CRM + Clari: Supercharge your Revenue process
Combine a modern Revenue Operations Platform with your CRM to make revenue generation more connected, efficient and predictable.Get a demo
Without Salesforce, our business never takes flight. Without Clari, we never reach Mach speed.
Steve Fitz, CRO, Sumo logic
A new way to Revenue
Clari’s Revenue Operations Platform works alongside your CRM and uses AI and automation to give you greater control over your revenue process.
Use CRM to:
- Track and manage account information
- Maintain and update contacts
- Record transactions
- Inform financial reporting
Use Clari to:
- Know when you’re short on pipeline
- See when your deal is a dud
- Predict outcomes early in the quarter
- Spot churn risk before it’s too late
- Identify upsell whitespace
- Automate data entry
- Automate back-office work
- Manage forecast calls, 1:1s and QBRs
- Track sales and buyer activities
Clari brings new transparency to our revenue process. Now the entire company aligns around the same numbers.
Eric Yuan, CEO, Zoom Video Communications
How Clari makes your CRM better
Better data in your CRM
Automate data entry so rep and deal information is always up-to-date
Higher adoption of your CRM
With better data and automation, reps get real value from CRM with less effort
More value from your CRM
Reps, managers and execs can use CRM more effectively to drive revenue and retention
How adding Clari will drive your revenue growth and retention:
Increase forecast accuracy
Accurately predict revenue results for any segment of the business: new logos, renewals, churn, upsell, cross sell, product lines
Illuminate revenue insights
Get AI-driven visibility into all engagement and activity data found in your CRM, Gmail, Office365, Exchange, Marketo, Outreach, Gong and other business systems in your stack and see revenue risk and opportunity
Make all members of the revenue team including sales, marketing and customer success, more productive, from pipeline generation to deal execution, forecast prediction and churn management
Choosing a Revenue Operations Solution for Your CRM
Here’s some authentic feedback from G2 based on real customer reviews:
Regional Director at Riverbed Technology
"Thanks to Clari, Salesforce became much more meaningful, colorful and easy to navigate!"
Tracking of data and changes made to it is superb! Ability to quickly navigate through the funnel, as well as on the fly visualization of the data and reporting is critical.
EMEA Sales Director at Degreed
"The Missing SFDC Power Insight"
An amazing tool that helps you gauge the health of your pipeline, easily submit your forecast and manage your opportunities all in one place. Easy to use for both employees and management, providing actionable live information…
VP of Sales Operations at xMatters, inc
"VP, Sales Operations"
Clari allowed us to get away from managing spreadsheets that quickly became dated and everyone had their own version. Instead, we now have everyone using a single technology looking at the same data and following the same process to provide their forecast...
Account Executive at Sumo Logic
"Best forecasting tool"
I used to forecast all deals within Salesforce which in itself can be cumbersome with all the different fields we are required to fill out. This platform easily allows me to update and automate much of this within the platform which is a huge timesaver…