A Beginner's Guide to Clari
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Clari is an AI-powered revenue management platform that helps companies optimize their sales processes and forecasting. As reported by Demandgenreport.com, Clari leverages predictive and generative AI to improve revenue collection processes, offering features like automated data capture, pipeline management, and sales analytics to enhance team productivity and decision-making.
What Is Clari?
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Clari is an AI-powered Revenue Operations Platform that helps B2B companies manage and optimize their revenue processes. It integrates with existing CRM systems to provide features such as sales forecasting, pipeline management, and revenue intelligence
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. Clari's platform utilizes artificial intelligence and machine learning to analyze data from various sources like emails, demos, and marketing campaigns, synthesizing actionable insights to prevent revenue leakage and improve forecasting accuracy2
. With over $4 trillion in revenue under management, Clari's extensive dataset fuels its purpose-built AI, enabling customers to benefit from a comprehensive view of their revenue data and make more informed strategic decisions3
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.5 sources
How Does Clari Work?
Clari works by integrating with a company's existing CRM and other data sources to create a comprehensive revenue database called RevDB. This database pulls together all revenue-critical signals, including CRM data, meetings, emails, calls, and product telemetry data
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. Clari's AI-powered platform then analyzes this vast dataset to provide real-time insights and actionable intelligence across the entire revenue process2
. The system uses descriptive, predictive, and generative AI capabilities to help teams identify revenue leaks, improve forecast accuracy, and optimize sales strategies1
. For example, Clari's AI can automatically take into account the unique nuances of a sales team, enabling accurate revenue predictions within weeks of implementation1
. By leveraging this comprehensive data analysis and AI-driven insights, Clari helps companies create, convert, and close more pipeline, ultimately leading to improved revenue outcomes and reduced revenue leakage4
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Clari's Core Capabilities
Clari offers a range of key features designed to optimize revenue management and sales processes. The following table summarizes the main features of the Clari platform:
These features are powered by Clari's RevAI functionality, which leverages predictive and generative AI to improve revenue collection processes and support workflows for all revenue-critical employees
| Feature | Description |
|---|---|
| Sales Forecasting Management | AI-based projection for evaluating business numbers and providing real-time data 1 |
| Pipeline Inspection | Gain visibility into sales pipeline coverage for current and upcoming quarters 1 |
| Sales Analytics | AI-powered insights across the entire revenue team for productivity and account health analysis 1 |
| Revenue Intelligence | Analyze sales and marketing engagement across the revenue process 1 |
| Account Engagement | AI-driven insights on team's account focus and resource distribution 1 |
| CRM Automation | Automatic capture of sales and activity data to reduce manual data entry 1 |
| Ask Clari | AI-powered question-answering system for call recordings 4 |
| Smart Follow Ups | Automated email generation based on call summaries and suggested actions 4 |
| Smart Chapters | Visual, time-stamped representations of major topics discussed in calls 4 |
| Smart Feed | Aggregation of call and meeting snippets into a single feed 4 |
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. By integrating with existing CRM systems and utilizing AI and machine learning, Clari aims to provide comprehensive revenue management solutions for B2B companies3
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Related
How does Clari's AI improve sales forecasting accuracy
What are the key benefits of using Clari's pipeline inspection feature
How does Clari's CRM automation save time for sales reps
What makes Clari's revenue intelligence unique compared to other platforms
How does Clari's RevDB help identify revenue leaks
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