Product Q&A

Forecast Config puts the power to customize your forecasting process in your hands. Tailor your Forecast Tabs to cater to the unique needs of your business, fine-tuning your various teams’ forecasting experience and delivering targeted revenue insights in the right place, at the right time. You can learn how to customize your Forecast Tabs, Columns, and Queries, and get full context on how these settings work in your Forecast Module in Clari University. Find everything you need to ramp up on Forecast Config in the new Forecast Hub, Note: Forecast Configuration is rolling out across all Clari customers in the coming weeks.

I wanted to know is there any way we can get the users in Clari Platform through Clari API?I checked the API documentation but could not find anything related to users.

Looking to implement Align for your Sales or Customer Success teams at a self-served pace?Check out the Align Kickoff in a Box! All the resources that you need to drive change internally and get Leaders and Reps ready to start using collaborative workspaces with their customers. Start by downloading your Kickoff in a Box today and go-live faster!

Hi, On the inspect opportunities part of Clari, it would be super useful to have a different filtering system. As you can see the list is not cohesive and it difficult to filter to only show the opportunities which have next step that have not been updated for more than 7 days. That would be 7 rolling days. Could you add a filter that does this kind of filtering please? ThanksJN 

On the details of every each opportunity in the inspect view, we can see Month-to-Month Pushes, but we need to click on the name of the opportunity and to search for it. We would like to have the option to see as part of the table, with all the other fields of the SFDC and then to see it more easily. Also, on this case, we will have the ability to filter by the number of pushed we want, and then to know on what the managers need to focus. 

Is there an area where we can notify Clari/Groove feature requests on the application?  

Hello, Is it possible to create a reference field, formula field, or any type of field in the Field Configuration within Clari? For example, if I just want to copy a field into a duplicate field or calculate TCV/12, can I do this in Clari? Thanks!

Is there a way to show only certain categories on a widget: "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", instead of every category? I would also like to have separate opportunity view widgets for each category - "Amount Decreased", "Slipped", "Lost", and "Lost Ownership", so I can see a list of each of those 4 categories.

The Groove app is not the only place to complete our actions. You can execute on Groove actions directly from your inbox or in CRM as well. Did you know? Learn more in just 1 minute below 👇 

Hello,I recently learned the maximum number of Starred Opportunities allowed by Clari is 2000.To avoid hitting this limit, can someone let me know if there is any functionality to mass “un-star” opportunities from prior Quarters?Can any automation be set that once a quarter is closed, Opportunities are un-starred?Has anyone else experienced this limit? What has been the work-around besides manually going into each Opp to un-star?Appreciate your insight.BZ  

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! The features described below are currently scheduled to release so that you can find them in Groove when you log in on the date above. It’s easier than ever to create, update, and manage flows at scale in Groove. We’re making some changes to simplify your experience when you manage Groove Flows, including updates to: Created Date Last Updated Date New Filters New Sorting Show flow status on the Flow card Favoriting Flows in Webapp Favoriting Flows in Extension Context menu (copy, preview, share) on Flow card New button bar on the flow show page General Preferences moved to Settings Updated Flow CardThe Flow Status will display on the Flow Card as well as Created Date and Last Updated Date Created Date: The date the flow was created Last Upd

Are there any examples or documentation for obtaining a transcript via API? I have only seen one line in the API documentation that mentions the transcript: To get transcript, deal live stage fetch call individually using call-details endpoint.

Hey Clari Circle Community,Hope this message finds you all well! 👋 I'm thrilled to share some exciting news with our Clari admin users – we've got a fantastic new resource coming your way.As a Project Manager here at Clari, I understand that getting the most out of our platform is crucial for your success. That's why we're launching a series of short and informative videos that will guide you through the ins and outs of making changes to your platform configuration using the Field Configuration admin module. 🎥 What to Expect: In these videos, I'll walk you through step-by-step tutorials, covering everything from the basics to some advanced tips and tricks. Whether you're a Clari veteran or just getting started, these videos will help you leverage the full power of the Field Configuration admin module. Keep in mind that you can always take more details lessons and even earn your Field Config certification in Clari University. 🔧 In this first video, we’ll cover:The steps to add a new

How can I delete a contact from Groove without having to remove them from Salesforce?

What is a Groove Flow?An automated multi-step, multi-channel sales campaign enabling personalized interactions with customers and prospects at scale. Set-up multi-step Flows, automating workflows across email, calls, SMS, LinkedIn, direct mail, and more Execute Flow steps directly from within Gmail, Microsoft 365, Salesforce, or Groove. Use Templates to communicate with multiple accounts at once, reusing high-performing content Best Practices for Creating Flows Make your Flow repeatable. Use the 5/15 Rule for emails: Keep email subject lines under 5 words Emails should be skimmable and understood in less than 15 seconds. Try using merge fields multiple times in each email message to drive a more personalized feel to the message. Get their attention and show you’re not trying to waste their time by using a wide variety of steps across email, calls, SMS, LinkedIn, and more. Create multiple Flows to tailor content, frequency of touch, and type of touch, to maximize

Sometimes I search for a KB article and its not clear until I open it up that it relates to a different topic - for instance, searching “email” in the knowledge base gives you an article titled “Additional Fields for Email and Calendar Logging” with no indication that this is a Groove article and doesnt relate to logging against Activities in an Account Mode (or anything else)Please can you make this clearer in the titles of the articles what they actually relate to?

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Closed Lost or Gone Dark NurtureFlow ObjectiveThis Flow is designed to maintain your engagement even when a prospect is marked as "Closed Lost" or experiences a delay in making a decision, ranging from 6 to 12 months.GoalRe-engage prospects who have previously been involved in deals that were lost. 

Hi,Anytime I want to insert a line in a Text field, it saves the edition instead of adding a new line.Is this happens to all MacOS users?Thanks,

New (or new-ish) to the Clari platform? You’ve probably heard about how Clari replaces spreadsheets, but you’re probably wondering how or even why you need to do so.Spreadsheets are a snapshot in time when your teams need real-time actionable insights to hit their revenue goals. Sales reports take hours to roll up and often sit in an inbox for days. Meanwhile, the pipeline is developing in real time, making that report out-of-date. The minute you pull deal data into a spreadsheet, it becomes disconnected from what’s actually happening in the real world, introducing unintended inaccuracies into your critical decision-making process.Sales teams need real-time indicators showing what has changed in order to focus on the right deals and take the right actions. They need a tool that has a bi-directional connection between their sales data sources and sales reports that makes it easy to see actionable information like:Opportunity risk assessment: the ability to inspect deal risk based on CRM

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Inbound Response for High Priority ProspectsFlow ObjectiveSpeed to lead is the key to higher Inbound Conversion rates. The goal of this flow is to surface prospects to Reps to schedule an initial meeting.GoalTarget inbound requests such as Demo Requests and Web Form submissions.  

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Account Based Outbound ProspectingFlow ObjectiveDesigned specifically for Account Based Representatives who prioritize deal closure, this system intentionally incorporates extended intervals between each step to ensure that the Flow is executed over a prolonged duration.GoalGoal is to establish a strong relationship and enhance credibility with the aim of scheduling the initial meeting 

What are Groove Flows?Flows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Turn Cold Prospects into OpportunitiesFlow ObjectiveThis Outbound Flow is specifically designed to assist your team with general cold prospecting efforts. It serves as a versatile template that can be utilized across various verticals to support your cold prospecting activities.GoalThe primary goal is to target high-priority decision makers and secure an initial meeting with them. 

FlowsFlows allow you to scale up the number of conversations you are having, without sacrificing the quality of those conversations.Pro Tip! Creating “Master Flows” will help define your team’s touchpoint strategy throughout these multi-channels of engagement.Closed Lost or Gone Dark NurtureFlow ObjectiveThis Flow is designed to maintain your engagement even when a prospect is marked as "Closed Lost" or experiences a delay in making a decision, ranging from 6 to 12 months.GoalRe-engage prospects who have previously been involved in deals that were lost. 

I am looking to refresh my certification and learn more but I am unable to find any information on your platform on how to do so. 

 Today, a customer inquired about setting up SSO for their Clari instance. We have several helpful articles to assist you and your organization with the SSO setup process. Information about SSO Clari SSO Configuration Instructions Configuring-SSO-first-time Integrating Clari with Okta SSO Integrating Clari with OneLogin SSO Integrating Clari with Google SAML/SSO Integrating Clari with Microsoft Azure SSO SSO and Provisioning in Copilot  Enjoy. Or...Let us know what’s missing.