The revenue game is being completely rewritten before our eyes. Sales conversations are increasing in velocity, deals are reaching new levels of complexity, and the stakes have never been higher. But here's the game-changer: the teams pulling ahead aren't just grinding harder, they're using AI to transform every customer interaction into pure revenue rocket fuel.
AI-powered conversation intelligence isn't just another tool, it's a revenue revolution that's rewriting the old playbook for how teams capture, decode, and use customer insights in real time. Yet with conversation intelligence platforms flooding the market, the choice can feel paralyzing. Revenue leaders are realizing they need a solution that turns data into revenue dominance.
BirchStreet Systems uses Clari Copilot to gain faster insights, smarter execution, and prevent deals from slipping through the cracks. With AI that listens, learns, and flags risks in real time, their team can surface objections instantly, keep multi-threaded engagement on track, and shorten cycle times by acting before deals stall.
Redefining How Conversations Fuel Competitive Advantage
With Clari Copilot, companies are using real-time conversation intelligence, seamless CRM integration, and intelligent coaching capabilities to make smarter use of their customer interactions. Whether it’s accelerating deal cycles, sharpening competitive positioning, or enabling more precise forecasting, organizations are redefining how to turn conversations into wins.
Here, we’ll share how companies like mParticle, Kantata, Socure, and Affinity are demonstrating the power of unified revenue intelligence and transforming how conversation data drives success.
How mParticle broke free from information overload
In the fast-paced world of B2B sales, timing can determine whether a deal is won or lost. mParticle, a leading customer data platform, discovered that while Gong provided a powerful way to record and store sales conversations, it fell short as an enablement tool. Critical insights like objections, buying signals, and competitor mentions were captured but not accessible when sellers needed them most. Instead of guiding the next customer interaction, these details were buried in recordings and scattered across different systems. The result was a sales team forced into a reactive posture, struggling to identify opportunities and risks in real time.
That changed with the adoption of Clari Copilot, which brought conversation intelligence directly into the team’s forecasting and engagement workflows. By surfacing the right insights alongside live customer interactions, paired with instant access to battle cards, case studies, and competitive guidance, Copilot gave sellers the ability to respond with precision in the moment. This shift turned call data from static archives into actionable intelligence, enabling the team to sharpen their conversations, improve forecast accuracy, and turn what had been a point of friction with Gong into a true competitive advantage.
How Kantata makes its data work harder with Copilot
Like many leading organizations, Kantata had no shortage of data. With more than a million recorded sales calls, the real challenge was figuring out how to turn that mountain of conversations into something sellers could actually use in the moment. Important patterns and objections were there, but buried in archives, valuable but not actionable when teams needed them most. Like we’ve seen in other stories, capturing conversations is one thing; making them work harder for the business is another.
That’s where Clari Copilot came in. By analyzing Kantata’s massive call history and surfacing real-time coaching right inside live interactions, Copilot transformed what was once a static archive into a dynamic advantage. Sellers now get timely prompts and guidance to handle objections and spot opportunities as they happen, while leaders have visibility into the broader trends shaping performance.
Just as with mParticle, Copilot helped Kantata move beyond call recording to conversation intelligence, turning past interactions into a powerful driver of future revenue.
Socure unlocks precision selling
Socure, a leader in digital identity verification, faced the challenge of equipping its revenue teams with the right information at the exact moment it was needed. Selling into complex, high-stakes environments required not just deep expertise but also the ability to surface competitive intelligence, proof points, and customer stories on demand.
Traditional approaches left sellers, account managers, and customer success teams scrambling to find the right material during live conversations, creating friction in deals that demanded precision and speed.
By adopting Clari Copilot, Socure transformed the way its teams approached customer interactions. Real-time intelligence is now infused directly into their workflows, delivering relevant talking points, case studies, and competitive insights at the moment of need.
This unified approach ensures that every revenue-facing role is equipped to navigate complex sales cycles with confidence and agility. The result is a team no longer reacting to information gaps, but proactively steering conversations, building trust, and driving deals forward with greater efficiency.
Affinity turns complexity into clarity
Affinity, a relationship intelligence platform for dealmakers, set out to simplify its revenue operations while reducing the administrative load on its leadership team. Managing the full customer lifecycle required constant oversight of pipeline health and forecast accuracy, but too often that visibility was buried across different tools.
The result was a process bogged down by redundant meetings and manual effort, pulling focus away from more strategic priorities. Affinity knew it needed a more efficient way to bring everything together in one place.
That shift came with Clari Copilot, tightly integrated into the broader Clari platform. By combining conversation intelligence with forecasting, pipeline inspection, and revenue analytics, Affinity gained a single, trusted view of its entire revenue process.
Leadership could streamline forecast reviews, enable real-time coaching, and make faster, more confident decisions without bouncing between systems. The result is a cleaner, more disciplined approach to revenue operations, one that gives Affinity both efficiency and a sharper competitive edge.
The future of revenue intelligence
Before you go, see how leading revenue teams are using AI-powered intelligence to turn everyday customer conversations into a source of competitive advantage, without sacrificing forecast accuracy.
Explore more customer success stories to learn how companies like these, and many others, are capturing the full value of every interaction and using Clari Copilot to consistently turn conversations into revenue wins.