 am PDT to answer your questions about adding, editing, reordering, or removing fields, and building modes. You can register here.  

Thank you all for participating in our friendly leaderboard rewards competition last week! Here are our winners from last week:First Place: @Greg Sundermann 🥇🎉Second Place: @Dennis Hyland 🥈🎊 Thank you for being active members of our community. There’s a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation, question, or idea) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We’re just paying special attention to them this month!

The leaderboard is heating up! I’m so happy to announce our winners from last week:First Place: @Steph Peters with 161 points!🥇🎉Second Place: @hansh with 79 points!🥈🎊Thank you for being active members of our community. There will be a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation or question) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We’re just paying special attention to them this month!

None other than THE resident Copilot mentor in our community, @Vinay Srinivas, will be joining us again next week for another live webinar. In this session, you’ll learn how to get started with Cioukit and how CSM and AM teams can use Copilot to drive effortless hand-offs, have better customer conversations, and share your customer's voice. Register here!

The TL;DR—mastering your time to revenue is the most efficient way to land new logos and protect your customer base. 👀 Watch the recording to see what else Nick Mehta, CEO of Gainsight, and Andy Byrne, CEO of Clari, shared in their chat.

April showers bring May flowers... 🌧This month, we’re showering top community members with some fun prizes! I’m thrilled to announce the friendly competition we’ll be hosting throughout the month of April. Each week this month, the most active members of the community will earn a prize, and a shoutout in the weekly community digest! Post, reply, like, and vote to earn points. You actually always earn points in the community for these activities. We’ll just be paying special attention to them this month.​​​​​​​ Earn 20 points for providing an answer (to a question). Earn 15 points for creating a topic (conversation or question). Earn 6 points for posting a reply (to a conversation). Earn 4 points for receiving a like or a vote. Earn 2 points for giving a like or upvoting an idea. Each week, our most engaged community members will win a prize. The top 2 community contributors according to the Leaderboard each week will receive a prize equivalent to a $50 USD egift card for 1st pla

Field Config puts the power to configure your revenue platform in your hands, and although the workflows are pretty simple, it’s important to fully understand how Field Config works so you can set up Clari to run revenue your way and drive revenue precision for your unique teams. What can you do with Field Config? Add/Edit/Delete/Reorder the fields from CRM that are displayed in the Opportunities, Analytics, and Accounts modules (i.e. opportunity grid, filters, etc.). Add/Edit/Delete modes in Opportunities, Analytics, and Accounts modules.  Note: If these terms are new to you, you can learn more about fields, layouts, and modes as they relate to configuring your Clari instance in Clari University. Contact your Clari CSM to get started with Field Config. What is not supported by Field Config? Management and updates to the configuration of the Forecasting Module are not supported by Field Config. We have a read-only view in Forecast Management for you to view your Forecasting configura

Our first week of community leaderboard rewards for the month of April has come to a close! I’m thrilled to announce our first place winner @Collin Rhea, and our second place winner @Shanwaz Ahmed! 🥇🥈Congratulations Collin and Shanwaz, and thank you for being active members of our community. There will be a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points this week (and the following weeks):20 points for providing an answer (to a question) 15 points for creating a topic (conversation or question) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We’re just paying special attention to them this month!

https://link.chtbl.com/eIdlWl6lIn this episode, Jason Chapman talks all about the basics your team might be missing in order to build a resilient, reliant revenue machine. Jason is the SVP of Commercial Strategies and Operations at Infor–a software that builds successful businesses. Listen in as he shares how the best companies leverage their revenue teams to have a broader impact than just the bottom line, how the best sellers are collaborating with their customers, dissecting the key fundamentals of the revenue process, how to ‘earn the right’ to sell to customers, and more. Here’s what’s inside: Understand your trade-offs: Between your market reality, product reality, and your financial reality…Jason says if you’re hyper-focused on the customers that you can serve best and you're putting R&D dollars into the things that they care about, and then making sure that you've got the commitments from a revenue perspective, this will play a role in the rest of your business. Work collab

In this session, @kstanforth shared how Saved Views can help you save all your most frequently asked questions about your revenue. We talked about what questions you should be asking Clari, and when it is most important to ask for these insights. We also went over how to leverage the new Saved Views in Analytics capabilities to ask Clari the most important questions to help you prevent revenue leak in this session.  

Saved Views can help you save all your most frequently asked questions about your revenue. In this session, we’ll talk about what questions you should be asking Clari, and when it is most important to ask for these insights.Saved Views are coming to Analytics! We’ll also go over how to leverage the new Saved Views in Analytics capabilities to ask Clari the most important questions to help you prevent revenue leak in this session.Join us on April 6 at 9am PST with Katie Stanforth, Digital Adoption Manager, to see how to ask Clari the most important questions to help you drive revenue precision.Register Today!

Join Nick Mehta, CEO of Gainsight, and Andy Byrne, CEO of Clari, on April 13 for a virtual event where they’ll discuss:what Time to Revenue is (hint: the time and resources spent hunting down revenue-critical signals needed to run your business); what it’s likely costing you right now (it will get ugly); and how to master it.Save your spot here. 

Did you miss our live session on Copilot (formerly Wingman) for Product & Marketing Teams? Not to worry.@Vinay Srinivas, Sr. CSM and Copilot expert, shared how Product and Marketing teams can use Copilot to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition. You can learn all of Vinay’s tips by watching the recording below! The deck from the session is also attached to this post.  If you have any questions, please don’t hesitate to reply to this thread!

ICYMI: earlier this month, we launched The Run Revenue Show—a weekly podcast to help you avoid revenue leak and achieve revenue precision. Catch up on Apple or Spotify now!Episode 1—How to avoid slipped dealsKevin “KD” Dorsey, SVP of Sales at Bench Accounting, shares his step-by-step playbook for avoiding slipped deals.Episode 2—How to still hit your revenue goals during an economic downturnSteve Singh, Managing Director at Madrona Venture Group, shares his learnings from leading his team at Concur through the ‘99 dot com burst, the 2008 financial crisis, and beyond.Episode 3—Reliable RevOps partnership looks like thisAdam Aarons, CRO at Drata, shares how he partnered with RevOps to gain a better understanding of what was happening within the business, identify areas of improvement, and make data driven decisions.A new episode drops every Monday. If you like what you hear, don’t forget to hit the follow button wherever you listen to podcasts!

Inside this in-depth, unbiased analyst report, you’ll see why Clari is listed as a Representative Vendor, how other platforms are positioned, plus insights to uncover how your org can use Revenue Intelligence to stay ahead.Read the report here.

We’re excited to share the new Clari integrations hub with you!Clari integrations allow you to bring revenue-critical data into the place you already love to work—Clari. Your revenue teams can stop wasting time searching for data across multiple places and platforms, and focus on what matters in one place.Check out the full directory of integrations (41 and growing) here. Don’t see an essential integration you have to have? Let us know in the comments, or submit a request!

That’s right! Copilot (formerly Wingman) is for Product and Marketing teams too too. Don’t forget to join us at the end of this month to learn about how you can use Copilot to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition.