Name: Clari
Uploaded: 2024-09-27T12:11:43.000Z
Duration: 5 min 28 s
Description: Clari is an AI-powered revenue platform that helps companies streamline sales workflows, ensure accurate CRM data, and empower teams to focus on selling.

Clari Company Logo.jpg

Clari

Clari is a connected revenue operations platform that uses automation and AI to unlock activity data captured in key business systems. It automatically aligns data to accounts and opportunities, delivering visibility, forecasting, and predictive insights. Companies use Clari to change their revenue operations to be more connected, efficient, and predictable. The platform helps control pipeline, audit deals and accounts, forecast business, and reduce churn. Clari's AI-driven technology provides real-time visibility into key business metrics, such as sales pipeline data, customer engagement, and revenue performance.

In the video, you’ll see how Clary uses AI and Rev AI to help sales reps work faster. First, a rep reviews past call notes and key points with AI. Next, during a live call, AI pops up helpful quick-reference cards and customer stories. After the call, AI drafts a follow-up email, fills in CRM fields, and updates a shared action plan. Clary speeds up prep, calls, and follow-up so reps can focus on selling.

An overview of how Clary leverages Rev AI to help sales reps prepare for meetings, conduct conversations, and follow up efficiently throughout their day.

Introduction: AI-Powered Sales Productivity

Using Clary’s Omnibar and Rev AI integration to pull up your last call with Kalina—summarizing key discussion points, action items, and competitor sentiment to get you up to speed.

Pre-Meeting Prep: Reviewing Past Interactions

See how Rev AI battle cards appear in Clary during live calls, offering talking points, use cases, customer stories, and quick access to resources like one-pagers or decks.

During the Call: AI Battle Cards for Real-Time Support

Generate follow-up emails instantly with summaries and action items, and use AI to populate your CRM with Medic methodology fields before submitting to Salesforce.

Post-Meeting Follow-Up: Automating Summaries and CRM Updates

Update your mutual action plan with all deal conversations and milestones, share with stakeholders, and wrap up by streamlining daily tasks with AI-driven workflows.

Collaborative Planning & Wrap-Up

Helps businesses predict and grow their income using smart computer thinking.


CEO, CRO, VP of Sales, VP of Marketing, Sales Managers

Clari is a company that helps businesses manage their sales and revenue processes more effectively. They offer tools that use artificial intelligence (AI) to help sales teams track their progress, predict future sales, and work together better. This helps companies make more money and grow steadily. ([clari.com](https://www.clari.com/?utm_source=openai))

company_summary

Clari offers a comprehensive AI-driven revenue platform tailored to each customer's needs. While specific pricing details aren't publicly available, you can request a personalized quote through their website. ([clari.com](https://www.clari.com/pricing/?utm_source=openai))

price_estimate

Clari offers several key features to enhance revenue operations:

- **Pipeline Management & Prospecting**: Provides visibility into sales opportunities, highlighting risks and potential deals. ([clari.com](https://www.clari.com/?utm_source=openai))
- **Sales Engagement & Productivity**: Uses AI to guide sales actions, reduce risks, and automate CRM updates, allowing teams to focus on selling. ([clari.com](https://www.clari.com/?utm_source=openai))
- **Forecasting & Revenue Insights**: Captures detailed buyer activity, reduces forecasting burdens, and improves accuracy. ([clari.com](https://www.clari.com/?utm_source=openai))
- **Revenue Orchestration**: Helps retain and expand existing customers by improving retention and proactively managing account health. ([clari.com](https://www.clari.com/?utm_source=openai))

features

Clari serves a diverse range of industries, including technology, healthcare, financial services, manufacturing, and business services. Notable customers include:

- **Okta**: A technology company that uses Clari to unify revenue data and systems, ensuring seamless execution across the business. ([businesswire.com](https://www.businesswire.com/news/home/20220119005284/en/Clari-Raises-225-Million-to-Deliver-Unmatched-Performance-and-Predictable-Growth-for-Every-Business?utm_source=openai))
- **Adobe**: A software company that leverages Clari to improve efficiency and predictability in their revenue processes. ([clari.com](https://www.clari.com/?utm_source=openai))
- **Workday**: A financial and human capital management software company that utilizes Clari to drive process rigor and increase forecast accuracy. ([clari.com](https://www.clari.com/?utm_source=openai))

best_customers

For more information on Clari's legal policies, you can visit their website's footer section, which typically includes links to their Privacy Policy and Terms of Service.

legal_info

Clari is designed for businesses of various sizes, from mid-sized companies to large enterprises, typically ranging from 200 to over 5,000 employees. It's especially useful for:

- **Sales Managers**: Oversee and guide sales teams.
- **Revenue Operations Professionals**: Manage and optimize revenue processes.
- **Marketing Directors**: Align marketing strategies with sales goals.
- **Customer Success Managers**: Ensure customer satisfaction and retention.
- **Finance Executives**: Monitor and forecast company revenue.

Industries that benefit from Clari include:

- **Technology**: Software and hardware companies.
- **Healthcare & Life Sciences**: Medical device manufacturers, pharmaceutical companies.
- **Financial Services**: Banks, investment firms.
- **Manufacturing**: Industrial equipment producers.
- **Business Services**: Consulting and professional services firms. ([clari.com](https://www.clari.com/?utm_source=openai))

company_icp

Companies use Clari in various ways:

- **Sales Forecasting**: Predicting future sales to plan resources effectively.
- **Pipeline Management**: Tracking potential sales opportunities and their progress.
- **Sales Team Collaboration**: Enhancing communication and coordination among sales team members.
- **Customer Retention**: Monitoring customer interactions to improve satisfaction and reduce churn.
- **Revenue Analysis**: Analyzing sales data to identify trends and areas for improvement.

use_cases

Clari stands out by offering a comprehensive AI-driven platform that manages all aspects of a company's revenue process. Unlike traditional methods that rely on spreadsheets and separate tools, Clari integrates data, systems, and teams into one platform, providing real-time visibility and ensuring seamless execution across the business. ([clari.com](https://www.clari.com/?utm_source=openai))

Clari

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Clari