Introduction to Clari
Clari is an AI-powered Revenue Operations Platform designed to optimize and streamline revenue processes for B2B companies. It leverages advanced AI and automation to connect and analyze data from various aspects of a business, aiming to make revenue and operations systems more efficient and manageable.
Key Features and Functionality
Capture
Clari’s Capture module focuses on activity and data quality autocapture. It automatically captures every revenue-critical signal, such as data from emails, calendars, calls, and more, eliminating the need for manual data entry. This automation enhances data quality, cleans up information, and matches it back to your records, saving time for your team and improving overall data accuracy.
Inspect
The Inspect module is dedicated to opportunity management and deal/account inspection. It enables sales representatives and managers to seamlessly manage their book of business, identify potential risks, and take swift action. AI-driven health scores help in evaluating opportunities and accounts, allowing for targeted interventions where necessary.
Align
Clari’s Align feature facilitates mutual action plans and buyer collaboration. It helps connect revenue-critical employees with buyers, allowing for the sharing of plans, alignment of business objectives, and effective stakeholder management. This module ensures that sales reps follow processes consistently and that buyers remain engaged and committed throughout the purchase process.
Analyze
The Analyze module provides comprehensive analytics, dashboards, and reporting capabilities. It offers practical and approachable visuals that give users quick visibility into every aspect of their business. Users can access key insights and dashboards tailored to their roles, enabling swift decision-making without the need for extensive analysis or waiting for reports from analysts.
Groove
Groove is Clari’s sales engagement and prospecting tool. It helps scale prospecting efforts, manage deals, and expand accounts through powerful engagement workflows. Groove increases pipeline creation, enhances seller productivity, and boosts conversion and win rates by providing sellers with the tools they need in the flow of their work.
Additional Capabilities
- Guided Search: Clari’s guided search functionality enhances user experience by providing quick access to key opportunities, accounts, and insights. It allows users to navigate their data efficiently, access frequently used dashboards and saved views, and take immediate action on forecasts or deal updates.
- Sales Forecasting Management: Clari uses AI-based projections to create accurate sales forecasts based on a company’s unique sales process. It provides real-time data and insights on team accounts, helping to identify engagement gaps and distribute resources effectively.
- CRM Automation: Clari integrates seamlessly with CRM systems like Salesforce, automating sales and activity data capture. This integration ensures that sales reps do not waste time on manual data entry, allowing sales leaders to build strategies based on complete and accurate data.
Overall Benefits
Clari’s platform offers several key benefits, including improved data quality, enhanced visibility into the sales pipeline, streamlined deal inspection, and better alignment between sales teams and buyers. It also provides user-friendly analytics and dashboards that are accessible to all levels of the organization, from frontline managers to executive teams. By leveraging AI and automation, Clari helps companies achieve revenue precision, reduce revenue leaks, and make data-driven decisions to drive business growth.