Product Q&A

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

With Auto Capture there is a setting to allow when you first sync emails back to Salesforce to include Past Activities.  This causes an issue because Salesforce displays the acitviities in the activity sidebar by the date they are completed..  This is an issue because on 1st sync because we are syncing completed emails from the past, all the activities are showing up for the month they are created… I checked this with Salesforce and they confirmed that the ‘CompletedDateTime’ is an audit field that cannot be manipulated.  As we are created the emails as Completed Salesforce is stamping this field as completed on the day they are created.. so instead of the emails showing up in salesforce on the day they are sent they are showing up on the day they were created…HAS ANYONE ELSE HAD THIS ISSUE?  and was there anything you were able to do to recitfy it or did you accept all emails were completed on the day they were created? Actual response from SalesforceI appreciate your patience and und

Hi all - I'm wondering if you might have any best practices for forecasting holdovers? Our planned approach is as follows:Parties who will receive crediting for holdovers areOpportunity Owner FY25 Account Owner Mgmt hierarchyParties who will NOT receive crediting for holdovers areOpportunity Owner Mgmt hierarchy: FY25 Account OwnerThis means that simply following the mgmt hierarchy for crediting (as we would normally) won't suffice. Appreciate any guidance you might have.

Recording: Summary:Building unbreakable buyer trust is the difference between beating your year-end goals or falling short. As you sprint toward year-end, your success depends on removing buyer doubt and de-risking your pipeline. In this webinar about effective buyer collaboration, you'll discover how to: Create differentiated buying experiences that strengthen your pipeline health Increase win rates with mutual action plans that reduce buyer risk Use proven collaboration strategies with Clari Align Free Tier This event is for sales leaders and executives who want to convert and close deals faster in Q4.Notes:  Introduction: Greetings and initial chat about video quality and closing unnecessary apps for better streaming. Preparing to start the webinar, with a light-hearted mention of having cold instant coffee. Start of the webinar: Reminder for participants to use the chat feature and share their locations. Various locations of participants mentioned, including Seattle, Portland,

Revenue and Sales Operations professionals have one of the most important roles on your revenue team, serving as the quarterback for different teams and divisions.  Groove helps you streamline your operations to drive revenue precision using advanced automation.  Save Time Spent on Administrative Tasks When executing administrative tasks, it's important to be as efficient as possible. Automatically leverage the work you’ve already done in Salesforce to create and configure users in Groove.Configure users and instantly assign them licenses and enable/disable sync Add users to Teams and automatically assign them to existing profiles in Salesforce Provide training for users following initial onboarding with best practices Master Flows Global Automated Actions  Customize Based on Role, Team, etc.Configure Groove Omnibar Views, Calendar fields, Scheduler Meeting Types and more so users only see what’s important for their specific role, team or division.Use Profile Settings to showcase diff

If you’re an admin, you don’t need us to tell you that over time, your teams, roles, Salesforce fields, and processes will change. It’s important to keep Groove aligned with all of that. So what are the best practices to keep Groove up to date? Watch the video below to learn about what you should monitor on a monthly, quarterly, and annual cadence. 

Take a peek into a day in the life of manager, powered by Groove. You’ll learn how to analyze both the quantity and quality of the activities your team is spending their time on, and make sure the team is executing on the plays that you design with Flows — you can even assess how well those plays are still serving your team. You’ll also see how Groove can show you when reps are making calls and when those calls actually conver to conversations. These are just a few of the tips for managers you’ll find in the video below, so click that play button!  

In the vast digital landscape, where communication is predominantly carried out through emails, ensuring your messages reach their intended recipients is paramount. One crucial metric that plays a significant role in this process is the Sender Score. This mysterious numerical value holds the key to understanding how your email reputation can impact the deliverability of your messages. What is the Sender Score? The Sender Score is a numerical representation of the reputation of your email-sending practices. Ranging from 0 to 100, a higher score indicates a better reputation, while a lower score suggests potential issues that may affect your email deliverability. The Sender Score is based on various factors that collectively evaluate your email-sending behavior.Factors Impacting Sender ScoreEmail Engagement Metrics:Open rates Click-through ratesHow Groove helps: Stay on top of when recipients are interacting with your emails by tracking them for opens, clicks, and replies in both Gmail a

Take a peek into a day in the life of AMs and CSMs, powered by Groove. You’ll learn how notifications to your inbox help you dive right into your To Do list and automate your workflows so you have more time to focus on important introductions and touch points. You’ll also learn how the omnibar helps you maintain visibility into your accounts and update important details about your accounts directly from your calendar on meeting-filled days. These are just a couple of the ways that Groove can help you manage strong relationships with your customers, so click the play button below! 

Take a peek into a day in the life of an AE, powered by Groove. You’ll learn how to streamline opportunity management without leaving your inbox using the Omnibar, operationalize personalization and A/B testing with Flows, and provide a single source of truth for the latest updates on your deals using Groove Notes. These are just a few of the productivity tips you’ll find in the videos below, so click that play button!  

Ideally - As a rep stars an opportunity, it automatically flows to their forecast, rather than having to copy and paste the sub total of starred opps. As is, a rep is starring their January forecast opps, copy and pasting the sub total into the corresponding forecast month. Then, they have to un-star the same opportunities and star their February, copy and past the value into their forecast. So on and so forth. It would be much simpler if the starred opps would flow to their forecast totals for the month based on current close date. If the rep could leave their opps starred, it makes for a quicker conversation with their manager as to what deals they are calling for the forecast. Piggy backing off of that, it would be nice if starred opps had visibility to at least their manager. 

With Align, we’re reframing what collaboration means—not just internally but between buyers and sellers. The Align Call Library is available now, and Collaborative Workspaces will be coming soon. Safe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion. If you don’t use Align today, and want to learn more, reach out to your CSM or AM. If you already have Align, you can learn more about it (and get certified) in Clari University.Which stakeholders do you see the new capabilities in Collaborative Workspaces allowing you to bring into the buying process more seamlessly?

ICYMI—Wingman is now Copilot, Clari’s real-time conversation intelligence platform. RevGPT (ChatGPT’s cousin with a quota) is Clari’s generative AI and there are several capabilities already in early access, including one that Phil Cooper loves and uses every day: Smart Call Summaries. Also available in early access: CI-powered deal inspection. To join or get more info, reach out to your CSM or AM.Safe Harbor Statement: This presentation is intended to outline Clari’s general product roadmap and vision. It should be used for informational purposes only, and is not a commitment to deliver any specific functionality. This presentation cannot be incorporated into any contract and should not be used when making decisions to purchase. The release and timing of these features remains at Clari’s sole discretion.Beyond battlecards, summaries, and follow ups, what other work can you see RevGPT helping to automate for you?

We all know about our good old Battlecards.If you don’t, you must!Battle cards are real-time cues with pitch points and links to relevant content to support your customer-facing conversations and keep the call interactive and high-value.But, here's the million-dollar question: Are there any guidelines to follow while creating these cue-cards? And the answer is YES! What varieties of battlecards to create ?        ✅ Create 4-6 Global CategoriesProduct Battlecard Example:  ‘{Product Name}’, ‘Integration’ Sales Process Battlecard Example:  ‘Security Review’, ‘Implementation’, ‘Next Steps’ Competitive Battlecard Example:  ‘Gong’, ‘Chorus’, ‘Boostup’ Objection Handling Battlecard Example:  ‘Expensive’, ‘time to value’, ‘Change management’, ‘Limited Resources’ Integrations        ✅ Maintain 4-6 published battle cards per category  How to choose the trigger words?Choose words which are directly correlated to the subject What we anticipate the prospect/customer to say/ask about in relation

Managing a team and ensuring you are able to provide all your reps with actionable feedback on all their customer conversations is definitely a challenge as it is time consuming and takes some effort. Most managers tend to push call reviews and feedback as a wish list for a non busy week. This wish list can become a reality when you start to leverage the power of Copilot’s filters and slack alerts in your process coupled with providing feedback via comments/scorecards. Wondering how? Let’s dive in.  Let’s take the case where your team has about 25-30 calls recorded in total this particular week. From a manager lens, it’s definitely not scalable to review each and every call recorded within Copilot. This is where leveraging Copilot’s filters and slack alerts act as a game changer to provide you visibility into only calls that interest you. Let’s walk you through the steps on how you can set this up.  Step 1: Head to Team Calls within Copilot and use the + More filters option to select t

Find enablement topics.Putting together relevant content.Track if reps completed their trainings. Sounds familiar? Here is the 4 step process on Copilot that can simplify your life as an enablement manager. Step 1: Identify areas of improvementAlready have a few topics in mind? Skip to step 2. If you don’t know where to start, you can use our Topics feature to identify commonly occurring keywords where your reps might need help with their talk track. Common topics to review are - competitors, new product lines, value proposition and technical demos. Copilot comes with preset topics, but you can setup custom topics by reaching out to your admin. Once setup, visit Topics Dashboard and click into common themes to review how your reps are handling those topics. Step 2: Set up the right folder structureWith gametapes, enabling your sellers becomes quick and easy. You can add real-life conversations with customers to the gametape folder of your choice and track when your reps are reviewing i

Looking to uplevel as a team manager and get more insights from Copilot? You are in the right place. Here are three common questions that managers can answer using Copilot  dashboards. Where is my team spending their time?Are you spending most of your weekly 1:1 on your rep’s recap of last week’s activities? Start your week right by having this information handy and discussing ways to collaborate with them instead.What proportion of their time are they spending on conversations with prospects or customers? Are there ways you can help them be more productive? Find out what calls have happened in the past week by heading over to overview dashboard and understand how much time they spent on calls. Review a couple of relevant calls to understand what was discussed and share feedback in comments, as needed. Did they use Copilot to prepare for their meeting? Did they write a follow up email or share feedback with the product team after their calls? Check their Copilot usage on the activity

With the warming 🌞 temperatures recently, it only felt natural to share how Clari’s AI projection continues to be a HOT 🔥topic.But first, here’s a terrible, but related joke before we dive right in to the important stuff.Q: Why did the cartographer increase the temperature of the room?A:  To draw a Heat Map! AI PROJECTION HEAT-MAPPING:We all know Clari’s AI Projection helps sales teams understand where it projects you’ll land in the quarter based on your historical conversion rates the past 4 quarters. Creating an AI projection “heat-map” can help you visualize projection trends and spot when in the quarter the AI projection starts to become more ‘accurate’ (lime and green colors) and what weeks typically experience the least amount of projection accuracy (yellow and red colors).Every business is unique so it’s hard to provide a one-size fits all approach in explaining the trends you may be seeing. But as we all know, garbage data in = garbage data out . Your reps play a pivotal role

Hi, is there a way to filter opportunities where a data is “empty” ?When creating a dashboard widget I can see those as “Value Not Assigned”, I’d like to filter only on those.  

Hello there! Ryan here, one of your weekly Office Hours hosts. You probably noticed that we started covering a featured topic every week (i.e. Dashboards, Pulse, Trend, Flow, Expanded View). I am curious, what other topics would you like to see us cover? Should we have a rotating calendar of 5 or 6 topics so that you can join us when you have questions about those? Let me know your thoughts in the comments below!