Learnings & Wins

Want to level up your revenue game? 📈 We're thrilled to introduce a powerful tool to help deploy Revenue Cadences to your revenue organization: the Cadences Designer Workbook! This simple but effective spreadsheet is your blueprint for creating a more predictable revenue process. 🗺️The workbook helps you outline and structure your revenue cadences before you even log into Clari Studio. This makes it easy to translate your ideal process into a plan that's ready to be built in the platform. Why You'll Love the Cadences Designer Workbook Clarify Your Strategy: The workbook helps you define your high-level objectives and the individual moments that make them up. This ensures every recurring activity is purposeful and aligned with your goals. Structure with Ease: Use the tool to detail the key components of each moment: Recurrence: Specify the weeks in the fiscal period when a moment will take place. Outcome: Define the specific goal, like cleaning up slipped deals from last quar

Hello Clari Community! We are excited to announce the release of the Context Widget - a new dashboard widget to help provide guidance in your Dashboards. 💡 Why did we build the Context widget?Many dashboard users, especially those outside of admin or RevOps teams, may not be familiar with all the widgets or know how to use the data to drive specific outcomes. This often leads to admins having to repeatedly explain how to use the data and what actions to take. ✅ How can this new widget help?The context widget solves this by allowing you to add guidance directly into the dashboard. This helps users understand how to leverage the data, prepare for important conversations like forecast calls or pipeline reviews, and get everyone on the same page faster.For example, a waterfall summary is a very useful widget that shows how a pipeline has moved, but for a less-familiar user, it may be unclear how to use this data. But with a context widget providing guidance, sales teams can show up to a c

Are you ready to bring structure and scalability to your sales team's rhythm? Say hello to Revenue Cadences 🚀Every sales organization has a cadence, whether it's a weekly forecast call or a quarterly business review. But too often, these processes are unstructured and hard to enforce. Revenue Cadences gives RevOps and admins the power to build and manage these essential workflows directly within Clari.Here's how it works: Revenue Objectives: Start by defining your high-level goals. What are you aiming for this quarter? Revenue Cadences helps you design a plan to get there. 🎯 Revenue Cadences: Create a repeatable program to achieve your objectives. This could be anything from a "New Logo" to a "Retention" cadence. 🗺️ Moments: Break down your cadence into individual activities. These are the key meetings and inspections—like a "Slipped Deals Review" or a "Quarterly Pipeline Plan"—that happen at specific times throughout the quarter. 🗓️ With Revenue Cadences, you can deliver the r

You can now configure all Copilot data fields directly in Capture Studio Configuration in a completely self-service manner.Note: This feature requires a feature flag to be enabled. Contact your CSM if you don't see these options in your configuration panel.📋 How to Get StartedNavigate to Capture Studio Configuration Select Activity Logging Go to Advanced Settings Click on Copilot Meeting Settings⚙️ Configuration OptionsEnable Copilot Meeting Data LoggingSimply toggle whether you want to log Copilot meeting data. When enabled, all 13 supported Conversational intelligence data fields will be automatically populated. When selecting the field in the configuration, if the desired write back field is not in the dropdown, then it may be necessary to create a new field in SFDC and grant access to the integration user. Field Mapping Made EasyGet a comprehensive overview of all supported fields with their data types Enable or disable individual fields (all enabled by default) Map CI data fields

If you're using both Groove and Copilot in your sales stack, you might be wondering about the best approach for syncing activities to Salesforce. This guide will help you understand how each system handles writeback, the different configuration scenarios, and how to choose the optimal setup for your organization.📝 Understanding Activity Logging: Groove vs CopilotBefore diving into integration scenarios, let's understand what each system captures and how it stores data in Salesforce.What Groove Logs to SalesforceActivities Covered:Scheduled calendar events and meetings Email interactions Dialer callsHow it's stored:Calendar events/meetings: Written as Event objects in Salesforce Emails & Dialer calls: Written as Task objects in SalesforceKey Strengths:Advanced, configurable matching logic that admins can customize Manual matching capabilities through the Omnibar for improved accuracyWhat Copilot Logs to SalesforceActivities Covered:Call recordings with direct access links to the re

How are you tracking “Path to Upside” deals in Clari without a dedicated “Path to” checkbox in SFDC?Our HQ team decided not to create a Path to Upside checkbox in SFDC but we do have a Path to Commit and Path to Most Likely checkbox. At the regional level, we still want to identify and track these upside deals for weekly reviews.We’re looking for lightweight workarounds—ideally something we can manage within Clari without needing a new Salesforce field.Has anyone found an effective way to do this? What’s worked well for you when system limitations prevent formal categorization?Here are a few options we’re exploring: Using the “star” feature in Clari to flag Upside deals — but starred deals are tied to the individual user experience—meaning we can’t see each other’s starred opportunities. We are also unsure if the NARR rolls up correctly or if filtering by stars works well at scale.  Creating custom Opportunity Grid views based on deal stage, size, and rep input. Exploring other cre

This is a comprehensive guide for configuring the Recorder Settings within Copilot’s Workspace Settings. These settings play a crucial role in determining which meetings Copilot should automatically join and which ones it should skip. By tailoring these configurations, organisations can ensure that Copilot captures only the most relevant conversations, aligning with internal privacy policies and team-specific preferences.  CONFIGURE AUTO RECORDING Admins can configure which meetings Clari Copilot should automatically join and record. The goal is to capture important external conversations while avoiding internal or sensitive discussions that don’t need to be recorded.In Workspace Settings → Recorder Settings, under “Which video conference meetings should Clari Copilot join?”, admins can choose from the following options: 1. All meetings with external participantsClari Copilot will join any meeting that includes at least one external attendee—regardless of who the host is. This is ideal

We understand it can be frustrating when Copilot doesn't record a call as expected. There are several reasons this might happen, and this document will help you understand the most common scenarios and provides clear steps to help you identify those as well: To view unrecorded calls and understand why they weren’t recorded, go to the My Calls tab and toggle on the “Show unrecorded calls” option.  Clicking on any unrecorded call will show you the specific reason it wasn’t recorded. Below are some common examples you might see:This meeting was not recorded as there are no external participants. Recording rule [Meeting organiser rule] set to ignore this call. A meeting participant from your organisation requested not to record. Not meeting URL found. Most of these reasons are a result of user errors or admin-level settings configured in Copilot. To further break them down:Calendar not connected: Without syncing your calendar, it is impossible for Copilot to know about your meetings.  Bot

Filters help teams and users find the right calls quickly from extensive call libraries. Whether you're analyzing team performance, setting up organizational insights, or seeking specific conversations, filters enable precise navigation through your recordings.Copilot filtering uses OR conditions when multiple filters are selected - the system returns calls matching ANY of the selected criteria.📊 Filter Categories & Options GENERAL FILTERS Filter Name Description Call Type The tool that hosted the call recording (Zoom, MS Teams, Groove, RingCentral) Contacts Search-based field pulling from Salesforce Opportunities Call Disposition Filter calls made with prospects or other disposition statuses Contains Topic Select specific Topics to filter for (Admins add topics via Workspace Settings) Doesn't Contain Topic Calls that do not contain specific Topics Competitor Mentioned Pulls from th

Have you ever had a rep say, “But I want to use my cell/mobile phone to make calls”? We’ve heard this too, and we have a solution. Please ask your reps to follow the 4 steps below to route all their calls through their cell/mobile phone while still syncing them with Salesforce.Setting up your Verified Number:When first setting up your dialer with Clari Groove, you will need to add a Clari Groove number in order to make and receive calls. However, you can also add a “Verified Number”, which can be used to utilize your personal cell/mobile phone for calls.To set up your “Verified Number,” you will need to navigate to your Settings > Dialer > Verify a Number: In this selection, the user will add the number that they would like to use with the dialer. Once the number has been entered, hit the “Verify” button:  IMPORTANT: Please include your area code prefix when entering your number (e.g. UK number +44)Once you hit the “Verify” button, a 6-digit code will appear on your screen (see i

Meeting recordings are essential for modern business, but compliance doesn't have to be complicated. Here's everything you need to know about setting up and customizing Copilot's Consent Page to protect your organization while creating a seamless experience for participants.Why Consent Pages Matter The Bottom Line: Copilot's recording consent page appears before participants join meetings, ensuring your recordings are legally compliant from the start. See how it works here.This explicit consent approach is considered best practice for organizations serious about privacy and transparency.Flexibility When You Need It: Beyond the consent page, Copilot offers email and audio consent options, so you can choose what works best for your team's workflow. Read more here. Advanced Compliance: Active ConsentOperating in regions with strict privacy laws? Copilot's "active consent" feature gives participants the power to stop recordings before joining the call. This extra layer of control can be cr

When looking at your Team Calls in Copilot, have you ever wondered if you could filter this list to only look for calls with your customers vs prospects ? Or filter out all ‘Enterprise Deal’ calls or calls with opportunities >$100K ? Or even look for calls where the CRO or an Economic Buyer was an attendee? If yes, you’ve come to the right place! See below 👇 Copilot's “Import CRM Fields” feature allows you to import CRM fields from the following CRM objects (Account, Opportunity, Contact, Lead) to be used as Call filters. The idea with having these CRM fields as filters is to help you segment your list of calls so that you are able to narrow down to the right set that needs your review or attention. For example, if you are looking to analyze all calls where the deal was lost due to missing product features or capabilities, having CRM fields such as “Deal Stage” and “Deal Lost Reason” as filters can help you filter out calls associated with related closed lost opportunities from you

Managing call privacy in Copilot is essential for maintaining confidentiality and ensuring sensitive conversations remain secure. Whether you're discussing pricing strategies, confidential deals, or internal matters, knowing how to properly manage call privacy settings can make all the difference. 📋 Prerequisites: Who Can Make Calls Private?Before diving into the how-to, let's understand the 2 key requirements for making calls private in Copilot:1. Role PermissionsYour assigned role in Copilot must have the necessary permissions to mark calls as private. (You can always check with the Account admin about your roles and permissions connected to it.)For Admins:If you are on our Enterprise Plan: Roles & Permissions is where you can create custom roles with specific permissions If you are on our Accelerator/Standard Plan: You will be able to use our predefined Permission Settings with roles like Manager, Admin, Rep, and Observer.2. Call ParticipationYou must be a participant in the ca

If you are in the club of recording your calls and reviewing it and uncovering insights from your customer conversations and eventually smashing your quotas, hi there! 😃 And if you are someone whose call went unrecorded on Clari Copilot, I might have the solution for you so that it doesn’t happen again so keep on reading…. Do I need to invite Copilot to each of my calls? Am I missing something?Heck no! By default, Copilot automatically joins all your meetings with a video link and at least one participant from an external email domain (not the same as your team) to avoid recording internal meetings. But you can toggle the button to record internal calls too : Your Copilot admin can change the default settings inside Workspace settings to customize the recording preferences for your organization too. Top mistakes to avoid when you are a newbie on Copilot and you want all your calls to be recorded :  1.Copilot has a buffer time of 10 mins. Copilot will join the call and wait for up to 1

Is there an easy way to default the columns that show up when you search for an opportunity and the responses come back?

When using Pulse, have you found yourself wondering which breakdown option is better or would give more accurate projection? If yes, read below to learn more 👇 Well, before we get into the details of which is better, it’s important to understand why the projection is different for each breakdown. The reason is Clari’s AI projection is based off of historical conversion rates and these conversion rates vary by Stage and Forecast Category (you can leverage Clari’s Trend analytics module to understand this better- for example, try changing the breakdown from Stage to Forecast category and see how the conversation rates change)  That said, the answer here really depends on your rigor or how well the forecast categories or stages are managed (CRM hygiene/discipline around these) and differs for each org. Meaning, if an org follows stages closely with strong entry and exit criteria, Stage is the one to use. Conversely, if the Forecast Category is a more commonly used field, that’s the one t

Clari offers an actionable, detailed suite of Analytics tools to help your users stop revenue leak and achieve revenue precision (‘What does that even, mean?’ You might ask. Keep reading!).  Different teams may use different modules at different times, so the list below is focused more so around where we see the most popular and actionable use cases. Strengthen your Forecast Reviews, Pipeline Reviews, 1:1s and more with Clari’s analytics suite!  Using Clari’s Crawl, Walk, Run approach (shoutout to @KStanforth), you can right-size the communication and engagement for your team given their overall maturity with Clari.   Pulse 💕 Use this frequently in the back half of a quarter to understand forecast trajectory and build adequate pipeline — No surprises! Incorporate Pulse into Forecast Reviews to highlight a rep’s and the greater team’s expected performance  Use this towards the end of a quarter to prepare for next quarter in Pipeline Reviews Provide visibility to the t

Tags are a powerful organizational feature in Copilot that help you categorize, filter, and quickly find the content you need. In this guide, we'll explore the two types of tags available in Copilot—Call Tags and Gametape Tags—and how you can leverage them to enhance your workflow.Call Tags: Organize Your Individual CallsWhat are Call Tags?Call tags are labels that can be added to individual calls, allowing you to easily filter and categorize them based on call type, content, or any custom classification that matters to your team.Automatic Tag DetectionCopilot works smart for you by automatically applying certain tags based on:Participant Information: External: Applied when at least one participant is from outside your organization Internal: Applied when all participants are from within your organization   Keyword Detection in Call Titles: Copilot analyzes call titles for specific keywords and automatically applies relevant tags. Current keywords include: Meeting Type Tags

Copilot's ability to track topics in customer conversations is a powerful tool for gaining insights and improving sales strategies. Topics are keywords or phrases that Copilot identifies within call transcripts, allowing you to tag calls, filter them, and analyze trends.  There are three types of topics in Copilot, each serving a slightly different purpose:Default Topics: Copilot comes with a set of pre-programmed topics that cover common sales concepts like "Agenda Setting," "Customer Goals," and "Blockers."   Keyword Topics: These are custom topics created by admins who manually add specific words or phrases they want Copilot to track.   Smart Topics: Leveraging AI, Smart Topics provide more contextually accurate tagging, reducing noise and improving the precision of your topic tracking. For a detailed guide on effectively using Smart Topics, please refer to this article: Unlocking Insights with Copilot's Smart Topic Workflow  This guide will focus on how to strategically create topi

Watch how Jason Plank, GVP of Mid-Market Revenue, uses Clari’s Accounts module to inspect rep performance and deepen engagement insights. In this session, Jason walks through how to identify top performers and coaching opportunities using activity stack rankings, filter for key accounts, and leverage the new sub-object capabilities to understand how time and effort are being spent—especially useful during QBRs! With recent updates, you can now bring in related data like opportunities and usage metrics to uncover churn risk or upsell potential directly from the Accounts grid. Take 4 minutes to see how these tools can help your team prioritize smarter, engage deeper, and win more. 📖 Learn more about the Accounts module

What do you do when your prospects complete a Groove flow, and you want to re-engage them depending on their level of engagement to the previous flow? It is best practice to have a more tailored approach to reaching out to warmer leads as opposed to straight cold contacts, where we can add more scalable ways to get on their radar. First off, what we would want to do is in our Groove Settings, ensure that we have Email Open Tracking enabled and you are tracking your links in your Flows. What this will allow us to do is from there – we lead them through two different flows depending on their engagement. From here, we will be able to leverage Automated Actions to differentiate where to bucket your engaged prospects vs your cold prospects:For engaged prospects: In this case, we are tracking links – if the prospect clicked on a link, we can remove them from this initial automated flow and add them into a more personalized flow where we can get more targeted in how we want to get their atten

Copilot's Smart Topics, Recommended Topics, and Topic Dashboards provide a powerful suite of AI-driven features designed to help you understand customer conversations, identify key trends, and drive effective strategies. This workflow helps you move beyond basic keyword tracking to gain contextual understanding, improve decision-making, and ultimately boost your team's performance.💡Workflow Summary:By combining Recommended Topics, Smart Topics, and Topic Dashboards, you can create a powerful workflow:Start with Recommended Topics to quickly identify key areas to focus on. Use Smart Topics to refine your tracking and ensure you're capturing the nuances of your conversations. Leverage Topic Dashboards to visualize trends, segment data, and gain actionable insights to improve your sales strategies and team performance.Now let’s dive deeper into each of these features in Copilot.1. Discover relevant topics with Recommended Topics:Copilot proactively analyzes your customer calls to suggest

Hi there! With meetings booked with the Groove scheduler, I’d like to send out an auto-email a day or so before the scheduled event. How can I best build that out?

Hello, I signed up for Clari University a couple days ago but I still don’t see the Admin Cert course in catalogue. I read the courses available should have updated within 24 hours after I signed up.  Can anybody help?

Sales teams generate a wealth of valuable insights from their daily interactions, but without the right tools, they can’t surface them (or, more importantly, act on them) effectively. Clari’s AI-powered features help sellers take action faster and smarter by providing key insights in their existing workflows. Admins have the power to unlock these capabilities and significantly boost seller productivity across your organization with just a few simple steps in Clari Studio.By enabling these AI-driven features, your reps can:Access richer email insights with minimal effort Quickly understand deal momentum and uncover risks Streamline CRM updates and follow-ups Enhance account engagement with AI-powered summaries  Step 1: Enable Email Body Processing in Clari Studio To provide sellers with deeper email insights, navigate to the Integrations tab in Clari Studio and enable the features under Process Body Data:Verify that your email provider (Gmail or Outlook) is connected. Enable Email Body