Product Q&A

Finding people who drive revenue in your organization can make or break your revenue process. The question at hand is this: how do you discover, attract, and keep top talent so you can boost revenue? Amy Volas, Founder and CEO of Avenue Talent Partners, has mastered the successful hiring strategy and wants to share her secrets with you.In this episode of the Run Revenue show, Amy shares the essential criteria to follow when looking for top talent - from evaluating a candidate's mindset, dedication, alignment with the company’s values, and more. Here’s what’s inside: Understand alignment and engagement. When hiring, it's crucial to define and align the skills, will, and engagement required for the role. Look for those who actively listen, show engagement, and demonstrate a proactive attitude during the hiring process. The deal breakers include arrogance, ego, and disrespect towards team members, as well as a lack of preparation. Focus on real qualifiers and results. Look beyond educatio

Hi Team, I noticed that the filter for Deal Size allows us to filter deals “Less than 0” or deals “$0-1k” but not to exclude deals that are actually $0. I am requesting an update to this Filter as our organization can tend to have deals that are exactly $0 that need to be excluded / removed via Filter and there is no way to currently do this without also excluding low $ deals.   

What are some resources to learn about revenue operations? Interested in:Different types of platforms How to work with my sales team What are some key reports I should createMy company is small, so not sure I am ready to purchase a product. So, for now, just want to learn the basics.Thanks

Hello Clari Community!My name is Joe Gonzalez and I lead the West Account Management Team at Clari.I have a Crystal Ball that I’ve been sharing with customers during Sales Leader Syncs but I felt compelled to share it at scale so you can all start benefitting from it.Clari’s AI has been calling within ~$30k of our quarterly number in the first week of the last few quarters and that incredible predictability is stemming from the data quality driven out of our “Pipeline Hygiene Dashboard”.I’ve shared how we use our Pipeline Hygiene Dashboard with our Customer Education Team and they’ve created a step-by-step Dashboard Guide in the Customer Help Center in case you’d like to build one for your team. Take a stab at it or reach out to your Customer Success Manager at Clari if you need any help!Pro Tip: Put the link to the Pipeline Hygiene Dashboard on a weekly recurring calendar invite the same day as your 1:1’s to remind the reps to “clean their room” before you meet. This will drive more e

If you missed the 13-week overview of the most pressing questions Revenue Leaders can “Ask Clari”, OR if you are interested in resources to share with your teams around the cadence questions we discussed — check out this page for access to Slideware In-app guides Videos  LMS resources   While our 13-week series is done, the conversation doesn’t have to be.  What other questions do you want to “Ask Clari”?  We’ll keep this subtopic to share all of the revenue questions you can answer with the Clari platform.

Quick Links:🏠 Align Home Overview➕ How to use the Next Steps Block and add Template Snippets🎯 Create an Exec Summary using Objectives In Align Home, Asset Blocks are a quick way to group resources and highlight important ones for visitors to have front and center on the front tab of your workspace. Here’s how:(1) 🖼️ 🖼️ Gallery View - Group & Organize Resources in an Asset BlockHave multiple files you want to keep organized and have visitors to see right away? Add an asset block, select Gallery View, and click to add multiple Assets. You can add from your computer, the Library for this workspace, or a web link.❗️Note: When you add an asset from your computer directly to an asset block, it is automatically added to the Library. So you can add it here first! Organize resources in Gallery View(2) 📸 Hero Shot - Spotlight a Resource with the Hero Shot Is there a specific resource you want front and center, like a recent demo, call recording, file, etc.? Add an asset block, select He

Next Steps + Template Snippets help you build out the timelines progressively as you learn about the buying process. (1) 🚦Capture action items & drive accountability on timelines in Next StepsYou can can add:The What: action information The Who: Assignee, and use the @ menu to tag others The When: an optional due date The Context: link Library files for context through the @ menu (2) ➕ Add Template Snippets to build your Mutual Action Plan bit by bitAdd templated milestones (Template Snippets) from your templates by going to the Plan Tab and clicking Add From Template:  Quick Links:🏠 Align Home Overview🖼️ How to use Asset Blocks🎯 Create an Exec Summary using Objectives

Mutual Business Objectives are a great way to collaborate on your customer’s pains and strategic initiatives. Add the Objectives block and choose from the “Add Objectives” menu.Your org admin can edit the Mutual Business Objectives to create the right prompts for your business You can always customize a templated Objective to better suit your needs and the language your customer wants to useExamples of Mutual Business Objectives  Objective Prompt/Templated Content Why Anything? or What we Heard What are the challenges the customer is experiencing that they are hoping your product can help with?   Example: {{company}} is going through the following challenges as they try to scale: Data is siloed in different places, making it outdated and difficult to use for analytics Too much manual work at a time when resources are constrained Why Now? What are the reasons/compelling events that have made it urgent to address the challenges right now?   Exampl

Hi,Two issues, related - 1. We have checkboxes on Contact level for Key Personas (Champion, Economic Buyer, Decision Maker etc.)Also, a seller can indicate who’s the Champion / Decision Maker etc. on a specific Opportunity. How can we pull this info to Account / Opportunity activity in Clari? Our dear CSM was told the only way is either to create rules based on titles (where there’re too much variations and is not good enough) OR if the contact show under “Contact Roles” on the Opportunity - which again, not ideal and will require to develop extra process in our SFDC. This is not ideal or necessary if we already have this info on Contact level and on Opportunity level in some cases.  2. Assuming point 1 is resolved and we manage to connect activities with Key Personas - as far as I know this information is showing only in one by one review of Opportunity or Account.Meaning, I can review if any activity was made with an Economic Buyer for opportunity X or account Y. But… is there an opt

As your company adds more products to your portfolio and specializes revenue teams, you may want to set targets and forecast by your different product offerings, and even allow other teams (i.e. Marketing, Product) to view the forecast to understand how your products are selling. Having a Product Mode in Clari can provide Marketing with visibility into which products are in low/high demand to prioritize their efforts. Similarly, Product can identify where they may need to devote more resources for further development. If you’re a supply chain company, you can leverage a Product Mode to forecast your inventory levels to meet customer demand. One important item to note about Product Mode is that each row in the Opportunity Grid will still represent one opportunity no matter how many product line items are present for that opportunity. It’s recommend to only add the aggregation field from the product line item to your Opportunity Grid and Details layouts. Other fields on the product line

Similar to many of our Clari customers, you may be wrapping up the year while also focusing on next year. The next year brings new opportunities, process, business objectives, and so much more. While you and your entire Rev Ops begin next year planning, its important to keep Clari top of mind.This is the time of year where I’ve seen many of our mature customers begin the process updating their Clari platform. By leveraging our self-serve Field Configuration, this is a great time to remove any stale fields you no longer need in Clari, while also adding/ordering fields that will be critical for next year. It may be time to remove that ‘Covid-19’ checkbox field that has been pestering you all these years 😉.Maybe your forecast process is evolving as you continue to grow with Clari. The new year is a great time to implement new processes and change up your forecast cadence. If you’d like to make changes to your forecast tabs or columns, reach out to your Clari account team to get the conve

Let me take you inside last week’s Board of Directors meeting. 👇 This is the flow I presented. Diagnosing pipeline movement in Q1 and giving the board confidence in our go-forward plan. The question of “WHAT’S HAPPENING TO MY PIPELINE???” is on every revenue leader’s mind right now. And board members are no different. After my preso, one of our board members said: “I wish all my portfolio companies had this level of visibility and rigor.” 😉 My response: “They can, with Clari. This took me 10 minutes.” My past life was trying to do this analysis in BI tools and CRM. After painstaking effort, I never got satisfactory answers. Clari is purpose-built to run revenue. It’s an absolute game-changer. **All of the data in the slides is fake! It comes from Clari’s demo instance. Some of the numbers don’t exactly tie out, but the workflows for aggregation and inspection are still totally valid.   

 My organization wants to see the product make up of each of their opportunities. The problem I’m running into is that my account detail/grid only shows one line item, and doesn’t show the full product mix that is associated with the opportunity. For example, if my seller has put together an opportunity for products A & B the grid and detail will only reflect the product name/product code of the line items with most quantity.  I’ve tried grouping my opportunities and layering in Product information in a stacked bar chart, but the problem I run into with this is Clari buckets some of the Products into “Other” rather than displaying their full name/product code. This could work, but I don’t know how to prevent Clari from bucketing some values into “Other”. Does anyone know how to display all products associated with an opportunity either in the Opportunity Grid/Detail/groupings? Or, does anyone know how to prevent Clari from bucketing my groupings into “other” so I can show an accura

I’m trying to build out a standard board deck using Clari. The most important thing we measure at that level is average productivity or AE productivity if you prefer. Has anyone built something like this?

Here’s the truth: It’s harder than ever to pierce through the noise and earn prospects’ attention. Co-prospecting — the strategy of collaborating to identify, nurture, and convert leads — is the new way to boost meeting rates and close more deals.  During this power-packed 45-minute webinar, attendees discovered:  The fundamentals of co-prospecting and why it's crucial in today's sales landscape Proven techniques and strategies to optimize your co-prospecting efforts How to leverage Groove Spaces for co-prospecting and account planning   This event is for sales leaders and practitioners who want to make an immediate impact on pipeline. Watch the recording here.

Can we please allow more options to build out the column view? I am looking for State to be included but other CRM fields would be great. As a leader across a larger geo being able to look at the opps by geographic data points too

Check out the chart below. Halloween is becoming a bigger business every year. This can impact your site traffic, your sales, and your time (as your kids ask for more Halloween goodies).What costume are you wearing this year? This year, I am probably going to be a security guard or secret service agent since my kids want me to stand 10-15 feet behind them so I don’t embarrass them.Happy Halloween to you and your families!  

I can’t seem to find in Clari Studio where to set up filtering and sorting by CRM score.  Can someone point me in the right direction?

 Kyle Coleman recently joined the Sales Tech Deep Dive series to discuss revenue technology industry trends, Clari's product strategy, the growing role of RevOps, AI for sales teams, and more. Check out the full video interview and transcript. Here are the panelists:Kyle Coleman, CMO at Clari David Dulany, Founder and CEO at Tenbound Nicolas de Kouchkovsky, CMO at CaCube Consulting David: Hello, hello, hello, everybody. Welcome to the Sales Tech Deep Dive. I'm joined today by my esteemed colleagues and partners in crime, Nicholas and Kyle with Clari. How you doing today, guys? Kyle: Living the dream, as always. Nicolas: Great to be here. David: We've seen a lot of consolidation happening in the sales technology space, and they're starting to be the emergent players. Nicholas has some some nicknames them. Craig Rosenberg calls them the "alpha platforms" that are forming, and we want to get Clari's take on this situation and and really dive in and give people an understanding about how y

Hi Team it would be super helpful if the Activity Detail that is available in the Forecast and Opportunities modules was also available in the Account module. 

You go to your favorite search engine to answer all of your pressing questions. 🔎 Why don't you interact with your revenue platform in the same way?  Just as a search engine provides you answers to your critical questions, Clari analytics provides answers to the most pressing questions we hear from revenue leaders. ❓❓ Join us over the next 13 weeks as we showcase how Clari’s own Revenue Leaders “Ask Clari” these questions. Subscribe to get updated when each question drops 👇🏼 and join the discussion! Eager to see how the questions you ask of your business compare to the full list? Curious how you build these into your cadence to run revenue for your team? (Hint: 13 is not an arbitrary number) Consider this graphic a preview of the discussions to come: 

What would be the best way to view deals that have had their close dates pushed (i.e. could have moved closed date in qtr, not just slipped to future quarters) in a certain time period?  Flow only gives slipped deals where I would like to know which deals have had their close dates pushed? I know we can visually see this on the opportunity grid but wondered if theres a better way to do this? 

Hi,Is there a way for me to see a list all Ideas created by me, regardless of their status?I know I can see Activity, Followers, and Following in my Profile, but I can’t find a comprehensive list of Ideas created.I think I have created an Idea for a New Feature that sales leaders keep asking me about. I do not want to repeat it, but can’t find it.Thank you

Hi - we switched from Outreach to Clari auto-capture.  We have been getting consistent feedback that reps are missing the toolbar functionality that highlights when prospects open, click, and engage with their emails.   Cirrus, SFDC, etc offer this functionality as well.  Would love a Clari extension that enables this.  Crucial to remain competitive in the activity tracking space. 

Align users an be associated to more than one Align organization. The most common situation is that you’re a Seller in your own org, but a Buyer in someone else’s org.The Align Org Switcher lets you jump between the orgs.If you belong to more than one Org, you’ll see a colored box next to your name.Blue -- you’re a seller Green -- you’re a buyer Just click to switch orgs.