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What is Clari and How to Use It – A Beginner's Guide
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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. 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 accuracy. 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 decisions.
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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. Clari's AI-powered platform then analyzes this vast dataset to provide real-time insights and actionable intelligence across the entire revenue process. The system uses descriptive, predictive, and generative AI capabilities to help teams identify revenue leaks, improve forecast accuracy, and optimize sales strategies. For example, Clari's AI can automatically take into account the unique nuances of a sales team, enabling accurate revenue predictions within weeks of implementation. 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 leakage.
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How to Easily Sign Up and Log In to Clari: A Step-by-Step Guide

Clari offers multiple ways for users to sign up and log in to their platform, catering to different types of customers and partners. Here's an overview of the process:
  • Clari customers and employees can log in directly using the blue "Log in" button on the community page.
  • Align, Copilot, or Groove customers, Clari Partners, and other guests can log in using their username and password.
  • New users can create an account to join the Clari Circle Community, which provides access to product information, skill development resources, and career acceleration opportunities.
  • If users encounter login issues, they can reach out to community@clari.com for assistance.
  • For those interested in joining the Clari Circle community but not yet eligible to sign up, there's an option to fill out a form to receive a notification when sign-ups become available.
  • Once logged in, users are encouraged to update their community profile by adding a profile picture, company details, job title, and other relevant information to enhance their community experience.
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Clari Interface Overview (Photos)

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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:
FeatureDescription
Sales Forecasting ManagementAI-based projection for evaluating business numbers and providing real-time data
Pipeline InspectionGain visibility into sales pipeline coverage for current and upcoming quarters
Sales AnalyticsAI-powered insights across the entire revenue team for productivity and account health analysis
Revenue IntelligenceAnalyze sales and marketing engagement across the revenue process
Account EngagementAI-driven insights on team's account focus and resource distribution
CRM AutomationAutomatic capture of sales and activity data to reduce manual data entry
Ask ClariAI-powered question-answering system for call recordings
Smart Follow UpsAutomated email generation based on call summaries and suggested actions
Smart ChaptersVisual, time-stamped representations of major topics discussed in calls
Smart FeedAggregation of call and meeting snippets into a single feed
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. By integrating with existing CRM systems and utilizing AI and machine learning, Clari aims to provide comprehensive revenue management solutions for B2B companies.
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The Pros and Cons of Clari for Revenue Management

Clari offers a range of features for revenue management, but like any software, it has both strengths and limitations. Here's a concise overview of the pros and cons of Clari based on user feedback:
ProsCons
Efficient pipeline management and forecastingLimited functionality beyond forecasting and deal reviews
Real-time visibility into sales opportunitiesDifficulty for executives to drill down into deal details
Powerful insights without need for custom reportsLack of flexibility in forecasting module configuration
Integration with existing CRM systemsLimited ability to customize columns for specific user roles
User-friendly interface with robust functionalityAbsence of predictive scoring in opportunity module
Mobile forecast updates in real-timeManual commit numbers require confirmation
Cross-department visibility with filtered viewsLimited advanced analytics capabilities
Users appreciate Clari's ability to streamline pipeline management and provide real-time insights, but some find it lacking in customization options and advanced analytics features. The platform's strengths in forecasting and visibility are balanced by limitations in certain areas of functionality and user-specific customization.
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Top Clari Competitors: Leading Alternatives in Revenue Operations and Intelligence

Clari has several notable alternatives in the revenue operations and intelligence space. Here's a concise overview of some top Clari competitors based on their key features and focus areas:
CompetitorKey Features
People.aiAI-driven sales insights, activity capture, predictive analytics
AvisoAI-powered forecasting, deal intelligence, conversation intelligence
GongRevenue intelligence, conversation analytics, deal pipeline analytics
NektarUnified contact and activity capture, CRM data integrity
Revenue GridSales analytics, pipeline management, guided selling
Mediafly Intelligence360Sales analytics, pipeline forecasts, KPI calculations
HubSpot Sales HubCRM, email tracking, meeting scheduling, sales automation
Oracle CRM On DemandCloud-based CRM, sales force automation, marketing automation
SalesLoftSales engagement platform, cadence automation, analytics
6senseAI-based predictive intelligence, account engagement, intent data
These alternatives offer various features that compete with Clari's offerings, ranging from AI-powered analytics and forecasting to sales engagement and CRM functionalities. The choice of platform depends on specific business needs and integration requirements.
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Clari Usage Guides (Videos)

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Clari Opportunity Grid Overview - YouTube
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Clari Use Cases And Applications

Clari's Revenue Platform offers a wide range of applications for revenue leaders, sales teams, and marketing professionals. Here's an overview of key use cases and applications:
Use CaseApplication
Revenue ExecutionClari provides a comprehensive Revenue Platform that helps revenue leaders manage the complete revenue lifecycle, from pipeline generation to forecasting.
ForecastingThe platform uses AI to analyze current revenue data and forecast future revenue, enabling more accurate predictions and confident decisions.
Pipeline ManagementSales leaders and reps can gain visibility into the complete revenue funnel, identifying potential revenue leaks and optimizing sales cycles.
Customer EngagementClari offers customer engagement tools that analyze customer interactions, sentiment, and activity, helping maintain excellent customer relationships.
Sales AnalyticsThe platform provides analytics for sales teams, offering insights into sales activity, conversations, and performance metrics.
Marketing IntegrationMarketing teams can track marketing efforts and activity, aligning with sales for a unified approach to the revenue lifecycle.
Complex Revenue ModelsClari adapts to complex revenue models, including subscription and consumption-based approaches, maintaining consistent revenue cadences.
Customer SuccessCustomer success teams can leverage Clari's insights to improve customer retention and expansion opportunities.
Clari's applications enable revenue leaders to make informed decisions based on comprehensive revenue insights. The platform's ability to analyze customer base activity, including customer calls and interactions, helps sales reps and customer success teams provide better service. For marketing teams, Clari offers tools to track marketing activity and its impact on the revenue funnel. By providing a unified view of the entire revenue process, Clari empowers organizations to maximize revenue and minimize leaks across the complete revenue lifecycle.
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Understanding Clari's Flexible Pricing Plans for Every Business Need

Clari offers flexible pricing plans to accommodate different business needs, though specific pricing details are not publicly available. Here's an overview of Clari's pricing structure based on available information:
Plan TypeDetails
Starting Price$60 per user per month
Pricing ModelSubscription-based
Free TrialAvailable (No credit card required)
Enterprise Plan$1320 per user per year
Typical Cost Range$80 to $120 per user per month for extended versions
Clari uses a modular pricing approach, allowing customers to mix and match different features without a platform fee. The pricing scales by user, and a premier customer support package is included. Customers can start with basic functionalities and upgrade later as needed . For detailed pricing information and customized quotes, it's recommended to contact Clari directly and request a demo .
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Clari's Founding Journey

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Clari was founded in 2013 by Andy Byrne (CEO) and Venkat Rangan (CTO) to address pain points in revenue management and forecasting for sales teams. The idea stemmed from Byrne's experience with AI and machine learning at Clearwell Systems, where he realized the potential for applying these technologies to sales processes. Backed by Sequoia Capital, Clari set out to create a platform that could gather and synthesize thousands of sales-related data points using AI to provide actionable insights for pricing and revenue. The company's development was driven by the founders' vision to help sales teams "connect more deeply with people, not spreadsheets". Over the years, Clari has expanded its capabilities, incorporating advancements in generative AI to enhance its RevAI platform. The company has grown significantly, now serving over 1,500 companies including major enterprises like Cisco and Databricks. Clari's evolution reflects the changing landscape of sales technology, with a focus on leveraging AI to improve revenue operations and forecasting accuracy.
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Closing Thoughts on Clari

Clari stands out among software platforms and applications for its comprehensive approach to revenue management and collaboration. By integrating various performance metrics, including financial performance and business performance indicators, Clari enables teams to make informed decisions based on real-time data. The platform's AI-driven insights facilitate better contact conversion and enhance collaboration across revenue teams. Clari's collaboration tools streamline communication and align sales processes, contributing to improved overall performance. With features like conversation intelligence for customer calls and detailed contact details management, Clari helps businesses nurture their customer base more effectively. As companies increasingly rely on data-driven strategies, Clari's ability to provide a holistic view of revenue operations positions it as a valuable asset for organizations seeking to optimize their financial outcomes and drive growth.
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How does Clari enhance collaboration among team members
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How does Clari handle customer calls and interactions
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