Product Q&A

We recently updated the User Management interface within Studio.Based on user feedback, we made the following improvements to the existing functionality:Made changes to the location of filtering, search, and impersonation Introduced column groups and column actions Added the ability to modify user Clari ID or delivery email address Added the ability to link user accounts (if they have multiple Clari accounts)Watch this video or read more about User Management interface here.Click here to watch a 3 minute video 

We are working to Implement Groove at our organization and we currently use Microsoft O365/Outlook.Problem: when emails are sent via Groove from Outlook, they are often found sitting in drafts and usually send.  Some emails remain in drafts and don’t ever send.It was recommended that we disable Cached Exchange Mode in Outlook; however, that’s not advised by our IT department.Has anyone else dealt with a similar issue? Open to pursuing other options.Thank you! 

Sometimes, you need to give other people at your organization access to view Forecasting in Clari. One of my customers recently needed to give some members of the BI team access to Forecasting. This is actually a great time to use Forecast Sharing.Since these developers only needed view access to Forecasting at the highest level, we simply shared the CRO’s forecast with them, giving them read only access. It didn’t even require setting them up with a forecasting role. Easy!

Implementing monthly forecast calls in addition to or in lieu of a submitting quarterly number can be the right decision for your revenue teams if you want to increase forecast accuracy and drive more discipline around your forecasting process to avoid the ‘hockey stick’ where most deals close (or slip) at the end of the quarter. There are, of course, benefits and drawbacks. You also have a couple of options when it comes to how you implement this for your team in Clari. Check out the different setups below (or in the PDF attached) to see if monthly forecasting might be the right call for your team.  

Hi, could someone explain to us what is meant with the different modes? For example, what does PAFO as abbreviation mean? Also, how can I exclude different product lines when those are sold soley and not in combination with other products? Best regards, Ulrich

Hey folks, I need to reassign our Clari Integration User from user X to user Y. Both users are already in Clari. Can you provide guidance on how to complete this? Thank you!

Hey everyone! Check out the Groove Extension – it's a game-changer for simplifying meeting prep and Salesforce logging right from Google Calendar. This video shows you how to set up meetings, add contacts, and save events to Salesforce effortlessly. Plus, get handy tips for prepping, reviewing data, and updating Salesforce fields during and after meetings. Oh, and stay tuned for the upcoming integration with CL CoPilot for even more insights! Can't wait to try this out!  Key moments:• Set up a meeting with auto logging - [0:00]• Add a teammate and contact to the guest list - [0:37]• Add a new contact to CRM - [1:05]• Prep for upcoming meetings - [2:19]• Update CRM fields post-meeting - [3:36]

Watch the video below to learn about tracking emails with Groove, focusing on engagement data, email logging, and reminders. You can track the performance of emails, set reminders, and log emails to CRM. We’ll also cover your engagement history, how to track email opens and clicks, and notifications for real-time engagements,Key moments:• Automatically log emails- [0:00]• Related records - [1:07]• Log custom CRM objects - [1:43]• Confirm of email logging setup - [3:09]

In this video, learn about how to review your email engagement history, including email open and click details with real-time notifications.Key moments:• Engagement history details - [0:00]• Upcoming updates to notification hub - [0:54]• Enabling email open and click tracking - [1:06]• Share engagement data - [1:44]

 Hey there! I’ve got another short video to show you how to use the Omni Bar to dig up all sorts of info about prospects — from custom fields to related records and activity history. In this example, we even spotted a prospect searching for a new solution and checked for pending actions. Oh, and don't forget the personal touch! We scoped out LinkedIn profiles for some extra personalization. Then, it was time to draft those emails using templates and track them like a pro. Cool, right? It's all about making those connections!Key moments:• Omnibar updates based on recipient - [0:01]• Activity history and email correspondence - [0:29]• Personalization - [0:29]• Eemail templates and tracking options - [1:06]

 Hey folks! So, in this video, we're diving into Salesforce's email logging feature. It's pretty cool because it automatically logs all your emails and links them to the right contacts, opportunities, accounts, and more. You don't have to manually attach them - it's all done for you! We'll talk about how contacts get pulled in automatically, choosing related records, and even how opportunities are scored. Plus, there's an option for logging custom objects and selecting multiple related records. Lastly, we'll run through setting up your emails and making sure they're logged correctly. Cool, right? Let's get into it!Key moments:• Reminders - [0:25]• Email logging  - [0:59]• Multi-select related records - [1:31]• Engagement history and notifications - [2:43]

How are you creating your dashboards for this? Should I give my reps access to it?

See attached  -- The Future of Sales Study, from Deloitte, a leading consulting firm. It examines how leaders in Software and Tech make sales strategy, process, and technology decisions to drive profitable growth.Enjoy!  

Hey folks, Is there an integration between Salesforce and Clari for Quotas? Or is the required route to export the Quota CSV from Salesforce and upload it to Salesforce?

Sellers professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The Sales Rep 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. 

Customer Success professionals know that the right tools can make or break your day to day tasks. The right tech facilitates productivity for you and visibility for your manager. The Clari revenue platform enables cross-functional collaboration and clarifies governance across your GTM team with a single source of truth.The CSM + AM 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. 

RevOps professionals know the importance of having your tech dialed in to your process. The right tools reinforce your standards and facilitate productivity for sellers, provide easy visibility and surface actionable insights for leadership, and give you time back to be a strategic advisor to your organization. Think of the Clari revenue platform as your equipment to operationalize the revenue process for your organization, enabling cross-functional collaboration and clarifying governance across your GTM teams with a single source of truth. The Admin 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. 

What is the easiest way to clean up an organization’s flows that are not getting used? We recently went through implementation and some of the old flows/sequences we migrated into Groove are no longer needed and seem to be adding a lot of clutter.

Clari has a handful of unique and incredibly useful terms that appear across the platform. The more familiar you are with these terms, the more you will get out of the time you spend in Clari. While we have definitions documented within overviews for modules like Flow (towards the bottom) let's take a moment to put these definitions into even simpler terms. For the sake of our examples, we’ll be talking about these terms specifically from the Flow module. Most of the terms we will be covering below are oriented to a variable. Knowing when and where that variable is Stage over Close Date or Forecast Category will help make the following terms even more clear. What is "Scope"?Let's start with getting the basics out of the way. Within Clari, you will only see the deals that are relevant to you by default. This is what we call the "Scope". Essentially, Scope determines what part of your hierarchy we are looking at. For a rep, they will see the deals they own and only those deals. For a man

Check out this article on how to log in to Clari.

Whether it is a rep or a leader, when a member leaves the organization or moves out of your Clari hiearchy, it is important to know the proper steps and impact of this change.The first things to consider are:When a user is deactivated in Salesforce, Clari will automatically update that user to revoke their access to Clari. BUT that user will not be automatically removed from Forecasting. Removing a user will remove their owned opportunities from future AI projections in Clari. To avoid this, make sure to reassign opportunities to existing members or to a temporary account.Depending on your use case, here are additional articles that can help guide you through your next steps:How to revoke access to ClariGuidelines for deactivating users in ClariNot leaving? Guide to transitioning Sales Reps

Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X.  How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter? Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?

Open the Actions drop-down in the upper right of the Opportunities Module, and click Configure Columns to adjust which columns you see in Opportunities, and to change their order. The Configure Columns pop-up modal will look something like this: a. Toggle columns on or off to show or hide them from your grid. b. Click and hold to drag and drop columns in the order you want.

Revenue Platform leader infuses purpose-built AI throughout every revenue workflow so teams can stop revenue leak and capture more revenue.SUNNYVALE, Calif. – March 13, 2024 – Clari, the leading Revenue Platform, today announced several powerful updates to RevAI, the company’s industry-leading Predictive and Generative AI capabilities designed to help revenue teams stop revenue leak and capture more revenue. Instead of devoting hours to laborious meeting follow ups, frontline teams can leverage RevAI's new capabilities– Ask Clari, Smart Chapters, Smart Feed and Smart Follow Ups– to automatically identify and execute the right actions to improve conversion and close rates. Sales reps and frontline managers are overburdened with manual processes that contribute to revenue leak and take time away from selling. Clari introduced Predictive capabilities in 2013 and Generative AI in 2023 -- making RevAI the first comprehensive, purpose-built AI for RevTech. RevAI is built to support the workf

Would be great to bring back the ability for anyone to submit a support ticket, or at the very least, the ability for internal IT (without a Clari license) to be able to submit tickets as well.