Demo Video

Hi, Guy! While it is not a video, depending on what you’re trying to show your internal teams, the Clari Fundamentals (On-Demand) course in Clari University might be a good way for them to get an in-depth overview of Clari. There is a lesson on the Forecasting Module if you are looking to show your teams how Forecasting works. We may have a recording available (i.e. from a webinar) if there is a more particular use case or part of the platform that you would like to show your teams—happy to point you in the right direction!

Hi @Kenna Many thanks for your reply. The Fundamentals course definitely has some good material in it, but I was hoping there might be an overall snappy video touching on Opps/Forecast/Trend/Pulse albeit very briefly on each. If you have a recording from a webinar or other event, then that would be great.

Hi, Guy! I found some resources in our Knowledge Base that may be helpful to you.

• Trend Overview
• Pulse Overview
• Getting Started for Sales Leaders — this recording is a little older, but it has an overview of Opportunities and Forecasting. You can find an updated version of the deck in our article with Train-the-Trainer packets that includes the customizable slides, click path for the demo, and talk track if you’re thinking about potentially recording something in your own Clari instance as well.

There are also more recordings that feature Opportunities and Forecasting in the KB that you can search for depending on the use case you might want to showcase (i.e. manager<> rep 1-on-1s, renewals forecasting, deal level forecasting, etc.). Hope these help!

@Guy Clark Our team scheduled an office hours session with our CSM and recorded the session. Now we share it out with new hires and have the video archived for future users. Just one thought if you are looking for something more personal!

Hey @Guy Clark ! I have the opportunity to be your team’s CSM. I’ll start to become more involved towards the end of implementation and will work very close with you and the team post implementation. I’d be happy to record a quick video inside your instance to help capture what you’re looking for. Can you email me at tmarchant@clari.com with a few details of what you’re looking for in the video and I can create something for you. I see you’d like it to cover Opps/Forecast/Trend/Pulse briefly. How long would you like it to be? Are there any particular aspects of workflows you’d like me to call out for the team in the recording?