Clari

If you need help from Clari’s Customer Success team, you can make a request through the Clari Support Portal.* To request a CSM, simply choose the product and then ‘Request Clari CSM’ in the Issue Type drop down-menu. Fill out the rest of the details as you normally would for any support case. A member of our CS team will reach out to you via email.Request a CSM to discuss your organization’s Revenue Objectives, system/process changes, change management, best practices, enablement, and other topics. For information on how to navigate the Support Portal, please refer to this article and overview video.https://share.synthesia.io/3f01ac17-ec44-4f4e-b8ea-041570a11ee6*You must be a Designated Support Contact to have access to the Support Portal.

Has anyone here encountered the following issue within Clari whereby changes entered into Clari, do write back to Salesforce… however don’t end up showing within Clari?The error message we have across our entire platform for the last few days is:Changes writing to CRM, but loading into Clari is delayed We have submitted a support case a day or so ago, but with limited to no traction, I wanted to see if anyone here has encountered this and what steps needed to be taken to rectify. 

Is this because its linked to SFFDC? Or am I missing something?  As you can see there is no blue toggle arrow on the next step column.  And guidance is appreciated. Thx  

We're improving your Outlook email experience by simplifying how you send tracked and logged emails. With this update, we're addressing issues like emails getting stuck in drafts or failing to send by allowing users to send emails with Outlook's native Send button. It streamlines your workflow by removing the need for a separate Send with Groove button. What’s ChangingSeamless Tracking & Logging: You’ll be able to use Outlook’s native Send button to track email opens, clicks, and replies, and automatically log emails to Salesforce. Improved Reliability: By leveraging Outlook’s native sending capabilities, we're eliminating issues like emails getting stuck in drafts or failing to send. Simplified Workflow: The Send with Groove button will be removed, reducing clicks and making email sending more efficient. How It WorksWe're rolling out this improvement in phases:  Phase 1 – Early March: Begin using Outlook’s Send button to send emails. A subtle banner message will appear when clicki

Calling all Sales Development Reps! If you haven’t already, sign up to join us on Wednesday, March 12 to learn how to work smarter, prospect faster, and book more high-quality meetings with Groove. The following week, we’ll check in to answer any questions that you have in our Ask Me Anything session on Groove for SDRs. Share your questions in the comments below, or like someone’s question to upvote it. We’ll answer as many as we can, but knowing which questions are most popular helps us prioritize. This session is part of our Clari Live: Unlock Your Productivity with Groove series. Check out the whole series here.

In terms of the "Amount Decreased" widget, I need to hover over the red box to see what the original value was vs the new value. Is there anyway to show both the original value and the new value so I can do an analysis on the amount and not have to hover over the field every time and write down the numbers? The same thing for the "Slipped" view where I want to see the original close date vs the new close date.I prefer the above in a view, but can this data be downloaded into a gsheet or excel?

My leadership team wants my IC team to update a template within Clari mulitple times per week and, TBH, its quite time consuming to update as I have to click back and forth and manually calculate things like # of accounts or $ amount of renewal opportunities that are marked a “tier 3 churn risk”, “tier 2 churn risk”, etc.My question is, since all of this data already exists in Salesforce, is there a way to automate pulling these specific metrics so that I don’t manually have to crunch these things multiple times per week?

Why can I only add 100 contacts in a flow to a CSV, at a time, or if adding 400 to a flow, why can i only add 1 page at a time?Would make more sense to add all of them at once, unsure if i am missing somethingAny help would be appreciated it please

Is there a way to download to Excel or some other file those emails that have bounced from a flow? 

I would love the ability to customize individual field history tracking by selecting different historical ranges. For example, being able to compare data over 1 day, 3 days, or 7 days would be beneficial when applying multiple quotes that adjust frequently.

What we see Top Sales Leaders do to leverage Clari:  1. They set clear expectations on CRM hygiene with their teams… and inspect it regularly. Updating the Close Date, Stage, Forecast Category, and Next Steps fields should not be a suggestion. Set the expectation that if your reps update those fields, you won’t bother them with nonstop requests for status updates. Inspect what you expect! Configure your columns to show the fields you most often review first.  2. They use CRM data, rep activity, and the CRM Score to pressure test deals.  Quickly validate if a deal is on track by reviewing the CRM data, the email/meeting/file activity between the rep and the prospect, and the CRM Score. Without bothering the rep, you can see how the deal is progressing.  Use this 4 point deal inspection cheat sheet, if needed.3. They inspect their reps’ and managers’ forecasts and evaluate if they have enough coverage. The best sales leaders use the Clari forecast module to evaluate if their reps/manager

We have a requirement to upload our sales quota which would have quarterly and yearly goals. Houw should we set it up in terms of period. I saw a sample file in KB, where for a given user there were 8 rows. Is this the correct way to upload? In our Instance, the sum of quarter will not always equal to the annual. 

We're thrilled to invite all our community members, whether you're a seasoned pro or a newcomer, to our recurring Welcome to Align Implementation Webinar. Webinar Details:🗓️ Date: Every other Friday⏰ Time: 10 PST⏳ Duration: 1 hour🔗 Register here by clicking this link! What to Expect:🛠️ Organization Settings: Dive into administration & system settings to customize Align Workspaces for your unique needs.👥 Team Roles: Learn how incorporating different roles can streamline collaboration and boost efficiency.🌐 Mutual Business Objects: Discover how to create and manage objects within Align Workspaces.📊 Field Mapping: Master the art of field mapping for seamless data integration and reporting.🗂️ Team Templates: Explore how to leverage team templates to create a consistent and repeatable process across your teams. This webinar is for anyone curious about making the most of Align Workspaces and Mutual Action Plans. Whether you're just starting or want to level up your skills, there's

The AI exports are great but how can I export them in bulk?The existing export functionality only works for an individual view, so to bring the projections into other analysis / reports, I have to update the scope / breakdown type and then copy and paste each projection for each leader individually. 

Would like to have the ability to add filters to a dashboard. Currently if a manager wants to view something specific that is filterable in the opportunity grid, I have to add multiple widgets to show that instead of a filter. 

In this webinar, we covered Clari's Export API, which allows you to take Clari data and export it programmatically it into your data warehouse, BI tool, or Analyze program of choice.With this freedom, you can slice and dice the data in a variety of different ways and combine it with external data sources to drive value beyond the revenue process.In this webinar, Gary Sahota, Director of Analyze, walks through how Clari’s export APIs work, our recommended best practices, a demo, and some key use cases we have seen so far.  As you connect with your technical counterparts, please review the Clari API Documentation.

Hi all, when I click on the “Export” option nothing happens and no message is given. How can I get my report data in excel format?

The “Notes & Attachments” in Salesforce is Classic Only and has been deprecated in Lightning.  Please upload email attachments to the File settings so people don’t have to look in multiple places (or admins don’t have to do hacky workarounds) to find their files.

Hello Clari Community,We are trying to upload a quota csv file but getting the error messages below.  We have checked our Period Name and ensured it is correct and aligned with the format set forth by the Clari Help article.  Any ideas?  https://clari.my.site.com/customer/s/article/Uploading-Quotas-in-Clari 

i am new to Clari, and i need some support in using the tool, which is the best way to get this support and help?

LinkedIn recently updated its licensing requirements for Sales Navigator integrations. Starting February 1, 2025, only customers with Sales Navigator Advanced Plus licenses will be able to use embedded iFrame integrations across third-party platforms, including Clari. Previously, both Advanced and Advanced Plus users could embed Sales Navigator directly into Groove. What this means for you: Users with Advanced Plus licenses can continue using the embedded integration. Users with Advanced licenses will need to either upgrade to Advanced Plus or access Sales Navigator directly at linkedin.com. If you rely on LinkedIn actions within Groove, this change may require manual work unless you upgrade. We appreciate your understanding and are here to support you through the transition. For more details on the LinkedIn Sales Navigator integration, visit our help center

In this webinar, we covered Clari’s Export API, which allows you to take Clari Forecast data and programmatically export it into your data warehouse, BI tool, or Analyze program of choice.With this freedom, you can slice and dice the data in a variety of different ways and combine it with external data sources to drive value beyond the revenue process.In this webinar, Gary Sahota, Director of Analyze, will walk through how Clari’s export APIs work, our recommended best practices, a demo, and some key use cases we have seen so far. 

On Friday, February 7th, Groove will deploy an update to the Salesforce managed package. No action is required from you. What’s Changing?This update brings the API version to 45.0, ensuring compatibility with Salesforce’s upcoming ICU locale update on February 11th. It ensures Groove remains compliant with Salesforce’s latest requirements. Customer ImpactNo changes to the Groove application—your experience will remain the same. This update prepares the managed package for future support of ICU Locale Formats but does not introduce any immediate changes in Groove or Salesforce. If you are using Salesforce Sandbox instances, the managed package will be updated across all environments. For more details, refer to Salesforce’s official documentation:Update your Apex Classes, Apex Triggers, and Visualforce Pages to API version 45.0 or later

I am trying to use Clari API, but I am getting errors from the client side.  I have already generated a token. Can you please provide a short example of using the API? just a simple request.Thanks,Shahar.

Does anyone know if it’s possible to group records in an inspect view by account for example? I’m thinking about how groups work in Salesforce or an Excel pivot rather than the current group function in Clari.