Clari

The main intent is to help improve sales. We review the sales cycle calls, create live battlecards, a playbook for training, and other stuff. The transcription and summary help to identify call details. Also, the call is divided into different segments, which helps tag the call as per the sales cycle phase. If it's in the cold calling phase, eval phase, demo phase, post demo phase, or negotiation phase.

• It had a positive impact as it helped us to streamline the process.
• We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
• Helped show the history of all calls for 1 customer/account.

Verint Workforce Management

Verint Automated Quality Management, CallMiner Eureka

We use Clari every week for our forecasting and pipeline management

• Efficiency
• More focus from sales teams so better end results and ROI
• time saved is more ROI

Slack, Informatica Customer 360 for Salesforce, Microsoft 365

We use Clari to analyse customer feedback, thus enabling us to identify the areas of improvement and develop targeted marketing strategies. We also use Clari to analyse sales calls and provide targeted coaching to the sales team. Clari can address some of our business problems, like a lack of visibility into customer interactions, inadequate sales coaching and overall inefficiency in the sales process.

Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.

• Our ROI on Clari was impressive with a 1 year change of 125%
• Sales output was improved
• Customer success scores were all time high

Outreach, HubSpot Sales Hub and Aviso Insights

Slack, Google Workspace, Zoho Projects

Our GTM teams use Clari heavily! We had challenges with Gainsight and renewal forecasting, and Salesforce for forecasting. Now we have a clear dashboard on where accounts are at whether it's churn, flat renewals, multiyear deals, expansions, net new opps, etc. Every Monday we jump into the platform and forecast - not just the current quarter but about 3 quarters out. Since having Clari we've reduced back and forth between ELT and individual contributors because we no longer need to ask where an opp is at because it's all in the platform.

Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.

We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.

Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.

• Because CS is able to identify risk earlier in their forecasting, we've been able to address at risk accounts faster/pull in ELT sooner which has improved our renewal rate.
• We've also been able to catch ARR errors in Salesforce which is connected to Clari. Now we have cleaner more reliable data to report on.

Gainsight CS

Gainsight CS, Salesforce CRM Analytics, Adobe Marketo Engage

As an Enterprise Sales Rep, I rely on Clari daily to manage my pipeline with precision. It gives me a clear view of deal health, pipeline coverage, and where to focus to close the gap. I use it to track account activity and customer engagement, turning data into actionable insights that show which behaviors consistently drive results.

• I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
• I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.

Salesforce CRM Analytics