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Clari Unveils Industry First Offering: AI Agents Powered by Revenue Context

via Business Wire

News summary

  • Revenue Context redefines how agents work and collaborate with all revenue-critical employees across sales, marketing, customer success, and finance
  • Enterprise CROs and CIOs are transforming how they run revenue with Clari Revenue Context powered by Clari’s revenue data platform - the world’s largest with over $5 trillion in revenue under management

Clari today unveils Revenue Context™ — the industry’s first set of platform capabilities designed to ensure AI and agents work and collaborate at enterprise scale across the entire revenue process, end to end.

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Gartner® reports that, “sellers with high AI partnership skills are 3.7x more likely to meet quotas, but they only make up 7% of sellers, highlighting the opportunity to simplify AI partnership for the less AI-savvy sales population.”¹ Yet in most enterprises, revenue teams still operate without the rigor or governance to know who did what, when, that led to what outcome. This lack of context makes it impossible to drive repeatable and effective processes, coaching, execution, and productivity across teams. This challenge is further amplified by the complexity of managing revenue at enterprise scale — across diverse territories, teams, revenue strategies, and business models — introducing inefficiencies that cost enterprises billions annually.

Bringing Enterprise-Grade AI to Revenue Teams

Revenue Context is a comprehensive way of looking at, understanding, and acting upon your complete revenue reality. For over a decade, Clari has led the way in applying predictive AI and ML to enterprise revenue, systematically building Revenue Context to power predictive workflows, AI assistants, and automated workflows. Revenue Context powers how every human and agent collaborates across the end-to-end revenue process. With the data and context captured in Clari’s revenue data platform — the world’s largest managing over $5 trillion in revenue — CROs and CIOs are transforming how they run revenue.

Clari Revenue Context provides AI models with a clear view of how revenue is gained or lost at every level of the enterprise. AI revenue agents and assistants with Revenue Context are the most powerful and successful addition to any revenue team.

“Running revenue in the enterprise is non-linear and complicated — with different territories, teams, products, relationships, and strategies all moving at once, unique to every enterprise,” said Andy Byrne, Co-Founder and CEO, Clari. “With Clari Revenue Context, generative AI agents can see patterns of how revenue is won and lost, which in turn provide accurate assistance, guidance, and automation across all revenue workflows. Now AI can truly optimize revenue performance.”

The Only AI Agents Operating with Revenue Context

Clari’s upcoming AI innovations redefine how enterprises create, convert, close, and retain revenue — powered by the full Revenue Context across their business. This new class of configurable AI assistants and agents adapts to each company’s unique workflows to provide guidance, prioritize actions, automate execution, and drive results across the revenue lifecycle:

Clari Revenue Cadences:

Command & control every cadence. Outperform every quarter.

  • Clari Revenue Cadences, an industry first, are built-in, repeatable workflows that enforce operational rigor and governance — guiding teams through critical activities like pipeline reviews, forecast meetings, and account reviews to ensure the right actions happen consistently, on time, and align to the company’s revenue objectives.

Clari Guide:

Revenue Context drives action – make every rep a CRO of their own territory.

  • Clari Guide is the first AI workspace built for guided action. Driven by Revenue Context, it surfaces deal insights, recommends next best actions, and drives team execution through guided cadences — simplifying how frontline teams create, convert, and close more revenue.

Clari Deal Inspection Agent:

Turn every rep into a closer.

  • Built for the sales rep, Deal Inspection Agent continuously evaluates opportunities against proven deal criteria, flags potential risks, and recommends targeted next steps to address gaps — providing coaching every step of the way and driving higher conversion rates across all reps.

Clari Trend Analysis Agent:

Identify execution gaps across pipeline and deals.

  • Built for the sales manager, Trend Analysis Agent automatically uncovers execution patterns across large volumes of opportunity and account data, identifying both positive and negative trends in deal progression, competitive activity, pipeline health, and team execution. It delivers new insights and recommendations that help managers focus resources, mitigate risk, and maintain pipeline momentum.

Clari AI Revenue Assistants:

Built to support large, complex, and fast-evolving revenue motions

Today, Clari also announced new AI Revenue Assistants that provide insights to guide and inform next best actions across revenue workflows and tasks. New AI Revenue Assistants include:

Clari AI Assistant: Ask Clari for Deals

  • Get fast, direct answers from past conversations and deal context — so you can act decisively without hunting for information.

Clari AI Assistant: Smart Playbooks

  • Track playbook execution across deals, identify adoption gaps, and optimize your coaching strategy based on what drives results.

Clari AI Assistant: Smart Rephrasing

  • Instantly tighten, refine, and personalize your sales emails to make every outreach sharp, professional, and ready to send.

Clari AI Assistant: Smart Priorities

  • Dynamically rank tasks and activities in real time based on pipeline movement — so you always focus where it matters most.

Early access is now available for all new Clari AI Agents and Assistants. Learn more.

Global Enterprises Rely on Clari’s AI for Revenue

Leading enterprises rely on Clari’s AI for Revenue to drive predictable growth and outpace their competition:

  • David Schloss, Chief Revenue Officer, BirchStreet Systems:

    “Clari’s AI has helped our business grow by over 70% in bookings year-over-year. The accuracy of our forecasts has increased tenfold, consistently landing within 3–4% every quarter for the last two years.”
  • Patty Hanna, VP of Field Strategy Operations, Okta:

    “Clari’s AI and predictive capabilities have been a game-changer. Our CEO and top executives rely on Clari to predict outcomes, while our field teams focus and execute with greater confidence.”
  • David Lee, Head of Revenue Operations, Checkout:

    “Clari’s AI capabilities enable us to understand where we're winning and why. The insights and analytics available at the click of a button are truly impressive.”

Learn more

About Clari

Clari is the only Enterprise Revenue Orchestration leader that delivers Revenue Context to run revenue and inform AI and agents at enterprise scale.

The Clari Revenue Orchestration Platform leverages all structured and unstructured data from every human- and machine-generated revenue interaction into a single, time-series data model, the world’s largest of its kind — managing over $5 trillion in revenue for global enterprises.

More than 1,500 organizations – including Okta, Adobe, Workday, Zoom, and Cisco – run revenue on Clari to improve win rates, prevent slipped deals, forecast with accuracy, and boost the productivity of all revenue-critical employees.

Clari: Run Revenue® with AI + Revenue Context. Learn more: https://www.clari.com/

1 Gartner, Boost Sales AI Impact With Revenue Action Orchestration: A Gartner Trend Insight Report, , Dan Gottlieb, Steve Rietberg, October 1, 2024 (Accessible to Gartner subscribers only) GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

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