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Clari

Clari Inc.

Sales
45
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about

Clari is a revenue platform for pipeline visibility, forecasting, and execution. It unifies CRM updates, emails, meetings, and product signals to reveal risk, momentum, and next actions across the funnel. Leaders get rollups they trust while reps see precise next steps on every deal. Playbooks, alerts, and AI recommendations help teams course‑correct before quarter end and steadily improve forecast accuracy. Shared views keep sales, marketing, and success aligned on one source of truth for.

Features

1

Pipeline Visibility and Risk Signals

See deal health in one place with automatic activity capture from calendars, email, and CRM. Color‑coded risk, stalled stages, and silence flags surface where momentum is fading so managers intervene early. Filters by region, segment, and owner expose patterns you can act on today instead of waiting for end‑week reviews. Timeline context shows why a score moved, helping teams prioritize actions that actually change outcomes rather than busywork

2

Forecasting, Rollups, and What‑If Scenarios

Build bottom‑up forecasts that roll cleanly to executives with traceable lineage. Compare commit, best case, and upside, then stress‑test coverage and conversion with scenario plans. Weekly snapshots track movement so leaders see where confidence rose or slipped and which gaps still need attention. Guardrails on definitions keep categories consistent across regions and quarters so rollups remain trusted during audits Short setup notes clarify typical configurations and edge conditions for reliable daily use.

3

Guided Selling and Methodology in Workflow

Turn your methodology into practical steps inside each opportunity. AI nudges prompt next meetings, stakeholder mapping, and mutual close plans, while templates standardize notes and tasks. Managers review compliance and coach to specific gaps rather than generic advice during forecast calls. Adaptive checklists scale depth by deal size so enterprise pursuits get rigor while velocity deals stay efficient Short setup notes clarify typical configurations and edge conditions for reliable daily use.

4

Revenue Collaboration and Real‑Time Alerts

Share current views with marketing, finance, and success to align on coverage, renewals, and risks. Alerts notify owners when competitors appear, legal slows a signature, or usage dips on a renewal. Comments and decisions are captured alongside numbers for faster follow‑through and cleaner reviews. Expansion and renewal opportunities flow in the same rhythm, reducing handoff gaps between teams during busy periods Short setup notes clarify typical configurations and edge conditions for reliable daily use.

5

Analytics, Hygiene, and Governance

Dashboards track conversion, cycle time, stage slippage, and forecast accuracy by team and segment. Hygiene prompts keep fields current without nagging, and audit trails record changes to assumptions. Leaders standardize definitions so reporting stays comparable as territories shift and the org scales. Exports and APIs support data science without breaking the governed source of truth used for executive reporting Short setup notes clarify typical configurations and edge conditions for reliable daily use.

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Recomended For

Recommended for sales, revenue operations, and finance leaders who need a single, trusted forecast and a live view of pipeline health. Clari helps frontline managers coach to risk, aligns cross‑functional partners on coverage, and gives executives evidence to call the quarter with confidence. Teams replacing spreadsheet rollups gain a repeatable review cadence and a clearer signal on trend lines across segments Short setup notes clarify typical configurations and edge conditions for reliable daily use.

What it solved

Spreadsheet forecasts drift from reality and weekly reviews arrive too late to change outcomes. Clari unifies activity, opportunities, and product signals into one governed view, turning anecdotes into measurable trends. Teams act sooner on risk, tighten commit, and reduce end‑of‑quarter scramble with repeatable operating rhythms. The result is fewer surprises, better resource allocation, and higher win rates from SMB to enterprise Short setup notes clarify typical configurations and edge conditions for reliable daily use.

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