Product Q&A

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.

Hi  I currently have a spread sheet that represents my gap to goal (quota)Is there a way I can build a custom dashboard to replace this spreadsheet? I have three categories:  Commit, Strong BC and BC with a third table for “pipeline deals”Within these tables are: Account name, FCST status, TYPE of Deal, ACV, TCV and notes and comments Below all this I of course have a final table:  Rep Quota for the QTR, Totals for Strong BC, BC and Commit, along with a percentage of forecast. I assume if each rep has this a manager can see a roll up of all the numbers into an easily readable format I have browsed up and down and can not find an easy to follow guide on how to build something like this.

I a new to Clari and want to ask this question before I make it an idea.  I love being able to star opportunities so that I can see the path to my number, but is it possibly to filter out those opps from my view (since I am already all over them), and see what opps are remaining to determine if I need additional pipeline, or need to adjust things, etc.? Thanks for any insight.Jenny

Make updates to your organization settings to maintain a consistent brand image, workspace nomenclature, and buyer and seller role structure. These settings play a pivotal role in keeping your teams focused and prepared throughout the buyer's journey. Organization SettingsOnly Align admins can edit organization settings, the admin role can be provisioned from the Our Team section of Align. Login to your Align account as an admin and navigate to to Organization Settings. Company Name & LogoThe Organization Name or Company Name will display your company’s name to your customer throughout your Align Workspaces and customer collaboration email notifications. By default Align will use your company’s domain name (ex. clari.com) so be sure to update it to something friendly for your customers. Your company logo is a fundamental component of your brand identity. To ensure your brand is well-represented on your team’s workspaces be sure to update your company logo. You can upload or drag a

Align is very intuitive. The easiest way to learn it is just to play around with an example workspace. Saying that, here’s a high level overview Align has 5 main sectionsOverview Plan  Teams Library  Calls (optional)  Overview - make your business caseHere’s where you make your business case so senior decision makers can get up to speed fast.Share Rep contact info Capture business objectives to validate the problem and your proposed solution (these can sync back to Salesforce) Summarize next steps at a high level  Curate key files or meeting recordings that you want to highlight -----------------------------------Plan -- make  Mutual Action PlanOnce you’ve made your business case, the buyer is going to want to know how to get all that value. The Plan tab holds all your milestones, which in turn track the actions required to accomplish the milestone. You can invite buyers or other sellers to milestones, you can comment, update status.  You add milestones via Templates or add a new one f

The best sellers are as transparent as possible, but even the most open rep doesn’t want to share everything. Align makes it easy to collaborate, but also keep some stuff private. Email InvitesYou can send an automated email invite to your buyers and Align will notify a buyer if they’re @mentioned in a milestone. They will NEVER get any MAP-status emails and there are NO passwords, just magic links. They’ll get your email, then when they click the link, they’ll be prompted one-time only to confirm their email (this is our spambot test). Once they’re in, they’ll see exactly what you as a seller sees when you’re in Presentation Mode.Remember -- best practice is when you first share the workspace, to do it while you’re on a call so you can make sure they get in ok and then you can give them a quick tour of the assets you’ve shared. Private Milestones & Presentation ModeIf you want to see exactly what the customer sees, just turn on Presentation mode.  What gets hidden / what Buyers ne

Selling is all about the customer. And so is Align. The first question to answer is “what’s in it for the customer”. If you can answer this question, then you’ll know when to introduce the concept of more structured collaboration When to intro Align  Buyers want different things at different times. Use Align to anticipate those needs and deliver an unstoppable buying process.    During Discovery Remember that you can create a collaboration workspace without a MAP. Early in Discovery you probably don’t know enough to drop a detailed plan on your prospect, so focus on value and your business case.Use Align’s Mutual Business Objectives to validate your customer’s business priorities and how you can help. Pull them up in a screenshare and say “did I hear you right?” If they say no, that’s great! “Sorry I misunderstood. Tell me what I got wrong!” Use Align’s Content Library to share case studies, NDA, or other assets you want to share. Link to your content store or just upload assets