Reps spend 30% of

their time on manual,

administrative tasks.1

Only 43.7% of forecasted

opportunity close won.2

The results of an only CRM Model?

1 2018 Sirius Decisions Research Brief, Making Sales Prospecting More Productive

2 2018-2019 CSO Sales Performance report

For B�B companies that need to deliver predictable growth and

retention, Clari’s Revenue Operations Pla�form aligns the entire

revenue team with a consistent, real-time view of the business to

drive action and optimize the revenue process.

Learn how to supercharge your revenue operations with Clari

Clari and CRM Together Give You

Be�ter Data

Predictable Revenue

Improved Execution

Automate data entry so your deal

information is always complete and

up-to-date

Predict where you’ll finish

the quarter by week 3

Know when you’re short on

pipeline, for out quarters too

Spot renewal risk or upside

opportunity anywhere in

your customer base

Your entire revenue team is

more e�fective and productive

Higher Adoption

Your reps and managers get real

value from CRM with less e�fort

Wasted hours generating and

maintaining spreadsheets and

ad-hoc reports that are out of

date the moment you pull them

Everyone on the revenue team has

access to real-time insights about

deals, pipeline, and forecasts, so

you can focus on winning business

Unnecessary time spent

nagging your reps to

understand deal status and still

have no data you can count on

Get predictive insights and clear

visibility into all deal activity so you

can spot pipeline risk and coach

your team to success

Surprises caused by blind

spots, process gaps, and end

of quarter misses that can

damage careers

Execute your current quarter and

prepare your pipeline for future

quarters to get control over your

revenue process

Li�tle to no visibility into the

true state of the pipeline and

how leads and opportunities

are moving through the funnel

Know the status of active deals

and opportunities so you can align

with sales on how much pipeline is

needed to hit revenue goals

Miss seeing churn risk and

upsell opportunities for

current and future quarters

See how renewal and upsell

opportunities are tracking using AI

insights so you can more accurately

forecast churn and align with sales

to mitigate risk

Time spent on the wrong

opportunities and struggle to

keep deals up to date in CRM

Focus on the deals with the best

chance of closing while saving

precious selling time through

automatic updates

How Clari + CRM Helps

Everyone on the Revenue Team

Sales Ops

With CRM Only With CRM + Clari

Sales Managers

CRO’s & Sales Leaders

Marketing

Customer Success

Sales Reps

Best-in-breed companies run

their revenue generation process

like a finely-tuned factory.

From: A hodgepodge of

spreadsheets, reports

and manual processes

used on top of their CRM

to manage revenue.

To: A single Revenue Operations Pla�form using AI,

automation and data signals from all go-to-market

systems to manage opportunities, spot pipeline

risk, and forecast new business, churn and upsells.

That’s why we built

Clari’s Revenue Operations Platform.

Clari works alongside your CRM to drive

revenue growth and retention. We use AI to

automate CRM and eliminate do-it-yourself

spreadsheets, reports, and o�f-line

conversations to give you:

Be�ter forecast accuracy

More visibility into your pipeline

More control over your revenue

CRM alone can hold you back

because you have to:

Waste time manually entering deal and account data

so your system of record is rarely up-to-date and accurate.

Rely on incomplete data to manage your business

so you don’t know where your pipeline stands or if

you’ll make the number.

Try to correlate activity signals from di�ferent systems

so you don’t have complete insight into your end-to-end

buyer’s journey.

Create ad-hoc reports and roll-up spreadsheets by hand

so tasks like coaching and forecasting become data

validation exercises.

Re-configure CRM when launching a new growth initiative

so you can’t respond quickly to market opportunities

and challenges.

CRM + Clari

Supercharge Your Revenue Stack

CRM provides a system of record to control

your transaction and account information.

But it wasn’t designed for the modern

revenue process that requires an equal

focus on retention as well as growth,

collaboration across go-to-market teams,

and data-driven rigor.

CRM Is Essential,

but Not Enough

http://clari.com/demo