Product Q&A

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

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Have you ever been in these following situations before and struggled to gain context to take the next step?Curious to learn more about the latest feature launch but unsure how to explain about it in your customer meetings Trying to identify if someone on your team had any recent engagement via a call with a stakeholder from a specific domain/account  There is a new change in your sales process and you are keen to learn more about how your peers have incorporated these changes into their recent customer meetingsIf the answer to the above question is, YES, you are now extremely close to finding a way to identify a solution for the above situations.  And that would be by unlocking the power of Copilot’s Universal search.  This is where you find the search in Copilot.   These are the various parameters you can look for while leveraging the search: Run a search based on…Account Names Call Transcripts Meeting participants Meeting titles  Let’s dive into what these search terms would look li

For what feels like the millionth quarter in a row, users within your existing Role Hierarchy have changed roles, moved to new teams, left the company, or been promoted. When this happens within a Role Hierarchy, those users take the deals they owned and closed with them to wherever they land next. This can make historical reporting an exercise in keeping your sanity (sometimes we lose that fight). This occurs because of the limitations within Salesforce’s Role Hierarchy setup. Each user who closes out a deal will have that deal associated with them unless you move that deal or create a placeholder. We discuss how to do this and what it can look like here. Yet, each suggested approach Clari recommends is merely a bandaid fix for what is a structural issue when it comes to deal movement from your CRM, which may be fine if your sales team isn’t too big or you don’t experience changes often, but can be painful for growing sales teams. Enter “Enterprise Territory Management” (a.k.a ETM, or

You are reviewing a call but suddenly remembered a question from another call with the prospect two weeks ago. But you have forgotten what the meeting title was and you need to scroll down on My Calls for a couple minutes to find the relevant call. Has this happened to you before? If you’re looking to do a quick activity review on a certain account, the Account View on Copilot can be a quick and easy way to get context on a deal. It is your all-in-one review screen for all calls (or emails) with that customer or prospect. Here are how some Copilot users make the most of this view -Reps can use search within account view to find specific questions that they need to follow up on Sales Managers can view the entire engagement on a deal and search of key topics to see what has been discussed so far Customer Success Managers or Account Managers can get context before taking handover for a new customer from implementation team or sales Support Engineers can understand the issue discussed on a

This article provides best practices for uploading recorded calls to Copilot and manually inviting Copilot to your meetings, ensuring you capture important insights even when Copilot isn't automatically present.Let’s dive deeper into the usecases…1. Upload a recording onto Copilot:Missed adding Copilot to a recorded call? Don’t worry, you always have the option to upload it to Copilot and get the required insights. Here’s how👇 Some best practices to keep in mind while uploading:Make sure to give your call a title that makes it easy for you to recognize with whom this meeting was and about what (e.g. Clari <> Acme Inc: Platform Demo 1) Fill in the emails of all the external attendees- this is important as using that email Copilot will tag the meeting to the right opportunity and account. This way you can see all your conversations with an account in one place  Under reps- select yourself or other internal team members who joined the call Make sure the call recording file is in ei

As a recording user on Copilot your call recordings are made available for you to review within a few minutes of your meeting end time. The benefits of this are:You can now review your call almost instantly and follow-up on the action items that you had promised while on the meeting You are able to share the call recording with a relevant stakeholder (be it internal/external) and collaborate within a few clicks  Today, we are going to focus on 3 ways through which you can share your call recordings & also manage them within Copilot.  1. Sharing the entire call recording: Within a few minutes of you completing your meeting, you will be able to find a recording of the call available in your My calls/Team calls page within Copilot. To go ahead and share the entire recording, you would just need to follow the below steps (as shown in the GIF) Best practices to keep in mind: To add a layer of security while sharing these links externally, you can ask the viewer’s email for access and al

Attention Admins!If you are looking to track the adoption of Clari Copilot within your team, then look no further. We are going to tell you HOW? You will see a little graph icon on the top right labeled as “Activity dashboard” and this is where the crucial data lies that will help you understand which managers and reps are actually utilizing the platform and capabilities :    Your team’s usage stats are presented in two ways and you can easily filter for your own team or a specific user and your preferred time duration :  Coaching -> View insightful stats on reviewed calls, game tapes created and comments made on the calls by managers.Ask the managers to get started with reviewing at least 1 call per rep per week and add comments while at it to share feedbacks and tips with the team members so that their 1:1s can be leveraged for high-value conversations rather than simply reporting and updates.    Learning and Collaboration -> Get important stats on reviewed calls, game tapes wa