Welcome

Now that you know what our Account Research Agent can do, it’s time to introduce the Buyer Identification Agent. This is an agent that can identify leads and stakeholders across your accounts that mirror your prior winning patterns. Using data to determine the buyers or buying group that usually works for you, and the accounts that are primed to close, let Salesloft AI Agents give you valuable time back in your day.  Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about your sellers getting 12+ hours* back in their week! 

Hey Champions,  Happy April! I’m reporting live from Boston, where the iconic 129th Boston Marathon took place just last week (talk about Champions and a group of people coming together to help each other over the finish line)! 🏃‍♀️🏆 Here’s the latest and greatest happening in the Champions Hub from new members to new releases, and what’s to come in May… 👀 Starting with our newest Champions… Please welcome a few of our most recent members! 👋🏼​@AEllis ​@GavinWolf ​@Lady Soriano ​@KeithRegan ​@HunterNilsen ​@KevinJackson ​@BaileyBurke ​@AliciaLiu ​@ChrisArrow ​@Lucie Heymann ​@Meredith Brandt-Lew  If you’re tagged above, tell us in the comments below one thing you’re excited most about with Salesloft right now!  In case you missed it…Things We Love about Deals Check out our newest program where we’re spotlighting one area of the Salesloft platform that we love. From an overview video, to tutorials, academy trainings, discussions, webinars, and more you’ll definitely want to keep up

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Senior Strategy Consultant, Chris Dankowski, is here to talk about leveraging the Coaching Module to quickly diagnose coaching opportunities to improve rep performance.  Watch the ~10 minute video with ​@Chris Dankowski below and make sure to drop your questions in the comments for him!   Thanks for watching! We’ll see you next week.   Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out these resources:Sideline Strategy: Using the AI Scorecard to improve rep performance Power Plays: Provide Feedback with Conversations Scorecards Salesloft on Salesloft: Analytics Sales Managers Should Care About 1:1 Coaching Strategies Navigating Conversation Key Moments: Coaching Sellers for Success Data-Driven Coaching Practices Coaching

Hey Champions! 👋🏼 Welcome back to another Sideline Strategy of the Week where an expert talks you through quick tips on how to level-up your game within Salesloft. 💚  This week Customer Success Manager, Brie Kriel, is here to talk about leveraging AI Suggested Replies in Drift to increase sales rep efficiency.  Watch the ~5 minute video below and drop any questions or thoughts you may have for ​@bkriel  in the comments!  Access the Drift Upload Content help article here.  Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

We spoke before about utilizing AI agents and how by automating the busy work, we can elevate the human work. In our second video, you’ll get a sneak peek into our new Account Research Agent. We’ve heard from teams that reps can spend upwards of 5 hours per account just doing research. What if there was a way to scan websites, review accounts notes, check news sources, and then serve all that information back to you within the Salesloft platform? 👀 Imagine making every call and writing every email without having to bounce all over the place for the information you need. Feel confident in your prospecting with the Account Research Agent.  Want to learn more and see what’s coming next? Join our Spring Launch on May 13th! Like this post if you’re excited about 👍🏼 👀

Sales innovation is moving fast, and if you're not using AI agents, you're likely falling behind.In this first video of our new series, AI Agents at Your Service, you’ll learn about how Salesloft AI Agents can help elevate the day-to-day work across your entire revenue team by: Automating manual work Prioritizing account-based tasks based on what's most likely to convert, and Guiding your teams on the right actions to take to drive durable revenue outcomes ✨ Want to learn more and see what’s coming next? Join our Spring Product Launch Webinar on May 13th! Like this post if you’re excited about the possibilities of AI for your revenue org 👍🏼 👀

Microsoft is implementing new restrictions on the number of external recipient emails that can be sent from a Microsoft 365 tenant. These changes may impact your team’s workflows within Groove. What's Changing with Microsoft 365 Email Sending? Microsoft is introducing a tenant-wide limit on outbound external email sending. Starting now through May 1, 2025, Microsoft will begin enforcing a cap on the total number of external recipient emails your entire Microsoft 365 organization can send within a rolling 24-hour period.This cap applies to all external email activity—including what’s sent via Groove. Groove is just one input into your total volume. To fully understand your exposure, you’ll need to work with your IT team. Details on the Tenant-Wide Limits Today, Microsoft 365 allows each user to send up to 5,000 emails/day. Groove’s default Flow email throttle is set at 4,500 to leave room for additional activity.Under the new model, Microsoft will cap total outbound email volume based o

Hi Clari Community 👋 We’re making a few minor but meaningful updates to the statuses you’ll see on product feedback ideas submitted here in the community. These changes are designed to better reflect how our Product, Design, and Engineering teams review, prioritize, and implement your ideas behind the scenes.At Clari, your feedback is essential to shaping our product roadmap. Many of our most impactful features and improvements begin as conversations right here in the community. Thank you for your continued partnership, thoughtful suggestions, and collaboration! 🔄 What’s Changing? We’ve fine-tuned our idea status labels to align more closely with our internal product development process. As always, we’re committed to transparency and keeping you in the loop as your ideas move through our internal process. These updates are designed to help us do that better! Here’s a quick summary of what’s new:✅ More clarity at every stage – Updated status names and definitions make it easier to und

Hey Champions! 👋🏼 Welcome back to another ⭐️ Sideline Strategy of the Week! ⭐️ This week, Shannon Donovan, Salesloft Customer Success Architect and long time Drift expert, is here to talk to us about the Drift for Salesforce Managed Package and how it helps you gain visibility into attribution and reporting for Drift.  Watch the ~5 minute video with ​@ShannonD below and make sure to drop your questions in the comments! 👇🏼  Access the How to Install The Drift for Salesforce App help article here  Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments! 

Are you a Groove admin looking to level up your expertise? We’re excited to introduce the Groove Admin Certification Path—your go-to learning path for mastering Groove administration and proving your skills with a certification! This learning path is designed to equip Groove admins with the essential skills and practical know-how to confidently configure, manage, and optimize Groove for their organization. 🌟 Why Get Certified?✅ Learn how to set up and manage users, licenses, and workflows efficiently✅ Optimize your org’s use of Groove to drive sales productivity✅ Gain insights into Account-Based Selling and how Groove enhances engagement✅ Troubleshoot and streamline operations with best practices 🔗 Start Learning Today:📚 Learning Path (Courses + Certification Exam): Groove Studio Fundamentals✅ Certification Exam (if you’re already an expert!): Groove Studio Certification Exam 💡 Already know Groove like the back of your hand? You can jump straight to the certification exam—no need t

Hello and welcome all of you who joined our community in February and March! ​@Mary Balabanian ​@Jenna Desiderio ​@Cayce Merrill ​@Daniel Riopelle ​@Brian T Le ​@olga ​@mwashington ​@Vince Chiofolo ​@jlougen ​@Pierce Comeaux ​@Caleb Solomon-McRoy ​@Sharon Fisk ​@Shaima Radwan ​@Alexander Caldwell ​@Jennifer Schweibinz ​@akremlovskyi ​@Anders Gregersen ​@Travis Roth ​@IT Support ​@Madison.Marzilli ​@WilliamMontes ​@Kim Silva ​@Vinesh Kannan ​@Predrag Simonovic ​@Jeff Vester ​@Tim Cooper ​@micah-gem ​@Dylan Parekh ​@Colleen Durocher ​@Ryan Pentecost ​@Brooks Chevaillier ​@Jay Hart ​@Chad Schoolcraft ​@Kevin Drake ​@Ashley Evans ​@Luke Brauer ​@Salma Mohamed ​@Vishakh Venkat ​@Gentaro Oka ​@Lisa Johnson Infoblox ​@Vinothan Arivazhagan ​@Matthew Cimmino ​@Daniel Gotlieb ​@Matthew Hemmer ​@calebjramos ​@Mark Heighway ​@Meghan Santo ​@davidcockrum ​@George Kenning ​@SF Dev ​@Jay Reilly ​@sarah2 ​@Jenny Robinson ​@eceeartan ​@Will Goad ​@Erin Miller ​@Narjiss Erraji Simons ​@slopes ​@Chris Ta

Hey Champions!  Brynja here, Program Manager of Community! 👋🏼 Welcome back to another episode of  ⭐️ Sideline Strategy of the Week ⭐️ Each week we have an expert share quick tips on how to level-up your game within Salesloft. This week Alice Bedford, Senior CSM and analytics master, is here to talk to us about Team Productivity Metrics so you can learn how to tailor analytics to exactly what you care about when looking at your team’s performance.  Watch the ~4 minute video with ​@Alice Bedford below and make sure to drop your questions in the comments! 👇🏼   Thanks for watching! We’ll see you next week. 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!          👀 Looking for continued learning? Check out these resourcesSalesloft on Salesloft: Identify Metrics that Matter Best Practices from Salesloft Webinar on identifying Key Metrics

👋🏼 Hey Champions!  Welcome back to ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game within Salesloft.  This week we have our very own Senior CSM and Cadence expert, Sheena Johnson, here to discuss how to personalize your templates with a custom field to increase both the relevance and effectiveness of your team’s outreach.  Watch the ~4 minute “how-to” video below and make sure to drop your questions for Sheena in the comments👇🏼  Thanks for watching! We’ll see you next time! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out the resource below Hack I learned to increase personalization

Hey Champions! 👋🏼 Welcome back to another episode of ⭐️ Sideline Strategy of the Week ⭐️where we have an expert talk you through quick tips on how to level-up your game within Salesloft.  This week Melissa Miller, Senior CSM and Conversations wizard, joins us to discuss how leveraging the meeting follow up play within Conversation Intelligence increases sales team efficiency and improves the buyer experience. Watch the ~5 minute “how-to” video and drop your comments or questions for ​@Melissa.Miller below! 👇🏼  Thanks for tuning in! We’ll see you next Wednesday! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out the resources below Sideline Strategy: Sharing Internal Notes and Meeting Follow Up Action Items to drive efficiency Meeting Follow-Up Play 5 Reasons Why We Love Meeting Agents

Hey Champions! Happy March! I’m here to share the latest and greatest happening in the Champions Hub from new members to new releases! 💚 Starting with our newest Champions…Please say welcome to a few of our newest members who have joined over the last 2 days! Our community has gained another 200 new Champions over the last month! ​@CarolineForrester ​@Juan CarlosMayagoitia ​@Kent AldrenAndrada ​@Syed Bakhthiyar Bukhari ​@JenineDuffey ​@ZachSpain ​@AidanRobitaille ​@EliCooper ​@CoryWilliams ​@JasonPaisola ​@GillettLangston ​@CraigCrismon ​@CameronBradley ​@JaycieNesbit ​@MatthewHatcher ​@RomanVovk ​@PamelaKotarba ​@AaronMaddox ​@PattyBarrett ​@VanessaFoster-Dotson  If you’re tagged above, tell us in the comments below one thing you’re loving in Salesloft right now!  In case you missed it… Sideline Strategy of the WeekWelcome to our new program where each Wednesday we have an expert talk you through quick tips on how to level-up your game within Salesloft! 📽️⭐️Leveraging Draft with AI

 👋🏻 Hey, Champions!  ⭐️ Introducing Sideline Strategy of the Week ⭐️ Each Sideline Strategy video will have an expert talking you through quick tips on how to level up your game with Salesloft!  For our first Sideline Strategy, we have our very own automation wizard, Sara Waldman, Manager of Customer Success and previous CSM herself, here to share how to leverage scheduled imports for a common use case she hears: sending event follow-ups and making sure those people are put into the relevant work streams.  Watch the ~5 minute “how-to” video strategy below and make sure to drop your questions in the comments for Sara!👇🏼  See you next time! 🏆        👀 Looking for continued learning? Check out the resources below Power Plays: Queue Up Engagement with Scheduled Imports Maximizing Efficiency with Salesloft’s Scheduled Import Feature Manage Scheduled Imports

Hello Clari Circle Community! 👋I'm Vinothan, currently working as a Senior Revenue Operations Analyst at Harness.io. With a background in Sales and Revenue Operations, I focus on sales insights, and data-driven decision-making to drive business growth.I'm excited to be part of this community to learn more about Clari, exchange best practices, and connect with like-minded professionals. Looking forward to insightful discussions on forecasting, pipeline management, and GTM strategies.Thank you!!

Hey Champions! 👋🏼 Welcome to another episode of ⭐️ Sideline Strategy of the Week ⭐️ As a refresher, each Sideline Strategy video will have an expert talking you through quick tips on how to level-up your game within Salesloft.  This week Rob Valdez, Senior CSM and Cadence master, is here to show you how to leverage Salesloft’s Draft with AI capability to increase the personalization of your team’s email outreach, so you can generate higher engagement with both your prospects and customers.  Watch the ~8 minute “how-to” video with Rob below and make sure to drop your questions for ​@Salesloft_Rob in the comments! 👇🏼  Thanks for watching! We’ll see you next week! 🏆 Have a topic you’d like to see us cover in the weeks ahead? Let us know in the comments!         👀 Looking for continued learning?Check out this resourceDraft an Email Step with AI

Hey Champions! 🏆 Welcome to another ⭐️ Sideline Strategy of the Week ⭐️ Where we have an expert talk you through quick tips on how to level-up your game within Salesloft! This week Erin Antoville, Drift playbook genius, talks to us about the value of optimizing your “learn more” paths in your Drift playbooks.  Watch the ~5 minute “how-to” video below and drop your questions for Erin in the comments. ​​​​​​  Thanks for joining! We’ll see you next week. 👋🏼 Have a topic you’d like us to cover? Let us know in the comments.         👀 Looking for continued learning?Check out the resources belowHuman-Level insights from your Drift Chat data Using the Drift for Salesforce Managed Package for attribution visibility Drift Playbooks: Which ones have the most impact How to build Drift Chat Bots

Hi! We just wrapped up a session in which I talked about how post-sales teams (i.e. CSMs, AMs) can use Copilot (formerly Wingman). I talked about how these teams can:  Gain context about your customers with Copilot using Universal Search and Account View Have better customer conversations with Copilot by getting better context before a call with a customer using bookmarks, topics, battlecards, and slack actions Share your customer’s voice with Copilot using Call Sharing and Gametapes  You can check out the recording below! I’ve also attached the slide deck from our session, which includes links to some additional resources to support you.Finally, you can check out @DavidOgborn post on Battlecards and Topics for some more great tips on how to use these features!

Hello - I’m Rob Killian and I’m a recent addition to the Clari community. While I’ve been a part of Clari projects in my previous work, I’m now our main point of contact for all of our sales tech stack and vendor management in my current role. We’ve had Clari Forecasting for years here, but recently switched over to CoPilot for CI and are super impressed with it. Looking forward to connecting here with a variety of users across the globe and also meeting up with the local Clari community here in NorCal. 

Hi! My name is Sami, I am the Sr Sales Ops Manager, Immersive in Boston.  I have a 4 year old yellow lab named Peggy.  Outside work you can find me with my 3 year old daughter :). I am new to Clari and am looking forward to learning the platform!

Hey Champions! It’s the month of LOVE (one of my personal favorite months of the year —call me crazy, I know) so I’m sharing the latest and all of the things we LOVE in the Champions Hub from new members to new releases! 💌 🩷Starting with our newest Champions… Please say welcome to a few of our newest Champions who have joined over the last week! Our community has grown tremendously over the last month with over 200+ of new members, wow! ​@NancyNorsby ​@BobbyStancheva ​@KylieO123 ​@TomPayne ​@TracieWilson ​@Hiimmikecastro ​@ScottJohnson ​@rsoderberg ​@JürgenKuttenberger ​@JeffreyWold ​@Rellstesue74 ​@jdrhumphreys ​@NiharikaSethi ​@JessicaParacca​@EricDoerr ​@Liza Barbosa ​@JonathanSanchez ​@MikeMasterson ​@AlyssaStarman ​@DanielleColetto  If you’re tagged above, tell us in the comments below one thing you’ve LOVED about this month so far, whether it’s related to Salesloft or not!  In case you missed it… DiscussionsWondering if you have the same questions as other Champions, or maybe y

Hi there!  I used Groove in my previous role through GSuite and now my new role uses Microsoft )which is beyond foreign to me).  I used to be able to see a Groove button in my Gmail and also track who is opening my emails by clicking on the extension widget.  I am logged into Groove and in the dashboard but it does not link to Outlook like it used to in Gmail for me - is there something I am not doing to see this or does the same capabilities in Gmail not apply to Outlook? Thank you!

Hello and welcome to over 100 of you who joined our community last month! ​@Michelle Choe ​@digiteam ​@hbaker ​@Manoj Kumar Kunala ​@Christopher Schafer ​@Lyung Kim ​@whitneykirk ​@Ken Bartlett ​@Andy Bleach ​@Audrey Pechan ​@Matthew Tomkins ​@Srinivasan KA ​@Michael Duffner ​@Scott Morton ​@Adina Taran ​@Anita Ralhr ​@Josh Ortiz ​@Johanna Mirgon ​@John Day ​@Michał Wawrzyński ​@Yuki Hashimoto ​@Elise Lee ​@Office.tahir ​@Cathy Tracey ​@Richa B ​@Stephanie Cheong ​@Farasat Khan ​@Anne Holland ​@Bryan Rocko ​@Krista Letz ​@Steven Tan ​@Maria Gloria Habacon ​@Sara Laufs ​@Joanne Montz ​@Michael Akinle ​@Nuno Reis ​@Kevin Seery ​@Tony Trzeciak ​@rachel.delinea ​@Camille Leblanc ​@Christopher Puffer ​@Jeremiah Kelly ​@Benjamin Aw ​@Marissa Kamisugi ​@Nihal Hakim ​@Daniel Comerford ​@Sam Miller ​@Paul Riebock ​@Fiona Camino ​@marcowho ​@Tomoyuki Mineoka ​@Jim Tobin ​@Rayan Mhaidly ​@Nicola McMurtry ​@Mervyn Tay ​@Sanjay Modgill ​@Aaron Richardson ​@Robert Barbieri ​@Gautam Nair ​@Joshua Bar