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KennaCommunity Manager

Welcome this week's new members!

Hey New Members! Welcome to the Clari Circle Community! @Hwan Kim @ryanallred @Mike Bulka @Kyle Gibbs @May Ng @Yohei Komatsuzaki @Maryellen Smith @Nolan Bonner @Abhinav Garg @Deepak Tiwari @Motoi Sasaki @Aylwin Lam @Monica Ricci @tgraham @mhjazeen @Ramkumar Natarajan @Sean Fowler @Lively Fog @Trevor Barrett @Roman Hrycyk @beobeltran @Riddhi @Riddhi Patel @Brian Crow @Craig Rodgers @Lauren Simms @aliciahalloransphero @Justin Park @John Smits @Kenedy Lemon @Alexandra Mattison New Members: Don’t forget to strong by posting or replying in your very first month in the community makes you eligible to be 1 of 2 winners of a $50 Amazon gift card and free Clari swag! So jump in and share you questions, what you learned this week, or just what’s on your mind with the community.All Members: Come back and engage with your fellow community members for the chance to earn the Monthly Spotlight badge this month! Our top community contributor each month earns themself some nice gifts along with the ba

2 days ago

Andy ByrneClari

Best Practices, Learnings, Wins, & Tips

Stop Revenue Leak With the “Elite Eight”

Picture this. You’re a CRO. It’s Monday morning and you’re in your CRM trying to figure out why your pipeline is down 12% from last night — but you can’t. That’s Revenue Leak. Or you’re a RevOps leader rolling out sales programs to drive pipeline. But you can’t figure out why it’s not translating into qualified sales opportunities. That’s Revenue Leak. Or you’re a frontline manager. You just found out that 40% of your committed deals slipped, and you don’t know why. That’s Revenue Leak. Revenue Leak is a $2 trillion market loss caused by breaks in the revenue process. This leak siphons opportunity from companies both big and small. At Clari, we deploy a framework called the “Elite Eight” to stop revenue leak today and keep it from returning tomorrow. With this framework, you can capture every drop of revenue at your company — and grow a legendary career in revenue. Let’s take a look. 1. Revenue ObjectivesRevenue Objectives are key strategic initiatives that dictate how the Revenue team

2 days ago

KennaCommunity Manager

Community Announcements

Announcement: we're improving search!

We are making it easier for you to learn about Clari’s products so you can fine-tune your craft and accelerate your career. Soon, we’re releasing an improved search experience on the Clari Circle Community. We’re introducing federated search so you can search once and find results from across Clari’s websites, including Community, Knowledge Base, University, In-Product Resources, and the Clari Blog. We will also sprinkle the magic of AI over the search results! We’re offering early access to those of you who can’t wait to try the new search experience in exchange for your feedback. You can try out the new search capabilities in beta here. Please send a direct message to Kenna here if you have any feedback to share! Key Dates:May 20th: Open Beta to review new search experience starts May 27th: Federated Search for all community members

3 days ago

KennaCommunity Manager

Best Practices, Learnings, Wins, & Tips

Revenue Objectives Checklist

Clari gets to collaborate with world-class revenue organizations. See the most popular financial and operational objectives we see these teams set, and how they measure success in our Revenue Objectives Checklist:

5 days ago

Scott K WilderClari

Best Practices, Learnings, Wins, & Tips

Sales Intelligence: In-Depth Guide to Boost Your SalesBlog

Are you trying to reach new sales targets?Every marketing and sales manager has sales goals and KPIs to hit. But how do the best of the best reach those goals?With a simple solution: sales intelligence—often the missing piece to elevate your performance.By the end of 2024, the global sales intelligence market is expected to reach $3.4 billion.Why? More people are realizing just how impactful sales intelligence is on business growth.In this in-depth guide, we’ll explore sales intelligence, why it’s important, and how it can help drive sales and grow your business.Table of Contents: What is sales intelligence? What is sales artificial intelligence? Why is sales intelligence important? Sales intelligence key data points Where do you collect sales intelligence data from? How do you choose the right sales intelligence platform for your own business? What are some common sales intelligence platform features? How to use sales intelligence data in your own business Who should use sales intelli

5 days ago

KennaCommunity Manager

Community Announcements

How do you ensure alignment between sales, marketing, and other departments to maximize revenue potential?

Everyone give a warm welcome to the new members who have joined us so far this month! How do you ensure alignment between sales, marketing, and other departments to maximize revenue potential? Tell us in the thread below! 👇 Hey New Members! Welcome to the Clari Circle Community! @Jam Pobbisetty @musabk @Amol Mane @Jenny Trinh @Stephen Bannable @WadeChetty @Liz Farmer @Ben Porter @Mario Salomon @Jonathan Pryor @Ryo Ryo Suda @nishith681 @Steven Monk @Jeremy Robinson @Daniel Prigmore @JACOB @Mike Wegbreit @Mike LeBlanc @Don Austelle @Chris Preciado @Eduardo Crespo @chrisleon1028 @Austin Conner @Ryan Shary @Benjamin Wheeler @Sandra Cleveland @amber-victoria @Katherine Koh-Richard New Members: Don’t forget to strong by posting or replying in your very first month in the community makes you eligible to be 1 of 2 winners of a $50 Amazon gift card and free Clari swag! So jump in and share you questions, what you learned this week, or just what’s on your mind with the community.All Members: C

9 days ago

jsmac8218New Member

Introductions

Hey Everyone!

I’m Scott McDonald and I am a Global Account Director (Fancy title for a Salesman) for Arelion. A global Telecommunications carrier. I like dogs and most other animals, except cats, rates and deer (because they eat my plants) I like to sail, swim and do anything at the beach. I like to read books about the Saints and things about cars and tech. I’m new to Clari/Groove and hope it solves my lack of ability to engage prospects on a timely basis.

9 days ago

clariNew Member

Best Practices, Learnings, Wins, & Tips

Ryland KingNew Contributor

Best Practices, Learnings, Wins, & Tips

Hierarchy Not Mapping to SFDC Roles

One of my managers does not have their subordinates rolling up to them in the Forecast.In SDFC, they have a Profile = Manager. And I’ve placed their SFDC insides and our SFDC Roles below.What might be causing this? How do I fix this? Thanks!

17 days ago

JillEaslickNew Contributor

Getting Started in the Community

Groove: Disable Cached Exchange Mode for Outlook?

We are working to Implement Groove at our organization and we currently use Microsoft O365/Outlook.Problem: when emails are sent via Groove from Outlook, they are often found sitting in drafts and usually send. Some emails remain in drafts and don’t ever send.It was recommended that we disable Cached Exchange Mode in Outlook; however, that’s not advised by our IT department.Has anyone else dealt with a similar issue? Open to pursuing other options.Thank you!

23 days ago

Scott K WilderClari

General Q&A

Want to be in movies?

We are working on a course focused on Revenue Cadence and are looking for a few Revenue Runners (people like you) to be in a short video about how Managers handle 1-on-1s with their Reps. Videos will include such topics as:Prospecting and Strategic Account Penetration In-Flight deal review Committed Deal reviewIf you are interested in maybe becoming a Run Revenue movie star, let me know below.

4 months ago

Barbara ThomasNew Member

General Q&A

Curious about how other members are using Salesforce and Clari to track revenue?

Looking for inspiration and how-to from the community. Thanks

5 months ago

Scott K WilderClari

General Q&A

What role does RevOps play in your company?

We often are asked what role does Rev Ops play in a company, so maybe you can help me answer the followignWhere does RevOps sit in your organization? What different groups report into Rev Ops? Other operations groups? Sales Enablement, for example? What specific metrics does your RevOps team own and influence directly?Thoughts?

5 months ago

Scott K WilderClari

General Q&A

Upcoming Conferences?

We are looking at updating some of our Clari Admin resources. If you have a few minutes, let us know how you are learning and fine-tuning your admin skills. What resources do you use? If you are a DIYer, tell us about that. Thanks.

5 months ago

Scott K WilderClari

General Q&A

Looking for Benchmark information

Has anyone come across a reliable reference / benchmark for the volume of expected MQLs pr SQLs per month for B2B Tech companies?

6 months ago

Jackie LickusNew Member

Best Practices, Learnings, Wins, & Tips

How have you set up Salesforce Hierarchy/Permissions for multiple opportunity owners on same account?

How have you set up salesforce to allow for one account owner but multiple opportunities? For example, we have a customer success manager who has a handful of account execs working on their accounts. We are having issues keeping the heirarchy and also giving the correct permissions in salesforce.

8 months ago

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Andy Byrne, CEO

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What's New in Community

Welcome this week's new members!

Stop Revenue Leak With the “Elite Eight”

Announcement: we're improving search!

Revenue Objectives Checklist

Sales Intelligence: In-Depth Guide to Boost Your SalesBlog

How do you ensure alignment between sales, marketing, and other departments to maximize revenue potential?

Hey Everyone!

Why Enterprises Must Modernize Their Revenue Technology Stack NowNews

I’m excited to announce two NEW solutions for the modern age of revenue.News

Product news from Charge: The Revenue SummitNews

Hierarchy Not Mapping to SFDC Roles

Groove: Disable Cached Exchange Mode for Outlook?

Want to be in movies?

Curious about how other members are using Salesforce and Clari to track revenue?

What role does RevOps play in your company?

Upcoming Conferences?

Looking for Benchmark information

How have you set up Salesforce Hierarchy/Permissions for multiple opportunity owners on same account?

Top Searches

Events Calendar

Community Experts

Badge winners

What's New in Community

Sales Intelligence: In-Depth Guide to Boost Your SalesBlog

Why Enterprises Must Modernize Their Revenue Technology Stack NowNews

I’m excited to announce two NEW solutions for the modern age of revenue.News

Product news from Charge: The Revenue SummitNews

Top Searches

Events Calendar

Community Experts

Badge winners

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Clari customers and employees can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

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Clari customers and employees can click the first blue Log in button below.

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Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.