Clari Mobile Top Tips for Sales Reps
Overview
In this article, we'll review our tops tips or use cases for the Clari Mobile app. Keep an eye out for Action Items to help you get started!
Tip #1 Download the app! Stay ahead by keeping up with Clari while you're on the go.
Tip #2 Access your pipeline and manage your deals while you're on the road.
Tip #3 Update your meeting notes with talk-to-text in the Clari Mobile app - no coffee shop wifi needed!
Tip #4 Still negotiating and need to update a close date? No problem. Update it from your phone!
At the bottom of this article, you'll find a downloadable version of these tips and a one-page quick start guide for Sales Reps.
Tip #1 Stay ahead with Clari Mobile
With Clari Mobile, you can easily review your deals and make quick updates while you’re out on the road. Traveling to visit a prospect and don’t have time to find wifi at a coffee shop before your forecast call? No problem! Update your pipeline before your forecast call, brush up on prospect info before your meeting, and quickly record your post-meeting notes all from the Clari Mobile app.
Download Clari Mobile directly from the App Store or Play Store. Be sure to complete the download/setup process as your smartphone instructs.
Action Item
Download Clari Mobile on your smartphone!
Tip #2 Manage your deals on the go
Need to view or update your deals? Access and update your pipeline directly from your phone!
View all your deals for the quarter, review your deals by Stage or Forecast Category, and make quick changes to CRM fields.
- From your home screen, tap on one of your top Saved Views or tap All to see the full list of all of your Saved Views.
- Select a Group (if you have groupings applied to your Saved View) to see the deals in that group.
- Each deal has its own card. Swipe right through the card's carousel to see the primary fields. Simply tap on a field to update it.
- To see all of the details about your deal, tap CRM Fields. Again, simply tap any field to update it! You can even talk-to-text your Next Steps on your smartphone.
For more details on how to inspect deals and update deals, read more here!
Action Item
The next time you need to update your opportunities, do so in Clari Mobile!
- From your home screen, open a Saved View in your list.
- Swipe through the carousel for one of your opportunities — you may need to select a group first if you have groups applied to your Saved View.
- Finally, tap View CRM Fields to review all of the details for your opportunity.
- Tap on any field to make updates.
Tip #3 Quickly prep for meetings
This tip is about crushing your meetings. Running to a meeting and need a last-minute refresher on where things stand? You can see the meeting attendees, view relevant emails associated with the deal, and any other important details from Clari Mobile.
- Once you’ve opened a Saved View in Clari Mobile, view any insights (i.e. CRM Score, deal activity), activities (i.e. emails, meetings), and CRM fields associated with a deal by tapping Insights or CRM Fields for that deal.
Learn more about updating your meeting notes from the app here!
Action Item
Once you’ve opened a Saved View in Clari Mobile, view any insights (i.e. CRM Score, deal activity), activities (i.e. emails, meetings), and CRM fields associated with a deal by tapping Insights or CRM Fields for that deal.
Tip #4 Write (or speak) your Next Steps from your phone
Running from one meeting to the next with no time to find a cafe and type your meeting notes and next steps? Don't worry. With Clari Mobile, you can easily update your next steps directly from the app between meetings — you can even talk to text!
- Once you’ve opened the appropriate Saved View, tap CRM Fields to view fields from CRM.
- Tap Next Steps to update the field — the field may be called something else in your Clari environment.
- Tapping the microphone on your smartphone keyboard to talk to text.
Learn more about updating your meeting notes from the app here!
Action Item
- Once you’ve opened the appropriate Saved View, tap CRM Fields to view fields from CRM.
- Tap Next Steps to update the field — the field may be called something else in your Clari environment.
- Tapping the microphone on your smartphone keyboard to talk to text.
Download more resources!
1. Clari Mobile for Sales Reps Getting Started (PDF)
2. Sales Rep Mobile Quick Start Guide (PDF)
3. Sales Rep Mobile Tip Campaign Templates (Word Docs)
