Capture Overview

Overview

Please note that this feature was formerly known as AutoCapture.

Clari Capture uses sales email and calendar activity to give you complete visibility into the people that your sales team is engaged with.

It does this by extracting all external people represented in sales activities, comparing them against existing CRM contacts/leads and automatically adding new account and opportunity contacts where new relationships are detected. It also syncs all sales activities with those contacts to give you a complete record of customer engagements while eliminating the need for manual data entry.

The result is a customer database that accurately reflects the current state of your team’s interactions with everyone involved in the buying process. This data is critical for the operation of all revenue-centric functions– Sales, Marketing and Customer Success.

Check out the Clari Capture How It Works PDF
 

Connecting to Email and Calendar 

Capture begins with our direct integration with email and calendar systems that allows us to capture all of your sales reps’ external meetings and email exchanges. Clari supports automated capture of email and calendar data from Microsoft Exchange, Office 365 and Gmail.

Clari offers two ways to connect rep email and calendar data to analyze account activity:
 

1. Individual linking: Each sales rep links their Gmail or Exchange email account to their Clari account, individually.
2. Team linking: An IT Administrator creates a specially provisioned and configured account to Clari. The specifics of this depends on the type of email environment.

Team linking is the preferred method of connection because it ensures you have access to the necessary activity data without requiring each rep to spend the time to make the connection manually. Moreover, when login credentials of an individual mailbox expire, Clari does not need to be re-connected.

From the time of connection, Clari has the ability to go back and capture historical activity data for connected sales reps. By default we will capture 12 months of meeting history and 6 months of email history from the time of connection.