Clari

Overview of Clari Studio Labs If you are an Advanced Ops Admin, you can enable Guide and Revenue Cadences in Clari from Clari Studio Labs, which is where you can share and launch the rollout of cutting-edge features for your team in a more controlled environment. Clari Studio Labs gives you granular control to ensures that your team can designate exactly which users are able to access certain features at a time. This granular level of control can help with change management as you decide the best rollout strategy for your team.  For example, your team might decide to start by enabling Guide and Revenue Cadences for just your operations and admin teams so that you can review what Revenue Cadences and Guide will look like to end-users.  You might, then, decide to expand the rollout to one or two pilot teams as you refine your Cadences.  One you feel you’re ready to expand, you might enable Guide and Cadences for the rest of your team.   Enabling Guide and Revenue Cadences for Your Team T

Hi everyone,Is there a way to remove an account mode from the drop down list?We want our users only seeing Account Mode with Opp Filters. 

A question that we hear quite a lot is “Why are some users stuck in ‘Invited’ status?”. Some users may appear as “Invited” under the User page in Manage My Org, even though they may have partially completed onboarding or begun using certain Groove features. This FAQ article explains what this status means, why it happens, and how to resolve it.  Q: What “Invited” status meansA user remains in “Invited” status when they have accepted their invite but haven’t fully completed all onboarding steps required to be moved to “Active.”Because Groove syncs user activation with completion of specific setup tasks, a user can technically use parts of the platform but still appear as “Invited” if they missed a final step. Q: What are the required steps to become “Active”For a user to transition from Invited ➜ Active, all of the following conditions must be met:They have successfully signed into the Groove web app. They have installed and signed into the Groove Chrome extension. (Microsoft 365 custom

Clari at its core is Opportunity-centric in its function - but what do we do when we want to Forecast and run our revenue platform on Splits Mode? 🎉 The good news is that Clari does support the Split Mode Functionality! 🎉 However, there are some caveats that we will want to cover to ensure that we are not double counting and we are rolling up accurate numbers while leveraging the Split Mode functionality. This guide will cover the basic rudiments necessary to get this mode up and running properly in YOUR Clari platform! — In Clari Studio’s Field Configuration, go to ‘Create New Mode’ and under ‘Standard Mode’ select ‘Splits.’The first part of creating a mode will be to have a User Role field. If we are going off of the Out of the Box Splits object in SFDC (which is our recommendation), we can go off the field – opportunitysplit.owner as our main User Role field. The second part we will need is an amount field. We highly recommend leveraging the Out of the Box Split amount field, whic

Hi - is there a way to delete tags from gametapes and manage them from an Admin lens?

Have you ever sent an email with multiple links and found yourself playing a guessing game? You see a notification that your recipient clicked, but which link got all the love? The one to your awesome product demo or the one to that super-niche blog post?Don't worry, you are not alone! It is a question we get a lot in our Clari Community and we're here to demystify it for you.While the high-level engagement data (like "clicks") is automatically captured and show up in your activity feed, figuring out which link caught their attention requires a little bit of detective work.Here's the secret sauce:The magic happens in your Clari Groove extension's Notification Hub!When you get that "link clicked" notification, all you have to do is hover over it. A pop-up will appear, revealing exactly which link your recipient clicked. It's a quick, easy, and super satisfying way to get the full picture of their engagement.  A few things to keep in mind:This insight is for your eyes only. This informat

We’d like to set up Slipped Deal Tracking in Salesforce, where we’d require a Slipped Deal Reason to be entered if the Close Date is pushed to a future quarter. Our team started thinking about designing this as a validation rule in Salesforce (as Clari recommends here), but it doesn’t seem straightforward.Would anyone be willing to share exactly HOW you’ve accomplished this in a Salesforce validation rule? Our team would like to see a real-life example of:How to determine “pushed to a future quarter” in a Salesforce formula, and How to require re-entry of the reason if it’s already been entered before. (A required-field validation would not trigger an error condition if the field had been entered before.)

Have you ever looked at your top performing reps and wondered what they're doing differently on their calls? What is their secret? Is there a difference in how they engage with customers that helps them win more deals? Or which reps excel at asking those thoughtful, open-ended questions that uncover true pain points?🤔 If these questions sound familiar, the Team Insights Dashboard is the perfect place to find your answers. It's a powerful tool that helps you move beyond gut feelings and use objective data to understand what great conversations look like within your organization. Let's jump in and see how👇 Copilot’s Team Insights Dashboard The Four Key Call Quality MetricsThe Team Insights Dashboard ranks reps over a specified time period across four key metrics. These aren't just numbers; they are proxies for call quality that can reveal a lot about your team's conversations.Talk/Listen Ratio: This is the ratio of the time a rep spends talking versus listening. It's a great way to ass

Clari Groove provides a powerful integration with LinkedIn Sales Navigator through its Omnibar interface, allowing users to view and engage with LinkedIn prospect data directly from their inbox, calendar, Salesforce, and Groove web app. This integration simplifies prospecting and delivers meaningful insights for sales and customer success teams. However, if your organization does not use LinkedIn Sales Navigator, the LinkedIn tab can be easily disabled.The good news is that you don’t need to raise a support case for this. Admins can easily disable the LinkedIn Sales Navigator tab directly from the Groove Custom Settings in Salesforce. Steps to Remove the LinkedIn Tab:Go to Salesforce Setup   In Salesforce, click on the gear icon (⚙️) in the top right corner.   Select Setup.   Search for Custom Settings   In the left-hand Quick Find box, type Custom Settings.   Click on Custom Settings.   Open Groove Settings   Under Groove Settings, click Manage.   Click Edit to update the de

Clari is all about giving your teams the right information to make key decisions based on data as quickly as possible.Bookmarking Saved Views with Stars 🌟allows admins to bookmark high priority saved views that are shared across your GTM organization in Clari.Bookmark specific views and make them easily accessible to ensure everyone on a team is looking at the same information. Bookmarked views will appear at the top of the view dropdown menu, preventing them from getting lost.Here’s a quick guide on how to create a bookmarked view for your team. How to Bookmark a Saved ViewFollow these simple steps to bookmark a view for a specific role:Open Clari Studio by navigating to https://app.clari.com/studio/ Click the menu button in the top-left corner and select Saved View Management. Choose your desired module type (e.g., Opportunities, Accounts, or Analytics). Find the Saved View you want to bookmark for a particular user role. You can filter views by role, user, last access, module type,

I’d like to use the Clari API to get a list of all calls made with a certain Account, but I’m not seeing that this is possible based on this page: https://api-doc.copilot.clari.com/#tag/call/paths/~1calls/getIs this possible or can this filter parameter be added to this endpoint?

Have you ever finished an important customer call, eager to jump into the insights and highlights, only to find that your Copilot call recording is stuck in "Processing"? 🙈It can be frustrating, especially when you need to share those crucial moments with your customer or team to reference a key moment from that callCall review page with call under processingWhile most calls process seamlessly, there are a few reasons why a recording might take a little longer. Let’s pull back the curtain a bit and look at what happens when a call is completed and why you might sometimes see a delay. The Journey of a Call Recording in Clari Copilot When you use Clari Copilot, your calls move through several stages—beginning with scheduling and recording, and then moving into processing. Whether it’s a video call or a dialer call, processing happens step by step: generating the video, creating transcripts, producing summaries, applying AI predictions, and updating CRM records.The good news? Your call d

We have reps who host meetings that have multiple sections to them that can last for a while. For example, they might have an hour of onboarding demo, following by a 30-minute break, followed by an hour of testing/Q&A. As I understand it, if there is 10 minutes of silence on a call, Clari Copilot will stop recording and leave the call. This is a problem because we want the entire meeting in only one recording when we share it with the customer, as that reduces the manual work of setting up calls, joining calls, etc.But we’ve had instances where our users were unaware of the 10-minute rule and didn’t realize that Clari Copilot didn’t recall the 2nd half of the meeting. Our current band-aid is to tell them to either manually say something every 9 minutes during breaks to keep Clari Copilot in the call or resign themselves to setting up individual meetings for the topics before and after the breaks.To the Clari Team - Am I understanding the 10-minute mechanism correctly? Is there is a

Clari offers several resources to guide dashboard and widget selection:Cadences Hub: The Cadences Hub in the Community contains examples and guides for QBRs, one-on-ones, pipeline reviews, and the recommended widgets for those key moments. Product Resources (“Ask Clari”): The “Ask Clari” feature provides a video walk throughs of how leaders are answering specific questions about their business with Clari. This feature can be accessed by clicking the ‘question mark’ icon in the upper-right corner of the Clari app, then selecting ‘Product Resources’.    Clari University: Within Clari University, you can find courses that break down the fundamentals of using Clari and its features, including Dashboard design, widget choice, Forecasting, etc. Some specific courses that may be helpful to review include Clari Fundamentals: Dashboards and Clari Fundamentals: Revenue Cadences.

Cadences is currently in open beta. There’s no formal application; simply reach out to your Clari account team to have it enabled for your organization.  Your Clari account team is here to support you in whatever rollout strategy would be best for your team. We can enable Cadences for all users at once. Alternatively, we can initially enable it for a select group of users (such as admins and sales ops users), then expand it to the rest of your team.   

The best way to bring external resources into Cadences is by using Clari’s Context Widgets, which support rich text. Once you add a Context Widget to your Dashboard, you can hyperlink to external resources, such as Google Docs, external reporting tools, and so on.  As an example, Context Widgets can be particularly useful for one-on-one Dashboards. If you have notes in a Google Doc or other supplementary materials in another tool, you could add links to those in a Context Widget in your Dashboard so that they’re easy to access while conducting your one-on-one.  This guide from our Knowledge Base contains additional information on adding different types of widgets to your Dashboards.   

While there isn't a single answer for every team, we've found that the adoption process is iterative and highly dependent on a few key strategies. This article breaks down some of the factors that can influence how quickly and successfully your team adopts Cadences. Aim for Focus and SimplicityWhen designing your Dashboards and Cadence Moments, the number one rule is to keep them simple and focused. Adding too many moments or data points at once can overwhelm users and actually hinder adoption. To avoid having to roll back your work, strive to keep your streamlined so that your team knows exactly what they’re supposed to get out of each moment or dashboard.  Each Dashboard and Moment should be designed to answer one or two specific questions, and nothing more. Start with What Your Team Already UsesThe fastest way to get your team to adopt Cadences is to build upon their existing habits. Identify which Dashboards your team is already using frequently (a weekly one-on-one dashboard is a

At Clari, we run our own business through Clari, reinforcing usage and providing a real-world case for success. Check out this blog post to learn more about how Clari is being used at Clari.  When it comes to deploying Cadences, we focus on designing Dashboards that answer the critical revenue questions leaders need for their business, making it straightforward for teams to get the information they need. During the design phase, leaders are asked to share what questions they need answered for their key revenue moments and how frequently these moments occur. The information that we receive directly informs how we design our Dashboards. This encourages adoption because the components revenue leaders care about most are included in the Dashboard design phase. Once leaders and team members see how easy it can be to get the information they need through the Dashboards, it’s easier for them to adopt the whole Revenue Cadences framework.  For more information on Cadence adoption, reach out to

There are a couple ways, both manual and automated, that you can remove all Contacts at an Account from a Flow.   Manual Method 1: The Accounts PageThe first way to remove all Contacts at an Account from a Flow would be from the Accounts Page, found here.   Click on the name of the Account whose Contacts you want to remove from your Flows Select the checkbox to the left of the ‘Name’ header to select all Contacts (or individually select which Contacts you’d like to remove) Select ‘Remove From All Active Flows’ Press the ‘Remove’ button in the pop-up window to confirm the removal  Important Notes: Please see the below notes to help avoid any confusion.  Groove will only allow you to remove Contacts from Flows where you are managing them.  Groove will not allow you to remove Contacts from a Flow that is being managed by another teammate.  To remove Contacts that a teammate is managing in a Flow, we recommend reaching out to the teammate and asking them to remove those Contacts.  The metr

 Clari Admin Checklist 🥳 High-five & congratulations being a Clari Admin! The entire Clari team looks forward to partnering with you. Here are our suggested action items for you to ensure that you are equipped with all of the knowledge that you need to be a great Clari Admin for your organization. We’ve broken this down into 5 parts: Operating Rhythm, Required Courses, Common Admin Tasks, FAQs, and Best Practices.  Your Operating Rhythm ❏ If you are not already, ask to sit in on your company’s forecast call to see Clari in real time. Pro-Tip check out this article❏ With your CSM, confirm that you are listed as a Designated Support Contact (DSC) and walk through how to contact Support via the Support Portal. Clari's Support Portal (Submit a Support Ticket, get help 24/5)❏ Register in the Clari Community to collaborate with other Clari admins and experts. Click the Login button to register. Clari Community (Register for Events / Discover Best Practices)❏  Determine what current Clar

Clari Align integrates seamlessly with your Salesforce environment pushing engagements from buyers and sellers to your opportunities, mapping fields in your workspaces to fields on your Salesforce opportunity objects, and pushing the status of a plan in a workspace to a custom field. Align Activity to SFDC Task ActivityClari Align offers a powerful tool for gaining insights into buyer signals through Workspaces. Sales reps and leaders can easily access Workspaces through the Insights Panel in Clari Opportunities. Teams can use Workspace activity to track buyer signals, monitor adoption by sellers, and analyze seller activity.Select Activities to Track: Choose the activities you want to track from both Buyers and Sellers. Enable CRM Activity: Toggle the "Enable CRM Activity" switch on or off to enable or disable the flow of selected activities that push to your Salesforce opportunities.Align Workspace activities will now appear in Salesforce opportunities as completed tasks with the dat

Hi there!It looks there isn’t a automated action/option to keep a contact within a Flow & most will be removed if the contact replies/has an autoreply. This might be a intended function for some efforts, but it impacts others who need the contacts to remain in each action of the flow, regardless of if they reply or not.Is there a way around this? 

Hi team, Please advise on following API request to query data into datalake/ power biIs there an API for us to get CRM score, historical score and top factor analysis  I also want to get the deal insight section generated by AI. Is there an API to do so?  The objective is that, we’ll consolidate all these opportunity insight into a power BI dashboard for ease of monitoring

Note: This guide provides an overview of Smart CRM Suggestions and how it helps maintain accurate CRM data. For detailed setup and configuration instructions, please refer to our complete configuration guide. Say Goodbye to Manual CRM Updates 👋🏻Let's face it – keeping your CRM data accurate and up-to-date is essential but often tedious. Smart CRM Suggestions changes that by automatically capturing key deal information from your sales conversations and making CRM updates quick and painless. Why You'll Love Smart CRM Suggestions ❤ ✅ Maintain Better CRM HygieneKeep your CRM data clean, complete, and up-to-date without the manual effort. Smart CRM Suggestions ensures critical fields are populated with accurate information from actual conversations.✅ Gain Complete Deal VisibilityAI helps identify key details like decision criteria, economic buyers, and next steps – ensuring nothing falls through the cracks and giving you comprehensive deal insights.✅ Enhance Your Deal ReviewsWalk into dea

Have you ever wanted to set a standard column order for the Opportunity Grid (within Inspect) for your team, but wondered if it would update all existing saved views? 🤔 Or maybe you've tried to update the field order in one view only to find that it doesn't update anywhere else?You're not alone. Many of our customers ask us about the best way to manage the order of fields in Clari, especially on the grid layout of the Opportunity module. So, let's explore how you, as a Clari admin, can take control of your field order and ensure your team always looks at the most relevant data in the right place.Note: Before we dive in, it’d be good refresh our memory on the basics of Mode and Layouts A few important callouts 🔊It's critical to know that field order is tied to which specific mode. It is not global across all modes. This means each mode can have its own unique default field order, which is ideal for tailoring the view to the intended audience for the respective mode   Within a mode, yo