Inspecting Deals in Clari Mobile
With Clari Mobile, you can easily review your deals and make quick updates while you’re out on the road. You’re a Sales Rep traveling to visit a prospect and don’t have time to find wifi at a coffee shop before your forecast call? No problem! You’re a Sales Manager at your daughter’s basketball game and have a few minutes before it starts? Take a quick look at the pipeline to review critical deals and see how you can help your team.
This article is a brief walkthrough of deal inspection, for a more detailed, screenshot-friendly overview of using Clari Mobile, check out this article.
Login
Make sure you have the Clari Mobile app downloaded. If you don’t, follow the instructions provided here. To log in, use the same email and password that you used when logging into Clari Web.
Finding Your Deals
- From the Home Screen, find your Saved Views. You’ll see the first few Views right on the Home Screen, but tap All to see the full list.
- You can tap into the 1:1s View. I can see that this View is grouped by Stage and sorted by Deal Size.
- You can change the grouping or sorting by tapping the bulleted-list icon second to the right. If you're prepping for a Forecast call, maybe you'll choose Forecast, or if you're running my 1-on-1s from the road, you may choose Owner.
Note: You can leverage 1 Group in your View in Clari Mobile.
1. For now, let’s look at the deals in their final stage before closing: Contract Negotiation. I have 6 deals to look at in this View, so we have a lot to do to get these over the finish line! Let’s start with the one on top.
2. Each deal has its own card, and you can swipe through the carousel to view key information such as the Amount, Close Date, Stage, Forecast, etc.
Inspecting Your Deals
- From the Carousel, tap on Close Date to open the edit window and I can make the change. The update will go back to Salesforce in real-time.
- Tap on View Insights at the bottom left of a deal card and immediately see how this deal is really progressing through the sales cycle. Immediately at the top, I see how many Days to Close, the Deal Size, and the CRM Score.
- Tap on the CRM Score to see the top 3 factors influencing the score.
As you scroll down, you can see the email, calendar, and file activity going back and forth between the owner of the deal and the account. Without even calling/texting/emailing/IM-ing the rep, you get a great sense of how the deal is progressing (or not progressing!).
- As you scroll down, you can see what the next scheduled meeting is and any related people and cases.
- At the top right of this screen, you can tap into the CRM Fields. This view gives you the full list of fields you may need to review for the deal.
View Email Body Content in Mobile
You can now view email body content in Clari Mobile. As long as your Clari Admin has this feature is enabled for your company, you can view email content from Clari Mobile on both iPhone and Android.
