Clari
AI-powered revenue intelligence for enterprise teams
What is Clari?
How to Use Clari
Getting started with Clari involves connecting your existing sales tools and configuring the platform to your specific revenue operations. Here's a step-by-step guide to set up Clari for your organization and begin leveraging AI-powered revenue intelligence.
Connect Your CRM and Data Sources
Integrate Clari with your CRM (like Salesforce), email, calendar, and other revenue data sources using RevDB. The platform offers out-of-the-box connectors for seamless data ingestion without manual entry, ensuring instant time to value.
Configure Pipeline Stages and Forecasting Models
Set up your sales pipeline stages and configure Clari's AI forecasting models to match your business's unique revenue cycle. The platform begins analyzing deal signals and pipeline velocity immediately to establish accurate baseline predictions.
Set Up Revenue Alerts and AI Deal Scoring
Configure RevAI to automatically score deals based on probability of close, and set up custom alerts for key revenue signals like stalled deals, churn risks, or expansion opportunities. This ensures your team never misses a critical revenue event.
Onboard Your Revenue Team
Invite your sales, customer success, and revenue operations teams to Clari with role-based access permissions. Provide training so each team can leverage AI-powered insights in their daily workflows, from pipeline reviews to forecast calls.
Monitor and Optimize with Revenue Analytics
Use Clari's dashboards and reporting to track forecast accuracy, pipeline health, and team performance. Continuously refine your AI models and workflows based on real-time revenue data to maximize the platform's impact.
Clari Core Features
Clari Use Cases
- 1Revenue Operations - Centralize and optimize your entire revenue engine with Clari's unified platform. Revenue ops teams gain real-time visibility into pipeline health, forecasting accuracy, and team performance, enabling data-driven decisions across the go-to-market organization.
- 2Sales Teams - Empower sellers with AI-powered deal signals and next-best-action recommendations. Sales reps can prioritize the right opportunities, automate follow-ups, and close deals with confidence using predictive insights from every revenue signal.
- 3Customer Success - Proactively detect churn risk and uncover expansion revenue opportunities. Customer success teams get early warnings on at-risk accounts and actionable intelligence to drive retention and growth across the customer lifecycle.
- 4Marketing Teams - Align marketing campaigns with real revenue outcomes by connecting lead generation to closed-won deals. Marketing leaders can measure campaign ROI accurately and optimize spend based on pipeline influence data.
- 5Executive Leadership - Provide C-suite executives with accurate, defensible revenue forecasts and real-time business intelligence. CEOs, CFOs, and CROs can make strategic decisions with confidence using Clari's AI-driven revenue insights.
Pros and Cons of Clari
Pros
- Comprehensive revenue platform that unifies sales engagement, revenue intelligence, and SFA into a single source of truth for go-to-market teams
- Advanced AI-powered forecasting that delivers highly accurate, explainable predictions by analyzing thousands of data signals across the entire revenue lifecycle
- Scalable enterprise-grade architecture designed to handle complex, multi-departmental revenue operations at large organizations with thousands of users
- Robust security and compliance framework meeting enterprise standards including SOC 2 certification and GDPR compliance for data protection
✕ Cons
- Complex implementation process requiring dedicated resources, change management, and significant time investment to fully deploy across the organization
- Premium pricing model with enterprise-level costs that can be prohibitive for small to mid-sized businesses and startups with limited budgets
- Limited customization options for highly specific or unique workflows, potentially requiring workarounds for specialized revenue processes
Clari vs Top Alternatives
| Feature | Gong | Salesforce Einstein | Outreach |
|---|---|---|---|
| Predictive Forecasting | Limited predictive forecasting focused on conversation data | AI forecasting through Einstein Analytics with native CRM data | Basic forecasting with limited predictive AI capabilities |
| Revenue Action Orchestration | Revenue intelligence centered on call recordings and transcripts | Revenue orchestration fragmented across multiple Salesforce clouds | Sales engagement focused with no full revenue orchestration |
| AI Deal Scoring | Deal scoring based primarily on conversation analysis | Einstein lead scoring integrated within Salesforce ecosystem | Simple deal scoring based on engagement metrics |
| Customer Retention Analytics | Basic retention insights with no dedicated churn detection | Retention analytics available through Tableau and CRM data | No dedicated customer retention or churn analytics |
Clari Pricing
Enterprise
- AI-powered forecasting and revenue insights
- Pipeline management and prospecting
- RevAI deal scoring and workflow boosters
- Customer retention and growth analytics
- Revenue Action Orchestration
- Out-of-the-box integrations with RevDB
- Expert support and premier success services
- Enterprise-grade security and compliance
Clari FAQ
What is Clari and how does it work?+
How accurate is Clari's AI forecasting?+
Who is Clari best suited for?+
Does Clari integrate with Salesforce and other CRMs?+
What is RevAI and how does it help sales teams?+
How does Clari help with customer retention?+
Is Clari secure and compliant with enterprise standards?+
Clari Review — Editor's Score
Who Should Use Clari?
Clari is ideal for mid-market to enterprise companies with complex revenue operations, especially those with sales teams of 50+ reps who need data-driven forecasting, pipeline visibility, and revenue orchestration across multiple departments.
Clari is the gold standard for enterprise revenue intelligence, offering AI-powered forecasting and deal scoring that no other platform matches. It's a serious investment that delivers serious results for organizations ready to transform their revenue operations into a data-driven powerhouse.
- Named 2025 G2 Best Sales Software Winner
- Leader in Gartner Magic Quadrant for Revenue Action Orchestration
- 398% ROI at enterprise scale per Forrester Total Economic Impact study
- End-to-end revenue platform unifying forecasting, deal scoring, and retention
📺 Clari Tutorials & Introduction
Clari Revenue Operations Platform in 2 Minutes - YouTube
Clari Revenue Execution Demo: Frontline Revenue Productivity
Introducing Clari Revenue Execution - YouTube
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