Clari for Reps

Summary

The script discusses how the Clari software can help sales representatives optimize productivity and accurately forecast revenue by centralizing CRM data to provide actionable insights, enable collaboration, reduce time spent on administrative tasks, and standardize forecasting. It states Clari can raise win rates 11% and cut time spent on forecasting and admin work 67% by helping reps stay organized and informed so they focus more on deal strategy.

Takeaways

• 😀 Clari helps reps spend time progressing deals by improving execution, unlocking productivity, and enabling accurate forecasts
• 👁️ Centralized view of all deal data makes it easy to understand deal status and take action
• 💡 Risk and momentum indicators assess deal health so reps know when and where to take action
• 🤝 Relationship insights show which personas reps have engaged to collaborate better
• 📈 Custom revenue dashboards give managers real-time visibility into deal status
• 🤖 Generative AI solutions like email summaries and smart battle cards optimize rep productivity
• ✍️ Post-call summaries automatically capture notes, next steps, and follow-ups so reps save time
• 🔮 Standardized forecasting process provides unmatched accuracy so reps can confidently commit
• ⚙️ Clari keeps reps organized and informed so they can focus on deal strategy
• 😊 With Clari, reps see 11% higher win rates and 67% less time on admin work

Q & A

What are some key problems reps face that Clari aims to solve?

Reps waste time updating CRM and don't have visibility into where deals stand. Clari helps reps spend time progressing deals by improving execution, unlocking productivity, and enabling accurate forecasting.

How does Clari improve day-to-day execution?

Clari provides a centralized view of all deal data so reps always know how to take decisive action. Risk and momentum indicators assess deal health. Relationship insights show engaged personas. Mutual action plans align reps and buyers.

What new productivity does Clari unlock?

Clari unlocks productivity with AI solutions like smart email summaries to prep for calls, Smart Battle Cards to optimize calls, and automated call summaries with next steps.

How does Clari enable accurate forecasting?

Clari provides visibility into deal movement and pipeline progression so reps can easily see inventory status and submit accurate forecasts.

How does Clari save reps time?

Clari eliminates time wasted on manual updates, switching between platforms, and administrative work. Features like automated call summaries also save reps time.

What results does Clari drive for reps?

Clari drives 11% higher win rates and 67% less time spent on forecasting and admin work for reps.

How does Clari help managers?

Managers always know deal status without asking reps thanks to custom revenue dashboards in Clari.

What makes Clari forecasting unique?

Clari forecasting provides unmatched accuracy. It eliminates guesswork, game playing, and reconciling data from different systems.

How does Clari help reps stay organized and informed?

By centralizing data, providing insights, and automating administrative tasks, Clari allows reps to focus on deal strategy.

What are the key capabilities highlighted in the video script?

Key capabilities highlighted include centralized data, risk/momentum indicators, relationship insights, AI call assistance, automated reporting, and accurate forecasting.

Outlines

00:00

😊 How Clari Helps Reps Be More Productive

Paragraph 1 introduces how Clari helps sales reps spend more time progressing deals by improving day-to-day execution, unlocking productivity, and improving forecast accuracy. It highlights features like centralized deal data, risk indicators, relationship insights, mutual action plans with buyers, and custom revenue dashboards.

😃 Clari's AI Solutions For Increased Productivity

Paragraph 2 discusses Clari's AI solutions like smart email summaries and battle cards that optimize call prep and ensure reps never miss a beat on calls. It mentions automated call summaries, next step recommendations, and follow-up email creation.

Keywords

💡CRM

CRM (Customer Relationship Management) refers to software systems used by sales teams to track customer and deal data. The video says CRMs can be cumbersome and time-consuming to update, taking away time from progressing deals. Clari improves this by centralizing deal data into an easy to use interface.

💡revenue dashboards

Revenue dashboards provide sales reps and managers with centralized, real-time visibility into deal status and health. The video claims Clari's revenue dashboards enable managers to understand deal status without having to constantly ask reps for updates.

💡generative AI

Generative AI refers to AI systems that can produce novel, high-quality content like text summaries. The video touts Clari's use of generative AI to save reps time preparing for calls by providing automated summaries of past communications.

💡smart battle cards

Smart battle cards are AI-powered tools that suggest responses, talking points and objections during sales calls. The video says Clari's smart cards ensure reps stay on track during calls without having to refer to notes.

💡call summaries

Call summaries refer to automated, AI-generated summaries produced after sales calls end. The video claims Clari's call summaries save reps the manual effort of taking notes and creating follow-ups.

💡pipeline progression

Pipeline progression refers to how deals progress through different sales pipeline stages towards closing. The video says Clari provides visibility into this progression so reps can accurately forecast.

💡win rates

Win rates represent the percentage of pipeline opportunities that successfully close as deals. The video claims usage of Clari is associated with 11% higher win rates.

💡forecasting process

The forecasting process is how sales reps predict future revenue performance. The video criticizes guessing, excel-based processes and says Clari enables accurate, standardized forecasting.

💡inventory

Inventory refers to the list of opportunities or deals a sales rep is working on closing. The video says Clari gives visibility into inventory and pipeline gaps.

💡stakeholders

Stakeholders refer to the various decision makers and influencers involved in B2B deals. The video claims Clari provides relationship insights to tell reps which stakeholders they have engaged.

Highlights

Centralized view of all deal data makes deal updates easy without switching between platforms

Risk and momentum indicators help assess deal health so you can take action when it matters most

Relationship insights tell you which personas you've engaged with and how

Mutual action plans enable collaboration with buyers to create a plan to close every deal

Revenue dashboards provide deal status visibility to managers without them having to ask

Smart email summaries provide automated summaries of last week's emails

Smart Battle Cards ensure you always know what to say on sales calls

Cue cards automatically provide best responses for any sales situation

Get a call summary with next steps and option to instantly turn into follow up email

No more taking manual notes or watching recordings to craft emails

Standardized forecasting process provides unmatched accuracy without guessing games

Visibility into deal movement and pipeline progression supports accurate forecasts

Easily see which deals comprise inventory and how much more is needed

Effortlessly submit accurate forecasts and build credibility with managers

Stay organized and informed to focus on deal strategy

67% less time spent on forecasting and admin work

Transcripts

As a Rep, you want to focus on closing deals, but you're stuck wasting

time updating CRM and still don't know where your deals stand.

Let's see how Clari helps you spend your time progressing deals

by improving day to day execution, unlocking new pockets

of productivity, and helping you call an accurate forecast.

First improve day to day execution by understanding exactly where

deals stand, so you always know how to take decisive action.

It all starts with a centralized view of all deal data

making deal updates a breeze, without the pain of CRM.

No more switching between platforms or different tabs and no more manual updates.

Risk and momentum indicators make it easy to assess

deal health so you can take action when and where it matters most.

Not sure if you're engaged with the right stakeholders?

Relationship insights tell you which personas you've engaged with and how.

And mutual action plans enable you to collaborate with buyers

to create a plan to close for every deal.

With all this insight available on custom revenue dashboards, your manager

always knows the status of your deals without having to ask.

Next, unlock new pockets of productivity with Clari's generative AI solutions

so that you hit the ground running every single day.

Optimize how you prep for calls with smart

email summaries that provide an automated summary of last week's emails.

So you always know the latest and greatest.

Once you're on a call, Smart Battle Cards make sure you never miss a beat

and always know what to say.

Cue cards automatically pop up to provide you with the best response

for any situation.

Competitor mentions objections, pricing, you name it,

and after your call is over, immediately get a summary of what was discussed

along with the next steps and the option to instantly

turn it into a follow up email to your customer.

Whether your call was 30 minutes long or a couple of hours,

you save time and effort.

No more scribbling notes,

watching call recordings, or trying to craft a decent email.

Let Clari take care of it all for you.

Lastly, know exactly how you'll meet quota

with an easy to use forecasting process that has unmatched accuracy.

A standardized forecasting process means no more guessing

games or reconciling data from different CRM and Excel reports.

With visibility into deal movement and pipeline progression,

you can easily see which deals make up your inventory and how much more you need.

Then effortlessly submit an accurate forecast and build credibility

with your manager.

Clari allows you to stay organized and informed

so you can focus on deal strategy.

The result?

11% higher win rates and 67% less time

spent on forecasting and admin work.

Get started at Clari.com.