Clari

We are working to Implement Groove at our organization and we currently use Microsoft O365/Outlook.Problem: when emails are sent via Groove from Outlook, they are often found sitting in drafts and usually send.  Some emails remain in drafts and don’t ever send.It was recommended that we disable Cached Exchange Mode in Outlook; however, that’s not advised by our IT department.Has anyone else dealt with a similar issue? Open to pursuing other options.Thank you! 

 How do you stay on top of a full pipeline, discover how to improve your sales process, and continue to deliver personalized outreach to every one of your prospects?You can’t on your own. But you can with conversational AI. This isn’t just a tool that creates automated chatbots to take the load off your customer service team. You can also use conversational AI to give sales reps and managers everything they need to spot revenue leaks and close deals faster. In this article, we’ll show you how. Table of Contents: What is conversational AI? How does conversational AI work? What are the benefits of conversational AI? Real-world examples of how to use conversational AI What are the challenges of conversational AI, and how do you overcome them? 4 best practices for using conversational AI The future of conversational AI Try the only revenue-focused conversational intelligence solutionWhat is conversational AI?Conversational artificial intelligence is a technology capable of understanding an

 These days, I spend a lot of time talking with customers about AI. They are facing imperatives to improve efficiency, and the potential is clear.Our data on the value of applying AI to running revenue backs up the hype:90% reduction in forecasting time for RevOps  67% increase in productivity across revenue-critical employees 10%increase in win rates But driving AI adoption is a new muscle for nearly every organization.  Many companies are paralyzed by the seemingly simple question: Where do I start? MY RECOMMENDATIONSet aside new and unfamiliar technology and start with what you know - your process.Mapping your revenue processA solid AI strategy starts with a good understanding of your revenue process and the business outcomes you are trying to drive. At the risk of oversimplifying, you can break your revenue process down into three stages as a good starting point:Create In this stage, your team generates leads and moves them into the pipeline. The create stage is all about capturing

When thinking about last quarter or last month, was there a drop off in the pipeline at a certain stage? Are you left scratching around for reports or trying to understand why deals are dropping off after the discovery stage or why conversions at a certain stage are dropping?  In the short video I recorded, I’ll walk you through how you can inspect your pipeline conversion stage over stage using Funnel. You can review the that dropped from each stage to understand where there are areas for improvement. 

Success in sales is a matter of quality and quantity. Personalized outreach is essential if you want to stand out from the dozens of other cold messages your prospects receive every day. But you know that most prospects won’t need your product right now. That’s why you need to reach out to hundreds of prospects each week. But you simply can’t personalize messages at that scale.That’s where sales engagement automation platforms come in. In this article, we’ll show you how these tools can accelerate the sales engagement process and help you send hundreds of high-quality emails at once. We even review the ten best sales engagement automation platforms. Table of Contents: What is sales engagement automation? What are the benefits of sales engagement automation? The 10 best sales engagement automation platforms How do you know which sales engagement automation platform is right for you? What's next?What is sales engagement automation?Sales engagement fosters a meaningful connection with pot

 New sales technologies mean new opportunities to help your sales team perform at their best. Sales enablement and sales engagement can help lay the foundation for high-performing reps.Many think these terms are interchangeable. However, different approaches optimize different aspects of the sales process.This guide will explain the similarities and differences between sales enablement vs. sales engagement. You’ll explore examples, strategies, recommended tools, and more.Table of content:What is sales enablement? What is sales engagement? What are the similarities between sales enablement and sales engagement? What are the differences between sales enablement and sales engagement? How do sales enablement and sales engagement work together? Why have both sales enablement and sales engagement strategies? How to effectively implement sales enablement and sales engagement strategies Sales enablement tools vs. sales engagement platforms How to know which tools are right for your business Wh

 The best chief revenue officers know how to build a strong culture, hire well, and focus on simplicity in a sea of complexity as they lead their revenue operations teams. With over 500 CROs leveraging Clari, there's no shortage of top leaders to learn from. Here’s some of the top tips I’ve learned from CROs. Hire strong overseas"The further away the hire is from you physically, the stronger they need to be."Relativity Chief Sales Officer Peter KimNew market expansion is a top priority for revenue leaders, and it starts with hiring. According to a study Clari commissioned with Forrester, 51% of revenue leaders say expanding into new geographies or vertical markets is a top priority. Penetrating new markets can propel a company to new heights, so getting it right is mission critical. It all starts with hiring right.Knowledge is power — leverage all available resources“Encourage your reps to follow people’s Twitter feed. It gives you some insights into what they think about.Bloomreach CR

 Unless you've been hiding under a rock the past five years, you are very familiar with the rise of consumption revenue models if you're in SaaS or any related business. Simply put, in a consumption or usage-based model, you don't pay an up-front cost for unlimited use of a product or service. You pay only for what you use.You can think of a consumption model as analogous to a utility, like electricity. The utility is connected to a meter, through which usage levels can be measured and billed. The rise of cloud-based applications has made this kind of usage metering possible for software, giving way to a rise in consumption-based business models.Why use a consumption model?Customers often love consumption models because they only have to pay for what they use, and they can ramp their spend up and down according to their needs. This is especially beneficial for companies that leverage third party cloud solutions as part of their own products that they deliver to customers—they don't wan

Sometimes, you need to give other people at your organization access to view Forecasting in Clari. One of my customers recently needed to give some members of the BI team access to Forecasting. This is actually a great time to use Forecast Sharing.Since these developers only needed view access to Forecasting at the highest level, we simply shared the CRO’s forecast with them, giving them read only access. It didn’t even require setting them up with a forecasting role. Easy!

THE AI “HABIT LOOP”From the moment we all had our first magical interaction with ChatGPT, the past year has been dominated by curiosity about generative AI. My first ChatGPT moment was laughing with my wife about the creative excuses it generated for why we couldn’t perform our household chores…. On a more serious note, I’ve observed revenue teams getting deeply curious about ChatGPT’s impact on the most important business process in the enterprise.Which tasks is AI best suited to streamline and automate? How is it going to impact my work on a daily basis? How will this change roles and companies?But so far, there have been more questions than answers. This phase is common for new technologies – it takes time to digest the potential impact of a new technology and incorporate it into our lives. Now, the curiosity window is quickly closing — especially for companies that want to be at the cutting-edge of AI. In 2024, the name of the game is habitual use and value: shifting from GenAI as

For most sales teams, Q1 has just finished and it’s time to reflect. It’s QBR week. Sales and leadership teams all over are reflecting on their performance at the start of the year, reviewing closed won deals, pipeline generated, what worked and what didn’t. I recorded a 2-minute video on how many customers, and myself, answer all of these questions and more with Dashboards. 

Implementing monthly forecast calls in addition to or in lieu of a submitting quarterly number can be the right decision for your revenue teams if you want to increase forecast accuracy and drive more discipline around your forecasting process to avoid the ‘hockey stick’ where most deals close (or slip) at the end of the quarter. There are, of course, benefits and drawbacks. You also have a couple of options when it comes to how you implement this for your team in Clari. Check out the different setups below (or in the PDF attached) to see if monthly forecasting might be the right call for your team.  

Did you know that we listen at 125-250 words per minute, but think at 1000-3000 words per minute? When we are on a discovery call or a demo and the customer is dropping golden nuggets of information, we hear and process it much slower than the reply that is already being formulated in our brain. We miss stuff.CI tools are rife these days and most of the capabilities are table stakes. For Clari Copilot customers, there are 3 main differences: Being able to bookmark important moments in a call to go back to, making sure we are intently listening to the customer.  Having calls in Clari, meeting them where they work and being able to inspect the insights from conversations against revenue data.  *Whispers* - it’s better value for money. I’ll walk you through it in this short video that I recorded. 

Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

Ah Q3—The penultimate quarter before the big one to finish the year, and it’s starting to heat up, just like the weather (us Brits love to reference the weather). You’re across all the deals, driving pipeline rigour and helping the team close business, no doubt.  What about the accounts themselves though? How do you know where your reps are spending their time and is it in the right places? At the halfway point, are there any customers or prospects that you could spend more time with to drive more top of funnel? I recorded this 3-minute video to walk you through Account Engagement in Clari and how it helps sales teams prioritize accounts and see where they should spending their time. 

Hey folks, I need to reassign our Clari Integration User from user X to user Y. Both users are already in Clari. Can you provide guidance on how to complete this? Thank you!

What do growing businesses need? Enough capital to ensure consistent growth. There are two ways to do this: You either bootstrap or seek venture capital (VC) funding.But how do you determine which option will work best for your business? If there’s someone who knows how to answer this question with confidence, it’s Justin Borgman, chairman and CEO of Starburst.Justin founded his first company, Hadapt, in 2010, which was acquired by Teradata in 2014. After a stint at Teradata as VP and GM, Center for Hadoop, he founded Starburst. He chose to bootstrap the company but switched funding lanes later.We recently had the pleasure of hosting Justin on our Run Revenue Show, where he shared his nuggets of wisdom on the bootstrap vs. VC funding conundrum.Bootstrap or get VC funding: Pros and consBootstrapping gives you a lot more room to be experimentalThe initial stages of building a product and finding the right market fit take a lot of iterating. As amazing as it would be, nobody gets these ri

RevOps leaders! We have all been there. We set up the meetings and provide a focused agenda as a template for all revenue roles to run 1:1s, weekly forecast meetings, and of course, Quarterly Business Review/Planning calls, (QBR/QBP) to review or prepare for the next quarter. Then something inevitably happens; a new leader comes in, you miss a quarterly number, or a change in your GTM strategy occurs, and disrupts the agendas and rigor of your revenue cadence. One of my favorite quotes is the famous Mike Tyson one, (which has different variations, but rings so true!): “Everyone has a plan until they get punched in the mouth.”When ‘combat’ begins, meeting agendas change, topics are re-arranged, and it is very easy to lose focus and standardization in your process as the business works to quickly adapt. At this stage, it is even more important to double down on your revenue cadence and assure that all bases are covered. The best organizations I have seen running revenue have their cadenc

Hey everyone! Check out the Groove Extension – it's a game-changer for simplifying meeting prep and Salesforce logging right from Google Calendar. This video shows you how to set up meetings, add contacts, and save events to Salesforce effortlessly. Plus, get handy tips for prepping, reviewing data, and updating Salesforce fields during and after meetings. Oh, and stay tuned for the upcoming integration with CL CoPilot for even more insights! Can't wait to try this out!  Key moments:• Set up a meeting with auto logging - [0:00]• Add a teammate and contact to the guest list - [0:37]• Add a new contact to CRM - [1:05]• Prep for upcoming meetings - [2:19]• Update CRM fields post-meeting - [3:36]

Watch the video below to learn about tracking emails with Groove, focusing on engagement data, email logging, and reminders. You can track the performance of emails, set reminders, and log emails to CRM. We’ll also cover your engagement history, how to track email opens and clicks, and notifications for real-time engagements,Key moments:• Automatically log emails- [0:00]• Related records - [1:07]• Log custom CRM objects - [1:43]• Confirm of email logging setup - [3:09]

In this video, learn about how to review your email engagement history, including email open and click details with real-time notifications.Key moments:• Engagement history details - [0:00]• Upcoming updates to notification hub - [0:54]• Enabling email open and click tracking - [1:06]• Share engagement data - [1:44]

 Hey there! I’ve got another short video to show you how to use the Omni Bar to dig up all sorts of info about prospects — from custom fields to related records and activity history. In this example, we even spotted a prospect searching for a new solution and checked for pending actions. Oh, and don't forget the personal touch! We scoped out LinkedIn profiles for some extra personalization. Then, it was time to draft those emails using templates and track them like a pro. Cool, right? It's all about making those connections!Key moments:• Omnibar updates based on recipient - [0:01]• Activity history and email correspondence - [0:29]• Personalization - [0:29]• Eemail templates and tracking options - [1:06]

 Hey folks! So, in this video, we're diving into Salesforce's email logging feature. It's pretty cool because it automatically logs all your emails and links them to the right contacts, opportunities, accounts, and more. You don't have to manually attach them - it's all done for you! We'll talk about how contacts get pulled in automatically, choosing related records, and even how opportunities are scored. Plus, there's an option for logging custom objects and selecting multiple related records. Lastly, we'll run through setting up your emails and making sure they're logged correctly. Cool, right? Let's get into it!Key moments:• Reminders - [0:25]• Email logging  - [0:59]• Multi-select related records - [1:31]• Engagement history and notifications - [2:43]

How are you creating your dashboards for this? Should I give my reps access to it?