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Seismic is currently hiring a Sr. Director of Sales Strategy & Operations - read more about the opportunity here.
Field Config puts the power to configure your revenue platform in your hands, and although the workflows are pretty simple, it’s important to fully understand how Field Config works so you can set up Clari to run revenue your way and drive revenue precision for your unique teams. What can you do with Field Config? Add/Edit/Delete/Reorder the fields from CRM that are displayed in the Opportunities, Analytics, and Accounts modules (i.e. opportunity grid, filters, etc.). Add/Edit/Delete modes in Opportunities, Analytics, and Accounts modules. Note: If these terms are new to you, you can learn more about fields, layouts, and modes as they relate to configuring your Clari instance in Clari University. Contact your Clari CSM to get started with Field Config. What is not supported by Field Config? Management and updates to the configuration of the Forecasting Module are not supported by Field Config. We have a read-only view in Forecast Management for you to view your Forecasting configura
Our first week of community leaderboard rewards for the month of April has come to a close! I’m thrilled to announce our first place winner @Collin Rhea, and our second place winner @Shanwaz Ahmed! 🥇🥈Congratulations Collin and Shanwaz, and 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 this week (and the following weeks):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!
https://link.chtbl.com/eIdlWl6lIn this episode, Jason Chapman talks all about the basics your team might be missing in order to build a resilient, reliant revenue machine. Jason is the SVP of Commercial Strategies and Operations at Infor–a software that builds successful businesses. Listen in as he shares how the best companies leverage their revenue teams to have a broader impact than just the bottom line, how the best sellers are collaborating with their customers, dissecting the key fundamentals of the revenue process, how to ‘earn the right’ to sell to customers, and more. Here’s what’s inside: Understand your trade-offs: Between your market reality, product reality, and your financial reality…Jason says if you’re hyper-focused on the customers that you can serve best and you're putting R&D dollars into the things that they care about, and then making sure that you've got the commitments from a revenue perspective, this will play a role in the rest of your business. Work collab
In this session, @kstanforth shared how Saved Views can help you save all your most frequently asked questions about your revenue. We talked about what questions you should be asking Clari, and when it is most important to ask for these insights. We also went over how to leverage the new Saved Views in Analytics capabilities to ask Clari the most important questions to help you prevent revenue leak in this session.
Saved Views can help you save all your most frequently asked questions about your revenue. In this session, we’ll talk about what questions you should be asking Clari, and when it is most important to ask for these insights.Saved Views are coming to Analytics! We’ll also go over how to leverage the new Saved Views in Analytics capabilities to ask Clari the most important questions to help you prevent revenue leak in this session.Join us on April 6 at 9am PST with Katie Stanforth, Digital Adoption Manager, to see how to ask Clari the most important questions to help you drive revenue precision.Register Today!
Join Nick Mehta, CEO of Gainsight, and Andy Byrne, CEO of Clari, on April 13 for a virtual event where they’ll discuss:what Time to Revenue is (hint: the time and resources spent hunting down revenue-critical signals needed to run your business); what it’s likely costing you right now (it will get ugly); and how to master it.Save your spot here.
Did you miss our live session on Copilot (formerly Wingman) for Product & Marketing Teams? Not to worry.@Vinay Srinivas, Sr. CSM and Copilot expert, shared how Product and Marketing teams can use Copilot to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition. You can learn all of Vinay’s tips by watching the recording below! The deck from the session is also attached to this post. If you have any questions, please don’t hesitate to reply to this thread!
ICYMI: earlier this month, we launched The Run Revenue Show—a weekly podcast to help you avoid revenue leak and achieve revenue precision. Catch up on Apple or Spotify now!Episode 1—How to avoid slipped dealsKevin “KD” Dorsey, SVP of Sales at Bench Accounting, shares his step-by-step playbook for avoiding slipped deals.Episode 2—How to still hit your revenue goals during an economic downturnSteve Singh, Managing Director at Madrona Venture Group, shares his learnings from leading his team at Concur through the ‘99 dot com burst, the 2008 financial crisis, and beyond.Episode 3—Reliable RevOps partnership looks like thisAdam Aarons, CRO at Drata, shares how he partnered with RevOps to gain a better understanding of what was happening within the business, identify areas of improvement, and make data driven decisions.A new episode drops every Monday. If you like what you hear, don’t forget to hit the follow button wherever you listen to podcasts!
Hi all, The Olo (short for online ordering) team is hiring for a Senior Director, Sales Operations and looking for someone ideally with Clari experience (so you already meet one req 😉 ) that can strategically partner with their Sales Leaders. 🎉 To apply, see their job posting here. What You'll DoLead all aspects of Sales operations including process optimization, technology stack, data integrity, and KPI analysis to build operation efficiencies and guide change management within our Sales teams Support Sales leadership through capacity planning, productivity review, market segmentation, territory carving, quota/incentive design, and headcount allocation Be a Technical Champion for the Olo Sales tech stack (Salesforce, Clari, Gong, Zoominfo, LinkedIn SalesNav, plus more) and work with internal stakeholders to define a strategic roadmap, evaluate and implement new solutions, integrate to existing technologies, and help enable the global Sales organization with training and guidance
Inside this in-depth, unbiased analyst report, you’ll see why Clari is listed as a Representative Vendor, how other platforms are positioned, plus insights to uncover how your org can use Revenue Intelligence to stay ahead.Read the report here.
We’re excited to share the new Clari integrations hub with you!Clari integrations allow you to bring revenue-critical data into the place you already love to work—Clari. Your revenue teams can stop wasting time searching for data across multiple places and platforms, and focus on what matters in one place.Check out the full directory of integrations (41 and growing) here. Don’t see an essential integration you have to have? Let us know in the comments, or submit a request!
That’s right! Copilot (formerly Wingman) is for Product and Marketing teams too too. Don’t forget to join us at the end of this month to learn about how you can use Copilot to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition.
We're on a mission to help you stop revenue leak and achieve revenue precision. What is revenue leak? Revenue leak is the revenue you’ve earned–but haven’t captured–because of breakdowns in the revenue process, including poor handoffs, delays, missed red flags and more, that compound to become a BIG problem by the end.That's why we're launching a podcast every week to give you the strategies and tools you need to lead your teams to revenue excellence.Presenting The Run Revenue Show with Kyle Coleman. What: A weekly podcast with in-depth, candid conversations on how to avoid revenue leak and achieve revenue precision Who: Hosted by Kyle Coleman, SVP Marketing at Clari, and featuring top industry execs Why: Because you want to capture more revenue and grow your bottom line, become the leader you were born to be, and create a healthier, longer-lasting business The first episode is with none other than Kevin “KD” Dorsey!KD shares his insights on avoiding deal slippage: “Instead of a
Did you miss our live session on Copilot (formerly Wingman) for reps? Don’t worry!Vinay, CSM and Copilot expert, shared how reps can use Copilot in 3 critical ways:Speed up onboarding Have better customer conversations Learn from past calls and track performanceYou can learn all of Vinay’s tips by watching the recording below! The deck from the session is also attached to this post.
Calling all sellers! Don’t forget to register for our Copilot (formerly Wingman) for Reps session this week.You will learn how to get started with Copilot and how it will help you close deals more effectively with pre-call insights, real-time capabilities, and post-call review.
Get expert-level tactics for writing highly effective sales emails that grab attention and drive action—so you can turn email into a pipeline creating machine and accelerate deal velocity.Register here for the February 15 event.
Are you a seller with access to Copilot (formerly Wingman)? Are you looking for a guide to help you get the most out of Copilot by Clari?Join us in our upcoming Community Event — Copilot For Reps!In this session, you will learn how to get started with Wingman and how it will help you close deals more effectively with Pre-Call Insights Real-Time Capabilities Post-Call ReviewRegister For The Event 02/16
Did you miss our recent community event on Achieving Buyer & Seller Alignment with Clari Align? — Not to worry!Clari Align helps revenue organizations of all sizes answer their most critical questions by fostering collaboration and transparency between the buying team and the selling team—all within the same platform you’re already using to drive more predictable revenue.You can watch the recording and review the deck right below. Find The Recording Here: Interested in Trying Mutual Action Plans?Make a copy of the FREE Mutual Action Plan template and customize it to your selling process. Find The Deck Attached To This Post
Buying Software is tough! Join at tomorrow’s webinar to learn how revenue teams of all sizes are applying Mutual Action Plans to their Revenue process and leveraging Clari Align to drive more predictable revenue in a single platform Register Here! We will explore how to improve buyer and seller collaboration to make buying and selling easier.
Conducting A Revenue Leak Assessment Using ClariDid you miss our recent community event on How To Conduct A Revenue Leak Assessment Using Clari? Not to worry!You can watch the recording, as well as review the deck right here in the community.Revenue leak refers to revenue that your organization has earned or counted on earning but has yet to collect. This can be due to various factors, such as deal slippage, inaccurate billing, insufficient data, manual processes prone to human error, or unbilled services or products.But how do you know where your organization is experiencing Revenue Leak?Join Clari CSM Toni Pang to learn how to use Clari's Analytics Modules to conduct a Revenue Leak Assessment for your organization. Find The Recording Here: Find The Deck Attached To This Post
Join Patrick O’Leary, VP of Growth Strategy and Operations at Alegeus, and Kyle Coleman, SVP of Marketing at Clari, to discover: Ways to modernize your forecast to increase accuracy and efficiency How revenue teams can do more with less in the face of economic headwinds Strategies to streamline sales processes and tech for maximum growthSave your spot for the January 17 event.
On January 5, join Dan FitzSimons, Chief Revenue Officer (CRO) at Pure Storage, and Kyle Coleman, SVP of Marketing at Clari, to discover: How enterprise sellers can navigate complex sales cycles in a downturn Ways to improve collaboration between revenue-critical employees in large organizations The game-changing benefits of Revenue Collaboration and Governance for enterprise teamsRegister here.
The Clari Revenue Platform is continuing to evolve to deliver more value to our customers. We want to ensure our naming reflects that and would like your input.Complete this 5-minute multiple choice survey to provide your feedback on the naming of our products and solutions.As a thank you for your participation, you’ll be entered to win one of three $200 gift cards.
https://www.dynamicyield.com/careers/?gh_jid=4781648
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