Product Release Notes

 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: Compare and Analyze Custom Dates in Trend: Dive into the historical trends that are most relevant to you in Clari Trend. Adjust the date you’re interested in, and Trend will compare data from the previous period to directly answer your question: How has our pacing compared throughout our fiscal calendar? Try it out! Customize Data Pushed from Align to Your CRM:Clari Align’s mutual action plans now allow you to select which activities you want to capture and record in your CRM. Get visibility into buyer signals and activities inside the MAP, or select seller activity to inspect MAP creation and updates over time. Admins: enable today!  Record Activities from Events:Clari now offers a more versatile configuration to record and track activities as events. Whether you prefer to record your activities as events or tasks, Clari is flexible — purpose-built to run revenue your way.  Mobile Access to Email Content:Activity content logging is now available for mobile! Alongside activity data, you can now inspect revenue-critical email content on the go with Clari’s mobile app. Keep a pulse on your deals to take action and consistently hit your targets with precision. Download the app! Improvements to Sorting:Managing opportunities in Clari just got better. In the opportunities tab, users can sort any amount field from sub-object modes, rather than being restricted to splits and product line items.

The Latest!We just got back from a week at Club Revenue and are ecstatic about the future of revenue! At the event, we met with many of you face-to-face, saw our customers and Clari family come together, and shared previews of some new and upcoming product announcements supporting the Clari Revenue Platform. If you missed the event or just want to re-live the Club Revenue fun, see the roundup here.We’re excited for this revenue revolution - and to continue to give you and your teams visibility into where you’ve been, where you are, and where you’re going - and the solutions to get there, so you can run revenue like a pro.  Product UpdatesView Email body content from Activity Detail View:Email body surfaced in ClariUnderstand opportunity activity from one place - with the ability to view actual emails from any deal. Managers and reps can dig into emails and conversational intelligence to truly understand the deal cycle and next steps.To learn more, visit our Help Center. Reach out to your CSM to turn this feature on so your teams can adopt and improve deal inspection today. Align Mutual Business Objectives:MBO Configuration for AdminsUsing a sales methodology like Value Selling? Highlight customer pains, constraints, initiatives, and the “3 Whys” in an executive summary format using Mutual Business Objectives.To learn more, visit our Help Center. Early AccessClari Early Access Programs are a chance to be the first users to try new features such as Specific Date in Trend, Optimize (coming soon), and more. View features that are currently in an early access program, request to join the Early Access Programs, and provide feedback directly to product managers in Clari Community! View Email from Activity Detail View: Understand opportunity activity from one place - with the ability to view actual emails from any deal. Managers and reps can dig into emails and conversation intelligence to really understand the deal cycle and next steps. Talk to your CSM to turn on this feature so your teams can adopt and improve deal inspection today.   Align Mutual Business Objectives: Using a sales methodology like Value Selling? Highlight customer pains, constraints, initiatives, and the 3 Whys in an executive summary format using Mutual Business Objectives. To learn more, visit our Help Center. Community & Education Need Help? We’ve got you covered.When you need help, you want answers fast. In mid October, we’re migrating our Knowledge Base to integrate with the Support Portal to give you a go-to self-service experience when you want to find answers on your own and an efficient experience when you need help from the Clari Support team. Everyone will still have access to the Knowledge Base, but only your Clari Admin(s) will submit support cases moving forward. Become a Forecasting Expert & Get CertifiedWe developed Clari University’s latest Forecasting certification to teach you all there is to know about how to configure and manage one of your most critical business processes, including how to use the new forecasting configuration export in Forecasting Management. You’ll learn all about how the Forecasting Module works and the different building blocks that are available to help you design a forecast that suits your business. Enroll today to earn your Forecasting Certification! Be the first to take some of our new features for a test drive.Clari Early Access Programs are a chance to be the first users to try new features such as Specific Date in Trend, Optimize (coming soon), and more. View features that are currently in an early access program, request to join the Early Access Programs, and provide feedback directly to product managers in Clari Community! Learn from your peers and our revenue experts: More events and resources! Join Clari Live: How to Onboard Reps Efficiently at Scale on October 12th. In this interactive, demo-based session, you’ll learn how Clari can help you onboard and enable new reps quickly to drive performance faster.  View this demo-based on-demand webinar on how to leverage Clari to expand into new markets. Learn 3 Ways Databricks Demolishes Obstacles to Growth. See how other Oktopost leveraged Clari Wingman to solve for revenue leak. Read our blog for the latest best practices and industry news such as How to Win During Times of Uncertainty with Guy Kawasaki.

Going to Dreamforce? Neither are we! We’re doing something far better, and it’s called Club Revenue. Step away from the madness and visit us: you’ll see exciting new capabilities we’re chomping at the bit to share.Without stealing our own thunder, scroll down for a sneak peek and learn about other new features that will help you run revenue like a pro. Clari + Wingman: Intelligence, where you need it The first integration between Wingman and Clari is now live! Now, the power of conversational intelligence is available exactly where you run revenue. Review conversations, analyze call data, and uplevel your deal inspections without switching out to yet another app. Learn More! Introducing Forecasting Management (Admins this one’s for you!)We’ve got your back, Clari advanced ops admins. This month we’re improving your experience with a key update: Scrap those screenshots... You can now view and export all field and formula settings to more easily share and manage your forecast configuration! Learn More!  We want your feedback! If you are interested in joining an early access program for these features, please reach out to your CSM:   Role-based autocapture: Custom configure what activity and contact data syncs to your CRM by role, ensuring each team captures the best possible data for their unique day-to-day needs Activity logging in autocapture: Monitor, analyze, and govern all the activity data writing back to your CRM from the autocapture console.  Community Event: Happy Half Hour (Revenue Intelligence)Join product manager Conner Crane and community manager Mike Adams on September 29 for our first Product Happy Half Hour! Learn about Clari's current and future vision for revenue intelligence and ask the Clari product team questions. Sign Up! Clari University—become Clari certified and win!Our Clari Fundamentals training and certification program will make you a Clari power user and develop your revenue expertise. Enroll today and be among the 1st to earn your Clari Certification before September 30 and earn some Clari swag!Enroll Today!

We’re well into summer and we hope you’re taking some well-deserved time off. That’s right, go ahead, relax and enjoy it, we’ve got you covered! We built Clari to help you run your business whenever it is you work, and also when you don’t, because we understand revenue never stops. Neither do we. So far this summer we’ve announced Clari Align, the acquisition of Wingman, and soon it’ll be back to school, which means Dreamforce. We’ve got plenty of exciting news to share with you then, too.  To learn more, escape the Moscone madness and visit us in person at Club Revenue where we do things differently. Cheers,Kurt Leafstrand, SVP of Product  What’s new with Wingman Wingman is the gift that keeps giving. Last month, Clari announced our acquisition of Wingman (check out our blog about it), the innovation leader in actionable conversational intelligence.  We’re continuing to innovate with the launch of role-based access to call scorecards and the ability to search all account activity by keywords and AI-detected topics.  Reach out to your account manager to learn more.  Join fellow masters of revenue in the Clari Community Product updates and events and forums, oh my! We are excited to launch Clari Community, your hub for all the latest and greatest from Clari.  Clari Community will connect you with other world-class revenue teams, so you can ace the most critical business process—revenue. [Button - Sign Up Now!] What’s new with Align Recent updates to Align ensure seamless engagement and enhanced visibility to get deals done faster! With the new Activity Page, quickly track mutual action plan (MAP) engagement over time to ensure buyers are participating in your selling process. Also, check out MAP summaries in Clari’s Insight Panel. Access a holistic view of the opportunity’s mutual action plan and the progress of high-priority action items.  And wait! There’s more. Maintain pristine records with our market-best sync. MAP activities are now pushed directly into your SFDC opportunities and are reflected as tasks.  Calling all for early access programs: We want your feedback. If you are interesting in joining an early access program for the following features, please reach out to your CSM:   Quick-submit: forecast users can update or resubmit all their forecast values and notes in a single click.  Historical view widgets: Data Hub users can add widgets that show how sets of opportunities trend over rolling time periods. Customize widgets by date range and add goals to visualize. Outside of our exciting product updates, don’t forget… Join us for a virtual roundtable on August 11, where a panel of customers will discuss their experience and the value they've been able to drive with Clari Wingman. Heading to Dreamforce or plan to be in San Francisco? Check out what’s happening at Club Revenue and get your pass today! Submit a review on G2. Share insights and receive a $25 Amazon gift card.

The last few months have been a bumpy road for the economy and markets, with more twists and turns expected. To thrive in these times, companies and their teams all need sound strategy and discipline. However, most companies deploy only half a strategy focusing on cost cutting. The reality, is there needs to be a focus on both costs and revenue. That’s why on June 15th we intensified our singular focus on revenue by unveiling our new strategic framework — Revenue Collaboration & Governance (RevCG). Moving forward, you will see a strong emphasis on RevCG in our roadmap. Clari’s Revenue Platform is a unified system that fosters collaboration for everyone who touches revenue and allows for complete control of all key revenue processes at scale. Clari helps transform revenue leak across your GTM funnel into revenue precision. Toward that end, we are incredibly excited to announce our acquisition of Wingman, the innovation leader in conversational intelligence. With Wingman, Clari is the most complete Revenue Platform, harnessing conversation data exactly where you need it to stop revenue leak. To learn more about Wingman and other product updates, read on!  Put ‘Actionable’ Into Conversation IntelligenceAvailable for purchase. If interested, please contact your account manager to learn more.  Clari is excited to announce Clari Wingman, our take on conversation intelligence. Evolve beyond passive, outdated call recording tools to take your team to the next level. Real-time transcription, scalable, high-impact coaching, and embedded experiences ensure your conversation intelligence is finally put to good use.  Unifying the Admin Experience: Clari Studio  We are rebranding all admin features under Clari Studio! Clari Studio aims to give you more governance over your Clari instance: configure it in real-time to reflect your most up-to-date revenue process. In the next few quarters, look out for field configuration, forecasting admin, and sandbox.  Improving Clari Quality of LifeWe’re releasing a few updates that will make our platform even more intuitive:  With the new ‘Product Resources’ feature, you can access guided walkthroughs to take you on a tour of each Clari module.  We are updating the horizontal navigation on July 20th! Each module will now be exposed in the navigation bar, for quick access.  Outside of our Exciting Product Updates, Don’t Forget… Admins - join the Community to get access to an exclusive AMA (Ask Me Anything) on July 19! Save your spot for a fireside chat with Dialpad and Clari where they’ll discuss how to drive revenue precision and growth. Register for the July 21st webinar - learn how other customers use Clari to prevent revenue leak and retain customers in an economic downturn. Join us on July 27th for the next Clari Live: How to Scale Your Top Performers with Wingman.

Clari Align Release Update - June 2022 New | ImprovementsOngoing improvements to the UI of Align, with notable style updates to the Team and Resources page of a MAP The Activity Stream is now collapsible - so you can hide activities during your screen shares to focus on milestones, action items and creating next steps with your buyers Filter activities by team - you are now able to filter activities by team from the MAP Activity full page Improvements to the MAP email invite processFixesYou are now able to select teams and invite stakeholders while Presentation Mode is turned on   

📣We’re thrilled to announce the general availability of Clari Align to all customers📣 Clari Align, the only solution that unifies buyers and sellers to realize value across the entire customer lifecycle—ensuring a path to mutual success. This is bigger than email, slides, or traditional collaboration tools. It’s full transparency and visibility into the status of every deal across your entire book of business. Clari Align fully integrates with the tools you already use and invites every member of your revenue team to walk in lockstep with their buyers. Everyone is executing towards a common goal. Clari Align offers mutual action plans (MAPs), digital sales rooms (DSRs), and buyer collaboration. It serves as the meeting point between buyers and sellers to move deals forward, engage necessary stakeholders, and anticipate roadblocks before they pop up down the road. Learn more about how mutual action plans reduce deal slippage and increase win rates here. Don’t forget to save your spot at next week’s webinar to hear how other Clari customers use Align. 

Come check this out if you’re wanting to learn more about forecast history! 

Overview Clari releases product updates up to three times per month, with updates consolidated in this monthly article. Check-in here throughout the month to stay in the loop with all of the new features coming to Clari.  If you have any questions, please contact your Customer Success Manager or drop them here.  Field Change Indicators in Forecasting Expanded ViewYou can now see the colored field change indicators from the Opportunity Grid in the Expanded View grid. Please keep in mind that field change indicators will only display for opportunity fields with field history tracking enabled in Salesforce. The colored change indications allow users to understand deal health more quickly from Forecasting Expanded View.Note: The color changes are fixed (non-configurable) to only show changes that occurred in the last 7 days. Display Longer Column Header Names in ForecastingWe have added support to display full column header names in Forecasting. Forecast column headers will display up to two lines (instead of just one). As the header name gets longer, font size will automatically adjust to accommodate the full header name.