Clari

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

One of the top searches last month was "QBRs,"  so here’’s a list of resources to help leveage Clari to  run.QBRs  Slides: QBR Dashboard Guide. See here. Video: How to use Clari for your QBR meetings. View here Article:  QBR Dashboard Guides. Read here

Step 1: Clear your cache in ChromeClick the 3 dots in the top right of your browser Click Settings Search for “Cache” in the search bar at the top of the page, then choose the last option to clear browser data Make sure you select “ALL TIME” and then select Clear DataStep 2: Try reinstalling the extensionRight click the Groove button in Chrome and select ‘Remove from Chrome...’ Reinstall the extension here. Perform a hard refresh (Ctrl+Shift+R on PC OR Cmd+Shift+R on Mac) in your browser

Every team runs revenue differently. Unique clients Unique team members Unique processesBut there are a handful of trendlines that cut across markets. Non-negotiables every team should adopt if they want to stop revenue leak and boost their bottom line. In a recent webinar, Kevin “KD” Dorsey (SVP at Bench Accounting) joined Clari’s Maya Connet (VP, Inside Sales) and Devin Reed (Head of Content) to spotlight 3 tech stack non-negotiables. Here’s what they shared:1. Integrate AI into the revenue processAI is reshaping the revenue landscape. Saving reps hours at every stage of the funnel  Providing powerful analytics and insights  Making forecasts more accurate than ever Cutting-edge teams are leaning into AI at every stage of their workflow. How? To start, they map the end-to-end revenue process, leaving no stone unturned. They look for areas of revenue leak, and identify key points where AI can automate or simplify. Next, they pull in AI experts. They recruit specialists onto the team —

You know you’re losing revenue. But you’re unsure if you need to improve your sales processes, concentrate on marketing, or manage customer churn.If you focus on driving sales, but the problem lies in customer success, you’ll waste your efforts.This is why knowing the difference between revenue operations (RevOps) and sales operations (SalesOps) is important.Understanding ‌how the two differ helps you figure out which approach will help you capture more revenue to power growth.Let’s learn how these methodologies work, what sets them apart, and how you choose which approach works best for your team’s needs. Table of Contents:What are revenue operations? What are sales operations? 3 key differences between revenue operations vs. sales operations Revenue operations vs sales operations: Which function is best for your business? How do you combine both revenue operations and sales operations What's next?What are revenue operations?Revenue Operations, often called RevOps, ‌acts like a strate

 What’s your AI strategy? If you are a revenue leader right now, it is hard to avoid this question. But getting to a clear and actionable answer is not so straightforward.That’s why we’ve created 3 full playbooks to the process of identifying, organizing, and integrating AI solutions into your revenue workflow. To recap: Playbook 1: How to create an AI “habit loop” in your revenue processPlaybook 2: How to plug revenue leaks with cutting-edge techToday, we’re talking about a final key ingredient in making your AI strategy a success. The Human Element of AI AdoptionAs magical as some of these new AI technologies may seem, at this point they are anything but “plug and play” when it comes to transforming real business processes.Ideally, you’d identify the biggest source of revenue leak, point AI at it and watch your problems disappear. But there’s another factor you need to consider before pressing the “go” button. Trust.More than any other technology applied to the B2B revenue process in

Hello Clari Team, Please consider the following feature request:Add filter options for "3 Months Out" and "X Months out"Why?Sales leadership wants monthly forecasting for the next 6 months There is already a filter for "This Month" and "Next Month" There is no easy way to filter for "3 Months out" or "4 Months out" or "6 months out" Quarterly views are nice, but don't provide the granularity that I needThank you!

One of my managers does not have their subordinates rolling up to them in the Forecast.In SDFC, they have a Profile = Manager. And I’ve placed their SFDC insides and our SFDC Roles below.What might be causing this? How do I fix this? Thanks!   

Increase the time period in the Close Date filter on the opportunity layout page. Currently its 2 years as of today but showing 2+ years to include the full fiscal year would help with reporting  Jan 2022 - Now

Managers know what a difference it makes when your tech provides transparency. The right tools provide easy visibility and surface actionable insights for you and your team so that you can spend your time coaching your sellers to be strategic. Think of the Clari revenue platform as your single source of truth, enabling collaboration and clarifying governance for you and your team. The Manager Learning Guide will walk you through everything you need to get started with Clari, build your expertise, and accelerate your career. It’s a journey. Here is your guide. Download the PDF attached to this post for links. 

Q4 is back! I recorded a short video on Trend to show you how to look at where you finished this time last year, see if you have built more pipeline and how robust it is, and if your conversion rates stage over stage have improved compared to last year. 

Hello - Is it possible to download all user Quota data?

In funnel, if we are looking at it by created date, it would be nice to filter on close date to see the funnel for deals created and closed within the same quarter or a specific time period. 

We recently updated the User Management interface within Studio.Based on user feedback, we made the following improvements to the existing functionality:Made changes to the location of filtering, search, and impersonation Introduced column groups and column actions Added the ability to modify user Clari ID or delivery email address Added the ability to link user accounts (if they have multiple Clari accounts)Watch this video or read more about User Management interface here.Click here to watch a 3 minute video 

4 trillion.As we announced last week, that’s the amount of closed-won revenue flowing through the Clari Revenue Platform.We’re the first company to surpass $4T of revenue under management, making us the Revenue Platform Category Leader. $4 TRILLION (with a T). For perspective, that’s the approximate market cap of Alphabet (Google) + Amazon. It’s more than the UK’s GDP.And thanks to our amazing customers, we know more about running revenue than any company on earth.Why? We’re constantly collecting terabytes and terabytes of revenue data and analyzing how companies manage their enterprise revenue process.All day. Every day.As the first RevTech company to cross $4T of revenue under management...We have the largest revenue database in the world, which fuels our best-in-class Rev AI. We have the widest and deepest product functionality on the market. We have the most expertise for running revenue of any player in the space. We have the largest footprint of massive multi-billion publicly tra

Looking to fully optimize the Clari platform but don’t know where to start? Chances are you’re already a third of the way there!I like to look at the full optimization of Clari as a triangle. At the base we have opportunity management and forecasting via Inspect and Forecast. More often than not, your teams are already heavily engaged with this area of the product - likely submitting weekly forecast numbers and updating each opportunity line item as deals progress.Analyze is where teams start to feel overwhelmed. I consistently hear “I don’t know where to start!” or “I feel like I have a Ferrari and I’m driving it like a Ford!” (no offense to any fellow Ford drivers out there...)Utilizing our robust analytics capabilities doesn’t have to feel overwhelming! Are you a Sales Rep? Start by using Flow to gain insight into Idle pipeline. Are you a Manager? Open up Funnel to gain insight into whether specific Reps have a pattern of losing deals at a certain point in the sales cycle. Are you a