The Real Value of AI for Revenue Teams
It’s estimated that two-thirds of companies miss their revenue targets. Despite excitement about AI, three-quarters of businesses struggle to get real value from their AI investments. Why? The answer is simple: disconnected tools, outdated information, and rigid systems that don't match how modern revenue teams actually work.
For leaders guiding their company's technology strategy, the question isn't whether to use AI for revenue operations, but how to implement it in ways that actually deliver results.
A Complete AI Platform for Revenue Teams
Higher Customer Retention with Enhanced CRM Scores
Our prediction models now combine meeting and conversation data with traditional CRM information. This gives your team more accurate insights into which deals are likely to close and which accounts might be at risk. As a result, sales reps can develop more effective strategies based on these deeper signals, while customer success teams can spot early warning signs of churn or opportunities for growth. Clari is the only revenue orchestration platform to leverage comprehensive data signals and predictive analytics to drive higher win rates, faster deal cycles, and proactive risk management.
Better Customer Engagement with Smart Deal Summaries
Instead of piecing together information from scattered emails and call recordings, your teams now get a complete overview of each customer relationship. Every communication, meeting, and action is automatically organized into a clear summary. This means sellers can act faster on important insights, and leaders always know exactly where each deal stands.
Maintain Deal Momentum with Smart CRM Updates
When reps jump from call to call, critical information often gets lost and never makes it to your CRM. Our system now automatically extracts key details from conversations and updates your Salesforce records, aligned with sales methodologies like MEDDPICC. This eliminates manual data entry, ensures your CRM data stays accurate, and gives managers real visibility into pipeline health—keeping deals moving forward at every stage.
More Effective Communication with Smart Emails
Writing personalized emails to every prospect takes valuable time away from building relationships. Our AI now analyzes past conversations to draft follow-up emails that sound like your reps wrote them and address each prospect's specific concerns. This frees your team from repetitive writing tasks while still delivering messages that resonate with customers, letting them focus on strategic selling instead of inbox management.
Uncover Critical Insights with Smart Topics
Our AI identifies and tracks important themes in customer conversations, automatically organizing them for easy reference. Reps can define topics they want to track using simple, natural language, and get alerts when these topics arise. This helps them manage multiple opportunities more effectively, spot trends across conversations, and align their approach with your broader sales strategy—making every interaction more productive.
Enterprise Ready: Security, Controls and Integration
Good AI needs more than just smart algorithms. Clari addresses the practical concerns of enterprise adoption:
- Rigorous security certifications and controls over who sees what
- Safeguards that prevent AI from generating unreliable information in critical workflows
- Simple connections to your existing systems
- Controls that protect sensitive revenue information
A Clear Path to Implementation
Based on our work with hundreds of large enterprises, successful revenue AI adoption follows four practical stages:
- Get the basics right: Organize your revenue data and standardize processes (1-2 months)
- Work smarter: Add prediction and automation to key workflows (2-3 months)
- Transform decision-making: Spread AI-enhanced insights across teams (3-6 months)
- Continuously improve: Let AI identify new opportunities for optimization (ongoing)
Predictable Revenue in Unpredictable Times
Leaders who strategically implement AI for revenue give their companies a real edge. Clari's approach ensures AI becomes truly useful across your entire revenue process—not just a collection of interesting but disconnected capabilities.
To learn how forward-thinking leaders are implementing revenue AI that actually works, join our upcoming webinar: The State of Revenue AI: Separating Hype from Tangible Innovation.