Clari

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?

See attached  -- The Future of Sales Study, from Deloitte, a leading consulting firm. It examines how leaders in Software and Tech make sales strategy, process, and technology decisions to drive profitable growth.Enjoy!  

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

Revenue growth doesn’t happen by accident. It’s a process you need to build, execute, and optimize. Enter revenue optimization.Revenue optimization encourages businesses to take a holistic approach to revenue. One that doesn’t just rely on a single source of growth like new customer acquisition but that brings together sales, marketing, and customer success to build a sustainable and resilient revenue pipeline.This article explains revenue optimization, why it’s so important, and five strategies you can use to optimize your revenue today. Table of content: What is revenue optimization? Why revenue optimization matters 5 revenue optimization strategies to implement today How a revenue platform can optimize revenue ConclusionWhat is revenue optimization?Revenue optimization is the management of acquisition, retention, and expansion strategies to improve profits. Typically, businesses only focus on one or two of the following ways to generate revenue:Acquisition: bringing in net new custo

When planning future sales or marketing efforts, you need reliable estimates of your sales numbers.Revenue projections and revenue forecasts are two different approaches that can help you achieve this. However, their methods and applications are quite different. How do you know which one is right for you?That’s what we’re going to explore in this comparison article. We break down exactly what revenue projections and forecasts are, highlight key differences, and cover the best forecasting methods for go-to-market teams in 2024.Table of contents:What are revenue projections? What are revenue forecasts? 3 key differences between revenue projections vs. forecasts When should you use revenue projections vs. revenue forecasts? Get more accurate revenue projections and forecasts with AI and broader data Use other smart tools like deal scoring to help your reps close more dealsWhat are revenue projections?Revenue projections are a company’s estimated earnings for a given period. They’re often

Sellers professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The Sales Rep 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. 

Customer Success professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The CSM + AM 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.