Product Q&A

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. 

Do Clari users, who are just a “viewer” vs. a contributor or manager, need a Salesforce (CRM) license as well?  Thanks in advance!  

For a manager the blue team rollup is not showing/displaying an aggregate total value for a forecast field.Example: Example where aggregate total value is displayed:if at least one of your team members has an incomplete status "null" for their forecast call, you will not see the Team Rollup in blue. See screenshot below for what a incomplete "null" forecast call looks like for a team member:

In this guide, we will cover how to action the following steps: Executing Flow Steps Executing Email Steps Executing Auto-Send Email Steps Executing Call Steps Creating a Salesforce Campaign from Your Flow  Executing the Actions from your Flow.You will be sending emails, logging calls, and completing tasks in what we call work steps in Flow. You'll know a step is due for action when the icon of the step turns Groove blue: Click on the blue icon with due actions to start emailing or calling your clients! For 'Send an Email' Steps:On our email workstep page is where you can customize and personalize each of the emails before sending them: When you're ready to send them out, you can: Send each email individually or you can send in bulk by clicking 'Send All' in the upper right-hand corner Schedule individual or all emails by checking the 🕛 (clock) icon next to the 'Send' and 'Send all' button Send only the first "x" amount of items in the list by typing in the number of email

Hi all, Looking to bulk pause flows on certain accounts but can’t seem to find a way other than going to the outbox on certain flows where users on an account have been added and cherry picking to remove them.  Any ideas for a workaround? 

Manager, Commercial Account Management Joe Gonzalez ( @JGonzalez) , shared that one interview question he asks every AM candidate is, “you have a large number of accounts; how do you prioritize that book?” The answers he gets are varied, but the key 🗝 to how he actions this for his team is by using Accounts in Clari.   See how he answers, “Are we engaging with our top accounts?” at week 4 of the quarter: How do you prioritize your top accounts? Note: Accounts is a Clari add-on. If you are interested in learning more, contact your Clari Account Manager.

Hi all :)I was wondering if it is also possible to have a normal login option instead or in addition to SSO?By normal I mean with a user name (email) and password. I didn't find any resources on that.Any suggestions on how to enable this?

Is there anyway to bring Contact Roles into our reporting in Clari?

How often should I meet with my sales team -- as a group and for 1 on 1s.??What should be discussed in these meetings? What metrics should we look at?Thank you

Hi,Does anyone know if it is possible to download the data from the trend analysis tool?Thanks.

I want to link directly to opportunities in the grid view from tools outside of Clari, rather than provide a link directly to Salesforce, I want our AEs to go directly to that opportunity in the grid. Is this possible do we think?

Is there anyway to get Forecast view notes to export in the API does anyone know please?

Clari’s Valentine's Day Poem  There is love in the air, but are your deals taking flight?Dive into Clari to uncover if things are going south or just right! First, click into Pulse, how’s the quarter playing out?Are opportunities progressing or is your team shrouded in doubt? Next, head to Trend, to see conversion rates.Are they what you expect? Are you and your team carrying their weight? Now over to Accounts, what’s going on in your book?Are deals being worked on or perhaps a few overlooked? Then jump to Opportunities to view what’s in play.Here, you can create saved views for this quarter, next month, or even just today! Lastly, Forecasting gives you a holistic glimpse at a glance.Where you can flag risk, and mark outlier deals that still stand a chance! Clari, my love, you're a beacon so bright,Guiding businesses through even the darkest of nights. 

There are some scenarios where the forecast call only needs to be made at a certain level in the hierarchy - e.g. only the individual ICs need to make the call, or maybe only the manager levels need to make the call.  It’d be great if we could mark a forecast call column as not required for a role type so that they dont see the red “x” if they don’t populate that forecast call.

Is it possible to limit which fields are shown in a given mode? I’d like to import a bunch of different fields from Salesforce that are relevant to my business unit and how we track opportunities, but they aren’t relevant at all to Sales in the general sense. It would be great if I didn’t clutter up the main views that Sales use and have my team use a specific view for our purposes that expose the fields we primarily use. I know that folks can use the Configure Columns feature to turn off fields they don’t want to see, but with hundreds of users, it’s unlikely most will do that. I was hoping to be able to filter that down before it even gets to their particular view/mode.Thanks

Is there a way to quickly reset all of the opportunities I’ve starred without manually clicking them all? Thanks

As a revenue operations team that manages a SaaS portfolio, it is critical for us to forecast three numbers; Renewal, New Business (New Logo & Expansion), and Total Amount. In our Forecast view, we can easily separate based on the associated SFDC fields. If I am looking to show only the new amount or Renewal amount in a dashboard view is that possible. Simply pinning a filtered view seems to only pull from the total amount field.  Ie. How many deals have impacted Commit decreasing (ie. slipped, closed lost, downgraded)? What is the total of new business? Renewal Business? Right now I can see I lost $100 but I cannot see that 50.00 was new business and 50.00 was renewal. Can Clari support this kind of view? 

 One of our customers is rolling out a new internal account review process for out top strategic accounts. Has anyone else done this? Can you share templates, best practices, etc? 

If you are tracking products/product families in your CRM, you might be interested in evolving your forecasting process to be more precise and segment forecasting by products. 💡Clari can help you achieve this by configuring the Forecast module to surface insights about your Products. Here is a quick introduction to this concept in Clari as well as what to expect operationally: Introduction: Watch the Product Level Forecasting Webinar (15MIN, + Q&A)  Review the post, How do I forecast by products?  Confirm answers to the following basic requirements: Product Filters  - How do you define each product or product line? Product Filter Segment - Are products also bundled into 'product families'? Relevant Amount - What amount field do you aggregate on? Forecasting Cadence - Who is responsible, is a Forecast call required?  Example from Clari Demo Environment:  THE DISCOVERY PROCESS: WHAT TO EXPECT NEXT?Now that you’ve learned some of the basics and consolidated the foundations of what

Allow for more characters when adding comments to Next Step