Product Q&A

I have the same note for 10 opportunities. Is there a way to bulk edit & save? Thanks

If you’re looking to use a new SFDC environment in your Clari Instance, please use the information below to help us determine what else is required in order to support this for your org.  First off, we’ll need to determine: When will the new SFDC instance be live? Will there be any additional users that need to be added? Are there any hierarchy changes that will be taking place? Will you be bringing over all existing fields into the new instance? Can you migrate 4 quarters worth of history for these fields? Clari will use this history in order to rebuild the projection model. Will you be using the same or different corporate domainHere are the considerations by module that we’ll need to determine: Opportunities:Note *Saved views will not be migratedHow do you determine opportunity ownership? What will be your updated roll up amount?  Is it a Formula Field? What are the Opportunity Type / Record Type filters & values that should be leveraged? Are all modes getting migrated? Should

How do we collate all happy customer moments from our calls?  How do we identify quotes we can use in our marketing?  How do we find potential customer advocates who want to be references? These are just a few of the many questions that all consumer marketing teams encounter. What makes them challenging is the underlying reliance on customer-facing folks to obtain inputs or feedback. Prioritizing and sharing client feedback unwittingly takes a back seat in a world where salespeople are scrambling to find more time for selling. But what if we could eliminate this reliance and leverage technology to allow customer marketing teams to answer these questions on their own? Sounds intriguing? Read on to learn more:If you are a Copilot customer, here’s how you can find answer to all the above questions and build out a process to drive your customer marketing/advocacy initiatives: Building a moments pipeline: Educate and encourage your customer facing folks to add and categorize happy moments o

Do you know of a quick way to remove a star  all at once in the Clari Opportunities view?  In other words you have starred multiple opportunities but now want to remove all stars at the same time from all opportunity lines leaving you with no starred deals in the opportunity view. 

McKinsey recently came up with a great report on The economic potential of generative AI - The next productivity frontier (June 2023). (See report attached). Omar Halabieh, Tech Director at Amazon Payment Services, wrote a great summary of it on LinkedIn. See below:1. Approximately three-quarters of the potential benefits from using generative AI can be realized in four main sectors: customer service (customer and agent experiences), sales and marketing (personalization, content creation, and sales productivity), software development (coding assistant), and research and development (reducing research and design time, improving simulation and testing).2. Banking, retail and consumer packaged goods, high tech, and life sciences (pharma/medical) are among the industries that could see the biggest impact as a percentage of their revenues from generative AI.3. Generative AI has a more pronounced impact on knowledge-based occupations and more-educated workers, and is expected to automate tas

Hello! We have found the drill down views from the Analytics Modules to be very helpful. However not being able to save Opportunity views that are created with Analytics tools has created some impediments when sharing out valuable data to our teams.  Anyone else has similar sentiments? Also, curious if someone on the Clari side could comment on if this is a feature being worked on?  Appreciate you all! 

Dashboards allow you to curate the data and insights that you can find across Clari on a single page to answer your most important questions about your business in key scenarios like End of Quarter, QBRs, board meetings, and manager <> rep 1-on-1s. Dashboards are a powerful tool, but we know it can be intimidating to wrap your head around what dashboards you need and what insights to put in them at first. So, we're here to help! First, think about the people for whom you're trying to provide a view into your business: How can you specialize dashboards for different roles or personas at your organization (i.e., reps, managers, CSMs, AMs, CRO, CMO, CFO)? Do you have Modes set up for the different personas at your organization? Are you using these Modes in your Saved Views (in Opportunities and Analytics/Accounts!) and Dashboards? Then, you can think about the key points in your revenue cadence: What are the critical moments throughout your week, month, quarter, and fiscal year? Our

You have two options if you want to know the total number of opportunities in a column in your Forecast Module (rather than the sum of some amount field on those opportunities). If you just want to know the total number of opportunities, then we can create a calculation field in your Forecast Tab. Contact your Clari CSM or Clari Support with a change request to add the calculation field to your Forecast configuration. If you want to reference the total number of opportunities against a quota, or use the count in other places in the platform outside of the Forecast Module:Create a Deal Count field on the opportunity record in Salesforce. You just need to make “1” populate in this field for every opportunity. Add the field to Clari using Field Config Contact Clari Support and submit a change request to add the field to your Forecast configuration

Hello team, we’ve been trying unsuccesfully to apply a filter by Primary Reseller to a set of oppties managed by a Partner Manager. We tried using the options Primary Reseller/Primary Reseller Location/Primary Reseller Location Name but got no results. Any ideas on why this is not working?  Best Regards,

Is it possible to change the set up so that Amount Decreased and Amount Increased reports in Waterfall will display historical changes (amount + color coding) in the ACV based on the date range and not just on the last update? Perhaps an additional button/option so we can select what to use? Example, Deal A decreased in net recurring ACV and is correctly showing up in the Amount Decreased report. However, it’s colored green but should be red since it’s a decrease. It’s because it’s picking up the last change which was an increase from around $62K to $185K. But if we look in Salesforce, the deal actually decreased from $295K to $185K. Same scenario happens on the Amount Increased report. On my end, since I use Waterfall a lot, I end up going back to Salesforce to manually check the correct increase and decrease ACV based on date range (which is not practical). Three things I’d like to see, if possible:Consistent color coding. No ‘green’ deals should be seen in the Amount Decrease report

When Capture syncs an email activity back to Salesforce, by default, it logs the email as a Task.Today, Capture can log activities as either a Task or an Event to Salesforce. A Clari Admin can control whether emails are logged as Tasks or Events in Studio. You can find the steps to adjust this setting in our knowledge base.

Yes, an opportunity amount can be split against different quotas (i.e. for cross-sell opportunities, 30% of the opportunity is contributed to the AMs quota and 70% is contributed to the AEs quota).   You can set up opportunity splits in your Salesforce instance. You can learn more about how to set up opportunity splits in the documentation written by Salesforce. Contact your Clari CSM before you enable opportunity splits in Salesforce to discuss how you want to configure your Forecast and Opportunities Modules for splits.

So you want to exclude specific deals, users, or roles/nodes of your Salesforce hierarchy from Clari's Forecast Module without modifying the current hierarchy in Salesforce. In that case, you can create a custom field in Salesforce to track which deals should be included in the forecast and which ones should be excluded. This approach allows you to control the inclusion or exclusion of specific users or deals from the forecast. To implement this, you can create a custom field on either the User Object or the Opportunity Object. Depending on your preferences, the custom field can be a checkbox, picklist, or string. However, using a checkbox field is generally the simplest to manage. Once you add the field to Clari, you can use the custom field to mark specific deals or deals owned by specific users to indicate whether they should be included in or excluded from the forecast. Use Field Config to add the field to Clari. A note on Hierarchy Management...If you are familiar with Hierarchy M

Great news, everyone! We have just rolled out a new update for Clari Align, and although most of the improvements are happening behind the scenes, there are a couple of key enhancements we wanted to bring to your attention:   Simplified Action Status: Based on your valuable feedback, we have made it easier to track progress. Now, an Action is marked as Done or Not Done, eliminating the need for multiple status options. Streamlined Action Owner & Due Date: We heard you loud and clear! You can now assign a single person responsible for an Action and set a specific due date, making it simpler to manage tasks. We appreciate your continued input and suggestions, which help us shape Clari Align to meet your needs. Keep those comments and requests coming as we strive to make Align more actionable and collaborative.

Hello Community,I am new to Clari and wondering if anyone knows of a good way to look at historical pipeline conversion by sales rep.E.g. Sales rep John had a pipeline of $1M in Q1 and closed $250k so he had a 25% conversion rate.Also what is the simplest way to look at historical pipeline conversion for the whole company as of a certain date? I used the waterfall analysis to do this, but it seems very manual, as I have to manually select it for every month and can’t look at conversion rates over time.E.g. As of Jan 1, our pipeline for Q2 was $9M and we closed $3M in Q2, so our pipeline conversion from 180 days out is 33% As of Apr 1, our pipeline for Q2 was $6M and we closed $3M in Q2, so our pipeline conversion from 90 days out is 50%Thanks!

One way to improve your skills with AI — and subsequently save gobs of time — is to familiarize yourself with how these technologies work. Did you know that the “GPT” in ChatGPT isn’t just a name? It’s a type of technology.  I asked GPT to explain what it means to a non-technical audience. Here’s the reply:  GPT stands for "Generative Pre-trained Transformer.”  Let's break it down: 1. Generative: It means that the model has the ability to generate text or other forms of output. In the case of ChatGPT, it can generate human-like responses to prompts or questions. 2. Pre-trained: Before being used for specific tasks, such as answering questions in a chat-based format, the model is trained on a large dataset. This training process helps the model learn patterns, grammar, and context from the text it is exposed to. 3. Transformer: The transformer is a type of neural network architecture that plays a key role in GPT models. It enables the model to understand the relationships and dependenci

Had this point raised today (thank you @Stephanie Scattolini) where perceived positive impacts (in the business sense) appear as negative impacts (in the CRM Score)...confusing huh? 🤔But here’s the explanation….“The impact and weight of each factor are automatically determined through our probabilistic model, which is influenced by each organization’s historical win rates. This means factors can—and will—vary based on the unique characteristics of each sales team and process.For example, although a deal advancing from best case to commit is traditionally a positive indicator of the likelihood to close, the model may label this movement negative—if, historically, deals haven't closed after that kind of change.”Taken from the full article on How The CRM Score Works. 

Get a quick update on the additional capabilities heading your way in Clari Studio, and watch how Anmol Thiara (@anmol) create a custom mode in 30 seconds with Field Configuration!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. Martin Spanik commented that field management is one of the best new features, and he’s been using it a lot lately. What makes you most excited about Staging or Forecast Admin? Share your thoughts below! 👇 

Ability to set pacing based upon the context of pulse. If looking at the monthly pulse then the ability to set monthly pacing, if quarterly then quarterly pacing. 

ICYMI—with Inspect, you can now bring in external (non-CRM) data into Clari. Group Product Manager Payton Miller covered a number of other new Inspect capabilities in his demo to show how they help you prevent revenue leak:Engagement Score Sub-Object Nesting In-Line Editing Conversation Inbox Smart Email Summaries Email, Push, and Web Notifications Copilot Insights PanelSafe 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.  @Sandip Patil asked a great question: how is engagement score different from CRM score?  The answer: The CRM Score predicts the likelihood that an opportunity will close (won); Engagement Score creates an index

1. When you want to find your Saved Views in Clari, use the Views drop-down in the Opportunities Module. Note: This example is about Saved Views in Opportunities. To learn to use Saved Views in the Analytics or Accounts Modules, check out this article in our Knowledge Base.   Want to share a Saved View?  To share a Saved View in Opportunities: Click Actions > Share Saved View 2. Use Groups to inspect your book of business from different angles. Click the Add Group button to select your groups (you can apply up to 4 at any given time). To remove a Group, click X. How are you deals distributed across your different forecast categories or stages? Does that distribution align with where you’re at in the quarter? Are there any deals with discrepancies between their forecast category and stage (i.e. a late stage deal in Best Case that you might move to Commit)?    3. Double-click any field to update your deals in Opportunities. The changes you make will reflect in your CRM in real time.

You probably noticed quite a few tweaks to the naming conventions you see inside and outside of the Clari Platform. Consider this your cheat sheet to the latest and greatest updates. From To Notes Datahub Revenue Database (RevDB) You already have a Sales DB (CRM), a marketing DB (i.e. Marketo), and maybe even a Customer Success DB (i.e. Gainsight). You need a Revenue DB to stitch it all together, harmonize it so you can run revenue with precision. Clari Admin Clari Studio Think of Studio as Clari’s home for admins and Ops professionals. Imagine, design, and configure Clari so that it’s perfectly tailored to suit your unique business needs. Autocapture Capture Autocapture hasn’t changed. We’ve update the name to align with the rest of our products. Separate Opportunities and Accounts tabs Inspect The Opportunities and Accounts (formerly Account Engagement) Modules haven’t changed. You can find them both under ‘Inspect’. Inspect is your home for all things deal ex

Anmol Thiara (@anmol), Product Manager at Clari, was super excited to show all the great things in Forecast, including:Waterfall in Forecasting (launched!) Forecast Quick Submit (in early access) Modern Forecast Workflows Forecast Trend History Forecast AnythingWatch the demo to get a sneak peek at the new experience coming soon to Forecast! If you’re interested in getting early access to Quick Submit, reach out to your CSM/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. Which Forecast capability are you most excited about? What object, if you had the ability to forecast it in Clari, would be an absolute game changer for