Clari Features

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline.

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools that dynamically serve content, messaging, and calls-to-action.

Helps determine which accounts have the highest/lowest opportunity to convert.

Helps determine the direction of each individual account and how to engage through specific content.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance.

Records calls for future reference.

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers.

Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Records the rate at which emails are opened.

Records the rate at which links in emails are followed.

Records the rate at which email attachments are opened or downloaded.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artificial intelligence technology to discover insights within recorded sales calls

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Suggests content appropriate to stage and tone of the deal

Includes explicit definitions of stakeholder roles

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

This software integrates with Microsoft Teams.

This software integrates with popular email providers.

This software integrates with Zoom.

This software integrates with Google Meet.

This software integrates with Salesforce.

Provide the ability to create a custom booking page.

Provide the ability to create custom scheduling URLs.

Provide the ability to create a personalized web embed.

Allow users to set automatic working hours.

Automatically update calendars after a meeting has been booked.

Provide the ability to incorporate buffer times, leaving time before and after meetings.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Connects to multiple software systems or databases to gather relevant context data for AI agents

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Augments, improves or enriches CRM data

Gathers actionable insights from customer interactions for strategic decison making

Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating

Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform

Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback

Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities

Collects and organizes customer interaction data from multiple channels or systems