Clari

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. 

I have compiled a list of great Knowledge Base articles that we always share with our customers as part of the Clari implementation, which might be helpful. Enjoy.Forecast Building Blocks Forecast Playbook EXCEED Customer Day - Taking Forecasting to the Next Level Deal Level Forecasting (Opp Module) Renewal & Churn Forecasting Overlay Forecasting Product Level Forecasting

Clari gets to collaborate with world-class revenue organizations. See the most popular financial and operational objectives we see these teams set, and how they measure success in our Revenue Objectives Checklist:

Are you trying to reach new sales targets?Every marketing and sales manager has sales goals and KPIs to hit. But how do the best of the best reach those goals?With a simple solution: sales intelligence—often the missing piece to elevate your performance.By the end of 2024, the global sales intelligence market is expected to reach $3.4 billion.Why? More people are realizing just how impactful sales intelligence is on business growth.In this in-depth guide, we’ll explore sales intelligence, why it’s important, and how it can help drive sales and grow your business.Table of Contents: What is sales intelligence? What is sales artificial intelligence? Why is sales intelligence important? Sales intelligence key data points Where do you collect sales intelligence data from? How do you choose the right sales intelligence platform for your own business? What are some common sales intelligence platform features? How to use sales intelligence data in your own business Who should use sales intelli

I would like to be able to filter the opportunities by the date the ACV FORECASTING was updated.  

Hi! In this 3-minute video, we’ll focus on how you can leverage the Groove Chrome extension while you’re in Salesforce. Learn how to use the Omnibar to access all the info you need to engage with your prospects or customers just like you would in your inbox or calendar without needing to leave your CRM. Keep track of any actions that are due (from Groove Flows or otherwise) and execute on them. 

Hello! I’m excited to share the latest on Groove’s Chrome Extension for Microsoft 365 users.In less than 10 minutes, we’ll clarify the difference between the Groove Outlook add-in and the Groove Chrome extension (you can use both!). You’ll learn how the new and improved Groove Extension for Microsoft 365 users allows you to access Salesforce data, Groove Flows, Activity, notifications, and more right in your Google Chrome browser. Finally, you’ll see how you can use the extension to review existing communications, and manage future communications with your prospects and customers where you already work. 

If you want your team to flock to Clari like Swifties to The Eras Tour, they need to have strong trust in the platform. Make sure to check in with your Clari team to review your CRM Score’s underlying data. Reviewing the full list rather than the Top 3 Factors previewed throughout our UI can exponentially increase the relevance and efficacy the CRM Score has. Simply open a case with our Support Portal or ask your Clari contact to send you a full list of CRM Score Factors once a quarter or whenever there has been major updates to your process or Salesforce environment, we can then help guide you to fine tune these factors. Configuring the CRM Score may look like excluding certain fields from the algorithm, making sure the fields are all still in use by your business and a compatible data-type for the CRM Score logic, or even segmenting the fields out for various teams using Clari. This will ensure that our powerful algorithm is capturing the best fields to give your team the insights ne

This article was originally published in Forbes. It was written by Rohit Shrivastava, Clari’s EVP and Chief Product Officer, and who is responsible for the company's product strategy and roadmap.Sales is the most complicated—and mission-critical—business process. After all, what’s more important to a company’s long-term success than predictable, sustainable revenue growth?And yet revenue technology, or revtech, has yet to achieve top-tier priority status for most CIOs. As a result, the average enterprise revtech stack too often consists of a hodgepodge of siloed point solutions and backward-looking transactional systems that aren’t serving revenue professionals, or the business itself, particularly well. As the enterprise scales for growth, these point solutions inevitably hit a wall.This is all about to change—and none-too-soon—as a confluence of market pressures and technological innovations spur a complete rethinking of how technology should enable the end-to-end revenue process for