Clari align

Author: Z | 2025-04-24

The answer to seamless buying and selling is simpleall you need is Clari Align. Clari Align: Where success is mutual. Today, we launched Clari Align, the only solution that Clari Align simplifies collaboration, keeping buyers and sellers engaged and aligned at every stage for faster deals, increased trust, and more predictable outcomes. Clari Align’s MAPs

Clari Align - Collaborative workspace, MAPs, and DSR

Clari's Copilot and RevAI products analyze calls, provide instant summaries, and automate actions to make reps more productive. Sellers can now use Groove to execute the recommended actions directly from Clari Copilot and scale their outreach.Enhanced Groove PlaysIntegrated Groove Action experience. Groove Plays now integrates the new Groove Action experience, which provides the seller with all of the important information needed to successfully execute their actions, in one location. Support for new action types. Groove Plays now supports new action types such as a Task or a Form action, enabling customers to improve data hygiene and stay on top of sales methodologies (e.g., MEDICC) with post-meeting forms.Reimagined Align buyer-seller workspaceEnhanced buyer-seller collaboration. Clari has significantly enhanced Align, its collaborative workspace for buyers and sellers. Align now offers a customizable collaborative microsite that streamlines deal management; centralizes relevant resources and communications, including Copilot calls directly in Align; and integrates all data in the Clari Revenue Platform, so reps can de-risk the buyer and close deals faster.Additional Groove integrations coming soonIn the coming months, customers can expect additional Groove integrations into the Clari Revenue Platform, notably:Revenue insights in the flow of work. All relevant Clari insights will soon be available in the seller's flow of work, via the Groove extension and Omnibar. The Clari Revenue Platform is increasingly becoming the cockpit for all frontline sellers and account managers, as integration with the Groove Omnibar will soon give them contextual insights driven by Clari's RevAI as well as a complete view of all actions (including Clari Align's mutual action plans and RevAI recommendations), and an integration with Clari Copilot for conversation intelligence. Generative AI for sales engagement. New capabilities will enable reps to engage faster and more effectively by suggesting ideal email content based on insights gathered from meetings recorded in Clari Copilot or any other conversation intelligence tool. Content can be aligned with a company's unique brand voice and include approved language from marketing, enablement, or compliance. Sales plays triggered from any data source. Groove Plays will soon be triggered by updates to any data source—including external data from PostgreSQL, Snowflake, BigQuery,

Align Your Account Strategy with Execution - Clari

Same information, from leadership down to the front-line sellers. These dashboards align revenue objectives to our cadence, so that everyone — from marketing and product, to finance and legal — is speaking the same language. And with the help of our AI tool, Copilot, Clari customers can record their forecast calls and receive a smart summary after the fact. These summaries offer essential information and action items, while reducing the time spent on manually reading an entire call transcript. Customers credit Clari with giving “exponential amounts of time back” to their sellers. No more hunting for content or insights; everything is readily available, and it’s changed company cultures. There’s no more hiding — everything is transparent and operationalized.Ready to Run Revenue like a Fortune 500?Running revenue effectively isn’t just about the tools or the dashboards; it’s about establishing repeatable processes that your entire team can rally behind. It’s about making sure that every revenue leader has the transparency and insights they need to make informed decisions that drive predictable and confident growth.If you’re an enterprise CRO looking to inject operational rigor into your own business, download Clari’s Run Revenue Playbook. Learn how global enterprises drive predictable growth by transforming their revenue operations.

Clari Align - Buyer Collaboration and Mutual Action Plans

Closed for the quarter and what we’re forecasting, and this app makes it really easy for me to do that from anywhere. I can also really easily check up on deals and see how the prospect is engaging with my AE. App Privacy The developer, Clari Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy. Data Linked to You The following data may be collected and linked to your identity: Usage Data Data Not Linked to You The following data may be collected but it is not linked to your identity: Diagnostics Privacy practices may vary, for example, based on the features you use or your age. Learn More Information Seller Clari Inc. Size 30.4 MB Category Business Compatibility iPhone Requires iOS 15.0 or later. iPod touch Requires iOS 15.0 or later. Apple Vision Requires visionOS 1.0 or later. Copyright © 2015 Clari Inc. Price Free Developer Website App Support Privacy Policy Developer Website App Support Privacy Policy More By This Developer You Might Also Like. The answer to seamless buying and selling is simpleall you need is Clari Align. Clari Align: Where success is mutual. Today, we launched Clari Align, the only solution that Clari Align simplifies collaboration, keeping buyers and sellers engaged and aligned at every stage for faster deals, increased trust, and more predictable outcomes. Clari Align’s MAPs

Maximize Template Organization in Align using Hierarchy - Clari

Leading CROs to share best practices as Clari unveils new Groove integrations, revenue plays for connected sales execution, and a reimagined buyer-seller collaboration workspace.SAN FRANCISCO, Calif. – Sept. 6, 2023 – At next week's Dreamforce 2023, Clari will host a two-day summit where revenue professionals can network, share best practices, and explore new capabilities within Clari's leading AI-powered Revenue Platform. Thousands of revenue leaders and practitioners are expected to attend Charge: The Revenue Summit to learn how to consolidate their technology investments while increasing pipeline, conversions, and win rates.Following its recently closed acquisition of sales engagement leader Groove, Clari will unveil a first set of new integrations between the companies' respective technologies that demonstrate how revenue professionals can get real-time revenue insights and then act with unprecedented speed to create and convert more pipeline. The company will also introduce additions to Groove Plays, a new product that enables sales leaders to program their strategy and assist sellers in real time, ensuring they follow their unique playbook when it matters most. Clari will also launch a reimagined buyer-seller collaboration experience that improves deal cycle times and integrates unique buyer intent data into the Clari Revenue Platform."Companies can no longer afford to fly blind when it comes to the effectiveness of their revenue initiatives," said Clari CEO Andy Byrne. "That's why we hit the accelerator on Clari-Groove integrations, so revenue teams from the front lines to the C-suite can gain complete visibility, predictability, and control across the end-to-end revenue process. We'll demonstrate our new capabilities at Charge in San Francisco as the revenue community comes together to share strategies and playbooks for winning every revenue moment."New platform capabilities close the loop between revenue insights and actionsThe following new capabilities are now available in the Clari Revenue Platform:New Groove integrationsDeal inspection with automated sales actions. With its AI-driven health scores and other purpose-built functionalities, Clari Inspect makes it easy for reps and managers to inspect deals and spot risks. Now, Groove allows managers to create tasks and reps to execute follow-up actions, directly from the inspection workflow. Smart Summaries with integrated sales recommendations.

Revenue Operations Is Not Just Sales and Marketing Alignment - Clari

The right moment“In today’s environment of instantaneous expectations of success, where people hand over their money in nanoseconds, you better be knowing every second of what your sales team is doing. And there’s only one way to do it — using a sales coaching tool like Clari Copilot. The other stuff (like sales training) is a waste of time.” Pauline O’Malley, B2B Business Development StrategistWhat’s next?Even the best sales training programs are no match for real-time sales coaching and performance analysis. That’s where Clari Copilot can help.“Clari Copilot totally lives the sales training motto of: listen to your own calls, study your managers, learn from the past and apply it to the future.” David S, Administrator at Appreciation FinancialUsing Clari Copilot, you can coach your sales reps without actually participating in calls, track their performance at a glance and provide feedback tailored to each rep’s needs. Interested in learning more?Book a demo

Clari Align Adds Consistency, Control to B2B Buying Selling

Google Sheets, and SQL Server ingested into Clari's RevDB—supporting complex scenarios for automation, such as noticing a change in consumption usage and automatically triggering a cross-sell play. Full funnel analytics. Forthcoming integrations will give revenue leaders pipeline predictability by connecting the dots between top-of-the-funnel efforts and revenue outcomes. By combining Clari RevDB's historical snapshotting of all revenue data with Groove's flow and engagement data, the Clari Revenue Platform will provide full funnel observability and predictability.Charge attendees will have an opportunity to network with their fellow revenue professionals and hear from leading CROs and executives from companies like Miro, Asana, and Avail Medsystems. Sessions will explore the crucial role of RevOps; leveraging a revenue operating cadence to win new business and avoid retention pitfalls; how life sciences companies can boost revenue with the digital sales maturity model; and techniques for creating, converting, and closing pipeline.Attendees will also receive a free copy of Clari's Revenue Cadence Playbook, a comprehensive blueprint that documents and suggests actions for every revenue moment.Charge will take place September 12-13 at the Nasdaq Entrepreneurial Center (revenue pros can register here) and at Novela (register here), with both venues just steps away from Dreamforce 2023.About ClariClari is the leader in Revenue Collaboration & Governance, providing the only enterprise platform to run the most important business process: Revenue. More than 1,500 organizations run revenue on the Clari Revenue Platform to improve win rates, prevent slipped deals, forecast with accuracy, and boost the productivity of all revenue-critical employees. Follow us on LinkedIn.Media ContactsScott BehlesClarisbehles@clari.comScott JohnstonBig Valley Marketing for Clari EMEAscott@johnstoncomms.nl

4 Ways to Maximize Revenue by Aligning Marketing and Sales - Clari

IPhone Screenshots Take the power of Clari's Revenue Platform with you on the go, so you can run revenue like a pro wherever you are. Whether you're out in the field, or just looking to maximize productivity in between meetings, Clari equips you with the collaboration and governance you need to crush your revenue targets from the palm of your hand. No more revenue leak. Only revenue precision.Here are some of the ways the Clari mobile app helps you win:- Update opportunities quickly and painlessly, giving back more time to sell instead of managing CRM records.- Quick access to sales activity across your entire business.- Track attainment from anywhere, for immediate visibility into team performance.- Inspect pipeline, account engagement, and key deals on the go.- Review, submit, and update your forecast calls with just a few taps.About Clari:Clari is the leader in Revenue Collaboration & Governance, providing the only enterprise platform to run the most important business process: revenue. Clari's Revenue Platform connects all revenue-critical employees, processes, and systems to drive a breakthrough in revenue precision. Interested in learning more about how you can use Clari to run revenue? Visit: What’s New Jan 8, 2025Version 4.2.18 Bug fixes and performance improvements Ratings and Reviews 4.7 out of 5 1.1K Ratings Best app for updating deals in record time! The Clari app has made my life as a sales rep so much easier and more productive! It’s intuitive, simple to use/navigate and updating deals is so easy to do on-the-go. I never miss my weekly forecast submission and the visibility into my deal activity and CRM score make that submission much more accurate as well. No longer are the days of being glued to a laptop or searching for a WiFi signal to log into CRM to update deals/forecast... #freedom! Great PC app but a terrible mobile app lacking basic Security! Clari is hands-down the best forecasting & opportunity management application for Salesforce - but ONLY if you are using it via a traditional web browser. Unfortunately, the mobile app is ‘unfriendly’ and in a large part unusable. Everything that makes the browser based Clari awesome is missing in the mobile app. Not only does it lack considerable functionality, it’s only available as an old-school iPhone app in ‘portrait mode’. There’s no landscape mode available so anyone using an iPad, or an iPad with a keyboard is out of luck unless you want to spin your iPad & type like you are using a phone on a small keyboard.Also, beware their sister application called “Clari Connect” as it lacks basic security features. Clari Connect is providing me with updates on customers that I should not have access to & sending me activity alerts for sales reps who do not even report to me! Any InfoSec team who catches wind of this will more than likely shut down usage for the obvious security risk exposure. Finally an update for me to track my forecast I’m constantly tracking how much my team has. The answer to seamless buying and selling is simpleall you need is Clari Align. Clari Align: Where success is mutual. Today, we launched Clari Align, the only solution that Clari Align simplifies collaboration, keeping buyers and sellers engaged and aligned at every stage for faster deals, increased trust, and more predictable outcomes. Clari Align’s MAPs

IPO Ready: How WalkMe Aligned Finance, Sales with Clari

The forecast call can make or break your business growth. When your forecast call is informed by a real-time, holistic view of activity happening across your accounts, you're able to identify at-risk opportunities and know which steps to take to push deals forward.The forecast call benefits more than just sales leaders and sales reps. When you use the forecast call as an opportunity to identify the biggest opportunities for the entire revenue team, executives, sales, marketing, finance and customer success can all align and focus their efforts to make the biggest business impact.Marketing will know which accounts to target for a campaign.Finance has visibility into expected revenues and how to invest and grow the company.Customer success can plan resources to align with incoming deals for seamless onboarding.Executives can step in as needed to push deals forward.Those are only a few examples of the benefits of well-executed forecast calls. To unlock this power alignment, you first need to know forecast call best practices so you can run yours like a master. Whether it’s a weekly one-on-one sales meeting or a larger forecasting call, we’re breaking down the steps you should take before, during, and after.At Clari, we’re helping you go from forecast uncertainty to revenue confidence.How is your forecast accuracy, right now? Most sales leaders’ forecasts don’t get within 10% accuracy until week 10 or 11 of the quarter. But with forecast accuracy, consistent revenue processes, and operational rigor you can pass the ultimate predictable revenue test — calling your sales forecast number. And reap the benefits of a fully aligned revenue organization.Why is an accurate sales forecast important?For too many organizations, the forecast call is just another time consuming task that you don’t see a ton of ROI from and don’t prioritize. But when you consider the incredible impact an

How 3 Revenue Leaders Boost Alignment at Scale - Clari

From Strategy to Execution: Clari's Transformative Approach to Enterprise Revenue OrchestrationA central part of Clari’s journey has been all about transforming how the world’s top companies run sales and revenue. As a sales and operations leader, I know the level of rigor and precision that are required to achieve success. Over the last ten years, Clari has analyzed over $4 trillion in revenue and engaged in thousands of conversations with top revenue leaders. And we know that gaps in process can hurt both top-line growth and bottom-line profitability – causing up to 26% in lost revenue. Clari Labs discovered that gaps in the sales process can lead to up to 26% in lost revenue.These very insights power Clari’s Run Revenue Program, which is designed specifically to tackle the complexity of enterprise sales. Clari outlines a path for enterprises to drive predictable revenue growth by aligning their company’s revenue objectives all the way through to their operational model — including sales plays, customer engagement, cadences, and territory management. Perhaps most importantly, Clari’s Run Revenue Program goes beyond simply managing the sales process by integrating every key stakeholder — finance, operations, and marketing — to ensure a unified and effective revenue strategy.The Multi-Year Vision for Revenue SuccessLet’s use a common challenge for global enterprises: Having built their customer base in commercial and mid-market segments, they aspire to upmarket into more complex, enterprise-level accounts. But bloated tech stacks, complex CRM’s, and complicated implementations can lead to slow, inefficient processes. Disconnected data leads to inaccurate forecasts, missed opportunities, and hours manually managing pipelines instead of driving revenue. Making the shift to more complex accounts requires a level of sophistication far beyond typical sales motions. It's about account management across the platform, equipping your sellers — who may have traditionally engaged with a single buyer. The answer to seamless buying and selling is simpleall you need is Clari Align. Clari Align: Where success is mutual. Today, we launched Clari Align, the only solution that

How Clari's Growth Team Drives Revenue Operations Alignment

Mastering essential selling skills such as prospecting, cold calling and objection handling is key to becoming a better sales rep.A real-time sales coaching platform like Clari Copilot ensures that salespeople keep getting better and winning more.What is sales training? Sales training develops essential selling skills that sales reps need to close deals and attain their quotas. These skills include prospecting, social selling, negotiations, proposal writing and objection handling.Sales training programs can be:Onsite (in-person), instructor-led sales training course or workshopOnline sales training (either instructor-led or self-paced courses and webinars)Blended learning program (that merges aspects of in-person and virtual sales training)Why is sales training important?Sales training helps your sales reps improve their performance by boosting their win rates and closing more deals. As a result, your team’s sales success leads to more revenues and profitability.According to this survey, effective sales training programs can help your team members achieve a 54 percent win rate, instead of a 44 percent win rate in the case of bad or no training programs.A solid sales training program equips your reps to:Understand your ideal customers and their pain pointsSpot the right sales opportunities and know how to approach themEstablish rapport and gain the trust of your prospectsKnow when prospects are sales-ready and move them further along the sales pipelineUnderstand how to differentiate your solutions from the competition and align them with your prospect’s needsDevelop essential selling skills such as negotiations, handling objections or dealing with high-level decision-makersWhat are the various types of sales training? Inside sales training: This involves using cold calling techniques (phone, email or social media platforms like LinkedIn) to reach out to your prospects and ask for referrals from existing customers. So, inside sales training helps salespeople spot prospects, get referrals and use cold calling effectively.Field sales training: Unlike inside sales techniques that use virtual channels, field sales involves meeting prospects in person either at their offices or during conferences or trade shows. Product sales training: These sales training programs help you learn how to communicate the features or benefits of products and align these with the prospect’s pain points. These programs also help salespeople know how to pitch their products to stand out from the competition.Service sales training: Services rely heavily on consulting, customer service and retention. So, service sales training programs are all about consultative selling, where sales reps act as advisors and sell a solution. These programs focus on teaching how to build customer relationships, foster loyalty and increase the lifetime value of each customer. Sales management training: These sales training programs are for sales managers or leaders and teach them how to build and coach high-performance sales teams and be more effective with sales coaching. These training programs also help