Welcome

Hi all, I’m Kevin, a sales ops analyst in Boston. I have a cat named Goose, I love rock climbing, ice climbing, hiking and pc gaming.As far as Clari I would just like to know as much as possible!

Apply HERE About ZscalerServing thousands of enterprise customers around the world including 40% of Fortune 500 companies, Zscaler (NASDAQ: ZS) was founded in 2007 with a mission to make the cloud a safe place to do business and a more enjoyable experience for enterprise users. As the operator of the world’s largest security cloud, Zscaler accelerates digital transformation so enterprises can be more agile, efficient, resilient, and secure. The pioneering, AI-powered Zscaler Zero Trust Exchange™ platform protects thousands of enterprise customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Named a Best Workplace in Technology by Fortune and others, Zscaler fosters an inclusive and supportive culture that is home to some of the brightest minds in the industry. If you thrive in an environment that is fast-paced and collaborative, and you are passionate about building and innovating for the greater good, come make your next move

Last Updated: 14 January 2025 Microsoft will transition from Exchange Web Services (EWS) to Graph APIs by February 1, 2025. This article walks you through migrating to Microsoft Graph to ensure Clari continues to ingest activity data seamlessly. For more details, refer to Microsoft’s documentation on transitioning over from EWS to Graph API.  Current customers with login access to the Clari Knowledge Base can also view this content there at this link.  Note: Clari Admin can migrate your organization to Graph. It's important that your organization migrates to Graph ASAP to avoid these issues:  Without migration, you risk losing important activity data. Without email or meeting data, the workflows in your downstream applications break. A disconnected inbox disrupts features like Activity Insights, Activity Detail View, Capture sync to CRM, and modes like Account Inspection (Account Owner and All Engaged)   Contents There are several sections in this guide for different customer use c

Hi everyone, I joined FranklinCovey a few months ago (quick plug: if your company struggles with micromanaging, friction, or other culture challenges, let me know—we fix that with leadership training).  This is my first time using Clari, and I’m really enjoying how it combines call recording, forecasting, and sales engagement in one platform. I’m still getting the hang of it, but it’s already helping me stay on top of follow-ups and keep my pipeline updated.  When I’m not working deals, you’ll usually find me outdoors doing something active—or running my side hustle as an Airbnb host.

A warm welcome to all of you who joined the community last month! ​@Triona McCarthy ​@nlazers ​@ArditG ​@Joey phoenix ​@Julie ​@Tabitha Bytheway ​@Yu Hsuan Chen ​@sblackwell ​@nikita.gandhi ​@Alexander Schwab ​@Daniel McVicar ​@EmilyAiken ​@Teresa Mann ​@mferraro ​@Sorrentinor ​@Corey Bischoff ​@Tyler Class ​@Kyle Weatherby ​@David Thornton ​@William Quiros ​@Animesh Deshpande ​@Daniel Block ​@Kate Unsworth ​@JillBE24 ​@Enrique Barreto ​@Matthew Flynn ​@jsg121 ​@Grace Wang ​@Moshe Cohen ​@Andrew Pohlen ​@Clari User ​@grace.harbison ​@Paul Johnson ​@Rene Pena ​@Peter Athanasiou ​@Anna Waligora ​@Kelsey Bernard ​@Joel Robinson ​@Nathaniel Sintros ​@jonathannel ​@Kim Stites ​@Erin Henning ​@Rutger Wilschut ​@Patrick Thiery ​@mlarroux ​@Frouke Mollema ​@Chandeep Kumar ​@Carsten Sejer Christensen ​@Harry Ingman ​@Rfranczia ​@Lyndsey Nelson ​@Brendan McMahon ​@April Rassa ​@Rekha Rani ​@Kyong Mook Oh ​@MartinLynchCoupa ​@Roman Podlisk ​@Joe Mathew ​@Jim Ludwig ​@Britni Berg ​@Chris Sharpe ​@

Hi Team, I am excited to be a part of the Clari community and look forward to learning and exploring more about the platform to support Pure Storage and our Sales team in achieving their goals.  Your Name, Title, CompanyName: Nasir Ahmed VazeerTitle: Sales OperationsCompany: Pure Storage  If you have any pets (No)  Favorite activity that you like to do outside of your day-to-day roleFavorite Activities: Playing Badminton and Swimming  What Clari has helped you accomplish AND/OR what you wish you knew more of with ClariHow Clari Helps Me / Areas of Interest:In my current role, I am responsible for loading sales quotas, ensuring data accuracy, and maintaining number hygiene. I also closely monitor any changes in sales data to help drive alignment with the company's overall business performance targets.Looking forward to collaborating and learning more! Regards,Nasir Vazeer

Hey I’m Romain, CEO and Founder of SWELL GTM a consulting firm in Paris and LisboaNo pets, 2 kidsI’m an avid surfer- off the coast of Southern PortugalI used Clari in my last 2 cpies as a VP of Sales managing from 7 to 25 AE’s directly, analyzing and producing my weekly forecast for the Southern Europe region. Looking forward to ramp up on the design and set up of Clari for my customers 

A warm welcome to all of you who joined the community last month! ​@Greg Wilson ​@Iain Hassall ​@greggsavvy089 ​@Kevin Laine ​@Carla Thomas ​@Guillaume Clisson ​@Axel Baran ​@Connor Wesson ​@Lindsey Koneffklatt ​@Daniela Oliveira ​@ashley.moralez ​@Dov ​@Arkadiy Osovtsov ​@Jono Gallagher ​@Michael Barnes ​@Charles McDonald ​@Mike Warner ​@Alisa Melville ​@Jason Poudrier ​@Marcos Hinojosa ​@Gillian Lee ​@Martin Korp ​@nicksproul ​@Kate Brew ​@Esther Klein ​@Milo Hendel ​@sdeaver ​@Pinki Gupta ​@Tyler Loughlin ​@Timo Gmoser ​@Joseph Kennedy ​@Allison Latchaw ​@Carmen Veiga ​@Jonathan Hatchuel ​@ibeshir ​@Apurva Yadav ​@Jake Kenny ​@Bonnie Markey ​@Leilani Padilla ​@Nichole Judson ​@April Frank ​@Amanda Reeve ​@Blair Waddy ​@bevans ​@Cassandra Mooshian ​@mialearnsclari (unnofficial official award for cutest username!) ​@aquartironi ​@Anne Carey ​@Joe Cefalo ​@Olivia MacNeill ​@Laura Bosley ​@Timothy Starkey ​@Jessica Carey ​@Frederick Knowlton ​@Ann Wilkerson ​@Aly Winn ​@Josha Badger ​@S

 Hello, I’m Courtney Hampton Reed. I am the Quality Assurance Specialist at Fuel Sales. I have 3 dogs and 1 hermit crab. I enjoy playing roller derby, doing all things in the creative realm (videos, music, writing, performing), and as of late I have been dabbling in golf. Clari Copilot has helped me keep tabs on SDRs to make sure that they are following our methodology, discover trends, and have meaningful conversations with management about what is happening on the front lines. I’d like to learn more about the Recommended Topics Ai Feature. I’m not seeing anything yet on my end. I’m happy to be here!

Hey there, Champions! As the new destination for all things Salesloft education and connection, we’re here to help you get the most out of the Champions Hub by making it a part of your regular routine. 💻Here’s the schedule we suggest: Daily  Have a question? Browse All Resources that you can bookmark, or ask the community in Discussions  Weekly  Every Wednesday find the latest quick tip we dropped in our Sideline Strategy videos! (Make sure to subscribe if you haven’t already!) Take 5 minutes of your morning or afternoon break to browse through recently active topics to catch the latest conversations. You might just learn a tip or two!  Close out the week by answering your peers questions in Unanswered Questions  Monthly  Check out our Product Release Notes (especially if you’re not subscribed) so you never miss a beat on what’s new to Salesloft!  By making this a habit, you’ll not only stay informed about all things Salesloft but you’ll also build stronger relationships with othe

Dec 4, 2024 What’s Changed in Gmail Gmail recently updated its spam detection system to flag emails containing tracking pixels as potential spam. Recipients might now see warnings like: “Images in this message are hidden. This message might be suspicious or spam.” Even plain-text emails with no visible images can trigger this alert if a tracking pixel is included. These updates are designed to detect bulk, impersonal messaging, highlighting the importance of thoughtful, personalized communication to ensure your emails reach your intended audience. How This Impacts Groove Users For Clari customers using Groove, personalization has always been the foundation of the platform. Emails sent through Groove may include tracking pixels to measure open rates and other engagement metrics, and like all sales engagement platforms, Groove is subject to Gmail’s updated detection systems. To mitigate this risk, Groove adheres to best practices such as interval-based sending, compliance with Gmail’s em

Hi everyone - our company just went live on Clari Forecasting this month (750 licenses approx) with a plan to pilot Co-Pilot next and our Sales teams love it. My question is if there are any Clari user groups in Canada (Toronto area or virtual) that I can join? I would also be happy to connect into a U.S. User group where i could join virtually as my company is US based. Finally, is there such at thing as an annual Clari User Conference (i.e. mini Dreamforce) where I can learn the platform, see what’s coming in terms of new functionality and network with other business professionals on best practices etc.?  Thanks in advance. Jenn

We’re so excited to announce our very-first Champion Spotlight, Christian Compton! ⭐️ Christian is a Manager of Revenue Solutions & Partnerships at RevOptics and has already been an incredible member in the Champions Hub by leaving tips about Salesloft, responding to other members' questions and posts, and by raising his hand to get involved. Read on to learn more about Christian as our Champion Spotlight!   Q: What’s a fun fact about yourself? A: I’m a part-time DJ on weekends and enjoy making song remixes. It’s a creative outlet that lets me experiment with sound and share good vibes with people. Q: How has Salesloft made an impact in your work or team’s success? A: Salesloft has transformed how we track, manage, and improve efficiency in our customer engagements. It’s helped us cut out busywork and focus more on meaningful interactions. The reporting tools, in particular, have provided insights that directly led to process improvements and measurable revenue growth. Q: What is o

To all of you who joined our community last month, hello and welcome!@lcosta @alhaukaas @Matt Levantin @Marina Addonizio @Ty English @sidir51112 @Matthew Jenkins @MarinaHoli @Marina Holiasmenos @Tomoo Takahashi @kyle.ratliff @Alex Bynum @mlott @Julio Azzini @Ian Setterfield@Omar Khogly @Russ Sieger @James King @Matthew Page @Rory Armstrong @Kris Vedula @Timo Rinne @ksartory @Jovana Popovic @Sam Jones @Amy Appleyard @Jamaica Rosette Dela Cruz @Alen Kolenovic @Mitchell Habryle @jreskevicius @Diana Muradova @Laurie Reader @Vincent Clark @ncunningham @Toby Bradford @Caleb Thompson @AnnaN @Anais Bernard @Kiel Wheat @Wendy Thyssen @Sean Tedrow @Renee Crosby @Carlos Marin @Gautam Gupta @Rune Merlach @Tim Homan @Sean Coghlan @Natori Perez @Zagor @Rachel Gonzalez @nglynn @Michael Basch @Masaki Takahashi @Eric Vindigni @Ana Weller @Amanda Harper @Alex Ip @Milind Gandhi @admin @Rick Maltez @Neil Schulman @Amanda Chen Huang @Zander Ulibarri @Whitney Drazovich @Matthew Colangelo @Jeremy Rathjen @Ty

Welcome to Salesloft! 💚👋🏼Looking for resources to get started? We’ve got you covered based on your role. Admins: Salesloft Salesloft Admin Certification: Understand the role of the admin, learn the skills to configure and maintain the platform, and gain the know-how to define a Salesloft strategy that helps an organization see value and drive revenue transformation (Note: You can take the course for free, without taking the paid exam) Drift Getting Started with Drift: For Admins Sales Managers: Salesloft Salesloft Fundamentals: Learn about the power of the Salesloft Platform to orchestrate revenue team workflows, and how to generate more revenue, at lower cost. Data-Driven Coaching Practices: Learn how to gather data-driven insights from Salesloft to deliver more targeted and effective coaching to reps. Coaching Fundamentals: Learn how to navigate the Salesloft Coaching dashboard and quickly hone in on the most important information, so that coaching reps becomes a quicker and more

Hey Champions! Ready to make your first post in Discussions? Whether it’s a question, idea, or success story, we’ve got you covered. (1) Head to Discussions (2) Select the green “+ New Discussion” button It’s in the top right hand corner  (3) Select the type of post You have two options: A Question or ConversationPosting a Question tells other members that you have a challenge that you need to solve for. Your question will appear in the “Unanswered Questions” category under the Discussions drop down, as a way for members to easily find it until it gets marked with a best answer. You can mark the replies that you get as Best answer to help other members of the Champions Hub learn about the solution.  Posting a Conversation tells other members that you’re simply sharing an idea, a success story, something you learned, or opening up the floor to hear others opinions about a given topic.  (4) Make a title We recommend making this short and sweet, including the problem you’re solving to cat

Hey Champions! 👋🏼Have you heard the news? We’ve launched our first two (geographic) user groups! 🌎Austin, TX  London, UK We built these groups so you can connect with others in your area, whether about Salesloft, an event you’re attending (like Saleslove), or simply to network! So join the group and introduce yourself - we can’t wait to hear from you all! P.S. Don’t see your city listed yet? Let us know in the comments below which city we should launch next! 🗣️

Hello from Paychex.  Excited to learn more from the Clari community!

Hi my name is Bree Lewis, I’m a Revops Systems ManagerI currently don’t have pets unless you consider my kids (Wild ones) 😩My favorite activity currently is walking the trailsMy company recently implemented Clari not even a month ago and I’m most interested in learning about the admin certification. 

Renee Crosby - Director of Customer Success Operations at SOCiMy pup Avett Scott Doodlebutt and I reside in Austin, TX which means some of my fave non work activities involve tacos, live music and taking Avett to the lake.I’m eager to learn more about leveraging insights from Copilot.

 Sales teams rely on valuable call data to drive smarter decisions. Now, with Clari Copilot’s integration with Orum, you can turn every conversation into actionable insights—automatically. By synchronizing Orum calls directly into Copilot, this new integration helps you capture, analyze, and store call data seamlessly, empowering your team to gain critical insights that help them improve forecasting, assess deal health, and enhance performance tracking. How Copilot and Orum Together Benefits YouCentralize All Customer Interactions in One PlatformWith Orum calls seamlessly synced into Clari Copilot, every customer interaction is now centralized in one place. Having a complete view of all communications allows your team to gain deeper insights and make more informed decisions at every stage of the sales process.   AI-Powered Call Capture and AnalysisLet Copilot’s AI handle the manual work of capturing and analyzing every Orum call. Reps and managers no longer need to worry about manual d

 Nick Cunningham, Revenue Operations Manager, ARAS Corp. Proud owner of an amazing pup, Maple Bacon. I love hiking! Clari has enabled me to delve deeper into pipeline velocity and health.

We're sharing some important upcoming changes to Groove that will make your experience even more seamless and powerful. These updates are part of our ongoing effort to unify the Groove and Clari platforms, providing you with a single, streamlined experience for all your revenue-driving activities. Groove + Clari Integration (October 15th) Starting October 15th, joint customers of Groove and Clari will be able to access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities.  Note: You may need to log out to realize these changes. Groove Rebrand (November 6th) To further enhance this unified experience, Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. What Else You Need to Know No Change to Functionality: All the Groove features and functionality you love will remain exactly the same Easy Access via SSO: You'll be able to access