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Evan
New Contributor
January 31, 2023
Solved

How to Have Multiple AE Hierarchies in Clari without Duplicate Roles in Salesforce?

  • January 31, 2023
  • 0 replies
  • 130 views

Hi all, I’m trying to find some best practices around how to set up multiple hierarchies in Clari without having duplicate Roles in Salesforce. For example, let’s say the below is my sales team structure:

John - East Coast Sales Manager
Tim - Account Executive
Tara - Account Executive

Sarah - West Coast Sales Manager
Sam - Account Executive
Bill - Account Executive

When I setup Salesforce this way, the forecasting hierarchies look perfect in Clari, but all of my Salesforce reports and automation differentiate the East and West Account Execs because their Roles are on different branches, even though they have the same name. Has anyone found a solution to this? 

 

    This topic has been closed for replies.
    Best answer by Skylar Tardy

    Hey @Evan  — Typically, I would say the best practice would be to have a setup similar to this:

    John = East Coast Sales Manager

    • Tim = East Coast AE

    • Tara = East Coast AE

    Sarah = West Coast Sales Manager

    • Sam = West Coast AE

    • Bill = West Coast AE

     

    This would be cleanest in all areas and allow for reporting granularity when needed. For example, you can run automation and reports off of “show me all that contain “AE” as well as “only show me those that contain “West” when needed.

    Im not sure what issue you are specifically running into around reporting issues based on every rep having “Account Executive” - I may have to see an example there to give a better solution.

    JessicaStarr
    Salesloft Employee
    JessicaStarr
    Salesloft Employee
    February 1, 2023

    Hi @Evan ! Thanks so much for asking your question in the Community! I will check back with folks on our team to see if they have any guidance for you. 

      Skylar Tardy
      Salesloft Employee
      Skylar TardyAnswer
      Salesloft Employee
      February 1, 2023

      Hey @Evan  — Typically, I would say the best practice would be to have a setup similar to this:

      John = East Coast Sales Manager

      • Tim = East Coast AE

      • Tara = East Coast AE

      Sarah = West Coast Sales Manager

      • Sam = West Coast AE

      • Bill = West Coast AE

       

      This would be cleanest in all areas and allow for reporting granularity when needed. For example, you can run automation and reports off of “show me all that contain “AE” as well as “only show me those that contain “West” when needed.

      Im not sure what issue you are specifically running into around reporting issues based on every rep having “Account Executive” - I may have to see an example there to give a better solution.

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