Clari

Overview

Clari is a revenue operations and intelligence (RO&I) platform designed to provide data-driven insights and automation for managing the revenue process. Founded in 2012, Clari leverages artificial intelligence and machine learning to analyze data from various sales and marketing systems, including CRM, email, calendar, and communication tools. The platform aims to give revenue teams a unified view of their pipeline, forecast accuracy, and overall sales performance.

The core of Clari's offering is its ability to centralize and interpret disparate data points related to customer interactions and sales activities. By processing this information, Clari generates predictive analytics for sales forecasting, identifies at-risk deals, and highlights opportunities for improvement within the sales cycle. This functionality is intended for sales leaders, revenue operations teams, and individual sales representatives who require real-time visibility into their accounts and pipeline health. The platform also offers tools for sales coaching and workflow automation, aiming to streamline manual tasks and enable more strategic decision-making.

Clari's primary use cases include enhancing sales forecasting accuracy by providing a data-backed view of future revenue, optimizing sales pipeline management through insights into deal progression and health, and improving sales coaching by identifying specific areas where reps can improve. It also assists in optimizing broader revenue workflows by automating data capture and providing actionable intelligence across the entire customer lifecycle, from lead generation to renewal. The platform is utilized by enterprise organizations across various industries seeking to standardize and improve their revenue operations. For example, a comparison of RO&I platforms might highlight how Clari focuses on predictive analytics for revenue outcomes, while a competitor like Gong specializes in conversation intelligence to analyze sales interactions for coaching and insights.

Key features

• Revenue Platform: Provides a unified system for revenue operations, integrating data from CRM, email, calendar, and other sources to offer a comprehensive view of the sales cycle.
• Clari Copilot: Offers conversation intelligence capabilities, analyzing sales calls and meetings to extract insights, identify keywords, and provide coaching opportunities for sales representatives.
• Clari Align: Facilitates territory and account planning, enabling sales leaders to optimize resource allocation and ensure equitable distribution of opportunities among sales teams.
• Clari Flow: Automates revenue workflows, allowing teams to streamline repetitive tasks and enforce sales processes, reducing manual effort and improving data accuracy.
• Clari Discover: Delivers advanced analytics and reporting features, providing deep insights into pipeline health, forecast accuracy, and overall business performance through customizable dashboards.
• Predictive Forecasting: Utilizes AI to analyze historical data and current pipeline status to generate accurate sales forecasts, identifying potential risks and opportunities.
• Deal Inspection: Provides granular insights into individual deals, highlighting key activities, potential blockers, and next steps to guide sales representatives.
• Revenue Cadence: Supports structured revenue team meetings with data-driven agendas and insights, ensuring consistent performance reviews and strategic discussions.

Pricing

Clari offers custom enterprise pricing for its revenue operations and intelligence platform. Specific pricing details are not publicly disclosed and are typically negotiated directly with the vendor based on the organization's needs, user count, and desired features. Interested parties can request a demo and consultation to determine a tailored pricing structure.

For detailed pricing information, refer to the Clari pricing page or contact their sales team directly.

Common integrations

Clari integrates with various sales, marketing, and communication tools to centralize revenue data. The platform is designed to connect with existing enterprise systems to provide a unified view of the customer journey and sales pipeline. Key integration categories include:

• CRM Systems: Salesforce Sales Cloud, Microsoft Dynamics 365. These integrations allow Clari to pull deal data, account information, and contact details directly from the CRM to enrich its analytics and forecasting models.
• Email and Calendar Platforms: Microsoft Outlook, Google Workspace (Gmail, Google Calendar). Clari connects to these platforms to automatically capture sales activities, meeting schedules, and email communications, reducing manual data entry for sales reps.
• Communication Tools: Zoom, Microsoft Teams. Integrations with these platforms enable Clari Copilot to analyze call recordings and meeting transcripts for conversation intelligence and coaching insights.
• Data Warehouses and Business Intelligence Tools: Connections can be established to export processed data for further analysis in external BI tools or data warehouses.

Further details on specific integrations and their setup can be found in the Clari University documentation.

Alternatives

Organizations evaluating Clari may also consider other platforms that offer revenue intelligence, sales engagement, or CRM capabilities:

• Gong: Specializes in conversation intelligence, analyzing customer interactions across various channels to provide insights for sales coaching and market intelligence.
• Salesforce Sales Cloud: A comprehensive CRM platform offering sales automation, lead management, forecasting, and reporting functionalities.
• Outreach: Focuses on sales engagement, automating and optimizing sales sequences, email outreach, and B2B communication.

Getting started

Clari's platform is typically configured and deployed in collaboration with a Clari implementation team. While Clari offers integrations with popular CRM, calendar, and communication tools, it does not overtly expose direct developer APIs for custom extensions or data access beyond standard integration points. The setup process generally involves:

1. Data Integration: Connecting Clari to existing CRM (e.g., Salesforce), email, and calendar systems to begin ingesting historical and real-time sales data. This often involves granting API access and configuring data synchronization.
2. Configuration: Customizing the platform to align with the organization's specific sales processes, hierarchies, and reporting requirements. This includes setting up territories, defining sales stages, and configuring forecasting models.
3. User Onboarding: Training sales teams, sales managers, and revenue operations personnel on how to use Clari for daily activities, forecasting, and pipeline management.

While direct developer interaction with a public API is not the primary mode of extensibility for Clari, integrations are managed through configured connectors. A conceptual representation of an integration setup might involve:

{
  "integration_type": "Salesforce CRM",
  "api_version": "58.0",
  "authentication_method": "OAuth 2.0",
  "scopes_requested": [
    "read_accounts",
    "read_opportunities",
    "read_contacts",
    "read_tasks"
  ],
  "data_sync_frequency": "realtime",
  "data_fields_mapped": [
    "Opportunity.Name",
    "Opportunity.StageName",
    "Opportunity.Amount",
    "Opportunity.CloseDate",
    "Account.Name",
    "Contact.Email"
  ]
}

This JSON structure illustrates the typical parameters involved in configuring a data integration with a platform like Clari. The actual setup is done through Clari's administrative interface and does not usually require writing code for standard integrations. For advanced use cases or custom requirements, consulting the Clari University documentation or their professional services team is recommended.