Welcome

We’re thrilled to unveil the latest updates to Clari University 🎓 The best way to get acquainted with these new features is to try them out first hand, but you’ll find a quick summary below.  What’s Changed?For our top navigation, we’ve added a consistent header with more links that support your learning journey and provide you with direct access to our support portal. The new feature ribbon will showcase our latest courses and certification paths as we continue to add more content. The new catalog page makes it easy to filter courses by groups and tags or simply search by keyword in the top right to find exactly what you need. Use the home page tiles to focus on courses designed specifically for Admins, for RevOps, your Role, or learn about Clari CoPilot.  Do you want to partner with Clari and share your ideas and thoughts for additional Clari University content? Reach out to university@clari.com.

Hi there! I’m so excited to introduce you to the new community design we’ve built. 🎊 The best way to become acquainted with the new design is to jump in and take a look around, but you can also find an overview of the newness you can expect below.  What did we change? Top Navigation We streamlined all the discussion forums within one dropdown menu, which you’ll find on the left. Tip: You can find things like recent activity, activity since your last visit, and unanswered questions here, making it super easy to catch up on the latest in the community! We updated the links to simplify navigation depending on what you’re looking for: community, products, learning, resources, events, support, and announcements. All the content you’ve had before (and more!) is still available. It’s simply bucketed into categories that just make sense! You can still Ask a Question/create a topic and find the link to contact Clari Support here. Community Homepage The search bar in the center of the homepa

TL;DR—See how Clari helps drive more predictability in your customer business with managing net dollar retention (NDR) and forecasting churn.👀 Access the recording here.

Last week’s Charge: The Revenue Summit was a powerful collection of interaction sessions featuring some of the industry’s finest leaders and sellers, each sharing their experiences and playbooks. A few key highlights:A powerful keynote from Clari’s CEO Andy Byrne on how to win every revenue moment Pilar Schenk, COO at Cisco, and Angelique Slagle, Managing Director at Blackstone sharing insights on how they’re protecting and growing their customer base Sales leaders revealing battle-tested tactics on how to avoid deal slippage and increase win rates to keep opportunities charging towards Closed Won A fireside chat with Alex Latraverse, CRO at Flock Safety, and Seth Marrs, Research Director at Forrester on how CROs use the revenue playbook to survive and thrive🍿 Grab a snack—you can find all the great sessions from Charge here on-demand.

Got a question for a Clari expert? Join our office hours this Thursday! While this session is certainly for your questions about the new Field Config Module, you can also join us to help you out with any other Clari questions.  We will be expanding these office hours to address any of your questions about Clari (or Align, or Copilot!), and we’ll be hosting them every week! Keep an eye on the events calendar for details.

Join us next Wednesday (June 14) to learn how Clari empowers your revenue teams to forecast churn, exceed net dollar retention goals, and prioritize the accounts that matter most.Register here.

📣 We’re excited to share these product announcements today:Increase Win Rates with Clari Inspect. Clari Inspect is the industry’s only pipeline inspection technology that ingests revenue-critical data from all major data repositories—now including PostgreSQL, Snowflake, Big Query, Google Sheets, and SQL Server. It combines non-CRM data with CRM data to give you a single comprehensive view of your accounts so you can drive deals with greater confidence.⭐ Admins can connect to external databases via Studio. Reach out to your CSM or AM to learn how to unlock more precise deal and account inspection workflows.Wingman is now Clari Copilot. Still designed to help salespeople win every revenue moment with real-time, AI-fueled sales intelligence, but with a new name under the Clari brand. Revenue battles are now easier with Smart Battlecards™. Turn your long-form enablement content into cue cards that help your sellers navigate tricky situations on every revenue-critical call, instantaneously

ICYMI—Clari product experts answered the questions from the audience about generative AI and how it can change the way your revenue teams work.👀 Access the recording here. 

Join us on June 21 for this exclusive customer webinar to get inspired and excited about the product updates coming from your favorite revenue platform!Get ready to hear from Clari’s Group VP of Product, Phil Cooper, and learn how to:Strategize with conviction using Clari Inspect Coordinate with speed using RevGPT Sell with confidence using Clari CopilotBonus: catch a preview of what's coming soon!Register here.

Hey all, My name is Mike Adams, I work in Customer Education here at Clari! I have a golden retriever named Aspen that I adopted in 2020. I really enjoy road tripping and spending time in the mountains I have supported Clari customers as a Success Manager and Customer Education/Enablement specialistExcited to jump in! 

Join us next Wednesday (5/31) for a special session of Clari Live where our product experts will answer your questions about AI and Clari’s RevGPT. Register here. You can also comment below with your question and we’ll add it to the queue for the live event! 

My name is Scott K. Wilder. Below is a little info about me: and...I recently just joined to manage Digital Success, which means my job is to make it easier (and faster). to find useful information. I manage this community, the university, and knowledge base articles. So, I am looking forward to working with you on building out these platforms. It would be great to chat with you 1 on 1 via Zoom or here via a direct messages ,Feel free to each out to me anytime.I look forward to engaging with you here  -- and working together to build out a great place for you to collaborate, learn and grow with other Revenue Runners.Wilder

TL;DR—See how Clari gives you full visibility into pipeline changes, so you can spot risk, take action to get back on track, and hit your number.👀 Access the recording here.

🎉 Happy National Customer Appreciation Day 🎉Today, we celebrate the power of being one with customers — it’s one of our values, don’t you know! One with CustomersWe want to express our deepest gratitude to each and every one of you for being a part of Clari’s journey. Your trust, loyalty, and valuable feedback have helped us become better and stronger. At Clari, we believe that true success lies in building strong relationships with our customers. That's why we strive to understand your needs, exceed your expectations, and create experiences that resonate with you.THANK YOU for being more than just customers to us. You're the heart and soul of our company, and we're honored to serve you. Join us in celebrating National Customer Appreciation Day and let's continue this journey together, growing, learning, and achieving great things as one! P.S. Speaking of feedback, we would sincerely appreciate your opinions on what kind of content would be most helpful to you. Please take 1 minute t

Charge is a half-day virtual event filled with thought leadership and practical advice for revenue pros who want to turn obstacles into opportunities—regardless of market conditions.Sessions include:How to de-risk purchasing decisions to keep opportunities charging towards Closed Won A panel from world-class execs on how to protect your revenue while growing and defending your customer base Real-life sales coaching for beating the status quo A CRO fireside chat on how to survive and thrive using a 13-week cadenceSave your spot for June 6!

As you might be aware, Salesforce is sunsetting its older API versions (<30v) this summer. The start date for this is May 6th. Our team is aware that some of our services are still running on an older version of the SFDC API (<30v). Our product & engineering team is aware of these changes and are making the appropriate updates in Clari to prevent any disruption in service. These upgrades will be made prior to the start of the Salesforce summer release in the first week of May. There will be no downtime or disruption of service during this upgrade. Please reach out to your CSM if you have any questions or concerns.

Kristina Ayanian, host of Nasdaq Listings, welcomed Clari’s own Andy Byrne to talk about “the three headed hydra” of CRM + spreadsheets + BI solutions, and how to escape it with RevDB (our Revenue Database) so you can answer the most important question about your business: Are you going to meet, beat, or miss on revenue?Check out the full interview here.

Missed the live webinar? Not to worry! In this session, @Vinay Srinivas (Customer Success), Praveen (Product Marketing, and Sajjan (Product Management) shared how you can level up your conversations, coaching, and compliance with latest features in Copilot (formerly Wingman), including: Desktop 2.0 Transcription in 15 languages Smart SummariesAnd much, much more! Check out the recording (below) and the deck from the webinar (attached). 

 Don’t let pipeline changes take you by surprise. Join us next Wednesday (May 17) to see how Clari can give you real-time visibility so you understand where your pipeline stands today.Register here. 

Missed Field Config office hours this week? No problem. In this session, @pnguyen joined us to answer your questions on the new Field Config Module in Clari Studio. We covered topics such as:  Layouts (i.e. what they are, how to use them to optimize your team’s Clari experience) Field Settings (i.e. field setup in Salesforce vs. Field Config) Check out the recording (below) and the deck from the session (attached).Special shoutout to @Hamza Abu-Alhawa and @Kevin Christopherson. Thank you for joining our Field Config office hours this week and last week to  talk about your use cases, ask questions, and provide feedback. Your experiences and feedback are invaluable as we continue to build out more admin capabilities in Clari Studios, so thank you for sharing!

Thank you all for participating in our friendly leaderboard rewards competition this month! Here are our winners from last week:First Place: @Joseph Nguyen 🥇🎉Second Place: @icarrazana 🥈🎊 Thank you for being active members of our community. There’s a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation, question, or idea) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We just paid special attention to the leaderboard this month! Thank you all for participating in our April leaderboard rewards, and for being part of our community!

Missed the live session? Not to worry! In this session, Ty Lapinski answered your questions on the new Field Config Module in Clari Studio. We covered topics such as:  How to build a custom mode How to configure layouts like Expanded View Ways to review and test the changes that you make   Check out the recording (below) and the deck from the session (attached). 

Join @Ty Lapinski and I tomorrow for Field Config Office Hours. We’ll be around at 10 am PDT to answer your questions about adding, editing, reordering, or removing fields, and building modes. You can register here.  

Thank you all for participating in our friendly leaderboard rewards competition last week! Here are our winners from last week:First Place: @Greg Sundermann 🥇🎉Second Place: @Dennis Hyland 🥈🎊 Thank you for being active members of our community. There’s a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation, question, or idea) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We’re just paying special attention to them this month!

The leaderboard is heating up! I’m so happy to announce our winners from last week:First Place: @Steph Peters with 161 points!🥇🎉Second Place: @hansh with 79 points!🥈🎊Thank you for being active members of our community. There will be a prize headed your way very soon! Keep an eye out for a direct message from me. For reference, here’s how community members can earn points:20 points for providing an answer (to a question) 15 points for creating a topic (conversation or question) 6 points for posting a reply (to a conversation) 4 points for receiving a like or a vote 2 points for giving a like or upvoting an ideaYou actually always earn points in the community this way ☝🏼. We’re just paying special attention to them this month!