AI agents have arrived, and they’re not here to replace humans—they’re here to empower them.
At Clari, we’ve always focused on delivering AI that drives real business outcomes. The future of AI in enterprise workflows isn’t about complexity; it’s about creating simplicity in how we work to make revenue teams more productive.
Let’s dive into how AI agents are reshaping revenue operations.
From Hype to Impact: AI’s True Value
AI is not an abstract concept or a buzzword at Clari—it’s embedded into every part of the platform. For us, the mission has always been clear:
- Drive Revenue Outcomes: AI empowers sellers, managers, and operations teams to make informed decisions that impact forecasting, deal closure, and renewals.
- Elevate Productivity: By automating tasks that slow down teams, AI ensures that teams focus their efforts on high-value activities rather than spending time on actions that don’t move the needle.
The Evolution of AI at Clari
Our journey started with predictive AI, where Clari pioneered accurate sales forecasting. As generative AI entered the landscape, we saw the opportunity to go beyond prediction:
- Actionable Insights: AI now surfaces not just what’s happening but what to do about it. Features like email and call summarization save time and reduce manual effort.
- Holistic Views: With tools like Clari Copilot, teams get a complete picture of deals by analyzing structured and unstructured data—empowering better decisions across every touchpoint.
What’s Next: Compound AI Use Cases
The real power of AI lies in combining predictive and generative capabilities to deliver compound outcomes. One of our most exciting advancements is Opportunity Scoring.
- Opportunity Scoring integrates multiple data signals to identify risks and opportunities across deals and accounts.
- This functionality scales from individual contributors to entire teams, ensuring clarity and alignment across revenue workflows.
AI Agents: Purpose-Built for Complex Revenue Workflows
The complexity of modern revenue operations demands more than basic automation. AI agents excel in simplifying workflows and reducing friction by:
- Streamlining Deal Inspections: AI identifies which deals need attention and recommends specific next steps.
- Pipeline Insights: From aggregating data across deals to flagging potential risks, agents ensure teams stay ahead of challenges.
- Task Automation: Routine actions like scheduling calls, drafting emails, or updating CRM entries are handled seamlessly, saving hours each week.
With Clari’s AI agents, teams can spend less time managing tasks and more time executing strategies.
Revenue Cadences: Structuring AI’s Power
To ensure consistency and alignment, Clari embeds AI agents within structured revenue cadences:
- Align with Objectives: Teams can map their goals, whether driving new logos or focusing on renewals, to specific, measurable actions.
- Simplify Execution: By embedding AI insights directly into cadences, teams gain clarity on what matters most at any given time.
- Create Momentum: Cadences ensure no opportunity slips through the cracks, keeping workflows predictable and efficient.
Building for the Enterprise: Flexibility and Scale
To deliver enterprise-grade results, AI needs a strong foundation:
- Unified Data Access: Clari harmonizes data from across systems to ensure AI has the context it needs to be accurate and impactful.
- Customization at Scale: Enterprises can adapt Clari’s platform to their unique workflows while maintaining security and compliance.
- AI Flexibility: Our proxy framework allows organizations to integrate their own models or tap into the best from the AI ecosystem.
Humans and AI: A Collaborative Future
AI agents aren’t here to take over—they’re here to enhance. By automating what’s repetitive and surfacing what’s critical, Clari empowers teams to:
- Focus on Strategy: Spend more time on high-impact decisions that require human creativity and expertise.
- Execute with Confidence: Access insights that drive precision in forecasting, planning, and deal execution.
- Scale Success: Enable revenue teams to achieve consistent growth by working smarter, not harder.
Transforming Revenue Operations Starts Today
The question isn’t if AI will transform your revenue workflows—it’s how you’ll embrace it. AI agents are here, and they’re ready to unlock new levels of productivity, clarity, and efficiency for your teams.
Ready to see what’s possible? Schedule a demo today and discover how Clari can revolutionize your revenue operations.