Product Release Notes

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Chrome Extension Enhancements New Partner IntegrationsRhythmReview Scorecards in RhythmUsers can request conversation reviews, which generates an action in Rhythm for the reviewer, helping sales managers to more efficiently coach their reps.Who: This feature is available to all Salesloft users with an Advance or Premium license.Where: Reviewing Scorecards actions are initiated from the Conversation Detail Page.  Scorecards in Rhythm appear in your Rhythm Focus Zone and the Rhythm Side Bar.How: Users can request a scorecard review from the Conversation Detail Page which will create a Review Scorecard task for the reviewer in their Rhythm Focus Zone and their Rhythm Side Bar.“Add Person to a Cadence” Task Type for PlaysCreate Plays that prompt the user to add a Person to a Cadence in response to a signal.Who: This feature is available to Salesloft users with the ability to create Plays.Where: Plays are created from the Discover Plays page by navigating to Team Settings > Workflow > Plays > Discover Plays.How: Learn more about creating Plays.Drift PlaysCreate Plays triggered by Drift high buyer intent signals to help sellers convert leads. Drift Plays can recommend AI-generated email copy for the seller follow up that includes context from Drift chat and website interactions. Drift Plays are prioritized for the seller in the Rhythm Focus Zone.Who: Customers with Salesloft and Drift must turn on the Drift integration.Where: Enable the integration in Drift and create Plays in Salesloft.How: Learn more about how to enable Drift Plays.Channels and ConversationsExtending Conversations Key MomentsView Conversations Key Moments are available Conversations Navigator and inside the “Your Conversation is Ready” email template.Who: Conversations Key Moments is available to all Salesloft users with Advanced or Premier licenses.Where: Conversations Key Moments can be found in the Conversations Navigator and inside the “Your Conversation is Ready” email template in addition to the Recap tab of the Conversation Details page.How: Learn more on how to Identify Key Moments in your Conversations.Things to note: Key Moments are generated with artificial intelligence models provided by Microsoft Corporation and AWS.Auto Attribution in the “To” field for Activity SyncAdditional recipients  in the “To:” and “CC:”  field are attributed to email activity in Salesloft.Who: This feature is automatically available to all users.Where: Email To: field and CC: field.How: When multiple people are found in the “To” and “CC” fields, Salesloft will attribute the email activity to each Person included in the email. Things to Notes: The first person in the "To:" field must be a Salesloft Person record. Including multiple people in the To: field is available in Gmail and Outlook.Platform and CRMAnalytics HubAnalytics Hub is a new analytics experience that acts as a one stop shop for all of your revenue intelligence needs.Who: Analytics Hub is available to all Salesloft users. Analytics Hub is currently in feature preview and can be turned off during the review period.Where: When enabled, Analytics Hub  can be accessed from the “Analytics” item in the menu bar at the top of the platform.How: Learn more about the Analytics Hub.Chrome Extension EnhancementsCustom Fields Alphabetical Sort: Person detail information is now sorted alphabetically on the Person tab in the extension sidebar. People Scroll Behavior: Information above the tabs for Contacts, Cadences, Activity and Notes now locks to allow scrolling while keeping information in place.Who: Chrome Extension Enhancements are available for Salesloft users using the Salesloft Connect Chrome Extension.How: Update the Salesloft Connect Chrome extension. New Partner IntegrationstrumpetCreate Plays that prompt seller follow-up based on buyer engagement with your digital sales rooms. Who: Customers with Salesloft and trumpet, must turn on the trumpet integration.Where: Enable the integration in trumpet and create Plays in Salesloft.How: Learn more about how to enable trumpet Plays.

See what's new in Salesloft this May!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Channels and Conversations Deals and Forecast Platform and CRM New Navigation Salesloft Chrome ExtensionRhythmCadence Function in Conductor AI PrioritizationConductor AI now considers Cadence Function when prioritizing cadence actions in Rhythm and Cadence Focus Zones.Who: All users, specifically users leveraging Cadences. Where: Cadence function is set up inside the individual Cadence Settings.How: Learn more about how Conductor AI leverages the Cadence Function to consider Buyer Engagement in the Conductor AI article. CadenceNurture and Renewal Cadence FunctionTwo new Cadence functions — Nurture and Renewal — have been added to help identify and prioritize Cadences.Who: This feature is available to all Salesloft users.Where: The Cadence Function may be added from the Cadence Settings page. You can view the Cadence Function on the Cadences page.How: Learn how to set Cadence functions while creating a new Cadence.Channels and ConversationsAI-assisted Conversations ScorecardAI-assisted Conversation Scorecards are structured evaluations that are tied to specific conversations which allow managers or reps to score their conversations and see where they need to improve.Who: AI-assisted Conversations Scorecards are configured and managed by Admins or entitled roles.Where: AI-assisted Conversation Scorecards can be configured and managed from the Scorecard admin page.How: Learn how to manage AI-assisted Conversation Score Cards and how to Score a Conversation.Conversation Key MomentsWhat: Salesloft will automatically pinpoint key moments, like objections, competitor mentions, and decision makers,  from conversations so reps and managers can spend less time reviewing recordings and more time focusing on closing deals.Who: Conversation Key Moments is available to all Salesloft users.Where: Conversation Key Moments is enabled by default and can be found on the Recap tab of the Conversation Details page.How: Learn more how to Identify Key Moments in your Conversations.Things to Note:  Key Moments is provided by Salesloft utilizing artificial intelligence models provided by Microsoft Corporation and AWS.Prepare for Meeting: Share Internal Notes PlayThe “Prepare for Meeting: Share Internal Notes” Play is multi-step a Play that prompts the meeting owner to create and share internal notes, and send a meeting reminder email to external attendees.Who: The “Prepare for Meeting: Share Internal Notes Play” is available for all Salesloft users. The Play is enabled by default and the Play can be disabled or edited by Admins by navigating to Team Settings > Plays > Discovery Plays.Where: “Prepare for Meeting: Share Internal Notes” appears inside your Rhythm workflow.How: Learn more in the Prepare for a Meeting Play article.  Auto Person CaptureAuto Person Capture will automatically add and create a Person record for contacts who do not already exist in Salesloft when you send them a Lofted email or invite them to a meeting.Who: Auto Person Capture is available to admins and users with the Create People permission and the Create People While Lofting permission enabled for their role.Where: The Create People and Create People While Lofting permissions can be assigned to a role by navigating to Team Settings > Roles and Permissions. Once the permissions are enabled to a role, Auto Person Capture will begin working for users with that role.How: Learn more about Auto Person Capture.Genesys Dialer IntegrationThe Genesys Dialer integration allows customers with a Genesys license to make and receive calls via Genesys within Salesloft and the Salesloft Chrome extension. Who: The Genesys Dialer Integration is for customers with a Genesys license. Salesloft admins can install and configure the Integration for their team.Where: Once installed the Genesys Dialer will replace the Salesloft Dialer when making calls.How: Learn more about how to Manage the Genesys Dialer Integration.List UnsubscribeList Unsubscribe is a one-click option to unsubscribe from promotional and marketing emails.Who: Admins can enable or disable the List Unsubcribe button for their entire team.Where: The List Unsubscribe button can be enabled and disabled by navigating to team settings. Select Email under the Communication settings. Click the deliverability tab and scroll down to the List Unsubscribe panel.How: Learn how to enable the unsubscribe button for emails.Deals and ForecastOpportunity Splits and Split TypesOpportunity Splits and Split types provide the ability to split attribution to multiple team members for an opportunity.Who: Opportunity Splits are available for teams with access to Deals and are enabled by admins. Once enabled, Opportunity Splits are visible to all Salesloft users. Things to note: Opportunity Splits are managed inside your team’s Salesforce account. Inside Salesforce you will configure, create, and designate the split amounts.Where: Opportunity Splits can be configured by navigating to the Deals tab > Admin settings > General Settings. How: Learn how to enable Opportunity SplitsAuto Buying Group CaptureSalesloft will automatically identify and add the appropriate stakeholders you've engaged with to an opportunity. This release also updated the "Stakeholder panel" to the "Buying Group" panel.Who: Auto Buying Group Capture is available to Salesloft teams with access to Deals.Where: The Buying Group Panel can be found on any individual Deal View Page.How: Learn more about the Deal Buying Group Panel.Platform and CRMNew NavigationMenu items have been moved to the top of the screen and re-organized for a more intuitive experience. Plus, use keyboard shortcuts to search and take quick action.Who: New navigation is available for all users.Where: Menu items can be found at the top of the screen.How: Learn more about Search and Navigation.Unified Opportunity CRM Sync for Essentials CustomersUnidirectional sync for Opportunity records to connect your Opportunities to People/Account records, Salesloft analytics, and automation rules. Automatically map standard Opportunity fields and configure custom fields.Who: Unified Opportunity CRM Sync is available for teams with Team CRM sync enabled for Salesforce, Dynamics, and HubSpot integrations.Where: Opportunity sync settings can be viewed in the Opportunity Field Configuration. How: Unified Opportunities can be viewed from:Opportunities related to a respective People or Accounts inside Salesloft.  Opportunity based analytics  Automation Rules using Opportunity data as criteriaLearn more in the Opportunity Field Configuration article. Salesloft Chrome ExtensionNew Chrome Extension A new, updated version of the Salesloft Chrome extension is now available and must be downloaded to continue accessing Salesloft via extension. The former version of the Chrome Extension is now “SalesLoft Connect - Legacy”.Who: The Salesloft Connect Chrome Extension is available for all Salesloft users to download.Where: Download the updated Salesloft Chrome Extension from the Chrome Webstore.Things to Note: If you have the legacy extension downloaded, remove that extension before downloading the new version. How: Learn more about the Salesloft Chrome Extension.

See what's new in Salesloft!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Deals and Forecast Channels and Conversations Platform and CRM Salesloft Chrome Extension (Early Access)RhythmPlays Dynamic Task AssignmentDynamic Task Assignment offers the ability to assign a task in a play action to a specific owner. Assignment options include Signal Assignment (default option), Salesloft record Owner, and Account User Relationship.Who: This feature is accessible to Salesloft admins and roles with the Plays: Manage permission enabled. Where: Dynamic Task Assignment can be found when setting up a Play. Navigate to Settings > Workflow > Plays.How: Learn how to add the Task Assignment when you Create a Play. Task Expiration for PlaysTasks created from Plays include an expiration date. Plays default to 5 calendar days. This helps to maintain a relevant, timely user experience in the Rhythm Focus Zone.Important: With the release of Task Expiration, any actions created by Plays that are more than 14 days overdue will automatically expire. This release will NOT impact Cadence steps or manually created one-off tasks.Who: All Salesloft Users. Admins and roles with the “Manage Plays” permission enabled can configure task expiration for each Play.Where: Task Expiration is configured when setting up a Play. Navigate to Settings > Plays to review existing Play settings. How: Learn how to update the expiration date when you Create a Play. Edit Play NamesThe ability to customize/edit the name of Plays. This is helpful for teams that wish to rename Plays that use the same Play Framework for different tasks or users. Who: Admins and roles with Manage Plays permission enabled. Where: Play names can be edited when you create a new Play or after a Play is created from your Plays Settings. To make edits navigate to Settings > Plays > My Plays.How: Learn how to rename Plays from Manage Plays. Cadence Focus Zone EnhancementsThis release allows users to adjust their Cadence Focus Zone filter so they can view groups of Cadence steps by Account, Cadence, and timezone, or group by Cadence.Who: All Salesloft Users.Where: The new filters are found in the Cadence Focus Zone located on the Salesloft homepage and the Rhythm Sidebar.How: Learn more about how to apply this filter in Cadence Focus Zone.CadenceBulk Reschedule ActionsThe ability to bulk edit/reschedule task and Cadence steps within Rhythm. This allows users to manage and prioritize the due dates of actions.Who: All Salesloft UsersWhere: You can bulk edit and reschedule task and cadence steps from the Rhythm Focus Zone found on your Salesloft homepage.How: Learn how to reschedule tasks in Tasks in SalesloftDeals and ForecastOverdue Forecast StatusThe Overdue Forecast Status is an icon that indicates when a Forecast is overdue. This will inform users that it’s time to update their Forecast.Who: Users with access to Salesloft Forecast. To access Forecast, users must have the Premier Salesloft plan and have the following permissions enabled for their role: Manage Forecast Submissions and View Forecasting.Where: Overdue Forecast indicators can be viewed in the Hierarchy table, in the expanded opportunities view, and in the Submit Forecast window. How: Learn more in our Overdue Forecast article.   Channels and ConversationsZoom Phone IntegrationThe Zoom Phone Dialer Integration allows you to use your existing Zoom Phone configuration to make and receive calls from inside Salesloft.Who: The Zoom Phone Integration is configured by a Salesloft admin and can be used by the whole team once it has been set up. Where: The Zoom Phone Integration can be configured on the Dialer Settings page. Once connected, users can access the Salesloft Dialer to place calls. How: Connect Your Zoom Phone Account to Salesloft and Manage the Zoom Phone Dialer IntegrationPlatform and CRMCustomize People List CSV Export & Import ImprovementsCustomize People List CSV Export gives users more flexibility to export critical person data from Salesloft. These improvements include:Users can choose which fields they want to export from both standard and custom fields.  The ability to  add/remove/change the order of which the data shows up in the resulting CSV . Filter for specific imports from the source (imported from: CRM, CSV, Manual), user (Imported by), and date (Imported on). Who: All Salesloft UsersWhere: Customize People List CSV Export & Import Improvements can be found by navigating to the People tab > Export. Import Improvements can be found by navigating to the People tab > Create People > Import from CSV. How: Learn more in the following articles: Export People Records to a CSV and View Import HistoryDisplay CRM Org Information and Sandbox BannerThis feature adds the ability to view what CRM Org a team and individual users are connected to. It also adds a banner to indicate if a team/user is connected to a  Salesforce Sandbox Org via our new banner.Who: Display CRM Org information is available for all CRMs. The Sandbox Banner is only available for Salesforce CRM users.Where: The CRM Org Information can be found on the CRM settings page. The Sandbox banner can be found at the top of your Salesloft instance.How: Learn more about this release in the following articles: Salesloft Sandbox Guide, Your Personal Settings - CRM Settings, Manage CRM Sync - Enabling CRM SyncEnhanced Account and Person StagesAccount and Person stages are now managed from the Field Configuration Settings instead of the Stages Settings. This release also automatically creates Person and Account Stages in Salesloft when we receive an unrecognized option from the CRM. Auto-created Stages are added as Inactive Stage values.Who: Managing Stage settings inside Salesloft Field Configuration is available to Salesloft Admins by default and roles with the Manage Field Configuration Permission enabled.Where: Account Stages can be managed inside the Field Configuration settings inside the Account Fields.Person stages can be found in Field Configuration settings inside the Person Fields.How: Learn how to manage and activate stages in Edit Stage Settings.Feature PreviewFeature preview gives you the ability to opt-in or opt-out of new features that have been pushed to your team before they are officially released to all teams.Who: All Salesloft Users.Where: Feature Preview can be enabled by navigating to Settings > Profile settings > Preferences.How: Learn more in Feature Preview.License ManagementLicense Management gives you the ability to edit a single user’s license in the User’s table as well as the ability to bulk update multiple user licenses. The User’s table contains added visibility into license consumption. The Conversations Recording toggle has been split into the Conversations and Create Recordings columns. The Conversation column identifies each user’s Conversation’s access status. The Create Recordings toggle is where admins can enable and disable the ability to create Recordings for Conversations. Who: Salesloft Admins.Where: You can access the User’s table by navigating to Settings > Team > Users.How: Learn more in Manage Users.Salesloft Chrome Extension (Early Access)Inbound Call NotificationsThis feature adds the ability for users to Accept or Reject an inbound call directly from the pop out dialer window without having to interact with Chrome notifications.Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: Open the pop out dialer window to receive an inbound call and see the new buttons.How: Learn more in Salesloft Chrome Extension Overview (Early Access).Moveable Salesloft ButtonThis feature adds the ability for users to change the position of the Salesloft button while viewing content in their extension sidebar. Click, hold and drag the Salesloft button to a new position while in your CRM or Gmail. Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: The extension sidebar is available in Gmail or your preferred CRMHow: Along with the Salesloft extension, A Salesloft-specific button is embedded inside your CRM. This button allows you to leverage Salesloft features, like the side panel with Salesloft Person details, Cadences, and Tasks.This button, represented by the green Salesloft "S," appears in your CRM once the extension has been downloaded. By default, the button is located in the lower right corner of your CRM. You can slide the location of the icon up and down the right side of your CRM page - this is particularly helpful to move around CRM content, scroll bars, and even other extensions. To adjust the location of the Salesloft extension button, click, hold, and drag it where you want it to go.  A movement bar will display on hover to help with discoverability,  but you can click anywhere to get it to move.If the button is moved on tab 1 of a CRM’s page and you open tab 2, the location will be the same.Things to Note: The button will sync across all tabs after the page has been refreshed. The position of the button will be remembered unless a full restart of Chrome occurs.

Release Date: August 7,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Pulse Opportunity Drill DownWhen viewing a list of deals from a particular period in Pulse, you can now drill down to the Opportunities grid to see the full point-in-time details of those deals as of the end date of the period.  Note: This is only available for customers with opportunity module running on RevDB.  Learn More.  Consolidated Views in ForecastConsolidated Views, built on top of Enterprise Management, enables customers who have multiple SFDC/Clari orgs to consolidate their Forecasts across their instances. Learn More. Redesigned Accounts Table with Column SettingsThe Accounts experience has gotten a major update with a newly designed table and column actions. Now you can change column order, visibility, and even pin a column so that it’s always within your view as you scroll to inspect key insights and activity. Learn More.   What’s New in Groove? New Interface in Flow PageThe Flow page got a refresh. This includes a new updated Flow card, new filtering and sorting options. Plus you can “favorite” Flows in the web app and Omnibar.  Note: The General Preferences that used to be under “edit” moved to Settings. Learn More. Salesforce Task Type Mapping to ActionsFrom Manage My Org, Admins can map Action types to use Salesforce standard and custom Task Types. The options available are determined by what’s available to your organization. Note: If you choose not to set the task types in Manage My Org, then we will use the Salesforce default set for this field or whatever is defined by the Groove Template used. Learn More.  Dialer ImprovementThe new improvement is a backend update to Groove's call-making process. Now, Groove creates a conference room in the cloud, which enhances audio quality, reduces call drops, and increases the likelihood for successful conversations!   Migrate Groove Customers to Sub DomainGroove is more integrated into Clari with one domain for all log-in experiences on 8/17/24 New URLs to access Grooveapp.groove.co ---> http://groove.clari.com engine.groove.co →  http://engine.groove.clari.comWe recommend updating your bookmarks to new the new links above. What You Need to Know:All users will be logged out of both the extension and web application upon rollout between 10 and 11 AM PST on 8/17/2024.  Users navigating to the old Groove URLs will be redirected to the new ones (but we still recommend keeping any bookmarks up to date. What’s New in Copilot? Update Opportunities in CopilotYou can now update an opportunity directly in Copilot. Learn More.  Copilot and Orum IntegrationCalls made through Orum are automatically captured, analyzed, and stored within Clari Copilot. Learn More.

Release Date: July 2,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Enterprise ManagementEnterprise Management allows revenue leaders to seamlessly navigate between organizations in Clari with a single login. Learn More.  Expired Activity Connection EmailClari will send emails to admins to summarize disconnected inboxes of users now we’re making it the default to get the notification. Learn More. Admins: You will now be opted-in to receive notifications, choose how frequently you receive notifications in studio! What’s New in Copilot? Improved Call Review ExperienceCRM info and meeting details are now condensed to drop-downs, Chapters are front and center overlayed on a thumbnail, plus there are UI enhancements for RevAI. Learn More.  Note for Admins: If you have not enabled RevAI features in your copilot workspace settings, you will need to do this first to see features like Smart Chapter, Ask Clari, or Smart Summaries. Go to workspace settings. Re-Transcribe Calls to EnglishCopilot can now re-transcribe calls from another language into English. You can choose to have all calls translated into English or do this ad-hoc. Learn More. Admins: Option to enable translation of all transcriptions to English, go to workspace settings.  

June 2024 Release Notes Release Date: June 5,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Copilot in ClariCopilot is seamlessly integrated and is available as a module in Clari. The full Copilot experience, including all of the Copilot functionality, such as call review, call coaching, analytics, collaborating on calls, and much more, is now available within Clari. Learn More. Saved Views in Opportunities The column settings and groups in an opportunity view will now match the owner’s settings for more transparency and accuracy. Anyone who has access to the view can duplicate and customize it to their needs without overriding the original view.  Read-Only FieldsRead-only fields are now allowed as components in sub-type compositions. Components can be all read-only fields, all forecast fields, or a combination of both read-only and forecast field types. Learn More. What’s New in Copilot? Zoom Recorder ImprovementsCopilot will use Zoom’s data to determine who is speaking in a call. The bot joining and recording speed and overall reliability will be better. Also, the font will be more readable in screen recordings.  Users: Make sure you connect Zoom in Copilot workspace settings. See the article below for a step-by-step guide. Learn More.  Webex IntegrationThe Webex Integration pulls recordings from Webex via their APIs offline. This feature allows users to record and analyze Webex-recorded calls in Copilot. Note: Live Transcription, battlecards, and other real-time features are not yet supported with Webex. What’s New in Groove? Groove Actions Improvements Here’s a quick list of the improvements to Groove Actions: Notifications for due or assigned Actions Scheduler can be inserted anywhere you’re using Actions Swap in templates anywhere you’re using Actions More flexible logging to Salesforce Reps can use any email or phone field in Salesforce to take action with a customer or prospect Logged activities now contain a consistent and uniform subject Learn More. Remove Flow ParticipantsAdmins: This setting allows you to decide if a Flow participant should be automatically removed from Flows once their core Groove license is removed. Learn More. 

 May 2024 Release Notes Release Date: May 1, 2024 What’s New in Clari? Inspect Accounts on Mobile: Views and SearchClari now supports Accounts on mobile. You can inspect all of your Accounts including activity insights and CRM details from anywhere. Drill into an Account to find open, closed, and even closed-won deals to brush up on historical context. Within an Account view, a simple click allows you to sort on any CRM field to find an account or better understand which ones you need to prioritize. Learn More.Graph API for New CustomersAdmins: Read the article here for instructions to configure Graph API. Learn More.Microsoft is phasing out the old team-linking and moving to Graph API. Microsoft Graph has a more fine-grained permissions schema compared to EWS. NOTE: This does not affect existing users.  Custom Modes in the Accounts Module using Related ObjectsAdmins can now create custom modes in the Accounts module to unlock key insights within Clari from related objects such as Opportunities (New ACV, Upside, etc.), custom objects, or even Ingested data (Product usage, CSAT, etc.) aggregated at the Account level. This enhancement helps drive new inspection use cases not previously possible using only data from the Account record in Salesforce and can be critical for account teams approaching renewal providing more actionable insights beyond Activity data shown today. Learn More. Opportunity Export ParityYour Opportunity CSV exports will now match the column configuration of the view. This means that if you re-order or hide fields from the view, your CSV will reflect those changes. Learn More.Note: If you are using CSV exports as part of any automated workflows, we recommend ensuring your column configuration matches the expected output to avoid conflicts.   New in Copilot Copilot Notifications in TeamsReceive interactive notifications, including Pre-call alerts before a call, Post-call alerts with summaries, Filter-alerts for the filters set up in Clari Copilot, and comment mentions from Teams—and you can even reply to them. Learn More.

April 2024 Release Notes Release Date: April 3, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Copilot? Ask Clari in CopilotYou can now prompt Ask Clari with questions related to your Copilot Calls to identify key customer pain points, identify decision-makers, and extract customer objections. Managers and trainers can even use it to pinpoint the biggest opportunities for improvement. Learn More.  What’s New in Clari? Revamped User ManagementWe have updated User Management with a new table experience containing improved filter and column capabilities to manage users effectively. Learn More.  This feature within Clari Studio User Management allows Clari admins to modify the Clari ID (user login email address) or Delivery Email Address for the users in their org. Learn More.  Note: This feature will be made available to all users, but will roll out throughout April. Update Forecast Reference FieldsYou can now update your forecast more quickly via reference fields in Clari’s Forecast modulegrid. If your team leverages reference fields for forecasts in a summary tab, they will be able to update forecasts there via the grid and Quick Submit. Learn More.  Capture Sync Errors ManagementWith the help of the Sync Error Management module, you can quickly understand the syncing errors and re-sync the errored-out records back to Salesforce. Learn More.  Features that Require Opportunities on RevDB Manage Clari NotificationsYou can now get Clari Notifications in Slack – plus, select where you’d like to receive notifications inside Clari Preferences. Learn More.    Time Machine in Funnel See the opportunities that compose a certain stage or forecast category in Funnel. Learn More 

Release Date: March 6, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Groove ReskinGroove's look and feel now match Clari! As we continue to unite Groove with the rest of the Clari Revenue Platform, expect to see a change in color scheme. There are no changes to functionality or layout – just look and feel. Learn more.Before After Copilot and Groove Call IntegrationAccess Copilot calls and insights within their workflow via the Omnibar, Calendar, and Groove Notes Hub. Learn More.   What’s New in Clari? Revamped Forecast ModuleWe improved Forecast’s interface and updated the design. Clari now supports expanding and collapsing the hierarchy to streamline the drill-down workflow. You can copy the CRM totals, adjustments, or team rollups straight into your forecast submission. Learn More.  What’s New in Copilot? Desktop Version 4.0Copilot’s Desktop App can now be authenticated without logging into Copilot for joint Clari and Copilot customers. Conversation FeedThe Conversation Feed aggregates snippets from calls and meetings into a single feed to help revenue-critical employees identify the key moments from a call to focus on. Learn More.  Data Retention PolicyConfigure a custom call data retention period— from 30 days to 5 years — beyond which all call recording and their associated transcripts, game tapes, and snippets are automatically deleted. Learn More. Topics by TeamsAdmins can set Topics to be tracked only for calls made by specific teams. Previously, Topics were tagged in all call transcripts that contained the keywords that made up each topic. Learn More. Call Delete Workflow UpdatesThere’s now enhanced control and visibility when deleting calls from Clari Copilot: Learn More.Delete Call from All Instances Delete Call but Retain Shared Snippets Delete Call but Do Not Delete Game Tapes Update: New GA Date for Clari Opportunity NotificationsWe know you’re excited to use our new Opportunity Notifications feature (so are we!). To ensure we are delivering the highest quality product, we are rolling back this feature and will communicate a new GA date shortly.

Release Date: February 7, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? User Preferences is Now a Full-PageUser Preferences is now a more readable, full-page experience. Access the new User Preferences page by clicking your profile in the top right corner of Clari Web. Access all your preferences in one spot – in the tab on the left.  Opportunity NotificationsYou can subscribe for notifications on specific fields on an Opportunity. You can select fields and channels and be notified every time a change is made to those Opportunity fields—allowing you to be more proactive. Learn More. Smart Email Summaries in OpportunitiesThis feature saves you time by condensing a week's worth of emails into concise summaries, allowing you to quickly grasp the most important information without going through each email individually. It uses generative AI to analyze and summarize the content of emails over a period of 7 days. Learn More. Time Tracker for Sales MeetingsTimeTracker for Sales empowers sales managers and leaders with comprehensive insights into their team's time spent in meetings. Learn More. New in Copilot Copilot ChaptersQuickly identify and navigate to relevant sections of a call using the generated chapters and topic summaries. Learn More. Improvements to Copilot Call SharingEnable or disable public links and white-label the shared call view. Control your shared calls by managing link accessibility and customizing the appearance of the shared call page. Learn More. 

Release Date: January 5, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Clari Status Page with Groove You can now subscribe to specific parts of Clari to get more relevant notifications. Admins, we recommend signing up for status notifications or adjusting your current preferences. Learn MoreSearch Align Plans in ClariYou can now search Align Plans from Clari’s search bar. Learn MoreCapture Sub-StatusesActivity records will now have sub-statuses that provide additional information about how capture has processed this activity. Learn More What’s New in Copilot? New Navigation in CopilotWe have completely redesigned Copilot Navigation for simplicity and consistency. As a part of this change, you will find all quick action buttons here on the top right. It’s easier to join and upload calls with Copilot’s new nav. Learn More  

Release Date: December 6, 2023 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Align? Align HomeAlign Home is a centralized collaborative workspace for sellers and buyers to drive deal execution and visibility—providing a summary view of the deal’s objectives, progress, calls, and resources. Learn More. Watch the video below to learn more about the new Align Home.  What’s New in Copilot? New Zoom Recorder Consent Copilot's recording feature follows Zoom's compliance rules. Copilot will automatically trigger the default Zoom recording announcement and also ask the host for recording permission. Learn More. New NavigationJoin Call + Activity Dashboard Have Moved! You can now use these shortcuts to have Copilot join a call, upload a meeting, or access the activity dashboard. The activity dashboard is a button in the top right with notifications and search. Desktop Version 3The new Copilot desktop app integrates language, battlecard, and other settings. You can also set end-of-meeting alerts, have Copilot join multiple simultaneous meetings, and record meetings you can’t attend. The desktop app is now supported in Chromebook. Learn More. Highspot and Copilot IntegrationsCreate dynamic Smart Battlecards from Highspot content. Embedded Call SnippetEmbed entire calls or specific call snippets into third-party applications, such as LMS and Enablement tools, using embeddable links. Learn More.Shared Filter AlertsAdministrators can create and share customized filters with specific team members or groups. Users can customize notifications they receive for each filter. Learn More. Competitor Sentiments in FiltersYou can now filter your Copilot call data by any, positive, or negative sentiment. Learn More.  What’s New in Clari? New Interface in User Management Admin ModulePlease Note (Dec 12, 2023 Update): After careful deliberation, we pulled back recent updates to the user interface in User Management. It’s important to us that Clari runs smoothly for our admin rockstars, and there are a few minor things that we think we can streamline before we re-release the new experience. Thank you for your patience and stay tuned for updates! Topic Filtering in Opportunities and AccountsIf you have Opportunities on RevDB, you can now filter the Opportunities and Accounts Modules with Copilot Topics. Learn More.Change Clari ID and Delivery EmailThis feature in Clari Studio User Management allows Clari Admins to modify the Clari ID (user login email address) or Delivery Email Address for users in their organization. Learn More.Export in Field ConfigYou can now export your column data from Field Configuration to CSV. If you need to view the complete list of configured fields in Clari, use this list to review your Clari configuration or share with internal stakeholders.  Learn More.RevAI Meeting Summaries on MobileYou can now view RevAI-powered Smart Summaries in the Clari Mobile App. Learn More.Capture Column UpdatesThere is an update to some of the values in the 'Status' column of the Capture Module. This does not change the behavior of capture. These changes will be reflected on 12/12. Learn More.Updates to Currency SymbolsSome currency fields symbols have been updated to stay current with modern standards, these will appear within the Clari platform and exports.  

Release Date: November 1, 2023 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, or Copilot when you log in on the date above. What’s New in Clari? Time Machine in PulseSee the opportunities that compose a certain stage or forecast category in Pulse, as of the date that you select in the chart. Learn more. Let sales leaders know when conducting pipeline inspection in previous weeks or quarters, this feature will help you see the exact opportunities and their amounts used to make the call in a previous week. For example, instead of only seeing that your pipeline was $10M in Week 7, now you can see exactly what opportunity amounts in that week contributed to that pipeline.  Try it in Pulse. Note: Only Available for customers with Opportunities running on RevDB   Groove Extension UpdatesThe NEW Groove Chrome Extension upgrade provides both G-Suite and Microsoft users with more efficient template and scheduler management, streamlined logging controls, and improved onboarding, settings, and troubleshooting experiences. Unlocking increased productivity and efficiency of your customer-facing teams so they can focus on what they do best – closing deals. The extension will start rolling out November 12th and will be turned on for all customers by the end of November.  More information available in the help centerLearn more about G-Suite Improvements Learn more about Microsoft Improvements

Release Date: October 4,  2023 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, or Copilot when you log in on the date above. What’s New in Clari? Forecast Quick SubmitThe Quick Submit button in the Forecast Module is designed to make your forecasting experience simpler and faster, especially for sales reps. Make your forecast call with less friction and effort, leading to improved compliance and more consistent forecasts. ​​Learn more here.For Admins:  If your team has multiple forecasts to submit in a tab, this will allow them to submit them all with a click of a button using the Quick Submit Modal. In addition, this includes the option to re-submit a forecast, if the call has not changed for any or all fields, simply leave those calls unchanged and click Submit. This is especially useful for Enterprise reps, who may have only a handful of deals to forecast on. In-app guidance: Users will see in-app guidance to alert them of quick-submit.  Schedule: You will begin to see this in your Clari instance over the next week.  Full Screen Account SettingsPlease Note: This feature was not release on October 4, 2023, but will be released in a product update in the near future.To streamline your user experience as we work to expand the options available to you in your Account Settings, the Account Settings modal is a full-screen experience.  What’s New in Align? Organize your Templates with your HierarchyAdmins can organize your MAP Templates based on your team structure by assigning them to different teams in your hierarchy. This streamlines managing templates for admins and simplifies the process of choosing the right template for reps. Learn more here. 

Release Date: September 19,  2023 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, or Copilot when you log in on the date above. What’s New in Clari? Capture Column Updates and SearchWe are updating the column configuration options in Capture, and you can now search for activity data. Learn More. Forecast History TooltipsHover over any quota or read-only field in Forecast for more detail on that field’s historical changes. Learn More. Note that this feature will be rolling out to all Clari instances over the next few weeks. Data Ingestion with BigQueryYou can now use Google’s BigQuery to ingest data for RevDB. Learn more about the technical requirements.  Clari StagingManagers and Admins can create a staging environment that is a full copy of your production environment, and experiment without impacting your Clari instance. Learn More.  New in CopilotCopilot Buyer Call LibraryShare a Copilot call with your customers in any new or existing Align workspace. Learn More. Copilot Whisper TranscriptionTranscribe 5 additional languages. Copilot will automatically detect language every five minutes and transcribe the call’s speech in that language. Learn More.  Revenue Critical MomentsSmart Summaries now include sentiment analysis details on competitor mentions from your Copilot calls. Learn More. 

Release Date: August 8,  2023 What’s New in Clari? Opportunity NotificationsGet a notification every time there’s a change made to the Opportunity fields you select. You can also customize where you receive notifications: Clari web, email, or mobile. Learn more. Activity Detail View in Forecast and DashboardsGet Activity Details for any selected account in Forecast and Dashboards. Copilot's Conversational Intelligence is also part of Activity Detail View. You can view Copilot trackers associated with a particular meeting and review the call directly in Activity Detail View. Learn More. New in Copilot Copilot Smart Follow-Up EmailsSend automated follow-up emails generated by RevGPT to include necessary context from your call Smart Summaries. Learn More.   Copilot Call SearchYou can now search for Copilot calls directly within Clari. Learn more. Copilot Topics in Opportunities and AccountsFilter your list of Opportunities and Accounts by Copilot’s call transcript topic data. Learn more. New for Admins Advanced Filters in Field ConfigClari Admins can now have more complex filter options in Field Configuration. Learn more. Expired Activity NotificationsClari Admins can get alerts when teammates’ emails and calendars get disconnected or are expired—so you can re-establish those connections ASAP, right from Clari Studio. Learn more. Small Updates and Fixes Align UpdatesIn Align, you can assign task owners and add checkboxes to your MAPs. You can also tag people, upload a document from your Align Library, and add hyperlinks. Learn more.  Recording Consent We fixed a bug for active consent audio in Copilot that prevented the audio announcement of a call recording from playing.  

Release Date: July 13, 2023 What’s New? Funnel WidgetWith Funnel Widget, you can now pin Funnel reports to a dashboard for faster insight into your sales motion. Learn more here.  Enhanced Reference Fields You no longer need to jump to the tab of origin to update a reference field—just double click and edit, like any other editable field. Read up on our Forecast Module and editing fields in the Knowledge Base.  Sub-Object Aggregation in AccountsSub-Object Modes enhance the grid in the Accounts Module, allowing you to configure modes based on objects that don't live on the account itself—like by opportunity or product. Learn more here.  Activity Filtering in Opportunity GridThanks to Clari's RevDB, you can now filter opportunities by activity data with Activity Filters for a better understanding of deal progression and where to focus sales efforts. Learn more here. Sort, Group, and Filter CRM ScoreYou can enable sorting, filtering, and grouping by CRM Score in Field Config. To learn more about the CRM Score, check out this article in our Knowledge Base.

Release Date: JUNE 2023 What’s New? New Navigation We reorganized and renamed Clari’s top nav bar so you can find products based on actions you want to take — Inspect, Forecast, Analyze, or Capture. Dashboards is in the same place.  Check it out 😻 Here’s a summary of all the changes for reference:The Opportunities and Accounts Modules can be found under the Inspect tab in the top navigation. Forecasting > Forecast (just a label change at this time!) The Analytics tab in the top navigation is now labeled the Analyze tab. You can still find all the analytics modules there. Studio > Clari Studio (just a label change at this time!) Autocapture > Capture (just a label change at this time!) Wingman > Copilot (just a label change at this time!) Waterfall in ForecastingYou might be familiar with the Waterfall Module, now you can use Waterfall for a visual of forecast changes. Learn more about Waterfall in Forecasting. Active ConsentEnsure compliance with Active Consent for users. Admins can enable this feature that notifies meeting participants when calls are recorded and gives them the option not to allow recording. Learn how to enable Active Consent here.   Autocapture Settings Console in StudioTo keep things simple and organized in one place, we made Autocapture Settings available in Clari Studio. Admins now have the ability to configure Autocapture and tweak the configuration on their own. You can now see logs and settings that were previously in the console in Studio. Learn more about this update.  Data IngestionUnlock more insights with more external data connections now available in Clari with Data Ingestion. Data Ingestion supports 3 different database types (Snowflake, Microsoft SQL Server, Postgres) through a self-serve connection in Clari Studio. Check it out. MAP Status to CRM and Field MappingUpdates to your MAP status (On Track, Late, Archived) now push back to a Salesforce field on the opportunity. Drive deal velocity using CRM field mapping in Align. Create a MAP Status Field in Salesforce and learn more about Align CRM Mapping. Forecast API with CRM TotalsNow with CRM data! Previously, users could only export Clari data and had to find and join CRM data externally. Customers can now export CRM History alongside forecast data. Export CRM data (i.e., opportunity amounts) in addition to forecasting data (i.e., quota, adjustments, and forecast entries) with Clari’s Forecast API. Opportunity Export UpdatesWhen you export a CSV of Opportunities, the export now matches the format you see in the Opportunities Module. Learn to export Opportunities. 

Release Date: May 2023 What’s New? Template ModalTo help users create plans faster, Align’s new Template UI lets you search template metadata and provides better visual distinction between template preview mode and plan editing mode. See Template Modal updates here. Template Add-OnUsers can now add templates incrementally to existing milestones as they gain a better understanding of a buyer’s purchasing process. You can create a milestone on your own, and then add a template later without being burdened with upfront decision-making and workload. See examples of how to use Modular Templates here. Field Mapping + Pushing Align Fields to CRMDiscover the power of Field Mapping as we enhance Align’s integration with CRM to provide Sales and RevOps with two foundational components:A user-friendly admin interface for instant visibility into field mapping and sync status Push Objectives, MAP Status, and other fields from Align to your CRM for reporting and data hygiene.Take control of your administration tasks with a self-serve experience, eliminating the need for support, and enjoy clearer and more robust administrative capabilities in Align. Opportunity Name in Align DashboardHave multiple plans for one account? Align has added the opportunity name to the plan list in Align Dashboard so you can easily differentiate one plan from another. 

Release Date: May 2023 What’s New? Copilot (formerly Wingman) Desktop App 2.0 A new interface offers improved experience. Create personalized bookmark categories in your Personal settings and use Battlecards from a live call widget—directly from your meetings. 🤘 Waterfall Dashboard WidgetDrip, drip ☔ …you can now pin Waterfall on a dashboard and check the KPIs of Waterfall, Pulse, and Flow. Learn more. Audit Log APIThe new Audit Log API monitors the events in Clari to keep you compliant. You can audit suspicious behavior or field configurations within the Customer/Client enterprise.  Opportunity Export APIYou can now export Clari’s CRM Score or opportunity data to your BI tool or set up a custom integration. Check it out. Saved Views in Trend: Saved Date AdjustmentThe selected date will not be saved in Saved Views in Trend. Instead, the date will always revert to the default ‘Today’ when you save a View or open a Saved View in Trend. Dashboard Scope: New LookWe’ve updated the Scope in Dashboards for a sleeker experience. When you select a level of your hierarchy from the Scope, the selected level and the next level up in the hierarchy will display. You can hover over the preview to see more details about your Scope selection.  

Closing that big deal in record time, watching your team slice through competition, and hitting revenue goals with precision. If these sound familiar, then you must know what it feels like when things come together. Your team works hard for months and then they hit a tipping point and everything begins to “click.” It’s a phenomenal feeling that leads to remarkable results.And hopefully everyday we’re helping you achieve all that.At Clari, we’re at a tipping point too. From advances in AI to better governance, we’ve got a whole lot coming your way.  Let’s dive into this month’s awesomeness. Product Updates Take Control With Field ConfigAdmins of Clari, we heard you. Governance and customization of your revenue workflows in Clari Studio is now possible with ‘Field Config’. It’s where you can add, delete, edit, and reorder fields added from CRM as you see fit. Also, create custom ‘modes’ to display deal information based on a user’s role in the sales process.Go about making these changes thoughtfully! Please reach out to your CSM to get enabled and start using Field Config. Also, learn more about Field Config here. Introducing RevGPT, Clari’s New AIYou haven’t heard? RevGPT is Clari’s newest AI addition, built to answer your most burning revenue-critical questions in seconds — not weeks.Unlike generic ChatGPT integrations—RevGPT is fueled by RevDB, the world’s largest revenue database, so you only get outputs that help you achieve revenue precision. And this is just the beginning. Launching Smart SummariesBullet points are so yesterday. We’re wired for conversations and stories. Now RevGPT will power Smart Summaries in Wingman. Think automatic call summaries, next steps, and suggested actions delivered via Slack in a conversational format. Your reps will save hours, make strides in their outreach, and nudge more deals to close, faster.Don’t have Wingman? Sign up for a trial here. Already have Wingman? Join the waitlist for Smart Summaries here. Account Engagement, Clear As DayYou can now leverage custom activity signals to understand engagement, or lack thereof, with top accounts to help your teams prioritize their efforts. These signals can be defined based on the task object in SFDC and matched to accounts using Clari’s matching logic.  Clari Community & Content Time to Revenue Fireside ChatJoin our CEO, Andy Byrne, and Nick Mehta, CEO of Gainsight, to get the inside scoop on how to master time to revenue so you can stop revenue leak, protect your customer base, and achieve revenue precision. April 13th, save the date. Register today.  Field Config ResourcesField Configuration puts the power to set up Clari according to your organization’s needs in the hands of Clari Admins. Earn your Field Config Admin Certification to learn how to configure fields, layouts, and modes in your Clari instance. As you ramp up on the new module in Clari Studios, leverage the Knowledge Base when you need guidance, and ask a question in the community or join us during Field Config Office Hours to get face time with our experts. Community Leaderboard RewardsThe Clari community is growing fast! Learn to use the platform, ask questions, and join early access programs.This month you can get rewarded for being an engaged member in the community. Get the deets on our community rewards program here and start earning points!Until next time, folks.Kurt Leafstrand,SVP of Product

We understand that revenue isn't always generated at a desk, or in front of your computer screen. So, whether you’re updating your team on the go using our app, or capitalizing on revenue-critical moments live in-action, Clari gives you the control you need to run revenue. Kurt Leafstrand, SVP of Product  Product UpdatesAccess Copilot (formerly Wingman) on the go with the Clari appClari’s mobile app for iOS has a new look! You can now access Wingman call recordings on the go, easily navigate between conversations and opportunities to stay connected to your revenue and access your favorite dashboards. All this right from the mobile app, wherever you are. Download or update the Clari app. Revenue-critical conversations in Activity DetailActivity Detail gives you instant access to the full history of a deal or account in a single place. Now, conversations recorded in Copilot (formerly Wingman) (or other CI tools) are integrated directly into Clari, as well as the full body of emails sent to and from your sellers. Ask your admin to turn on email body viewing in Clari or connect your CI tools. Learn more about Activity Detail here. Share saved views with your teamWe are focused on making Clari more collaborative to better align revenue teams. And so, we are opening up view sharing to all users so that anyone can create and share views within their organization.  Learn how to start sharing views with your team. Clari Community & ContentNew Align LearningMutual Action Plans (MAPs) help revenue organizations of all sizes answer their most critical questions by fostering collaboration and transparency between the buying and selling teams. Learn how to create, manage, and share mutual action plans with your customers in our new Align Fundamentals course. Copilot (formerly Wingman) for Product & Marketing teamsJoin us to learn how to get started with Copilot (formerly Wingman) and how Product and Marketing teams can use Copilot (formerly Wingman) to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition. The Run Revenue ShowICYMI: we launched The Run Revenue Show—a weekly podcast to help you avoid revenue leak and achieve revenue precision. Episode 1 features Kevin “KD” Dorsey sharing his step-by-step playbook for avoiding slipped deals. Be sure to hit the follow button wherever you listen to podcasts so you don’t miss an episode! Multi-language transcriptionDear sellers, it’s a diverse world and the last thing we want is language keeping you from running revenue. Selling across time zones? Got colleagues that are bi-lingual? It’s all good, Copilot (formerly Wingman) is fluent in and can transcribe your calls in 16 different languages. Learn more about multi-language transcription here.Use the “EAP” tag on the Groups page and request to join for new features you’re interested in.  Copilot (formerly Wingman) Desktop App 2.0It’s finally here! Copilot (formerly Wingman)’s overhauled desktop is here to help you crush deals like never before in a whole new skin with better Battle Card delivery and bookmark management. Get it now! Use the “EAP” tag on the Groups page and request to join for new features you’re interested in. 

As we navigate this economic climate, two themes keep coming to mind: Visibility and Accountability. With our latest features, we’re ensuring that every revenue-critical employee has the opportunity to see revenue leak before it happens, and the ability to act on it.To your continued success,Kurt Leafstrand, SVP of Product Product Updates Introducing our newest analytics module: FunnelIf you have access to Flow, you’ll be able to analyze your conversion rates by sales stage to uncover where deals are getting stuck starting February 15. Stem the flow of revenue leak by identifying where to focus your time, resources, and coaching. And, for even greater visibility, share your view in Funnel with anyone in your team with Saved Views. Check with your Admin to access Funnel.Coming Feb 15! Streamline visibility by sharing Saved ViewsNo more adjusting filters and settings. Starting Feb 15, you’ll be able to save your most used views in analytics and accounts. Admins can create saved views and share them across roles to make sure everyone has quick access to data that answers the right questions. Learn more about Saved Views.Build custom CI reports with WingmanGather all of your sales call data into your CRM with Wingman. Identify topics discussed, competitors, and other call stats. Learn more about Wingman’s Salesforce integration.Build MAPs faster with Align’s customizable Private TemplatesCreate, edit, and save your favorite MAP configuration with private templates in Align. If you’d like to make them available across your team, Admins can easily publish private templates to make them public, using a customized mutual action plan template that you can iterate on, deal after deal. Try it out now!

🎶 12 Months of releases, 3 days of Club Revenue, 2 acquisitions, and a brand new category 🎶2022 is behind us. Looking back, I’m thrilled to see the strides we’ve helped our customers achieve. At Clari, we’ve welcomed Copilot (formerly Wingman) and Dealpoint, offering you a more consolidated, complete revenue platform. We’ve adapted leaner, more custom configurations without sacrificing data or quality. And we’ve pioneered the market into revenue governance and collaboration.🎶 And a partridge in a pear tree. 🎶 The way ahead looks bright, too. We’re jumping into 2023 with some of our most highly anticipated updates in early access programs, ready for you to test them for yourself.So let’s get to it. Cheers to you! And cheers to your continued success.— Kurt Leafstrand, SVP of Product Purpose-built to run revenue, we simply don’t do generic. Here are our most recent updates that enhance the power of Clari’s platform with the flexibility to fit your process: Align buyer collaboration and sharing improvementsBuyers now have more agency when collaborating on your mutual action plans. They can update dates, create milestones, and add or remove actions. Invites are easier, too — anyone with a matching email domain will be able to join your mutual action plan once they’re invited. Snapshot historical trend data with the Historical View widgetDon't solely rely on memory - Instead, easily review historical trends for a cohort of deals  with Clari's Historical View widget.You’re able to quickly see how much pipeline and revenue potential is being created or closed, or if certain types of deals are progressing towards a set financial target over time. Join the Audit API EAPJoin one of our most anticipated EAPs and test the new Audit API. A public API, this allows users to audit events happening in Clari to understand who is making changes, and when these changes happened. Ask your CSM to join! Get access to Field ConfigurationField Configuration gives Admins the power to set up Clari according to your organization’s needs. Learn how to configure fields, layouts, and modes in your Clari environment and earn your Field Config Certification to gain access to this new module in Clari Studio. 2023 is looking brightWe currently have half a dozen Early Access Programs available to join. Some of our most significant, highly anticipated updates are ready for your to test for yourself. Reach out to your CSM or check out the community for groups to join in!

As always, I’m inspired to see how our customers kick their sales execution into high gear, across the board. It’s incredible to see the amount of momentum that takes place as we all race to a strong finish at the end of the year.This month, I’m excited that we’ve met the wave of activity you’ve built with features that enable swift, streamlined sales execution, and the relationships required to get them done.— Kurt Leafstrand, SVP of Product  Purpose-built to run revenue, we simply don’t do generic. Here are our most recent updates that enhance the power of Clari’s platform with the flexibility to fit your process: Identify risk and momentum due to relationshipsIdentify activity gaps in Accounts & Opportunities with relationship-based risk and momentum indicators. Within Relationship Insights, the user will be able to see whether or not the right people have been engaged with to move the deal forward. Enabled for all users on 12/15. Ensure confidence in the amount of deal activity and data completenessGain immediate visibility into the amount of activity taking place across all deals and accounts within your Activity Logging Console.To establish confidence in your data, quickly search all activities logged to CRM to ensure there are no gaps. Admins: Troubleshoot errors or activities not-synced more easily! Collect only the most relevant data per role to cut through the noise Tailor the data collected from each member of your team with Role-Based Autocapture. Prevent the distraction of unrelated activities and data by collecting only what each role needs — nothing more. Reach out to your CSM to enable Role-Based Autocapture. Identify key roles needed for a deal in a MAP’s Team RolesDetermine which people will participate in different steps in the buying process within a mutual action plan’s Team Roles. Identify and fill key roles needed for the deal, and even save as a template to guide new reps. Align Admins: Create a role in Team Roles to begin adding to templates and MAPs! Track Account Engagement for territories as well as rolesTrack engagement within accounts based on territories, as well as roles. Territories are now supported in Account Engagement, Clari continues to support Enterprise Territory Management (ETM).