Table of Contents

what is clari

Table of Contents

Clari is a revenue management platform that helps companies optimize revenue generation by analyzing thousands of bits of data across an organization. With the help of artificial intelligence (AI) technology, Clari is able to analyze data from emails, demos, and marketing campaigns and synthesize actionable insights. By providing sales and marketing teams with actionable insights, companies can work together to prevent revenue leakage, increase profits quarter-over-quarter, and become able to forecast annual earnings. 

What Is Clari Used For? 

The three main use cases for Clari are forecasting, generating revenue intelligence, and managing the sales team pipeline

  • Forecasting
  • Revenue Intelligence 
  • Pipeline Management

When it comes to forecasting, Clari helps clients to leverage deal data and generate in-depth insights about the revenue that is being generated from every representative, territory, and channel alike. By breaking down revenue into pieces, the forecast product works with proprietary AI technology to generate accurate revenue predictions in real-time. 

In addition to being used for forecasting, Clari also helps businesses to unlock new abilities through data analysis in their CRM. Clari continuously integrates data obtained from closed deals so that sales and marketing managers can easily view their team’s production and success when selling through different distribution channels, pipelines, sales strategies, and more. From here, teams can work together to better understand their client relationships and determine where, when, and how they should allocate their sales and marketing efforts in the future. 

The last use case for Clari is pipeline management. With the help of Clari, sales representatives can seamlessly manage their pipeline in a single application. Clari’s pipeline management tools give representatives distinct insights about every failed and closed deal. Representatives can monitor their quota attainment, understand when goals have been achieved, and learn about where they can maximize prospective opportunities in their geographic area. 

Who Uses Clari? 

Clari’s revenue intelligence platform can be used by a number of different teams and industries. Currently, the service provides revenue insights for companies that practice in industries such as technology, health care, life sciences, professional services, and financial services. In addition, within companies that are a part of these industries, Clari can help the following departments:  

  1. Sales
  2. Finance
  3. Marketing
  4. Operations

For sales teams, Clari provides tools to help them manage their pipeline and forecast deals more accurately. It also allows them to track customer interactions and activity, giving them a better understanding of customer needs and preferences.

Pertaining to the finance department, Clari provides financial forecasting and budgeting tools that help them to make more informed decisions about how to allocate resources. It also helps them to identify trends and patterns in sales data, which can be used to improve financial performance.

Additionally, Clari provides analytics and metrics that help marketing teams understand how their campaigns are performing and make data-driven decisions about how to improve them. It also allows them to track the effectiveness of their marketing efforts, such as email campaigns, webinars, and more.

Lastly, for the operations department, Clari provides tools to help them manage the overall performance of the business, such as identifying bottlenecks in the sales process, tracking customer sentiment, and managing inventory. It allows them to have a comprehensive overview and make data-driven decisions to improve their workflow and processes on a macro level.

What Does Clari Do? 

Clari is a software platform that provides real-time visibility into key business metrics, such as sales pipeline data, customer engagement, and revenue performance. By enabling higher visibility of these key business metrics, Clari helps companies to meet revenue goals by providing sales teams with tools to manage their pipeline and forecast deals more accurately. It allows them to track customer interactions and other modes of activity, giving them a better understanding of customer needs and preferences.

  • Sales Data
  • Revenue Performance
  • Customer Engagement

One of the key ways Clari helps teams is by providing them with tools to manage their sales pipeline. It allows teams to track and monitor the progress of deals through the sales process, giving them a clear understanding of where deals stand and when they are likely to close. This information can be used to forecast future revenue and make more informed decisions about how to allocate resources appropriately.

Clari also helps teams with customer engagement. By tracking customer interactions and activity, teams can gain a better understanding of customer needs and preferences, which can be used to improve customer relationships and ultimately drive more sales. Additionally, Clari provides teams with a way to track customer sentiment, which can be used to identify any potential issues and make adjustments to the product or service, or the sales approach.

Finally, Clari helps teams with revenue performance. By providing teams with a complete view of their sales pipeline and customer engagement metrics, Clari makes it easy to understand how different areas of the business are performing and identify opportunities for improvement. This allows teams to take a more proactive approach to revenue management, identifying potential issues early on and making changes to drive better business outcomes.

How Does Clari Work?

Behind the scenes, Clari’s software platform takes advantage of artificial intelligence and machine learning to help sales teams manage their pipeline and forecast future sales. The platform works by integrating with a company’s existing customer relationship management (CRM) system, such as Salesforce, and consumes data from the CRM to provide insights and predictions. One of the key features of Clari is its ability to automatically classify and categorize different types of sales activities, such as email, phone calls, and meetings. This permits representatives to quickly identify which activities deserve the most energy so that the opportunity to close deals is maximized. Not only does Clari use predictive analytics for categorization, but it also helps to predict future revenue. By enabling revenue projections, Clari can help sales teams to plan and prioritize their efforts for functional efficiency. 

  1. Integrate with CRM.
  2. Let AI consume, review, and analyze data.
  3. Receive real-time analysis about your pipeline. 

Clari Features

Clari is a platform that utilizes AI and machine learning to support sales teams by integrating with their existing CRM systems and providing features such as pipeline management, statistical analysis, predictive analytics, sales forecasting, collaboration tools, and performance metrics. With Clari, sales teams can easily identify which activities are most likely to lead to deals closing and use predictive analytics to forecast future sales, allowing them to better plan and prioritize their efforts. Additionally, Clari’s collaboration tools and performance metrics provide sales and marketing teams with the ability to work together and measure the success of their efforts in real time.

Sales ForecastingCollaboration Tools
Statistical AnalysisPerformance Metrics
Predictive Analytics Pipeline Management

What Does Clari Integrate With? 

Clari has partnered with some of the leading companies in the technology industry to provide its clients with seamless integrations inside the most popular products. Through long-term connections and careful selection of leading companies in the sales and marketing industry, Clari has developed a number of integrations for teams looking to unlock their full business potential and take customer engagement to a new level. By promoting the importance of relationships and crafting a strategic ecosystem, Clari has been able to connect with the following platforms: 

  1. Dialpad
  2. Gong.io
  3. Marketo
  4. Outreach
  5. Chorus.ai
  6. Salesforce
  7. Google Suite
  8. Microsoft Products

Who Are Clari’s Competitors And Alternatives?

When it comes to pipeline management and forecasting, there is a variety of competitors and alternatives in the revenue management space that offer similar functionality. Many of these competitors utilize artificial intelligence and machine learning, like Clari, to deliver insights to sales teams. Even though other alternative revenue projection platforms in the sales intelligence space use AI and ML technology, there are a few companies that stand out when it comes to helping companies unleash their sales ability. A few examples of common Clari alternatives include but are not limited to: 

  • Groove: Uses AI and ML technology to automate pipeline management and forecast revenue. 
  • Aviso: Provides predictive analytics for sales teams to analyze and strategically plan for. 
  • Anaplan: A cloud-based solution that enables corporate teams to create optimal financial models for revenue projections. 
  • Upland Altify: Offers several products that help businesses create value for their customers in an attempt to maximize the number of closed deals. 
  • Nextiva: A sales management tool that lets sales and marketing teams manage all of their communication needs in a single application. 

Clari Pricing 

In order to determine a fair price for a company’s needs, Clari requires prospects to schedule a demo with their sales team. During this demo, the Clari team will work with the company to understand their specific business requirements and tailor a solution that meets those needs. The demo will also provide an opportunity for the company to see a live demonstration of the platform and allow future users to ask any questions. The Clari team will then use the information gathered during the demo to provide a customized quote for the company, which will include pricing for specific features and functions needed. This approach ensures that the company will only pay for the solutions that are relevant to their business, rather than a one-size-fits-all package.

Pricing PlanSchedule a Demo

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