It’s Q4, your targets are looming, and every minute counts. But instead of focusing on high-value activities, your sales team is caught up in manual tasks—digging through emails, updating the CRM, and chasing down information for managers. Time is slipping away, and so is potential revenue.
This isn’t just frustrating—it’s costly. Every year, revenue teams lose 26% of potential revenue to inefficiencies and preventable leaks. Your team deserves to spend more time selling, not on admin work. What they need is a solution that takes over these manual tasks and keeps deals moving forward.
This is where AI-driven workflows come in. Built specifically for revenue teams, these workflows automate busywork and provide real-time insights, letting sellers focus on what matters most—building relationships, advancing pipeline, and driving revenue.
Focus on the Next Best Action with Smart Priority Scores
Smart Priority Scores in Clari Groove
In the final stretch of the year, knowing where to focus can make all the difference. Smart Priority Scores help sellers zero in on the most critical tasks, using real-time engagement data and CRM insights to surface the highest-impact activities for the day.
No more guesswork or scrambling to determine where to start—Smart Priority Scores provide clear direction, helping sellers make the most of their time. This means less wasted effort and more time spent on building pipeline and driving deals forward. It’s a proactive approach that guides your team to the opportunities that truly matter, empowering them to prioritize for maximum impact.
Save Time and Stay Accurate with Smart CRM Suggestions
Smart CRM Suggestions in Clari Copilot
Updating the CRM after every interaction is a time-consuming, repetitive task that can drain a seller’s day. Smart CRM Suggestions change that by capturing and summarizing critical information after each meeting, and then presenting it to the seller for a quick review before it’s logged.
With these suggestions, reps no longer need to worry about CRM hygiene—it’s handled automatically. The CRM is always accurate, helping managers rely on consistent data and sellers avoid tedious manual updates. With up-to-date records and a reliable CRM, sellers gain back valuable time and management gains clarity into pipeline health, improving forecasting accuracy without adding to a rep’s workload.
Maintain Momentum with Smart Follow-Up Emails
Smart Follow-Up Emails in Groove Actions (Powered by Copilot)
Timely follow-ups keep deals moving, but writing personalized emails after every meeting can quickly eat into a seller’s day. Smart Follow-Up Emails streamline this process, generating contextually accurate, personalized emails based on the details of each conversation.
By automatically crafting follow-up emails that reflect each buyer’s unique needs and pain points, sellers can maintain momentum without spending hours at their desks. These emails are ready to go within minutes, helping sellers respond with speed and relevance to keep deals on track. Smart Follow-Up Emails take the burden off reps, letting them focus on building connections rather than drafting emails.
Gain Instant Context with Smart Deal Summaries
Clari Smart Deal Summaries
When sellers step into a deal mid-cycle or prep for a follow-up, they need quick access to relevant details. Smart Deal Summaries provide an instant snapshot of each deal, summarizing key takeaways and next steps from previous interactions, so sellers don’t waste time hunting down information.
These summaries give frontline sellers and managers immediate visibility into where each deal stands. This allows sellers to walk into any conversation with the full context they need to drive progress, and managers to gain a high-level view without the constant back-and-forth. Smart Deal Summaries cut down on the time spent catching up and help teams stay aligned, reducing miscommunication and enabling faster decisions.
Personalize Cold Outbound with Smart Prospecting Emails
Clari Smart Prospecting Emails
Personalized prospecting is critical, but crafting tailored emails for every lead is a huge time investment. Smart Prospecting Emails skip the manual research, using AI to generate well-crafted cold emails that reflect each prospect’s needs based on insights from the web and prior interactions.
These AI-driven emails ensure that each outreach is relevant, personalized, and aligned with your brand’s unique value—whether for a single prospect or at scale. Smart Prospecting Emails not only save your team valuable time but also increase engagement, setting up stronger initial connections and improving conversion rates. With AI handling the heavy lifting, your sellers can focus on relationship-building and pipeline growth rather than time-consuming research and drafting.
Take Back Your Time for Selling
Clari’s AI-driven workflows eliminate the manual tasks that hold you back. With Smart Priority Scores, Smart CRM Suggestions, Smart Follow-Up Emails, and Smart Deal Summaries, you can focus on closing deals, not managing details.
It’s time to stop wasting time on busywork. Request a demo today to see how Clari’s AI-powered solutions can transform your sales process and help you finish strong.