Clari

I have the same note for 10 opportunities. Is there a way to bulk edit & save? Thanks

If you’re looking to use a new SFDC environment in your Clari Instance, please use the information below to help us determine what else is required in order to support this for your org.  First off, we’ll need to determine: When will the new SFDC instance be live? Will there be any additional users that need to be added? Are there any hierarchy changes that will be taking place? Will you be bringing over all existing fields into the new instance? Can you migrate 4 quarters worth of history for these fields? Clari will use this history in order to rebuild the projection model. Will you be using the same or different corporate domainHere are the considerations by module that we’ll need to determine: Opportunities:Note *Saved views will not be migratedHow do you determine opportunity ownership? What will be your updated roll up amount?  Is it a Formula Field? What are the Opportunity Type / Record Type filters & values that should be leveraged? Are all modes getting migrated? Should

Subscribe to RunRevenue.Pro and get one tip for protecting your revenue — plus updates on new frameworks, playbooks, and exec conversations for running revenue like a pro — delivered straight to your inbox every Friday. Churn is a company killer. Ignore it–especially during tough economic times–and it’ll drag you down. It’s also as natural as gravity. Leave your customers alone and they will inevitably drift toward churn. But why do customers churn? Recently, Clari’s Kyle Coleman sat down with Gainsight CEO Nick Mehta. Here’s what Nick had to say about the all-too-familiar experience of customer churn: “For customer success, you are never done. Because what’s happening with the customer? New stakeholders. Going public. Going private. Reorganization . . . . it’s kind of like gravity. If you’re not constantly pushing value up the hill, it’s just going to roll back down.”Churn is always there. Because things change in management.Because the market is competitive.Because single thread rela

Subscribe to RunRevenue.Pro and get one tip for protecting your revenue — plus updates on new frameworks, playbooks, and exec conversations for running revenue like a pro — delivered straight to your inbox every Friday. The new age of indecision is here. For years, sellers were told the #1 driver of no decision losses was…  Status quo objections. To overcome this, many top pros adopted the Challenger sales methodology. But the times they are a-changin’. Status quo objections are being edged out by a new culprit that’s driving 56% of no decision losses in today’s market. It’s FOMU (Fear of Messing Up). And it’s rewriting the rules. Why FOMU torpedoes deals To solve a problem, we first need to understand it.  So, what fuels FOMU?  It starts with basic human psychology—specifically the inherent biases we all operate with. In this case it’s omission bias. Omission bias is where we prefer inactivity to action, especially if we fear a bad result. In other words, we’d rather sit on a problem

How do we collate all happy customer moments from our calls?  How do we identify quotes we can use in our marketing?  How do we find potential customer advocates who want to be references? These are just a few of the many questions that all consumer marketing teams encounter. What makes them challenging is the underlying reliance on customer-facing folks to obtain inputs or feedback. Prioritizing and sharing client feedback unwittingly takes a back seat in a world where salespeople are scrambling to find more time for selling. But what if we could eliminate this reliance and leverage technology to allow customer marketing teams to answer these questions on their own? Sounds intriguing? Read on to learn more:If you are a Copilot customer, here’s how you can find answer to all the above questions and build out a process to drive your customer marketing/advocacy initiatives: Building a moments pipeline: Educate and encourage your customer facing folks to add and categorize happy moments o

Do you know of a quick way to remove a star  all at once in the Clari Opportunities view?  In other words you have starred multiple opportunities but now want to remove all stars at the same time from all opportunity lines leaving you with no starred deals in the opportunity view. 

In this session, you will get battle-tested tactics for stronger deal inspection, maintaining deal momentum, and de-risking purchasing decisions to keep opportunities charging towards Closed Won. Speakers:Ian Matteson, COO, Global Security and Collaboration, Cisco Nick Cegelski, Managing Director, Blackstone Maya Connet, Head of Inside Sales, ClariWatch the video

List the revenue leaders reveal how they’re handling tough decision-making, executing with rigor, and adapting their teams to the current selling environment — plus the tools and tips to help you do the same. CROs speaking are:Alex Latraverse, Chief Revenue Officer, Flock Safety Seth Marrrs, Research Director, Forrester Kevin Knieriem, EVP, CRO, ClariWatch the video 

Clari CEO, Andy Byrne presents “Discover how to win the moments that matter most, stop revenue leak, and avoid burnout culture.” You’ll get a playbook for running revenue with precision, see the newest additions in Clari’s Revenue Platform, and hear from revenue pros operating with new-found speed and precision. Watch the video 

In this session, learn about how to guide your strategic decision-making using industry trends, plus get ideas and strategies to protect your customer base and stabilize NDR from revenue executives. The panel consists ofPilar Schenk, COO, Global Security and Collaboration, Cisco Angelique Slagle, Managing Director, Blackstone Nicole Alrubaiy, Former VP of Customer Success, ClariWatch the video 

Watch this highly interactive session, you’ll judge real-life sales calls along with the host and learn what best-in-class sellers do differently to win more deals.Speakers:Lynn Powers, Enterprise Sales Director  Kevin Dorsey, SVP Sales, Bench Accounting Wyatt Hill, Sr. Sales Manager, The Giving Block Watch the video.  

 We’re in a season of recession. So what should be your priority for your business in terms of revenue? Putting your magnifying lenses on all areas of your company and spot the areas of revenue leak. Where are you inefficient? Where are the handoffs getting missed? Where are there areas of revenue that are leaking out of any stage in the funnel? In this episode, Kyle is joined by not just one, but two CEOs. Alex Atzberger is the CEO of Optimizely - a company that provides digital experience platform software as a service. Andy Byrne is the CEO of Clari - a company that transforms the way enterprises sell, delivering new insights to drive action. In this episode of The Run Revenue Show, Alex and Andy share why your business needs to be following the rule of 40, proper prep for every step of the revenue cadence and finding your board superpowers.Here’s what’s inside: Build a durable company with the Rule Of 40: Andy mentions the Rule Of 40, a mindset that allows you to look at your compa

McKinsey recently came up with a great report on The economic potential of generative AI - The next productivity frontier (June 2023). (See report attached). Omar Halabieh, Tech Director at Amazon Payment Services, wrote a great summary of it on LinkedIn. See below:1. Approximately three-quarters of the potential benefits from using generative AI can be realized in four main sectors: customer service (customer and agent experiences), sales and marketing (personalization, content creation, and sales productivity), software development (coding assistant), and research and development (reducing research and design time, improving simulation and testing).2. Banking, retail and consumer packaged goods, high tech, and life sciences (pharma/medical) are among the industries that could see the biggest impact as a percentage of their revenues from generative AI.3. Generative AI has a more pronounced impact on knowledge-based occupations and more-educated workers, and is expected to automate tas

Efficiency is what every business wants… Efficiency with low expenses. But how do we get this? What are the steps we need to take as a business? This is what Justin says: “Efficiency begins with headcount. Making sure that your workers are not ‘employees,’ but ‘owners.’ They need to look at the greater whole of the company and step into different roles.” Justin Borgman is the Chairman and CEO at Starburst - an analytics engine that provides a modern solution that addresses these data silo & speed of access problems. In this episode, Justin shares how he developed a culture centered around grit to endure downturns, experiments that helped him build Starburst, how to run a business with efficiency, the importance of focusing on the strongest elements of your business, revenue models, and more.Here’s what’s inside: Culture will get you through the downturn: Justin says when the macro environment is going through a recession, company culture is what will get you through it. Reinforce y

Fundamentals are fundamentals for a reason. Why do you think Lebron James is so good at basketball? It’s because he puts the hours in and does the fundamentals over, and over, and over again. It’s the same for your team–put the hours in, do the fundamentals, and see revenue success. In this episode, Jason Chapman talks all about the basics your team might be missing in order to build a resilient, reliant revenue machine. Jason is the SVP of Commercial Strategies and Operations at Infor–a software that builds successful businesses. Listen in as he shares how the best companies leverage their revenue teams to have a broader impact than just the bottom line, how the best sellers are collaborating with their customers, dissecting the key fundamentals of the revenue process, how to ‘earn the right’ to sell to customers, and more.Here’s what’s inside: Understand your trade-offs: Between your market reality, product reality, and your financial reality…Jason says if you’re hyper-focused on the

 There is no one-size-fits-all approach to product-led companies. It's all about how the product becomes central to the customer experience. But what are the secrets for making your product central to the customer experience?In this episode, Kyle is joined by Todd Olson, CEO and Founder of Pendo - a platform that focuses on improving product experiences. They dive into what it takes to build a successful company using a PLG motion, Todd’s journey with Pendo, the importance of validating ideas, obsessively monitoring beta users, and finding product-market fit. They also explore the three key areas for implementing product-led growth and the myth of a product selling itself. Join us for an insightful conversation on how to create a product-led organization that puts the customer experience first.Here’s what’s inside: Get rid of the product-led misconceptions: A common misconception for Product-Led Growth is “the product sells itself.” Todd says this isn’t the case. If you’re selling to a

 Being a successful CRO isn’t just about setting goals for the sales team and driving revenue. It’s about having the right data and processes in place so that your sellers can collaborate and run revenue. This is where partnering with the revenue operations team comes in to save the day.On this episode of The Run Revenue Show, Adam Aarons, CRO at Drata, shares how he partnered with RevOps to gain a better understanding of what was happening within the business, identify areas of improvement, and make data driven decisions. You’ll gain insight on why this is a crucial move and how it ultimately builds a culture of trust and collaboration.Here’s what’s inside: Focus on relationships + data: The best way to build both of these muscles? Adam says trust, transparency, and collaboration. Audit your processes: Is your team actually adhering to your processes? Does anyone need a refresher?This week, take time to ensure everyone is on the same page. Adam says it’s how you’ll strike revenue gold

Hello! We have found the drill down views from the Analytics Modules to be very helpful. However not being able to save Opportunity views that are created with Analytics tools has created some impediments when sharing out valuable data to our teams.  Anyone else has similar sentiments? Also, curious if someone on the Clari side could comment on if this is a feature being worked on?  Appreciate you all! 

Dashboards allow you to curate the data and insights that you can find across Clari on a single page to answer your most important questions about your business in key scenarios like End of Quarter, QBRs, board meetings, and manager <> rep 1-on-1s. Dashboards are a powerful tool, but we know it can be intimidating to wrap your head around what dashboards you need and what insights to put in them at first. So, we're here to help! First, think about the people for whom you're trying to provide a view into your business: How can you specialize dashboards for different roles or personas at your organization (i.e., reps, managers, CSMs, AMs, CRO, CMO, CFO)? Do you have Modes set up for the different personas at your organization? Are you using these Modes in your Saved Views (in Opportunities and Analytics/Accounts!) and Dashboards? Then, you can think about the key points in your revenue cadence: What are the critical moments throughout your week, month, quarter, and fiscal year? Our

You have two options if you want to know the total number of opportunities in a column in your Forecast Module (rather than the sum of some amount field on those opportunities). If you just want to know the total number of opportunities, then we can create a calculation field in your Forecast Tab. Contact your Clari CSM or Clari Support with a change request to add the calculation field to your Forecast configuration. If you want to reference the total number of opportunities against a quota, or use the count in other places in the platform outside of the Forecast Module:Create a Deal Count field on the opportunity record in Salesforce. You just need to make “1” populate in this field for every opportunity. Add the field to Clari using Field Config Contact Clari Support and submit a change request to add the field to your Forecast configuration

Hello team, we’ve been trying unsuccesfully to apply a filter by Primary Reseller to a set of oppties managed by a Partner Manager. We tried using the options Primary Reseller/Primary Reseller Location/Primary Reseller Location Name but got no results. Any ideas on why this is not working?  Best Regards,