Product Q&A

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.  

Something I actually just learned this week is that when you hold down the COMMAND or Windows key on your keyboard, you can select multiple groups (i.e. so you can add a group for stage and then focus on all the deals in stage 3 or 4 by selecting those two options) within the opportunity grid. Just a little time savings nugget that hopefully makes selecting groups a little bit easier 

Hey Clari Community!As we’re all seeing, there’s no hiding from AI - it continues to creep its way into many of our most critical workflows.Curious to hear how it’s changed the way you all approach running your revenue processes & managing pipeline. Would love to hear any lessons or tips you’ve learned along the way!

Hey everyone, recently, none of my reps’ edits seem to be saving in Clari (updating next steps, forecast cateogory) etc. ?What can be the cause of this ? 

Hi Clari Community, question for you all - Our CRO is really wanting to better understand our future pipeline and ensuring we have enough pipe in future quarters to hit target and if we are generating enough pipeline each week to make up for any gaps and to fill the funnel sufficiently. The things specifically he is looking for are:How can we track new pipeline created to ensure we are generating enough for future quarters depending on sales cycles? Pulse shows us for next quarter any pipeline changes and suggested pipeline as well as projection based on what's in system, but how can we figure out or see this type of detail out further in the future say 2-3 quarters into the future?How are you all using Clari for ensuring and tracking pipeline health that has been useful to your business?

In this episode of Predictable Revenue, @Tom Williams, Head of Clari Align, discusses the importance of collaboration in the sales process.Here’s how he unpacks the 3 key pillars of sales collaboration:Understanding the customer's problem at a deep level Establishing trust with the customer Executing and implementing the sale effectivelyWhile MAPs can be transformative to building lasting, beneficial relationships with customers, it’s important not to overcomplicate the process, or make assumptions about customer needs, or neglect the human element. Learn more about striking a balance between curiosity and structure in sales in the podcast. Listen to the podcast or read the article here.

Efficient template organization is essential when setting up Align, especially when dealing with numerous teams and templates. To streamline this process, Align allows Admins to arrange templates within the Clari hierarchy.  When templates are organized according to the hierarchy, Reps can quickly identify and select the templates they need. This ensures that they only see templates that are relevant to their specific team, those created by their manager, or their own private templates.  AdminCreate a new Template or Edit Details of an existing Template. Select the Visibility settings for the template. Use the drop down to find private, everyone, or a specific team under a node in the hierarchy. Specify a Team by searching the team name in the dropdown or review the drop-down to find the right team in the hierarchy.Reps will only see the templates that are assigned to them, everyone or their own private templatesNote: Admins can update the visibility of team templates or their own priv

For those of you who are kinesthetic learners, we built an Align template that includes every feature of Align, so you can get familiar with Align in a 100% safe environment on your own schedule. Go to your Dashboard at align.clari.com. [see Reminder below if you’re not automatically logged in] Click “Create New Workspace” Follow the actions in the milestones. This is your personal practice area. You can do NO harm, so play around!!  Reminders Opening Align from Clari Go to your Opportunity Inspector Open Insights Panel for any Opp,  Click “Go to Align”  Align dash will open. No password required.  Opening Align from emailLook for an email from align@clari.com Click the “View your dashboard” link Align dash will open. No password required. If you see the login page, that’s because this link expired for security reasons. Put in your email again and use the new link emailed to you  

Hey folks! Long time Clari yearner, first time having the opportunity to be a user/admin :) (FWIW previously used InsightSquared/Mediafly for many years) While I’m capable of building dashboards in Clari, I’m curious if anyone has recommendations/examples of dashboards they use for specific purposes? Topics such as pipeline hygiene, pipeline movement/flow, trend analysis, etc - really anything to help support executive decision making and rep coaching TIA!

 Are you using Opportunity Teams in Salesforce and wondering how they play nicely with areas of Clari, here’s the quick overview.  ✅ Opportunities 🔶 Dashboards ❌ Forecasting ❌ Analytics For some further background and explanation:https://clari.my.site.com/customer/s/article/Salesforce-Opportunity-Team-Support-in-Clari

Align Template Snippets let you add milestones or groups of milestones slowly to build out your planRemoves “too assumptive” concern for reps More flexible while maintaining process controlFor example, you might have a couple of different levels of discovery, a simple and a deep-dive proof of value, one common set of commercials for everyone, then different types of implementation.  

Is it possible to add a disclaimer to a forecast tab?  Looking to add a note about why users may see discrepancies in their numbers directly on the tab.

Posting on behalf of a customer here but has anyone noticed some strange behaviour using Salesforce CPQ and when Primary Quote is changed?Here’s the issue: a Primary Quote is changed in CPQ but in the Opportunity Field History the Opportunity amount is changing to the value of the Old Primary Quote + New Primary Quote. The downstream impact is that this then impacting the Clari colour coding and it’s only showing things in red. Seems that there might be an underlying Salesforce issue, as per this thread: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8sYxSAJ...but seeing if anyone else here is facing this issue.  

Hear from revenue leaders and a top seller about how they use Align to collaborate with customers while driving rigor in their Revenue Cadence. 

You don’t always know every member of the buying team, so Align supports Domain Allow Lists (also known as domain whitelisting) Seller adds domain(s) to the Allow List  Buyer puts their email into the login field on the "Front Door" of the collaboration space If their email matches a whitelist, then we email them an access link Buyer clicks the link from email to get into the workspace If it doesn't match, we send an email to the Seller saying "so and so wants to access in" but we don't let them in unless Seller authorizes Or put another way, there are three possible outcomes when someone enters their email at the front door of a collaboration space. They are on the Buyer Team. They get sent a new magic link They are not on the Buyer Team, but whitelist is on for their domain. We send them a magic link and they're in. We tell Seller They are not on the Buyer Team, no whitelist or their domain isn’t on the whitelist. They get nothing. We tell seller this person is trying to get inThis i

Hey everyone, I've taken the Clari admin exam multiple times and have retaken both Clari Admin University courses several times as well. However, I'm looking for a way to review the questions I've missed to better understand the correct answers. I've been doing the exam "open book," but I feel like I'm not making progress. Is there a way to access this information?-Sarosh

Learn how to manage the field in the Expanded View in the Forecast Module in this clip from one of our Field Config Office Hours sessions.  

Adam Moreschi, Fidel API, walks through how he uses Clari Copilot as a CSM to share the voice of the customer and even create training materials. 

I’ve taken the test several times and retaken both Clari Admin University courses twice but am wondering if there is somewhere I can see what questions I am missing so I can learn what the correct answers actually are? I’ve been doing it “open book” and I’m not getting anywhere :(

I am using the iPhone 11 Pro mobile app, but have not been successful to viewing any calls.  Why it never loads?  and your app never works.