Product Q&A

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

Mutual Business Objectives are a pivotal tool for enhancing the success of your deals. They facilitate effective customer discovery by capturing a buyer's needs and goals. In this concise guide, we'll explore what MBOs are, their importance, and how to use them effectively. Mutual Business Objectives creation steps: Step 1: Create ObjectivesAdmins can create Objectives in your Align Organization Settings by when you select the Objectives tab. Add a new Objective, update its title, and add in any placeholder text to the objective. You can always return to your objective later and make updates. Step 2: Objective Field MappingAccess the Field Mapping tab from the Align Organization Settings page and click + Add Mapping button. Select an Objective and sync it to a compatible field on your Salesforce opportunities. After publishing changes any plans using the sync objective will now push text directly to the selected field on the connected Salesforce opportunity. If you do not immediately s

Creating a Team Template in Align streamlines your sales process and ensures consistency across teams. This guide provides a concise step-by-step on building an effective Mutual Action Plan template. Team Template Creation StepsAn admin can create a Team Template from the Template menu menu and start from scratch using the Create Template button (A), or use one of the existing starter templates loaded into your Align organization and making a copy of it (B). Use any existing MAP templates as a basis to for the template creation process. Welcome MessageStart with a general value proposition that addresses common pain points that you organization solves or create welcome message for your customer when they enter the shared workspace.The message can later be customized by a Rep to meet their customer’s unique needs.ObjectivesCollaborate with key customer stakeholders to define core objectives and add them to your workspace. Objectives must first be created by an admin in Align settings wh

You can have your first Align workspace live in under 30 seconds.Clari customers will just start from the Clari Opportunity Grid, but if you don’t have Clari, you can start from the Align Dashboard at https://align.clari.com or from Salesforce.  From Clari Inspection TabClick on an opportunity that has no workspace yet. Open the insights panel to MAP tab Click “Create new MAP” Template picker will open. Select a template OR start from scratch The close date and customer name will be pulled from Clari or you can adjust the timing of the deal by moving the target go-live date Click Create.     From Align Dashboard Go to align.clari.com. If you’re not already logged in, you’ll be prompted to enter your email to get a new secure access link. Click “Create new MAP” Template picker will open. Select a template OR start from scratch You can adjust the timing of the deal by moving the target go-live date and all the dates will shift Click Create      NEXT STEPSStart customizing thi

  OK, maybe not zero prep, but Align does dramatically reduce the number of times you’re prepping on a Sunday night trying to remember all the promises you made to customers last week Align’s role in inspection -- Clari customers Align integrates directly into Clari’s Insights Panel on the Opportunity Inspector. Assuming your Org has enabled MAP Status in CRM, you can filter your opportunities or build out dashboards by “On Track”, “Late” or “No MAP”.This will help managers spot risk faster, especially on critical deals. Use MAP Summary to summarize key events or just jump over to the full plan from Clari.Best practice is to create a dashboard widget or Saved View for your key dealsHey Clari -- Which of my $50K+ commit deals for this quarter are missing a MAP? Align’s role in inspection -- Align standalone If you don’t have Clari, you can still incorporate Align into your deal inspection calls.All the details are in one place so your manager can review on their own and then you can spe

HI @Ariadne Smith,Good day. Currently, we categorize pipeline to “closed”, “Forecast call”, “Upside”,and “Value Unassigned”. During the forecast call with sales leaders, we go through the category one by one by clicking the “Closed”, “Forecast call”, “Upside” on the left panel to talk through the deals with each category, but there is no “Value unassigned” category on the left panel. so we click “Pipeline Coverage” to review “Value Unassigned” Category. but it’s a aggregated view of all categories. it’s difficult to scan through all the “Value unassigned” deals.Ask Option 1: Add filter “Value Unassigned” to panel on the left Option 2: Add filter “Value Unassigned” to on the top of pipeline coverage. Please see the screenshot pasted below.  Thank you very much!Bobby

How have you set up salesforce to allow for one account owner but multiple opportunities?  For example, we have a customer success manager who has a handful of account execs working on their accounts.  We are having issues keeping the heirarchy and also giving the correct permissions in salesforce. 

We have a manager who is responsible for two segments, which we have split out in Clari for forecasting purposes.  He is able to switch between the two users in the Forecast module.  However, when he goes to the Opportunities module, there is no way for him to switch between the two users.  Could you add the same multiple user functionality available in the Forecast module to the Opportunities module?  Thank you!   

Hi there! Is there a way for a Clari admin to login as (impersonate a user)?  I would like to be able to log in as one of my AE managers and set up some personal dashboards and troubleshoot but am not sure if this is entirely possible. 

Clari supports both the Salesforce Role Hierarchy and Territory Management. In fact, Clari relies on your Role Hierarchy or Territory Management in Salesforce to ensure that each user sees what they expect to see when they log into their Clari account. The Role Hierarchy is the standard hierarchy in Salesforce, while the Territory Management has to be enabled in Salesforce  There are benefits and drawbacks to the Role Hierarchy and Territory Management. I’m not an expert, but I can certainly speak to some of them as they relate to Clari. In this topic, I’m going to focus on how you can address a specific challenge as it relates to the Role Hierarchy. Role Hierarchy: Benefits and Drawbacks The Role Hierarchy allows you to be extremely straightforward in that each opportunity is owned by one rep. It’s really easy for reps to run queries for the opportunities that they own, and it’s easy for managers to run queries for the opportunities that their reps own.All users are assigned to one Ro

Struggling with the challenge of your reps spending too much time not selling and juggling too many balls? What if they could drop the ball, cut the busywork, and focus on what really matters: selling and engaging the prospects/customer Presenting Slack Actions by Copilot Slack Actions are real-time, intelligent, actionable call-based alerts right within Slack to help reps cut the busywork of researching prospects, logging back call notes, updating CRM, sharing action items or sharing follow-ups. There are two kinds of slack actions, Pre-Call and Post-Call. Let’s look at each of them in detail.Note: To enable Slack Actions, you need to connect your Slack with your Copilot instance— here’s how Pre-Call Slack Actions (to help with prospect and meeting intelligence) Pre-call actions are intelligent alerts that save you time on everyday sales workflows such as researching prospects and reviewing previous conversations. Before every sales call, Copilot sends you an actionable Slack alert wi

What do you do to clear your head and relax in your day to day? Clari’s Digital Success team was chatting about this today. Whether you take the dog out for a walk every few hours to get some fresh air and get your blood circulating, or use a meditation app to practice belly breathing, or even practice intermittent fasting (with doctor approval to feel more focused, we all agreed it’s critical to take care of yourself throughout the day. So how do you relax and reset? My personal go-to is a quick walk around the block while I listen to my favorite playlist (feat. plenty of Taylor Swift!). Drop your favorite ways that you take time for yourself in the thread below, and I’ll keep sharing new ideas!

Hello, I have a suggestion for how we can view the Adjustments when we adjust the numbers for our reps.  I like how the reps forecasts automatically add up and so that I can see the total that my team is calling, but i think it would be really useful if it would show both numbers side by side when I do an adjustment.  this would allow me to see what they are calling to me side by side with how I am adjusting that up or down. Thanks! 

Exciting news – we're unveiling the Align Call Library, a game-changer in streamlined call sharing.🔑 Key Features:📞 Call Sharing: Share Copilot call recordings directly to Align workspaces. 👥 Seamless Participant Invites: Add call participants to a workspace effortlessly when adding calls to a workspace. 🏢 Simplified Workspace Creation: Create a new workspace when sharing a call, or share directly to an existing workspace.🔓 What's Unlocked?📧 Organized Information: Say goodbye to scattered call recordings in various emails and hello to a centralized workspace for all your calls and deal content. 💸 Sell when you aren’t in the room: Add calls for buyers who can’t make the meeting  🧩Leverage the combined power of Clari, Align, and Copilot in one revenue platform.🔍 Use Cases:👤 For Buyers: Catch up on call recordings and share insights with stakeholders. 🤝 For Reps: Centralize call recordings, keeping deals on track. 📋 For Managers: Review calls alongside the Plan in the Align wo

 In calculating the CRM Score, Clari analyzes many factors about a deal and compares it to historical patterns in your data. Clari uses machine learning to determine specific factors that influence a deal’s likelihood of closing.You can also make changes and customize these factors with these steps:Review this article to ensure you have an understanding of the impacts of changing CRM scoreNote that if you'd like to add factors. Please make sure that they are history tracked in your SFDC This article talks about how the fields need to be history trackedWork with your CSM in obtaining the list of fields that are currently being used in your CRM score Once you have identified the fields you'd like to remove or add, create a ticket via support portal of your specific requestTo learn more about how the CRM score works, read this helpful article

What is Activity Detail View?  Activity Detail View gives selling teams a comprehensive overview of all the email and meeting activity related to an account or an opportunity. Teams can pressure test CRM data with real-time context from conversations that are happening. Clari also now supports AI-generated call summaries and action items that make it as easy to get up to speed on a meeting you missed as reading through a quick email. Why is Clari adding Activity Detail View to Forecast and Dashboards? We added Activity Detail View to the Forecast and Dashboards modules so detailed activity inspection is easy to access wherever and whenever you need it. Opportunities: Get up-to-the-minute context on communications about key deals closing the last week of the quarter. Accounts: Review call summaries from a critical account before your upcoming renewal or QBR. Forecast: Review action items from the past week's meetings to pressure test the deals forecasted as best case. Dashboards: Dive i

Dashboards are a great way to use data to drive your Revenue Cadence. If you’re just getting started, the Top 3 “Must Have” Dashboards we hear customers asking for right now are the: QBR Dashboard  Pipeline Health Dashboard 1:1 Dashboard^ We created guides for each that include what questions ❓ you might want to start with, what widgets you would use to answer those 📊 (download the guides to access links to the articles on how to add each), + key reminders for effective dashboard use. 🔥Tips for making a great dashboard: Regular Reviews: Include the review as part of a cadence (notice how the above have key meetings - QBRs, Pipe Reviews, 1:1s - where they naturally fit). Actionable > Interesting:  Make sure each widget serves a purpose that will help you make a decision in these meetings vs widgets that are just taking up space. Start with the questions you need to answer and build from there. Tip: We like to break our questions into the 4 key goals of each meeting- example: Review

In our last Office Hours, we discussed driving and measuring adoption when you roll out Clari Copilot with your teams.So what resources can help you when you’re getting started with Clari Copilot?Make sure sellers are set up correctly with Clari Copilot. Leverage the on-demand, self-paced courses in Clari University to get yourself and your team up to speed. Watch our previous live sessions on Copilot for tips and best practices from experts on Copilot. You can find the recordings from our previous live sessions on the Events page. Check the community Copilot tag for regular updates and learnings shared by the Clari Copilot team.Join office hours with our experts from Clari’s CS team, Dennis Ding, Landers Darby, and Donaleigh Smith every Thursday @ 9 am PT to get help with your questions about Clari from experts. All Clari users are welcome! Register here.

Hi, I just watched the Ask Clari: Analytics for Managers and Leaders video in the leaning and I wish that my sales Managers will have the same training/similar deck that goes over analytics, explains the benefits and some best practices.how this can be done?

As an Account admin on any product you always are keen to ensure that the configurations are done the right way, just so that your users have a seamless experience while trying to use the product. When it comes to Copilot an important step of consideration for an admin would be about how they would like their users to login to the product and the roles that they need to be assigned. Let’s spend some time discussing first about how users can login to the product.An Admin could choose to either take the route of...Manually adding each user and then expecting the users to login into Copilot using an email & password  If the company happens to use a SSO provider, the users can leverage this option to seamlessly login into the product, just like they would do with other products as long as Copilot is assigned to them on their list of apps in the providerOption 1 is pretty straightforward and the account admin can go about configuring this by following these steps. However, option 2 woul