Beans

Enterprise Account Executive

Clari - Users / Sellers

Looks like we're transitioning to this platform this year, just leaked before SKO.

Would love some insights, super user tips, integrations with our other stack tools (Outreach, Salesforce, Quip, ZoomInfo, Gong)

Thank ya!

🥎 Training

💡 Education/Resources

📳 SaaS

11 comments

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braintank

Politicker

Enterprise Account Executive

Used it previously. Basically layers over CRM. It adds some novel visualizations and analysis. Honestly the best feature is being able to update multiple fields from one tool vs clicking back and forth between dozens of opps.

Sunbunny31

Politicker

Sr Sales Executive 🐰

Agreed. I had some glitches when they tried to set it up, as it had real problems with my profile.

And woe betide you if you move to a different instance of SFDC but have the same email address. That causes issues.

The app itself is great. Really nice visualizations and the ability to make your changes in one place is super.

Beans

Big Shot

Enterprise Account Executive

This is great to hear, thank you!

Upper_Class_SaaS

Politicker

Account Executive

This is good to know. I think we are rolling it out as well soon

Beans

Big Shot

Enterprise Account Executive

That's helpful, I absolutely hate doubling/tripling efforts.

What I'm hoping for is not a tool that reads well to management but creates busy work for IC's.

Not the case?

Sunbunny31

Politicker

Sr Sales Executive 🐰

Not my experience. It overlays SFDC and allows you to view and edit from the app. You don't have to jump out and update SFDC separately, which is key. Then it's super easy to navigate.

Justatitle

Big Shot

Account Executive

cool tool for forecasting and updating opps. Creates some efficiency for sure.

Beans

Big Shot

Enterprise Account Executive

Thanks, loving the multiple positive reviews so far.

BmajoR

Arsonist

Account Executive

I have a couple of friends that work there; one's an AE and the other two are AMs and they love it. Also, they're growing like crazy so that's got to count for something.

EQSales

Opinionated

VP of Sales

saves a lot of time. their waterfall view to see the changes in the forecast week over week (pull in, push out, close won, close loss, etc) are really helpful when managing a large business.

will make your life easier as a rep. all key entry fields for crm notes in one place that speaks bidirectional with crm

CuriousFox

WR Officer

🦊

Never even heard of it. Sorry friend. 🤷‍♀️

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