Product Q&A

Hey Clari Community! I’ve been throwing around an idea in passing conversation and would love to get your temperature on it. As an individual, getting great predictions from Pulse to drive forecast accuracy and seeing the value from dashboards and 1:1s requires a whole team effort. It can be hard to get buy-in and consistently dedicate time to this with everything else you’re juggling.  Clari has a solution for this, since it can be an overwhelming task. Enter the “13 Week Revenue Cadence”. 👏 The challenge is committing to the cadence, and holding your sales teams accountable to the process as needed to drive insights… So my question is:Have you implemented the 13 week cadence, or experimented with it?  What challenges do you face? Would it be helpful to be part of a cohort of other Clari users who are supporting their internal teams in adopting the 13 Week Revenue Cadence at the same time?  Look forward to hearing your feedback on this. Amber 

 Updated: May 2023 Introduction to Data Ingestion PurposeThis document is intended for Security and IT audiences with information regarding the integration and data ingestion from your data warehouse into Clari’s revenue platform. What is Clari?Clari is the revenue platform where your revenue-critical employees can collaborate and govern their revenue workflows to unlock their full potential to become more productive, efficient, and predictable. Those revenue-critical employees could include but not be limited to these teams: sales, solution engineering, customer success, marketing, revenue operations, finance, executives, etc. Their revenue workflows could include but not limited to sales execution, sales coaching, pipeline analysis, marketing attribution, renewal and churn mitigation, forecasting, performance metrics reporting, etc. Why external data ingested into Clari is relevant?To see a complete view of Revenue, some customers need a way to bring additional data (beyond CRM) into

If you’re not yet familiar with Clari’s Analyze Modules, you can learn more about Clari’s Analytics and how to run revenue with Clari’s Analytics in Clari University. We’re diving one or two levels deeper into specifics around the AI Projection and the CRM Score. There’s some data science involved in addition to the analytics modules. You will learn how to inspect the projection & CRM Score, how the model works, different variations, how to inspect accuracy, and different approaches to configuration. In the attached deck, you’ll find more information on:The historical data and factors that Clari uses to formulate the projection (i.e. pipeline composition, seasonality, organizational growth) Projection model training, including data processing and cleaning, model construction, model evaluation and selection, and model application Configuration options CRM changes, impact, and solutions CRM Score training and configuration options 

Something changed in my view where the entire box used to be the full color and now it’s just a triangle in the bottom right.  How do i switch it back so that the whole box is colored.  

Hi Team! I would like to have the ability to have the 1st image as a chart in a Dashboard. It seems that it only allow to add activity charts. Why? I’m trying to build a Dashboard for Leadership so they can see Account activity by Rep and having that chart will allow us to show Stale Accounts over Total Accounts so they can focus on which reps are lacking of activity and have the list of those accounts.

The latest integration between Microsoft Teams and Clari Copilot is a game-changer for sales reps, offering an array of interactive notifications that streamline workflows and enhance productivity. Seamless Notification SystemImagine receiving pre-call alerts that prepare you for upcoming calls, post-call summaries that highlight key points, and comment mentions that keep you in the loop—all within Microsoft Teams. This integration ensures that you have all the information you need right at your fingertips, eliminating the need to switch between multiple platforms.For Sales Reps: Call Preparation Efficiency: Turn on Call Recording: Decide whether to record calls directly from Teams. View Last Call Summary: Refresh your memory on previous interactions. Learn More About Participants: Access participant info with the Clearbit extension. Join Calls Directly: Join meetings without navigating away from Teams. Actionable Post-Call Insights: Smart Summaries: Get a comprehensive summary of

Hi,While we use Groove for 1:1 communication for our BDR team, we want to experiment with a couple of generic/marketing emails in a flow. Has anyone tried this? Also, what dimensions would be used for a header/logo?Thanks!

We created a new Forecast Category in SFDC called Most Likely earlier this week. For this week’s forecast call, I see that we have 2 opportunities in Most Likely, however, when I click on Pipeline within the Clari → Forecast → PIpeline . . . I don’t see those 2 opportunities on the Insights/Eyeball view on the right window pane.I can see the 2 opportunities when I click Inspect → Opportunities. How do I update my Pipeline View to show opportunities in this “new” forecast category? Thank you in advance!

Is there a way to turn off the cell preview in certain columns?   

By default, all companies have a limit of 100 min on a recording, so when a call goes over 100 minutes, Copilot drops from the call. By a request, we can set the limit to 200 minutes if you record calls that exceed 1 hour and 40 minutes.

I’ve noticed a pattern in the way my customers who have adopted a strong revenue cadence are using Flow Widgets in Dashboards at the beginning, midpoint, and end of the quarter.  Beginning of QuarterWhat I recommend and what I've seen succeed at the beginning of a quarter is to look at Flow Widgets to see which deals from the previous quarter slipped into the current one. In this new quarter, prioritize closing the deals that slipped last quarter to ensure they don't slip further.This is really important, and I’ve noticed that some customers pick a title for these Flow Widgets according to their purpose, like "Current Quarter Slips To Focus On" or "State Views." Picking a title in the form of a question you want to answer about your book of business (i.e. “What slipped last quarter?”) is also effective. Additionally, look at deals that have been idle as you enter the new quarter. This helps prioritize deals at the start of the quarter to ensure they don’t lose momentum. Mid-QuarterArou

One of our Sales Leaders tells us only having the option to export data to a CSV file is problematic as those files can be difficult to work with.We would like to have an additional option to export data to an Excel (.xlsx) file. 

You can also find this information in our Knowledge Base.At Clari, we strive to accurately project your final number from the very first day of the quarter. We take pride in our Artificial Intelligence and our accuracy, but each business has its own unique challenges, whether they be data hygiene issues or process changes.Our AI engine automatically course corrects, identifies process changes, and accounts for data hygiene issues. But sometimes, the projection will not match your expectations or intuition. In those situations, it’s important to understand how to best interpret the projection and how to use it as a triangulation point. 

I have compiled a list of great Knowledge Base articles that we always share with our customers as part of the Clari implementation, which might be helpful. Enjoy.Forecast Building Blocks Forecast Playbook EXCEED Customer Day - Taking Forecasting to the Next Level Deal Level Forecasting (Opp Module) Renewal & Churn Forecasting Overlay Forecasting Product Level Forecasting

I would like to be able to filter the opportunities by the date the ACV FORECASTING was updated.  

Hi! In this 3-minute video, we’ll focus on how you can leverage the Groove Chrome extension while you’re in Salesforce. Learn how to use the Omnibar to access all the info you need to engage with your prospects or customers just like you would in your inbox or calendar without needing to leave your CRM. Keep track of any actions that are due (from Groove Flows or otherwise) and execute on them. 

Hello! I’m excited to share the latest on Groove’s Chrome Extension for Microsoft 365 users.In less than 10 minutes, we’ll clarify the difference between the Groove Outlook add-in and the Groove Chrome extension (you can use both!). You’ll learn how the new and improved Groove Extension for Microsoft 365 users allows you to access Salesforce data, Groove Flows, Activity, notifications, and more right in your Google Chrome browser. Finally, you’ll see how you can use the extension to review existing communications, and manage future communications with your prospects and customers where you already work. 

If you want your team to flock to Clari like Swifties to The Eras Tour, they need to have strong trust in the platform. Make sure to check in with your Clari team to review your CRM Score’s underlying data. Reviewing the full list rather than the Top 3 Factors previewed throughout our UI can exponentially increase the relevance and efficacy the CRM Score has. Simply open a case with our Support Portal or ask your Clari contact to send you a full list of CRM Score Factors once a quarter or whenever there has been major updates to your process or Salesforce environment, we can then help guide you to fine tune these factors. Configuring the CRM Score may look like excluding certain fields from the algorithm, making sure the fields are all still in use by your business and a compatible data-type for the CRM Score logic, or even segmenting the fields out for various teams using Clari. This will ensure that our powerful algorithm is capturing the best fields to give your team the insights ne

One of the top searches last month was "QBRs,"  so here’’s a list of resources to help leveage Clari to  run.QBRs  Slides: QBR Dashboard Guide. See here. Video: How to use Clari for your QBR meetings. View here Article:  QBR Dashboard Guides. Read here

Step 1: Clear your cache in ChromeClick the 3 dots in the top right of your browser Click Settings Search for “Cache” in the search bar at the top of the page, then choose the last option to clear browser data Make sure you select “ALL TIME” and then select Clear DataStep 2: Try reinstalling the extensionRight click the Groove button in Chrome and select ‘Remove from Chrome...’ Reinstall the extension here. Perform a hard refresh (Ctrl+Shift+R on PC OR Cmd+Shift+R on Mac) in your browser

Hello Clari Team, Please consider the following feature request:Add filter options for "3 Months Out" and "X Months out"Why?Sales leadership wants monthly forecasting for the next 6 months There is already a filter for "This Month" and "Next Month" There is no easy way to filter for "3 Months out" or "4 Months out" or "6 months out" Quarterly views are nice, but don't provide the granularity that I needThank you!

Increase the time period in the Close Date filter on the opportunity layout page. Currently its 2 years as of today but showing 2+ years to include the full fiscal year would help with reporting  Jan 2022 - Now

Managers know what a difference it makes when your tech provides transparency. The right tools provide easy visibility and surface actionable insights for you and your team so that you can spend your time coaching your sellers to be strategic. Think of the Clari revenue platform as your single source of truth, enabling collaboration and clarifying governance for you and your team. The Manager Learning Guide will walk you through everything you need to get started with Clari, build your expertise, and accelerate your career. It’s a journey. Here is your guide. Download the PDF attached to this post for links. 

Hello - Is it possible to download all user Quota data?

In funnel, if we are looking at it by created date, it would be nice to filter on close date to see the funnel for deals created and closed within the same quarter or a specific time period.