Clari
Overview
Clari is a leading provider of an AI-powered revenue platform designed to streamline revenue operations, sales engagement, and conversation intelligence. The platform helps businesses manage and predict revenue with high accuracy, stop revenue leaks, and improve sales productivity. Clari's solutions are used by over 1,500 customers, managing $4 trillion in revenue, to drive transformational revenue operations and achieve predictable revenue growth.
Industry: Software
Ideal Customer Profiles: Clari's ideal customers are medium to large enterprises with complex revenue operations, including sales teams, revenue operations professionals, and executives who are focused on improving sales productivity, forecasting accuracy, and revenue growth. These customers are typically in industries that rely heavily on sales and revenue management, such as technology, finance, and enterprise services.
Website: clari.com
LinkedIn: http://linkedin.com/company/clari
Twitter: http://twitter.com/clarihq
Products
Clari Forecast
Clari Forecast provides a comprehensive and accurate view of future revenue, adapting to any revenue model, including subscription and consumption-based models. It offers unmatched forecast accuracy, helping businesses achieve 98% accuracy by the second week of the quarter.
Features
Forecast Accuracy
Description: Clari Forecast delivers a high level of forecast accuracy, allowing businesses to predict revenue outcomes with confidence. This feature helps in setting realistic revenue targets and strategizing data-driven paths to close deals.
Benefit: Businesses can consistently hit their revenue numbers, reducing the risk of revenue shortfalls.
Adaptability
Description: The platform adapts to various revenue models and allows for self-service customization, making it flexible for different business needs and strategies.
Benefit: Users can tailor the forecasting process to fit their specific business models, enhancing relevance and usability.
Error Reduction
Description: Clari Forecast reduces forecast errors significantly, providing more reliable data for decision-making.
Benefit: Improved accuracy in forecasting allows for better strategic planning and risk management.
Data-Driven Target Setting
Description: The feature allows businesses to set revenue targets based on historical data and future projections, ensuring that targets are realistic and achievable.
Benefit: Helps in aligning business goals with market realities, improving the chances of meeting revenue targets.
Comprehensive View
Description: Provides a complete and tailored view of business performance, with powerful inspection tools and analytics to support decision-making.
Benefit: Enables businesses to have a holistic understanding of their revenue operations, facilitating better management and optimization.
Clari Capture
Clari Capture automates the capture of revenue-critical signals across various communication channels, reducing manual CRM data entry and improving data quality.
Features
Automatic Data Capture
Description: Automatically captures and organizes contact and activity data from multiple sources, ensuring that all relevant information is accurately recorded and matched to the correct accounts and opportunities.
Benefit: Saves time for sales reps by reducing manual data entry, allowing them to focus more on selling activities.
Engagement Tracking
Description: Tracks engagement levels on deals, helping sales teams identify key personas and focus on building relationships with the entire buying committee.
Benefit: Improves the effectiveness of sales efforts by ensuring that all relevant stakeholders are engaged in the sales process.
Re-engagement and Nurturing
Description: Facilitates re-engagement with lost opportunities and nurturing of the entire buying group through targeted campaigns and accurate attribution measurement.
Benefit: Increases the chances of reviving lost deals and nurturing potential leads into successful sales.
Unified Opportunity View
Description: Provides a single, unified view of all opportunities, allowing for more strategic planning of follow-ups and sales activities.
Benefit: Enhances strategic decision-making and prioritization of sales efforts.
Workflow Automation
Description: Automates workflows by providing a complete and accurate record of revenue data, streamlining sales processes and improving efficiency.
Benefit: Increases productivity by reducing manual tasks and ensuring that sales processes are data-driven and efficient.
Clari Align
Clari Align offers collaborative workspaces and mutual action plans to enhance buyer-seller collaboration, reduce deal slippage, and improve deal cycle times.
Features
Collaborative Microsites
Description: Allows reps to create targeted microsites that provide a unified buying experience, laying out business objectives and resources for stakeholders.
Benefit: Enhances buyer engagement and alignment, facilitating smoother and faster deal progression.
Mutual Action Plans
Description: Provides customizable action plans and templates that align with the buyer's process, reducing repetitive meetings and increasing deal velocity.
Benefit: Streamlines the sales process and reduces the time to close deals by ensuring all parties are aligned and informed.
Stakeholder Management
Description: Offers tools to manage stakeholders with clear timelines and accountability, ensuring that all parties are aligned and working towards common goals.
Benefit: Reduces the risk of deal slippage by keeping all stakeholders informed and engaged.
Intent Data Integration
Description: Integrates intent data into inspection and forecast processes, providing deeper insights into buyer behavior and deal progression.
Benefit: Improves the accuracy of forecasts and the effectiveness of sales strategies by leveraging intent data.
Deal Acceleration
Description: Focuses on accelerating deal cycles and reducing slippage through enhanced collaboration and data-driven insights.
Benefit: Increases the likelihood of closing deals successfully and on time, improving overall sales performance.
Clari Copilot
Clari Copilot provides conversation intelligence to help sales teams compete effectively, spot revenue leaks, and close deals faster with real-time insights and alerts.
Features
Real-Time Alerts
Description: Provides real-time alerts and battlecards to help reps navigate objections and challenges during sales conversations.
Benefit: Empowers sales reps to respond effectively in critical sales moments, increasing the chances of closing deals.
RevAI-Powered Summaries
Description: Uses RevAI to provide call summaries, next steps, and suggested actions in popular communication platforms like Slack and Microsoft Teams.
Benefit: Saves time and enhances productivity by providing actionable insights directly within the tools sales teams use daily.
Unified Platform
Description: Integrates conversation intelligence with the Clari Revenue Platform, allowing for rigorous deal inspection and accurate forecasting.
Benefit: Streamlines revenue operations by consolidating tools and processes into a single platform, improving efficiency and accuracy.
Enterprise-Grade Security
Description: Ensures data security and compliance with SOC 2 Type 2 certification and GDPR readiness, providing role-based access and secure data management.
Benefit: Protects sensitive data and ensures compliance with industry standards, reducing risk for the organization.
Simple and Scalable Pricing
Description: Offers straightforward pricing plans that are easy to understand and implement, allowing teams to get started quickly.
Benefit: Facilitates quick adoption and scalability, making it easy for organizations to integrate the solution into their existing processes.
Clari Groove
Clari Groove enhances sales engagement and prospecting with powerful workflows that increase pipeline creation and conversion rates.
Features
Engagement Workflows
Description: Provides workflows that enhance prospecting, deal management, and account expansion, increasing the efficiency of sales activities.
Benefit: Boosts sales productivity by streamlining engagement processes and enabling more effective prospecting and deal management.
Pipeline Creation
Description: Offers capabilities to enhance top-of-funnel activities, increasing the creation of sales pipelines.
Benefit: Increases the volume of potential deals entering the sales funnel, providing more opportunities for conversion.
Ease of Use
Description: Designed to be user-friendly and easy to administer, reducing the complexity of managing sales engagement tools.
Benefit: Enhances user adoption and reduces the burden on operations teams, allowing sales teams to focus on selling.
Conversion Optimization
Description: Provides tools and insights that help sellers optimize their conversion rates and win more deals.
Benefit: Improves sales outcomes by equipping sellers with the necessary tools and information to close deals effectively.
Increased Productivity
Description: Demonstrates significant improvements in sales productivity and gross margin as a result of using Groove.
Benefit: Drives higher sales performance and profitability, contributing to overall business growth.
Quantitative Benefits
"Future-proof predictions of any revenue model with 98% accuracy."
Source: Revenue Platform | Clari
"Managing $4T in revenue for 1500+ customers"
Source: Revenue Platform | Clari
"Achieve 98% forecast accuracy by week two of the quarter with Clari Forecast."
"Some Clari customers are seeing an 11% increase in win rates when they start using Clari Forecast."
"We've reduced forecast error and consistently land within 5% of Clari's 2-week projection."
"Since rolling out Groove, we've seen the average production, or gross margin, of our reps increase by 83%."
Source: Product Overview | Clari
"48% increase in closed won deals when using Align"
"37% fewer closed lost deals when using Align"
"61% improvement in deal cycle time"
Testimonials
"Everyone who touches revenue uses it. It's required equipment."
Todd McKinnon, CEO & Co-Founder at Okta
Source: Revenue Platform | Clari
"The only sales platform I leverage on a daily basis is Clari."
Laura Palmer, Global VP of Sales at Unity
Source: Revenue Platform | Clari
"Clari provides pipeline generation in a repeatable format."
Kai Mak, VP of Sales & Customer Success at Webflow
Source: Revenue Platform | Clari
"I've leveraged Clari at my last two companies. It's been a complete game changer for revenue operations and running our complex enterprise business."
Gary Higgins, GM and VP of Sales at Zuora
Source: Revenue Platform | Clari
"Clari continues to demonstrate its category leadership in revenue operations through purpose-built workflows, premier best practices, and customer-centric innovation."
Todd McKinnon, CEO at Okta
Source: Revenue Platform | Clari
"Clari's the interface to our entire revenue organization. The ability to see the same view at the same moment and take action is incredibly powerful."
Thomas Hansen, Former CRO at UiPath
Source: Revenue Platform | Clari
"This partnership is best-of-breed and a major differentiator. I was even able to run a forecast call the week after I signed our contract, which is a game-changer."
Mark Santino, Senior Director, Sales Strategy and Operations at Axis Security
Source: Revenue Platform | Clari
"Clari truly feels like it serves the needs of sales management, the CRO, the CEO, and the individual sellers almost equally."
Graeme Thompson, CIO at Informatica
Source: Revenue Platform | Clari
"We've reduced forecast error and consistently land within 5% of Clari's 2-week projection. Predictable results help us take calculated risks with confidence."
Daniel Carpenter, Former VP of Revenue Excellence at Carbon Black
Source: Clari Forecast - Forecasting and Pipeline Management | Clari
"Previously tracking pipeline in CRM was doable, but required tedious data entry and couldn't show a complete view of my deals. Clari captures all opportunities into a single view so I can plan my follow-ups more strategically."
Yaniv Barnett, Commercial VAST at Zoom
Source: Clari Capture - Data Quality and Activity Autocapture | Clari
"Clari helps us improve our data quality. The better our data is, the better our conversations and coaching sessions are at every level—from managers and reps, all the way up to our executive team."
Matthew Schwartz, VP of Sales Operations at Fortinet
Source: Product Overview | Clari
"In our market, deals move quickly with many changing variables. Clari is core to our ability to execute quickly and effectively—an accelerator for our sales team."
Kirsten Liranzo, Senior Director of Enterprise Sales at Dialpad
Source: Product Overview | Clari
"Clari Align has enabled our reps to validate buyer interest early and get mutual agreement on the purchase process via a repeatable and standardized template. It helps me as a sales leader understand where deals sit in the sales cycle, allowing for a more streamlined deal inspection process and more effective coaching."
Greg Donohue, VP of Sales at KOFAX
Source: Product Overview | Clari
"Copilot has helped me take back control of call coaching, consistent messaging, and more. I can see results from thousands of calls across my team and ascertain who needs help and where."
Elliott Partin, Head of Inside Sales at Qumulo
Source: Product Overview | Clari
"Clari helps us accurately forecast and understand how a deal is trending at any given point in time. It's accurate, intuitive, and easy to use—the key factors I look for in a tool I use daily. Clari truly makes my job easier."
Jim Hoppe, VP of Sales, NA at Sumo Logic
Source: Product Overview | Clari
"From the frontline manager to RVPs, our CEO, and up to the board, Clari's the interface to our entire revenue organization. The ability to all see the business in the same view, at the same moment in time, and take action is incredibly powerful."
Thomas Hansen, President at Amplitude
Source: Product Overview | Clari
"Since rolling out Groove, we've seen the average production, or gross margin, of our reps increase by 83%."
Mitch Thomas, Sales Enablement Manager at Brooksource
Source: Product Overview | Clari
"I've had the best experience ever working with Clari. They use their own mutual action plan with Clari Align and the process was very organized and structured: identifying milestones, achieving them, and always a step ahead."
Bogdan Maciejuk, Dir. of Sales Operations at CData
Source: Clari Align - Collaborative workspace, MAPs, and DSR | Clari
"With Clari Copilot, we can prepare better, provide more guidance, prevent revenue leak, and overall work much more effectively toward closing more deals."
Erin Raese, Global SVP at Annex Cloud
Source: Clari Copilot - Conversation Intelligence Software | Clari
Customer Stories
Okta
Problem: Managing a complex revenue operation
Value Add: Clari provided a unified platform for the entire revenue organization, enabling everyone to see the same view at the same moment and take action.
Outcome: Clari became a complete game changer for revenue operations, demonstrating category leadership in revenue operations through purpose-built workflows, premier best practices, and customer-centric innovation.
Source: Revenue Platform | Clari
UiPath
Problem: Lack of unified visibility across the revenue organization
Value Add: Clari became the interface to UiPath's entire revenue organization, providing a single view for all team members.
Outcome: The ability to see the same view at the same moment and take action became incredibly powerful for UiPath's revenue operations.
Source: Revenue Platform | Clari
Axis Security
Problem: Difficulty in running effective forecast calls
Value Add: Clari provided a best-of-breed solution that served as a major differentiator
Outcome: The Senior Director of Sales Strategy and Operations was able to run a forecast call just a week after signing the contract with Clari, which was described as a game-changer.
Source: Revenue Platform | Clari
Informatica
Problem: Needed a solution that could serve multiple stakeholders in the revenue process
Value Add: Clari provided a platform that served the needs of sales management, the CRO, the CEO, and individual sellers almost equally
Outcome: Clari became a comprehensive solution that met the diverse needs of various stakeholders in Informatica's revenue process.
Source: Revenue Platform | Clari
Zuora
Problem: Challenges in managing a complex enterprise business
Value Add: Clari provided tools for effective revenue operations
Outcome: Clari became a complete game changer for revenue operations and running Zuora's complex enterprise business.
Source: Revenue Platform | Clari
Carbon Black
Problem: Forecast accuracy and predictability
Value Add: Clari provided accurate 2-week projections and reduced forecast error
Outcome: Consistently landing within 5% of Clari's 2-week projection, enabling calculated risks with confidence
Source: Clari Forecast - Forecasting and Pipeline Management | Clari
Zoom
Problem: Tracking pipeline in CRM required tedious data entry and couldn't show a complete view of deals.
Value Add: Clari captures all opportunities into a single view, allowing for more strategic follow-ups.
Outcome: The sales representative can plan follow-ups more strategically with a complete view of deals.
Source: Clari Capture - Data Quality and Activity Autocapture | Clari
Fortinet
Problem: Needed to improve data quality for better conversations and coaching sessions.
Value Add: Clari helped improve data quality across the organization.
Outcome: Better conversations and coaching sessions at every level—from managers and reps, all the way up to the executive team.
Source: Product Overview | Clari
Dialpad
Problem: Deals move quickly with many changing variables in their market.
Value Add: Clari provided core functionality to execute quickly and effectively.
Outcome: Clari became an accelerator for their sales team, enabling them to execute quickly and effectively in a fast-moving market.
Source: Product Overview | Clari
KOFAX
Problem: Needed to validate buyer interest early and get mutual agreement on the purchase process.
Value Add: Clari Align provided a repeatable and standardized template for mutual action plans.
Outcome: Enabled reps to validate buyer interest early, get mutual agreement on the purchase process, and allowed sales leaders to understand where deals sit in the sales cycle, leading to a more streamlined deal inspection process and more effective coaching.
Source: Product Overview | Clari
Qumulo
Problem: Needed better control over call coaching and consistent messaging.
Value Add: Clari's Copilot provided revenue conversation intelligence and coaching capabilities.
Outcome: The Head of Inside Sales was able to take back control of call coaching, ensure consistent messaging, and see results from thousands of calls across the team to ascertain who needs help and where.
Source: Product Overview | Clari
Sumo Logic
Problem: Needed accurate forecasting and understanding of deal trends.
Value Add: Clari provided accurate, intuitive, and easy-to-use forecasting tools.
Outcome: Improved ability to accurately forecast and understand how a deal is trending at any given point in time, making the VP of Sales' job easier.
Source: Product Overview | Clari
Amplitude
Problem: Needed a unified view of the business for the entire revenue organization.
Value Add: Clari provided a single interface for the entire revenue organization to view the business.
Outcome: From frontline managers to RVPs, CEO, and up to the board, everyone can see the business in the same view, at the same moment in time, and take action, which is incredibly powerful.
Source: Product Overview | Clari
Brooksource
Problem: Needed to increase sales rep productivity and gross margin.
Value Add: Implemented Groove, Clari's sales engagement and prospecting tool.
Outcome: Since rolling out Groove, they've seen the average production, or gross margin, of their reps increase by 83%.
Source: Product Overview | Clari
CData
Problem: Needed a structured and organized sales process
Value Add: Clari provided their own mutual action plan with Clari Align, offering an organized and structured process for identifying and achieving milestones
Outcome: The Director of Sales Operations at CData had the best experience ever working with Clari, praising their organized and structured process
Source: Clari Align - Collaborative workspace, MAPs, and DSR | Clari
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