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Digital Transformation

Future–proof your sales team.

Leading companies have transformed their approach to selling and serving customers with cutting-edge software and a more innovative revenue process that drives sustained growth.

Monitor the health of your revenue engine so you can execute on digital transformation.

Align your execution with your company's strategy.

Set revenue goals and track your progress against company-wide strategic KPIs, such as new segment penetration, product launches, and market expansion. Now, you can assess the health of your revenue engine, develop and optimize new digital strategies, and monitor those results to grow your business—as well as provide the reporting and analytics to prove it.

Give sales management access to real time pipeline data.

Stop interrogating. Start collaborating.

Make your team more productive with shared real-time analytics and Clari’s predictive insights. No more hours wasted on spreadsheets, stale data, or tedious data entry. Every one–on–one, forecast call, and pipeline review becomes more efficient and productive, so you can focus less on interrogating and more on working together to win.

Screenshot of a Clari pipeline report showing changes in opportunity score

Spot pipeline risk and upside in real time.

Get a real-time look at which deals are moving, stalled, or at risk, and use those insights to coach reps to success. All changes to opportunity data from all of your connected systems are reflected in Clari, so you're always looking at the most accurate representation of your pipeline.

Screenshot of Clari deal prioritization report with accounts mapped on x-axis labeled activity and y-axis labeled CRM score

Prioritize the right deals and know exactly where to run plays.

Make your pipeline discussions actionable with AI–based insights. Clari’s suite of data visualizations, created in partnership with the most successful growth companies in the world, allows sales leaders to gain different views of key deals and KPIs at every level of your organization—so you can prioritize deals based on concrete data.

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For the first time, your CRM data is complete.

With Clari’s AI technology, all disparate sales and activity data is automatically captured and bi-directionally synced with your CRM, eliminating data hygiene projects and unproductive rep time spent updating fields. Sellers and managers at every level can leverage Clari for a complete, real-time, accurate view of the business without the manual work—so that time can be spent focusing on closing deals to drive more revenue. It’s a win-win for everyone.

Clari reduces time spent on manual data entry by 80%.

The result? Reps get over 20% of their time back, so they can engage with customers and close more deals. That’s like having an additional day each week for closing—and these time savings begin within minutes of implementing Clari.

Stylized product screenshot of deal flow report showing a deal moving from commit to slipped

Quarter Replay

Study how the previous quarter played out - at every level of the organization.

Stylized product screenshot showing the pipeline to closed funnel of the current quarter versus previous quarters

Quarter-Over-Quarter Comparison

Know if you’ll hit your numbers based on historical conversion patterns.

Stylized product screenshot of a report showing total revenue closed by sales rep

Team Coaching

Analyze activity trends - from the VP of sales down to individual reps.

Ryan Wilcox

Vice President Sales Operations, UiPath

Clari provides the most accurate view of our business—pulling signals not only from CRM but also email, calendar, and our customer messaging platform.