Introduction to Clari
Clari is a comprehensive revenue management platform designed to help companies optimize their revenue generation processes through advanced data analysis, artificial intelligence (AI), and automation. Here’s a detailed overview of what Clari does and its key features.
What Clari Does
Clari is tailored to prevent revenue leakage, improve data quality, and enhance the overall efficiency of the sales and revenue processes. It integrates with existing Customer Relationship Management (CRM) systems, such as Salesforce, to consume and analyze data from various sources including emails, calendars, calls, and marketing campaigns. This integration enables Clari to provide real-time visibility into key business metrics like sales pipeline data, customer engagement, and revenue performance.
Key Features and Functionality
Capture
- Data Quality and Activity Autocapture: Clari automates the capture of revenue-critical signals, eliminating manual data entry and improving data quality across emails, calendars, calls, and other sources. This feature ensures that data is cleansed and matched back to your records, saving time for your team.
Inspect
- Opportunity Management and Deal/Account Inspection: Clari allows reps and managers to seamlessly manage their book of business. It uses AI-driven health scores to help identify risks and take swift action. This feature enables teams to inspect accounts and opportunities efficiently and make data-driven decisions.
Align
- Mutual Action Plans and Buyer Collaboration: Clari facilitates the creation and sharing of mutual action plans to connect revenue-critical employees with buyers. This ensures that business objectives are aligned, and stakeholders remain engaged and committed. It helps in validating buyer interest early and streamlining the deal inspection process.
Analyze
- Analytics, Dashboards, and Reporting: Clari provides practical and approachable analytics and visuals that give visibility into every aspect of the business. Users can access necessary data in just a few clicks, eliminating the need for lengthy analyst queues. This feature is beneficial for various levels of the organization, from frontline managers to the CEO and board members.
Groove
- Sales Engagement and Prospecting: Groove scales prospecting, works deals, and expands accounts with powerful engagement workflows. It increases pipeline creation and conversion rates by providing sellers with the tools they need in the flow of work. This feature has been shown to significantly increase the productivity and gross margin of sales reps.
Forecasting and Pipeline Management
- Predictive Analytics and Sales Forecasting: Clari uses AI and machine learning to categorize and predict sales activities, helping sales teams to forecast future sales accurately. It integrates with CRM systems to provide real-time analysis of the sales pipeline, enabling teams to plan and prioritize their efforts effectively.
Collaboration and Performance Metrics
- Collaboration Tools and Performance Metrics: Clari offers tools that allow sales and marketing teams to collaborate seamlessly. It provides performance metrics that help measure the success of their efforts in real time. This ensures that teams can work together to prevent revenue leakage and increase profits.
Additional Capabilities
- Automation and AI: Clari leverages AI and automation to connect data from various business systems, organizing it into actionable insights. This helps in improving forecasting, visibility, and overall business efficiency.
- Real-Time Visibility: Clari provides real-time visibility into key business metrics, allowing teams to track customer interactions, manage pipeline, and forecast deals more accurately.
- Integration and Flexibility: Clari integrates with existing CRM systems and other data sources, offering a unified platform that adapts to a company’s specific needs and metrics. It allows for flexible forecasting models and easy updates to pipeline status.
In summary, Clari is a powerful revenue management platform that enhances data quality, automates manual tasks, and provides actionable insights through AI-driven analytics. It is designed to optimize the entire revenue process, from capturing and inspecting data to aligning teams and forecasting future sales, making it an essential tool for companies aiming to improve their revenue generation and operational efficiency.