Clari

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.Turn Cold Prospects into OpportunitiesFlow ObjectiveThis Outbound Flow is specifically designed to assist your team with general cold prospecting efforts. It serves as a versatile template that can be utilized across various verticals to support your cold prospecting activities.GoalThe primary goal is to target high-priority decision makers and secure an initial meeting with them. 

FlowsFlows 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. 

I am looking to refresh my certification and learn more but I am unable to find any information on your platform on how to do so. 

 Today, a customer inquired about setting up SSO for their Clari instance. We have several helpful articles to assist you and your organization with the SSO setup process. Information about SSO Clari SSO Configuration Instructions Configuring-SSO-first-time Integrating Clari with Okta SSO Integrating Clari with OneLogin SSO Integrating Clari with Google SAML/SSO Integrating Clari with Microsoft Azure SSO SSO and Provisioning in Copilot  Enjoy. Or...Let us know what’s missing. 

Hi Clari Land! Are you interested in tracking Net Retention but don’t know how to get started?Or perhaps you’re looking for inspiration on how to “get more” out of your data.Or for customers who have seen our demos on Net Retention thought, “gee, that looks pretty cool. I want a tab just like that in my Forecast!”, look no further. In the thread of this post, I’ll include the forecast configuration for the tab I’ve attached here. All you’ll need to do is add the api names of the fields that are relevant to your business for the amount and the filter criteria, then submit this updated document directly to the Build/Change queue via the support portal. THAT’S IT! As always, your CSM is on hand to assist. Happy Forecasting, Clarians. 

A way to set your Clari instance apart from the pack is by leveraging Slipped Deal Reasons and Push Counters in Salesforce and, ultimately, Clari. With both of these pieces in place, your teams can provide more insight and data you can use to understand behaviors in the market as well as within your organization. This can inform enablement, coverage plans, and prioritization for the rest of the business in support of other growth initiatives.  If you take advantage of the validation rules in Salesforce, Clari can inherit that behavior and ensure that any time a deal is pushed out of the quarter, that deal has a push reason associated with that change. Another great field to leverage in your SFDC instance is a push counter. Each time the close date moves out, the push counter adds a single count to keep track of how many times that deal is pushed, which helps you spot deals that are moving out repeatedly. Examples of Slipped Deal Reasons: Lost Contact Competitive Pressure Technical

Hey Clari Community! I’ve been throwing around an idea in passing conversation and would love to get your temperature on it. As an individual, getting great predictions from Pulse to drive forecast accuracy and seeing the value from dashboards and 1:1s requires a whole team effort. It can be hard to get buy-in and consistently dedicate time to this with everything else you’re juggling.  Clari has a solution for this, since it can be an overwhelming task. Enter the “13 Week Revenue Cadence”. 👏 The challenge is committing to the cadence, and holding your sales teams accountable to the process as needed to drive insights… So my question is:Have you implemented the 13 week cadence, or experimented with it?  What challenges do you face? Would it be helpful to be part of a cohort of other Clari users who are supporting their internal teams in adopting the 13 Week Revenue Cadence at the same time?  Look forward to hearing your feedback on this. Amber 

A great Dashboard helps you answer critical questions about your revenue, and mitigates risk by helping you surface the red and spot opportunities to win. So what kinds of questions can a Clari help you answer about your pipeline health? Pipeline HealthWhat is our pipeline? Are we generating enough pipeline? Are we nurturing and progressing the pipeline? 1. What is the pipeline?What is the pipeline for CQ / NQ? KPI Widgets pull the aggregate totals from a selected View such as Total Amount, Total # of Deals, and Average Deal Size. I’d suggest you pin KPI Widgets based on the following Views to your Dashboard:CQ Pipeline NQ PipelineNOTE: The Views might be called something slightly different in your Clari instance depending on what you named them.You can break these down further as you see fit, according to your Views. Generally, the business segments that you consider important enough to create special Views for are probably the same ones that you want to see in your Dashboard, whether

 Updated: May 2023 Introduction to Data Ingestion PurposeThis document is intended for Security and IT audiences with information regarding the integration and data ingestion from your data warehouse into Clari’s revenue platform. What is Clari?Clari is the revenue platform where your revenue-critical employees can collaborate and govern their revenue workflows to unlock their full potential to become more productive, efficient, and predictable. Those revenue-critical employees could include but not be limited to these teams: sales, solution engineering, customer success, marketing, revenue operations, finance, executives, etc. Their revenue workflows could include but not limited to sales execution, sales coaching, pipeline analysis, marketing attribution, renewal and churn mitigation, forecasting, performance metrics reporting, etc. Why external data ingested into Clari is relevant?To see a complete view of Revenue, some customers need a way to bring additional data (beyond CRM) into

If you’re not yet familiar with Clari’s Analyze Modules, you can learn more about Clari’s Analytics and how to run revenue with Clari’s Analytics in Clari University. We’re diving one or two levels deeper into specifics around the AI Projection and the CRM Score. There’s some data science involved in addition to the analytics modules. You will learn how to inspect the projection & CRM Score, how the model works, different variations, how to inspect accuracy, and different approaches to configuration. In the attached deck, you’ll find more information on:The historical data and factors that Clari uses to formulate the projection (i.e. pipeline composition, seasonality, organizational growth) Projection model training, including data processing and cleaning, model construction, model evaluation and selection, and model application Configuration options CRM changes, impact, and solutions CRM Score training and configuration options 

For the last decade or so, CIOs have been on the sidelines, not in the driver’s seat, enabling other CXOs to run their businesses better. However, a new opportunity has emerged for CIOs to take a central role due to a significant issue: outdated systems for managing revenue. Many companies still rely on decades-old tools like Excel and CRM, leading to a massive problem called Revenue Leak, which costs the economy $2 trillion annually.This gap presents an opportunity for the modern CIO to oversee a unified system for managing revenue, integrating data, AI, workflows, and platforms. The “Revenue CIO” is essential for setting up and owning the entire revenue process, ultimately helping Chief Revenue Officers (CROs) capture more revenue.Our new guide (attached to this post) is designed to provide CIOs with a list of key topics they should discuss with the rest of the C-suite. It will assist you in breaking the ice with your CRO, leaning in, understanding the world of revenue, better captur

Something changed in my view where the entire box used to be the full color and now it’s just a triangle in the bottom right.  How do i switch it back so that the whole box is colored.  

Hi Team! I would like to have the ability to have the 1st image as a chart in a Dashboard. It seems that it only allow to add activity charts. Why? I’m trying to build a Dashboard for Leadership so they can see Account activity by Rep and having that chart will allow us to show Stale Accounts over Total Accounts so they can focus on which reps are lacking of activity and have the list of those accounts.

The latest integration between Microsoft Teams and Clari Copilot is a game-changer for sales reps, offering an array of interactive notifications that streamline workflows and enhance productivity. Seamless Notification SystemImagine receiving pre-call alerts that prepare you for upcoming calls, post-call summaries that highlight key points, and comment mentions that keep you in the loop—all within Microsoft Teams. This integration ensures that you have all the information you need right at your fingertips, eliminating the need to switch between multiple platforms.For Sales Reps: Call Preparation Efficiency: Turn on Call Recording: Decide whether to record calls directly from Teams. View Last Call Summary: Refresh your memory on previous interactions. Learn More About Participants: Access participant info with the Clearbit extension. Join Calls Directly: Join meetings without navigating away from Teams. Actionable Post-Call Insights: Smart Summaries: Get a comprehensive summary of

Hi,While we use Groove for 1:1 communication for our BDR team, we want to experiment with a couple of generic/marketing emails in a flow. Has anyone tried this? Also, what dimensions would be used for a header/logo?Thanks!

We created a new Forecast Category in SFDC called Most Likely earlier this week. For this week’s forecast call, I see that we have 2 opportunities in Most Likely, however, when I click on Pipeline within the Clari → Forecast → PIpeline . . . I don’t see those 2 opportunities on the Insights/Eyeball view on the right window pane.I can see the 2 opportunities when I click Inspect → Opportunities. How do I update my Pipeline View to show opportunities in this “new” forecast category? Thank you in advance!

Is there a way to turn off the cell preview in certain columns?   

By default, all companies have a limit of 100 min on a recording, so when a call goes over 100 minutes, Copilot drops from the call. By a request, we can set the limit to 200 minutes if you record calls that exceed 1 hour and 40 minutes.

I’ve noticed a pattern in the way my customers who have adopted a strong revenue cadence are using Flow Widgets in Dashboards at the beginning, midpoint, and end of the quarter.  Beginning of QuarterWhat I recommend and what I've seen succeed at the beginning of a quarter is to look at Flow Widgets to see which deals from the previous quarter slipped into the current one. In this new quarter, prioritize closing the deals that slipped last quarter to ensure they don't slip further.This is really important, and I’ve noticed that some customers pick a title for these Flow Widgets according to their purpose, like "Current Quarter Slips To Focus On" or "State Views." Picking a title in the form of a question you want to answer about your book of business (i.e. “What slipped last quarter?”) is also effective. Additionally, look at deals that have been idle as you enter the new quarter. This helps prioritize deals at the start of the quarter to ensure they don’t lose momentum. Mid-QuarterArou

As a former "Navy F/A-18 pilot turned technology executive," Tanium's VP, Sales Operations & Strategy, Ben Stein, builds and leads "go-to-market teams that operate with the speed, precision, and camaraderie of a fighter squadron."Tanium is a cybersecurity and systems management company that provides a platform for IT operations and security. It offers real-time visibility and control of endpoints across large networks, enabling organizations to manage security threats, compliance, and system performance from a single console. We sat down (virtually, of course) with Ben to discuss how Clari helped him on "day 1" in his role as VP, Sales Operations & Strategy, how Clari helps his team maintain strong rigor around its forecasting motion, and more.How did Clari help you easily step into your role at Tanium?A: From Day 1, Clari has been my primary source of truth for pipeline and forecasting. My role requires me to understand our GTM performance holistically while also being able to

One of our Sales Leaders tells us only having the option to export data to a CSV file is problematic as those files can be difficult to work with.We would like to have an additional option to export data to an Excel (.xlsx) file. 

You can also find this information in our Knowledge Base.At Clari, we strive to accurately project your final number from the very first day of the quarter. We take pride in our Artificial Intelligence and our accuracy, but each business has its own unique challenges, whether they be data hygiene issues or process changes.Our AI engine automatically course corrects, identifies process changes, and accounts for data hygiene issues. But sometimes, the projection will not match your expectations or intuition. In those situations, it’s important to understand how to best interpret the projection and how to use it as a triangulation point.