Clari

Would be great to bring back the ability for anyone to submit a support ticket, or at the very least, the ability for internal IT (without a Clari license) to be able to submit tickets as well. 

Do Clari users, who are just a “viewer” vs. a contributor or manager, need a Salesforce (CRM) license as well?  Thanks in advance!  

For a manager the blue team rollup is not showing/displaying an aggregate total value for a forecast field.Example: Example where aggregate total value is displayed:if at least one of your team members has an incomplete status "null" for their forecast call, you will not see the Team Rollup in blue. See screenshot below for what a incomplete "null" forecast call looks like for a team member:

 Becoming a revenue leaderAs a revenue leader, you oversee and integrate sales, marketing, and customer success operations — the three main revenue-generating teams.Your goals? Streamlining processes. Optimizing revenue generation. Your challenges? Empowering your team to take charge and see the bigger picture, the organization’s larger goals. Balancing priorities. Fostering collaboration.Anil Kumar, Principal of the Strategic Resource Group at Thomas H. Lee Partners (and previous Head of Revenue Operations at Asana), joined us on The Run Revenue Show to share how he’s worked to accomplish these goals and address the many challenges a revenue leader faces. Let’s start by defining what a RevOps leader does.What does the Head of RevOps do (and not do)?Head of Revenue Operations (RevOps) is the fastest-growing job in America according to LinkedIn's 2023 "Jobs on the Rise" list.Here is how RevOps is often portrayed, to those not in a RevOps leadership role: MarketingOps + SalesOps + Custom

The job of a CEO is to lead the board, not manage it.In our board meetings, my goal isn’t to seek approval or avoid criticism. Instead, I call out operational shortcomings, share our plans for improvement, and get the board to pressure test our thinking on proposed solutions.Our goal is to maximize the brainpower of our board in a manner that gives us a competitive advantage.  It wasn’t always like this. It took years of refinement.To help you do the same, I put all my learnings together and published The Executive’s Guide to Successful Board Meetings to show execs how to get the most out of their board. See attached.The guide covers: - Your exact role in the meeting (and common mistakes to avoid)- A framework for prep, delivery and effective follow up- Why the meetings between the meetings matter (and how to make the most of them)What’s inside this new reportIf you’re leading or contributing to board meetings, I believe this will help you realize your board’s full potential – leading

In this guide, we will cover how to action the following steps: Executing Flow Steps Executing Email Steps Executing Auto-Send Email Steps Executing Call Steps Creating a Salesforce Campaign from Your Flow  Executing the Actions from your Flow.You will be sending emails, logging calls, and completing tasks in what we call work steps in Flow. You'll know a step is due for action when the icon of the step turns Groove blue: Click on the blue icon with due actions to start emailing or calling your clients! For 'Send an Email' Steps:On our email workstep page is where you can customize and personalize each of the emails before sending them: When you're ready to send them out, you can: Send each email individually or you can send in bulk by clicking 'Send All' in the upper right-hand corner Schedule individual or all emails by checking the 🕛 (clock) icon next to the 'Send' and 'Send all' button Send only the first "x" amount of items in the list by typing in the number of email

Book more qualified meetingsThere’s a dream partnership inside every sales org. One player crushes prospecting. The other closes business in their sleep. Pair these two and you have the makings of a winning team. More opportunities Higher quality meetings Bottom-line growthThese potential partners are the SDR and AE.But they rarely team up. Sadly, too many sales pros let a lack of incentives, leadership direction, and knowledge get in the way of this growth strategy. Big miss. We pulled together a sales dream team for a recent webinar. Morgan J Ingram, CEO at Amp, joined Clari’s Devin Reed and Kyle Coleman to break down co-prospecting. Here’s what they shared. The WhatCo-prospecting is a strategic partnership. To get in front of more high-quality leads and refine the pipeline, the SDR and AE should collaborate from the start of the sales process. With co-prospecting, SDRs and AEs should: Develop account plans by researching target accounts and building a point of view on priorities, pa

Hi all, Looking to bulk pause flows on certain accounts but can’t seem to find a way other than going to the outbox on certain flows where users on an account have been added and cherry picking to remove them.  Any ideas for a workaround? 

Manager, Commercial Account Management Joe Gonzalez ( @JGonzalez) , shared that one interview question he asks every AM candidate is, “you have a large number of accounts; how do you prioritize that book?” The answers he gets are varied, but the key 🗝 to how he actions this for his team is by using Accounts in Clari.   See how he answers, “Are we engaging with our top accounts?” at week 4 of the quarter: How do you prioritize your top accounts? Note: Accounts is a Clari add-on. If you are interested in learning more, contact your Clari Account Manager.

Hi all :)I was wondering if it is also possible to have a normal login option instead or in addition to SSO?By normal I mean with a user name (email) and password. I didn't find any resources on that.Any suggestions on how to enable this?

Revenue Governance Governance…. Yes, I admit, excitement probably wasn’t the emotion you felt after reading that word.  If you’re in SaaS, you probably want to stop reading right now, but I’m challenging you: Give one more minute of your time and then make the decision to continue reading or move on. Do any of these phrases resonate with you?I want to make data-driven decisions.  I want my team to interact seamlessly with downstream and upstream orgs. I am growing this company to IPO. If you answered yes to any of those, it’s time to take your vitamins and learn about what governance means in a modern SaaS context. If you continue to ignore the concept, it will come back to haunt you at the most critical time (think right before that S-1 filing, when the auditors start really digging). Governance in the context of RevOps, one word - TRUSTUltimately, why focus on governance at all? The end goal of governance is trust. If I’m looking at this report or analysis, can I actually trust it? A

Is there anyway to bring Contact Roles into our reporting in Clari?

How often should I meet with my sales team -- as a group and for 1 on 1s.??What should be discussed in these meetings? What metrics should we look at?Thank you

Hi,Does anyone know if it is possible to download the data from the trend analysis tool?Thanks.

You've got a sales meeting with a big company. You're suited up, you've got a shiny demo deck, and you could rattle off your pitch in your sleep.And still, when the meeting ends, the client looks doubtful. You know that look. Closed-lost deal. For the fifth time in a row.Look up as many sales best practices as you want, but the key to closing large sales accounts is not a firm handshake or an amazing presentation. At best, these are the sizzles, not the steak.Abraham Lincoln famously said, if he had six hours to chop down a tree, he’d spend the first four sharpening the axe. In other words, laying in the groundwork. That’s the same philosophy behind Miller Heiman Strategic Selling.Introduced in 1985 by consultants Robert Heiman and Stephen Heiman, the sales method provides a proven framework for sales professionals to understand B2B selling and consistently close large accounts.Let’s take an in-depth look at what this sales strategy is and how you can use it to boost sales.Miller Heima

 Sales Management Best PracticesMediocre sales leaders push blame downstream. It's not them; their underperforming sales reps don't have what it takes. But the reality is that without good sales management, only the most naturally talented salespeople will close deals. Excellent sales management can help you maximize your talent, fill your pipeline, and boost your bottom line. This article explores what it takes to be a great sales manager and how to set up an effective sales management system in your company.Table of ContentsWhat is sales management? Different types of sales management What is a sales manager, and what do they do? 5 most important sales management skills in 2024 4 main sales management styles 5 types of common sales management tools Impact of the RevOps revolution What is a sales management system, and why do you need one? What's next?What is sales management?Sales management is the process of setting and refining sales objectives, hiring and training your sales team,

I want to link directly to opportunities in the grid view from tools outside of Clari, rather than provide a link directly to Salesforce, I want our AEs to go directly to that opportunity in the grid. Is this possible do we think?

Is there anyway to get Forecast view notes to export in the API does anyone know please?

Struggling to reach your sales targets? You’re not alone.Exceeding sales targets was the top goal for sales managers in 2023. In a HubSpot survey, 34% of respondents answered that exceeding quotas or targets was their main priority. This was followed by making the sales process more efficient (29%) and targeting new markets (28%).Sales managers—especially those in the field—often feel like they’re not hitting their goals.C-Suite executives, ownership groups and shareholders always expect more.Whether or not you hit last year’s targets, the bar typically gets set higher each year.What are you supposed to do for a sales manager like yourself to reach their level?Set sales KPI goals and track them regularly.Without your hands in the numbers, you’ll have no idea whether or not you’re on the right track to reach or exceed your sales targets.In this comprehensive guide, we’ll break down the most crucial sales KPIs you need to know (and how to track them). Feel free to skip to a section that

Clari’s Valentine's Day Poem  There is love in the air, but are your deals taking flight?Dive into Clari to uncover if things are going south or just right! First, click into Pulse, how’s the quarter playing out?Are opportunities progressing or is your team shrouded in doubt? Next, head to Trend, to see conversion rates.Are they what you expect? Are you and your team carrying their weight? Now over to Accounts, what’s going on in your book?Are deals being worked on or perhaps a few overlooked? Then jump to Opportunities to view what’s in play.Here, you can create saved views for this quarter, next month, or even just today! Lastly, Forecasting gives you a holistic glimpse at a glance.Where you can flag risk, and mark outlier deals that still stand a chance! Clari, my love, you're a beacon so bright,Guiding businesses through even the darkest of nights. 

An oldie but goodie. A post from 2023 is getting views and reactions, so you might want to check it outSee below