Role and User Based Settings in Capture
Overview
Clari’s Role and User Based Capture Settings make Capture more flexible for different teams, roles, and personas. So that Autcapture works best for every role or user and their specific workflows.
Capture syncs your CRM contacts and other sales activities to give you super visibility into your revenue team’s performance. For more about Capture and its capabilities, check out this article.
Note: This feature is best suited for teams with roles/users with different activity and contact logging needs as compared to the other roles or users in their company.
Use Cases
These new settings will come in handy when:
1. You have a particular role or persona where you want to create contacts but not log activity because you’re using an alternate solution to log activity (like Outreach).
2. You have a particular role (for example, SDR), for whom you’re using another tool to capture activity (like Outreach, Salesloft, etc.)—but, you want to use Clari to capture activity for other roles. This use case could come up for a group of users, too.
3. You want to show activity for a certain role in AE/Opps, but don't want to log activity or create contacts in your CRM.
4. You have additional roles outside of the Sales Rep (Account Owner) you want to log activity and create contacts for. But, you don't use a Salesforce field to assign the role (like Sales Engineer, BDR, etc).
5. You want to limit who Clari converts leads to contacts for. For example, your CRO might want their AE to convert leads using Capture, but not the SDRs or BDRs.
Contact your Clari CSM to configure Capture’s role and user based settings.
FAQs
1. What if I want Capture to add contact roles but not create new contacts?
Role Based Capture can be configured so certain roles or users follow their own matching logic. In this case, we would configure Capture to create contact roles on the Opportunity, but not create contacts on the Account for the chosen role. Note, all other roles and users would follow the organization's Capture configuration unless they also had their own specific configuration set.
2. We want Capture for most of our organization, except specific roles (don’t include CS, AMs, SE’s) – can we do this?
Role-based Capture allows Capture to write back for some roles and not for other roles. In this case, Clari can configure the roles that don’t want to utilize Autocatpure. We would allow the other roles to run off the standard company Capture settings. Reach out to your CSM to configure Capture for all but a few specific roles.
