Clari

On the details of every each opportunity in the inspect view, we can see Month-to-Month Pushes, but we need to click on the name of the opportunity and to search for it. We would like to have the option to see as part of the table, with all the other fields of the SFDC and then to see it more easily. Also, on this case, we will have the ability to filter by the number of pushed we want, and then to know on what the managers need to focus. 

Is there an area where we can notify Clari/Groove feature requests on the application?  

Hello, Is it possible to create a reference field, formula field, or any type of field in the Field Configuration within Clari? For example, if I just want to copy a field into a duplicate field or calculate TCV/12, can I do this in Clari? Thanks!

Is there a way to show only certain categories on a widget: "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", instead of every category? I would also like to have separate opportunity view widgets for each category - "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", so I can see a list of each of those 4 categories.

The Groove app is not the only place to complete our actions. You can execute on Groove actions directly from your inbox or in CRM as well. Did you know? Learn more in just 1 minute below 👇 

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! The features described below are currently scheduled to release so that you can find them in Groove when you log in on the date above. It’s easier than ever to create, update, and manage flows at scale in Groove. We’re making some changes to simplify your experience when you manage Groove Flows, including updates to: Created Date Last Updated Date New Filters New Sorting Show flow status on the Flow card Favoriting Flows in Webapp Favoriting Flows in Extension Context menu (copy, preview, share) on Flow card New button bar on the flow show page General Preferences moved to Settings Updated Flow CardThe Flow Status will display on the Flow Card as well as Created Date and Last Updated Date Created Date: The date the flow was created Last Upd

Are there any examples or documentation for obtaining a transcript via API? I have only seen one line in the API documentation that mentions the transcript: To get transcript, deal live stage fetch call individually using call-details endpoint.

Hey Clari Circle Community,Hope this message finds you all well! 👋 I'm thrilled to share some exciting news with our Clari admin users – we've got a fantastic new resource coming your way.As a Project Manager here at Clari, I understand that getting the most out of our platform is crucial for your success. That's why we're launching a series of short and informative videos that will guide you through the ins and outs of making changes to your platform configuration using the Field Configuration admin module. 🎥 What to Expect: In these videos, I'll walk you through step-by-step tutorials, covering everything from the basics to some advanced tips and tricks. Whether you're a Clari veteran or just getting started, these videos will help you leverage the full power of the Field Configuration admin module. Keep in mind that you can always take more details lessons and even earn your Field Config certification in Clari University. 🔧 In this first video, we’ll cover:The steps to add a new

Drip. Drip. Drip. The leak may be hard to find, but you know it’s coming from inside the house.Every quarter, thousands of dollars (if not millions) are slowly leaking out of your business. We aren’t talking about physical plumbing. We are talking about breakdowns across your revenue process resulting in revenue leak. What is revenue leak? It’s the biggest business problem hiding in plain sight, impacting all companies across all industries. It represents the revenue you’ve already worked hard to earn but have yet to capture. And according to our Clari Labs research, 14.9% of revenue is lost every year due to revenue leak. It can show up in a handful of sneaky scenarios. Maybe the high-visibility enterprise deal you needed to come in slipped to next quarter. Maybe one of your top sellers gave away another one of their famous generous discounts. Maybe your win rates have decreased slowly over time without a clear culprit. Or maybe that huge customer you thought you could count on churne

How can I delete a contact from Groove without having to remove them from Salesforce?

Outbound TrendsEvery Sales Organization Can Benefit From a More Efficient Outbound ProcessWith Groove, you can improve target account coverage and increase conversion rates by focusing on the following key areas to effectively scale and manage your outbound sales process.Targeting: Who are the people we’re adding? How many contacts should we be working to meet our goals? Messaging: 3 ways we recommend building out an effective messaging. Actioning: Create a consistent process to optimize your strategy and enable your teams. Reporting: Understand what’s working – and what’s not so you can identify gaps and optimize over time. Governance: Create a consistent process to optimize your strategy and enable your teams.  1. TargetingSave time and resources by focusing on potential customers who are most likely to be interested. By reaching the right audience, sales teams have a better chance of converting leads into satisfied customers.Adding the Right PeopleThe types of people and acco

What is a Groove Flow?An automated multi-step, multi-channel sales campaign enabling personalized interactions with customers and prospects at scale. Set-up multi-step Flows, automating workflows across email, calls, SMS, LinkedIn, direct mail, and more Execute Flow steps directly from within Gmail, Microsoft 365, Salesforce, or Groove. Use Templates to communicate with multiple accounts at once, reusing high-performing content Best Practices for Creating Flows Make your Flow repeatable. Use the 5/15 Rule for emails: Keep email subject lines under 5 words Emails should be skimmable and understood in less than 15 seconds. Try using merge fields multiple times in each email message to drive a more personalized feel to the message. Get their attention and show you’re not trying to waste their time by using a wide variety of steps across email, calls, SMS, LinkedIn, and more. Create multiple Flows to tailor content, frequency of touch, and type of touch, to maximize

Strategy #1: Personalized MessageWithin the first 8 seconds, you have the prospect’s attention. Make it count by showing you’ve done your research and add a personal touch in the introduction. Why Personalization is ImportantPersonalization is a key factor to increase response rate Personalizing the first part of your email message can double your reply rate. Most successful Reps take the time to do their research and cut through the noise using Personalization Personalization doesn’t need to be long, focus on less than 100 words in your intro to make an impactful message. Strategy #2: Identify Pain and Provide a SolutionIdentify common challenges based on the Client Profile and provide actionable solutions related to the challenges identified that your product or service has solved in the past. Strategy #3: Call to ActionThe closing should always end with an action for the prospect to follow-up on. Directly make an ask to work together on a specific solution.

Sometimes I search for a KB article and its not clear until I open it up that it relates to a different topic - for instance, searching “email” in the knowledge base gives you an article titled “Additional Fields for Email and Calendar Logging” with no indication that this is a Groove article and doesnt relate to logging against Activities in an Account Mode (or anything else)Please can you make this clearer in the titles of the articles what they actually relate to?

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Closed Lost or Gone Dark NurtureFlow ObjectiveThis Flow is designed to maintain your engagement even when a prospect is marked as "Closed Lost" or experiences a delay in making a decision, ranging from 6 to 12 months.GoalRe-engage prospects who have previously been involved in deals that were lost. 

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

New (or new-ish) to the Clari platform? You’ve probably heard about how Clari replaces spreadsheets, but you’re probably wondering how or even why you need to do so.Spreadsheets are a snapshot in time when your teams need real-time actionable insights to hit their revenue goals. Sales reports take hours to roll up and often sit in an inbox for days. Meanwhile, the pipeline is developing in real time, making that report out-of-date. The minute you pull deal data into a spreadsheet, it becomes disconnected from what’s actually happening in the real world, introducing unintended inaccuracies into your critical decision-making process.Sales teams need real-time indicators showing what has changed in order to focus on the right deals and take the right actions. They need a tool that has a bi-directional connection between their sales data sources and sales reports that makes it easy to see actionable information like:Opportunity risk assessment: the ability to inspect deal risk based on CRM

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Inbound Response for High Priority ProspectsFlow ObjectiveSpeed to lead is the key to higher Inbound Conversion rates. The goal of this flow is to surface prospects to Reps to schedule an initial meeting.GoalTarget inbound requests such as Demo Requests and Web Form submissions.  

We are thrilled to announce the next phase of our integration of Copilot within the core Clari platform. Now you can save time and streamline workflows by accessing all of your critical information in one place. This integration merges our best-in-class solutions in revenue operations and conversation intelligence into a single, powerful platform.See how a Clari Account Executive, Vivianna Vu, uses Copilot to supercharge productivity in her day to day. You’ll learn:How to activate your conversation intelligence How to uncover key insights before the call about receiving moment-critical information during the call How to leverage AI-powered insights for tailored, actionable next stepsThese are just a few of the golden productivity tips you’ll uncover in this video, so go ahead and dig in! 

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Account Based Outbound ProspectingFlow ObjectiveDesigned specifically for Account Based Representatives who prioritize deal closure, this system intentionally incorporates extended intervals between each step to ensure that the Flow is executed over a prolonged duration.GoalGoal is to establish a strong relationship and enhance credibility with the aim of scheduling the initial meeting 

Hi all,For our field reps(=Individual contributors) the option to export reports either from Clari/SFDC is excluded, mainly for data integrity and security reasons.Now I wish o challenge this one and re-open it for export by field reps.I wonder how this is being handled in other companies, what is the best practice and if the majority of companies allow/don't allow field rep export reports.