August 17, 2016

Introducing Clari Connect

David Bao

David Bao

David Bao
David Bao

Former Employee

Connect 02 1

Here at Clari, we’re all about streamlining the sales process.  While our primary focus is driving better deal management, pipeline inspection, and forecasting accuracy, we have found communicating and collaborating on our own deals to be incredibly painful as we’ve grown.  Deal-level discussions were spread throughout separate email threads, individual text messages, group chats in Slack, etc… with everything so scattered, it was hard to keep everyone in the loop.

What better way to solve this problem than to build a product for it ourselves?

The result is Clari Connect. Fully integrated with the Clari platform, Connect is an intelligent, multi-platform messaging app that simplifies deal execution for sales teams.  Internally, it’s been extremely helpful in ensuring that everyone was on the same page on the status of our deals, and we know it can do the same for you!

Get Started

To get started with Clari Connect, all you have to do is click on the Connect icon at the top right in Clari Web. This will show you your Connect channels.  Each channel is centered around an Opportunity, so all discussion in the channel is kept in context.


Connect channels

You can also join Connect channels easily throughout the rest of the Clari Web UI.  Just hover over the name of an Opportunity and click on “Open Connect channel”.

Send Messages

The channels behave very similarly to other chat platforms.  Messages that you write into a channel get sent to the other members. You can easily add new members into a channel by @-mentioning them in a message.

Go Mobile

There is a mobile version of Clari Connect as well - both on the App Store as well as the Google Play Store.

The mobile app gives you easy access to all of your Connect channels when you’re on the go, and also sends you push notifications for new messages.

Clari Connect will also send automated ClariBot messages into the channels to help keep everyone updated on deal progress and drive discussion.  These messages include notifications on key deal changes, reminders to schedule a next meeting, and more.

We hope you find as much value out of Clari Connect as we have.  If you have any questions, or even suggestions for how to improve the platform, please don’t hesitate to reach out to support@clari.com and we’ll get in touch!

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