Clari

I have to change an individuals quota.. How can I do this?It looks like I have to upload all quotas again with the change for that individual change included. Thanks

Is there a way in Groove to visually flag non-working phone numbers so we can avoid repeatedly calling them?Just a note—we don’t have the dialer, in case that matters.

Hi I have just started using Clari as a sales ops manager with admin access, I was to use Clari University to gain understanding on how to use the product, forecasting, analytics etc but in the University page I can only see the “prospecting academy” is this all that is available?

If your Salesforce instance uses validation rules, it is a good idea to update them in Clari.What are validation rules?For those not familiar with validation rules in Salesforce, admins can create rules for updating fields that are triggered when users attempt to make updates to make sure the update meets your organizations’ standards. If the update does not meet the criteria, Salesforce will not allow the update. In Salesforce, these disallowed updates may also be associated with error messages that are displayed to the user.As an example, if a user attempts to progress an opportunity to the next stage, a validation rule may require they complete a notes field with next steps.How does Clari handle validation rules?If you run into a validation rule while updating your deals in Clari, then the Update Helper will guide you through to make the experience as smooth as possible. The Update Helper will appear as a pop-up window.The Update Helper will display the additional field(s) that you

If your organization has been using Capture for a while, checking the settings and looking at the logs periodically is a good idea. This will help you get the most out of your integration. The Capture settings panel has recently had some helpful additions that make tweaking and tuning your settings much more accessible. Some settings were previously only modified via your CSM or a support case, so you may not have even realized they existed!  I always begin by making sure Capture is not in Preview Mode and is writing back to the CRM. However, toggling this off and putting it in Preview Mode can be helpful when making settings changes to ensure that a tweak doesn’t have unintended effects that get written back to Salesforce! This can also be helpful when considering some of the other recommendations to come. Next, for contacts, I always want to look for contacts that could not be written back due to account matching issues. To do that, use the filters to find contacts with “No Match Fou

Please. I need to know if is possible configure regular forecasting period to start in a different day instead of monday. regards

At the start of the year, when you’re back in the hot seat, you need to get a handle on the deals that are in for the quarter to get a fast start.  I recorded a quick video to walk you through how to inspect your deals for this quarter, what has happened recently and where do you need to spend your time to progress your deals. 

Please, how we managed the CRM sync?

The due date or Submission Date in Forecasting is a global setting in Clari, meaning it is set once at the organizational level. There are a few options:Reset weekly at the beginning of the new forecasting week Reset bi-weekly Reset on a rolling, set number of hours Reset on a specific day of the weekOur best practice recommendation for most organizations is to use option #4, and select the same day as your organization’s global forecast call. So, for example, if your CRO has a forecast call with their reports on Friday, then select Friday as the reset day. It’s important to note setting only impacts the Forecast Module. It will not automatically later the week-by-week dates in the Pulse Module, for example.  

Why does the Group Filters left panel open every time I change bookmarks or refresh the page?  Its redundant since I have the Group filter bar above opportunities and I’ve already selected that I wish it to be closed.

Hi Clari Team,I have talked this through with Josh and Mussa from Clari during our call this week. We are a new Clari CoPilot customer and we also use MS Teams (we do not have Slack).It would be incredibly helpful to have direct notifications to CoPilot users in MS Teams once their call summary / next steps is ready in CoPilot. Currently, they would have to go into the tool to check in the call, as there is always a time lag between the Call and the actual transcription, summary and next steps.If we could notify them with a direct link (I have seen you have this available for Slack), then it would really boost productivity but more importantly user adoption. Please speak to Said Mussa for more details, as he was part of our call.Best,Alex

Love this new feature that shows the actual change between the selected date range in each of the Waterfall buckets.  Currently Clari is only using CLOSE DATE.  Just hoping this may be customizable in the near future as our business uses our custom field of BOOKING DATE (a combination of Start & Close).  We also utilize FORECASTED CHURN DATE on the churn side.  So CLOSE DATE is not ideal and I thought we were told that Waterfall / Clari analytics uses our BOOKING DATE not CLOSE DATE (what our Clari rep told us) How did my pipeline closing “this quarter” change 10/01/24-10/22/24”.  We had asked since we use BOOKING DATE, that we cannot use CLARI if it not pulling deals and the analytics for these deals by our BOOKING DATE.

Looking for a way to get some insight on the questions I got wrong on the Admin Certification for Clari.  

Does anyone know of a way to use an aggregation of CRM scores as a high level view of pipeline health? Either natively within Clari, or via export? Currently export via the Opportunities page excludes CRM score.

Love doing things on the go? The Copilot mobile app is here- Listen to sales calls recordings on the go. Simply hit play, lock your phone and move on. With Copilot mobile app, you can:Listen or review your/team’s past calls on the go Request for and share coaching feedback via comments View upcoming meetings (and stakeholders) at a glance. Toggle recording on/off for an upcoming call with one tap.If this sounds helpful, head to the below links and download the app now Android: Download from hereIOS: Download from here Note: 1. Copilot doesn’t ask for permissions to view any data on your phone2. To sign in, use your work email account (that you use on the Copilot web app). That's it. Now, let’s do a deep dive into some of the key features and available options:My Calls: View your upcoming meetings and call recordings. Team Calls: View all call recordings from your team + filters to find what you need Search: Search for a keyword across all call transcripts, meeting titles and attendees

Is there a section I can look at that focuses on Salesforce package updates/releases, to make sure we are on the latest version?

Request: ability to open Salesforce opportunity from WITHIN the expanded view in Forecast. Right now you can do that when you hover over the opportunities shown in the side panel within forecast: BUT when I click the two arrows to expand this - the Salesforce cloud button no longer appears!  

Get an exclusive look at Clari’s latest innovations! Our product leaders are eager to reveal their new and upcoming releases, all designed to accelerate revenue growth for your org.Watch the recording here.

I want a view that shows:$ closed-won bookings and % attainment to goal/quota by quarter $ closed-won bookings and % attainment to goal/quota for the entire fiscal yearWe have 9 account executives and I am confident I can find this data with a ton of clicks and by changing the period and clicking through the small bit of reporting hierarchy we have. I can make it happen via a Salesforce report but I want a dashboard/view that will assemble this essential data for me and look (something) like this:  Q1 Q2 Q3 Q4 FY AE #1 $245K 51% $15K 15% $200K 45%   $460K 33% AE #2 $0 0% $100K 27% $455 102%   $555K 46% AE #3 $50K 6% $550K 145%     $600K 55%  I can’t be the only sales manager using Clari asking for this so forgive me if this already exists. 

Is there a way to save group view in terms of layout? So they are either listed by filters or on the left hand side. 

it would be nice to have more control over what we can show in the grid. 

Please can you add cross-product hyper links to the main navigation bars?  For instance on app.Clari.com it would be great for a drop down on the main navigation menu for “Other Clari Products” with a list below for Groove, Align, Copilot… depending on what the user has access toCurrently we are sharing links for the products separately to sellers and this has lead to some confusion at times  

Hello Team,I have signed up to Clari University for over 24 hrs with the customer account, but i still do not have access to the customer platform in Clari University, nor the admin certification course.Could anyone assist with this issue ?

I believe there was mention of a new feature for bulk updating user data in Copilot in the last product release article. Has the implementation of this feature been postponed?

Hey all - I’m new to Groove and I’m trying trying to build a master flow that many of my reps can use.We previously used Outreach and would frequently include the variable {{sender.calendar_url}} in flows to allow multiple people to use the flow and include their personal calendar/scheduler link. Is there a merge field like this for Groove?