Clari today introduced Revenue Context™, the industry’s first comprehensive platform capabilities that integrate AI and human agents to collaborate across the entire enterprise revenue process. This innovation addresses the complexity of managing revenue at scale and helps businesses drive predictable growth.

• AI Partnership Gap in Sales:

  • Gartner reports sellers with strong AI skills are 3.7x more likely to meet quotas but represent only 7% of sellers, showing a need to simplify AI adoption across sales teams.

• The Challenge of Enterprise Revenue Management:

  • Enterprises struggle to maintain clear governance over revenue activities, leading to inefficiencies costing billions annually.

  • Revenue processes are complex with diverse teams, territories, products, and strategies moving simultaneously.

• Clari Revenue Context Explained:

  • A unified framework providing AI and agents full visibility into revenue wins and losses at every organizational level.

  • Powers predictive workflows, AI assistants, and automation to enhance collaboration and execution.

  • Supports CROs and CIOs in transforming revenue operations using data from Clari’s platform managing over $5 trillion in revenue.

• AI-Powered Revenue Assistants & Agents:

  • Clari Revenue Cadences: Repeatable workflows enforcing operational rigor for pipeline reviews, forecasts, and account meetings.

  • Clari Guide: An AI workspace delivering deal insights and next-best-action recommendations to empower sales reps.

  • Deal Inspection Agent: Continuously assesses deals for risks, coaching reps to improve conversion rates.

  • Trend Analysis Agent: Helps managers spot positive/negative deal trends and optimize pipeline health.

  • AI Revenue Assistants: Includes assistants for deal info retrieval, smart playbook tracking, email refinement, and task prioritization.

• Customer Success Stories:

  • BirchStreet Systems increased bookings 70% YoY with forecast accuracy within 3–4%.

  • Okta’s leadership relies on Clari for predictive insights, enabling confident field execution.

  • Checkout leverages Clari to identify revenue wins and optimize strategy with instant analytics.

Clari’s Revenue Context sets a new standard for enterprise revenue management by empowering teams with AI-driven insights and automation tailored to their unique workflows — driving consistent revenue growth and operational excellence.