Clari for Reps
Summary
TLDRThe 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
😊 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.
Mindmap
Keywords
💡CRM
💡revenue dashboards
💡generative AI
💡smart battle cards
💡call summaries
💡pipeline progression
💡win rates
💡forecasting process
💡inventory
💡stakeholders
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.
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