Product News

Chatting to Win: A New Integration with Intercom and Clari

Intercom logo

Integration Partner



Ready to take your revenue to new heights?

Banner showing Intercom logo on a blue patterned background
Banner showing Intercom logo on a blue patterned background

In today's B2B sales environment, it's all but guaranteed that your prospect will land on your website at least once before they make a purchase. But once they're there, how do you make sure they find what they need?

Whether they're perusing the home page, a product page, the blog, or other resources, the ability to engage in live conversations with prospects as they conduct research adds a new layer of depth to the experience. Companies can provide personalized interactions with real-time feedback for both net new prospects and returning customers who might be looking for information on new products.

But what happens when that person leaves your website? Is it a fleeting engagement or do you have a way to follow up? If a conversation takes place on the web but there's no record of it, did the conversation really happen? Would visibility into those interactions help you win more deals?

Those are the questions that the new integration between Intercom and Clari's connected revenue operations platform solves.

Imagine this: Your AE is in a sales cycle and is engaged with several members of the prospect's buying team. They think they know everything happening, but a VP on the buying team has questions and goes to your website. The VP is learning more about the product when the Intercom messenger appears. Rather than hunt for the information they want, they decide to chat.

The VP might get their questions answered or they might not. They might have a fantastic customer experience, or it might just be so-so. Either way, odds are that your AE handling the opportunity has no clue this interaction even happened unless they search for it in Salesforce. They're missing out on a critical engagement point that could be used to inform their next steps.

Now, Clari automatically tracks that chat signal and surfaces it within Clari's Insights panel alongside a variety of other sales activity data such as CRM, email, meetings, and more, so the rep, their manager, and the entire revenue operations team has visibility into every conversation happening through Intercom. Not only that, but they can also get a link to the full transcript so they can follow up accordingly to ensure that they are working toward winning that deal.

Screenshot of a Clari report showing the Intercom integration

By integrating Intercom with Clari's connected revenue operations platform, you can ensure that those conversations provide more value to your entire revenue operations team and ensure that the right follow-up happens to win more deals.