Sarah McConnell & Ava Kavelle

Create, Convert, and Close Revenue with Clari AI


Ava Kavelle, Senior Product Marketing Manager, shows us how Clari AI brings together all the disparate revenue data, and then uses AI to pinpoint areas of revenue leak and improve forecasting accuracy by 12x on average.



0:00

[MUSIC]

0:05

Hello everyone and welcome to Go to Market AI,

0:07

the future of your Go to Market tech stack.

0:10

I'm your host, Sarah McConnell.

0:11

These days, it seems like every company has AI.

0:14

But on this show, we want to go a level deeper so you can see

0:17

first-hand how businesses are actually applying AI to solve your business

0:21

challenges.

0:22

We're going deep into the use cases and showing you live demos of

0:25

the latest and greatest in AI technology.

0:28

Today, I'm so excited to be joined by Ava Cavall,

0:30

senior product marketing manager at Clary.

0:33

Ava, welcome to the show.

0:34

Thank you so much for joining.

0:35

Thank you, Sarah.

0:36

I'm so happy to be here, excited to talk to you.

0:38

I am super pumped about this demo.

0:41

I've loved your guys' brand for a very long time,

0:43

especially you guys just do such a good job from a marketing perspective.

0:46

But I try to keep myself unknown to the demos best as I can before the show,

0:50

so it feels authentic.

0:51

I'm very excited.

0:53

But before we jump into the demo,

0:55

can you tell us a little bit about who is Clary?

0:57

What do you guys do and who are you helping?

1:00

Absolutely.

1:01

So Clary is a revenue platform,

1:03

meaning that we run all workflows associated to revenue across the entire

1:07

funnel

1:08

for everyone in your revenue organization.

1:11

What is a revenue organization?

1:13

It is sales, service, marketing, finance.

1:16

Your sales enablement team, your product managers, even maybe,

1:19

anyone who touches that revenue process.

1:22

And we're doing this so that companies can answer the most important question

1:26

of whether they will meet, beat, or miss on revenue.

1:31

Revenue is the most important business process.

1:34

It's not just an outcome that you have limited control over.

1:38

And yet, there's no unified system to run revenue.

1:42

So a lot of companies are treating it kind of just as that outcome

1:46

that they have limited control over.

1:48

And the tools that they're using aren't really helping.

1:51

These are tools that are three decades old,

1:53

like your Excel, your BI, your CRM,

1:56

and more recently, a bunch of point solutions that only address one or two use

2:01

cases.

2:03

So all this means that your revenue-critical employees,

2:07

employees that impact revenue across all those teams,

2:10

they can't collaborate.

2:12

And so the revenue process can't be governed,

2:14

which means you're leaving a ton of revenue on the table.

2:19

And that is what we call revenue leak.

2:22

So what Clary does is we resolve those leaks, right?

2:25

We're plugging revenue leak so we can help you fix your revenue process

2:29

with a unified platform that runs all of your revenue workflows,

2:33

both internal and external across the entire funnel.

2:37

So we're doing automated data, activity capture,

2:41

we're improving your operational rigor,

2:43

we have the most accurate forecasting on the market,

2:46

we have next-level deal inspection, sales engagement prospecting,

2:49

buyer collaboration, conversation intelligence,

2:52

everything you need from rep to exec

2:54

so that you can run revenue like a process and achieve revenue position.

2:58

That is what-

2:58

That's all kinds of companies do that.

3:02

That's amazing, because I do feel like you hit it at the very beginning,

3:04

which is nothing's more important right now than revenue.

3:06

There's nothing we care about more,

3:08

and also I feel like in this time nothing feels really squishy to get to

3:13

revenue.

3:13

You kind of said it, like,

3:15

they doesn't feel like we have as much control of it as we want to.

3:18

It's hard to forecast, it's hard to know what's happening,

3:20

things are changing very rapidly in the market right now.

3:23

So I'm so excited for you to jump into this demo

3:25

so we can see Clarice AI functionality and see how that can help revenue teams

3:29

be more rigorous with the ref.

3:33

Yeah, absolutely.

3:34

And before I do jump into the demo,

3:37

I just want to call something out for your audience.

3:39

Obviously, we're talking about AI today.

3:43

And AI's been around for a long time.

3:46

Of course, the spikes in development this past year have made everyone hype on

3:50

it

3:50

and every company claim that they have unique AI that nobody else has.

3:54

But ultimately, as AI models commoditize over time,

3:58

it's Clarice's perspective that it won't be the algorithms

4:02

that are going to stand out anymore.

4:04

It's going to be all about the data and the workflows that AI enables

4:08

to create that really enhanced experience for users.

4:13

And that's what I love about Clarice AI.

4:15

Yes, we've been building AI into our platform from the beginning

4:18

when we started a decade ago.

4:20

But what makes it so different is that Clarice owns every revenue workflow.

4:26

I said it both internal and external.

4:28

And our AI is integrated in all that.

4:30

So we're enabling these really smart workflows across the entire funnel

4:36

that nobody else can because they don't think about the entire revenue process

4:40

the way Clarice does.

4:42

So yeah, just a quick primer and also a good transition for us to get into our

4:47

platform.

4:48

So I will get going on our demo.

4:53

So what we're looking at here, this is what we call our inspect module.

4:59

Now, clearly is a really robust solution.

5:02

So I won't be getting into all the nitty-gritties of how everything works

5:06

because then we'll be sitting here for two hours.

5:08

But what we're looking at here,

5:11

this is the core to Clary, where all of your opportunity and accounts are

5:15

stored

5:16

in this really functional grid where reps can take actions,

5:21

they update everything every single day, managers keep on top of deals

5:25

that need their attention, and revenue leaders can get that quick sense

5:31

of what's going on with their business.

5:33

So they know where they need to jump in for executive sponsorship.

5:37

So right off the bat, you can see that AI is woven into this experience already

5:42

through something as simple as our color coding here.

5:45

Right? We have deal indicators over here on the left side, on every deal,

5:50

giving you a heads up on what's going on.

5:53

So you see the quality and the frequency of updates on each deal from your team

5:58

So you just have a quick understanding of where you need to spend your time,

6:02

and there's no need to rehash and revisit every single detail.

6:06

Right? And it's really clear.

6:08

Green's great. Red's bad. Right?

6:10

Well, it was new to UI right there.

6:12

It makes it super simple.

6:14

The first thing my eyes went to when you shared your screen,

6:17

which is just, I feel like a really great UI for the AI functionality is like,

6:21

I understand it. I see the quick glance.

6:23

I that red is immediately where I'm going to draw my attention to what needs

6:26

help.

6:27

Exactly. And that's really a big part of,

6:30

well, our AI solution, which we call res AI,

6:33

is making it easier, right? Reducing some of the admin, increasing productivity

6:39

So we can create what we call the 10x rep or the 10x revenue leader that are

6:43

doing so much more.

6:44

So how are we identifying all these positive and negative indicators?

6:49

It's all based on the activity data that we're pulling in here over here on the

6:53

right.

6:54

If you can see that and we're capturing all this activity and data across your

6:58

CRM,

6:58

your emails or calendars, your other data warehouses, CI, and we're

7:04

automatically pulling that all of

7:06

that into what we call res DB, our revenue database.

7:10

And then we're layering logic on top of that with Rev AI.

7:13

So we're pulling in all this rich revenue data and leveraging AI to assign it

7:18

to the right

7:18

accounts and opportunities and contacts that leads and we're dedoping things.

7:22

So you get this comprehensive historical view of all the data on your deal.

7:27

And then we're automatically color coding it for you, right?

7:30

Because we want to make it easy. We want to make it simple to understand.

7:33

So that's just one super simple way that we are marrying data and AI and making

7:40

it easy.

7:41

So forget looking at every opportunity in CRM or Excel.

7:44

This is like the first step really in our minds to driving a productive

7:47

workflow.

7:48

And if I dive in a bit deeper on the specific opportunity, we're looking at

7:52

here at bill.com.

7:54

I'm going to click this activity details button. And basically, I'm looking at

7:58

all the associated

7:59

activities the rep has had with this process, which is all pulled in through

8:04

again, that automatic

8:05

data capture and AI helping to clean it up and properly associate to everything

8:09

And here I can see just in the last couple of days, we had some emails.

8:14

I can click that button right there and summarize the emails associated to this

8:20

deal over the past

8:22

week in just a second, right? So I'm not spending a bunch of time reading

8:27

everything and wasting

8:27

any time. I'm getting up to speed quickly. And I know if there's anything going

8:31

glaringly wrong

8:32

here. And we click into the previous week, because it's only Tuesday. Seems

8:37

like there's not much

8:38

going on on this deal. And I'm just scrolling down through the rest of the

8:41

activities. I want to

8:42

see if we have a call on this one, which, you know what? I thought we did have

8:47

a call. Oh, there it

8:48

was. I just crawled right past it. All righty. We'll just load up again.

8:52

And I'm going to just pull up a call now the way we're able to pull up calls

9:01

and emails and events

9:02

is again, do that data capture, but also because Clary has a conversation

9:08

intelligence solution

9:09

called co-pilot. So I'm pulling in my calls right alongside the rest of our

9:13

activities here.

9:15

And with Rev AI, I'm getting another similar smart summary. I'm getting a

9:19

summary of this call that

9:20

took place last week. So as a revenue leader, I don't need to go waste my one-

9:24

on-one asking for

9:25

an update. I'm seeing that summary live. I'm seeing the action items and who

9:29

they're assigned to.

9:31

I'm seeing the topics that were discussed. And if I need to dive in deeper, if

9:35

there's something

9:35

glaringly wrong here, I'm going to click to view the recording and pull that

9:40

right up

9:40

all within the same flow of work. So I again, see that summary in the action

9:46

items, but I can watch

9:47

the call. I can leave a comment. I can create a scorecard, a game tape,

9:52

whatever I need to do

9:53

here, all in that same flow of work. So that's how we're really pulling in some

9:57

of our qualitative,

9:59

our predictive and our generative AI all into one experience in this inspect

10:05

section of Clary,

10:06

where you're doing your deal and pipeline inspection. I feel like that point of

10:10

... Oh, I was just going to say, I feel like the point of the saving time in your

10:14

one-on-one is such a

10:15

underrepresented or underappreciated benefit of having AI in your products like

10:20

this, which is,

10:20

if it's been a week since I'm a rep, I'm working multiple deals and I get

10:25

another one-on-one with

10:25

my sales leader and they ask for an update. I'm like, I don't remember. It's

10:28

been, you know,

10:29

I've slept three different times. I've got five other deals I'm trying to work.

10:33

I don't remember

10:34

what's happening here is the ability to have AI functionality that lets leaders

10:39

and managers come

10:40

in and get an unbiased update and an accurate update in one platform. And it's

10:46

really is such a huge

10:48

benefit that we don't see enough of. So I love seeing this in Clary. Yeah, you

10:52

nailed it honestly.

10:53

A lot of customers know Clary for forecasting, right? But what they don't

10:59

realize is you can't

11:00

even get to accurate forecasting if you don't have that operational rigor

11:03

within your revenue team.

11:05

And yet there, you need to be able to have the full and complete history, the

11:11

context, right?

11:12

This is all qualitative details and you need to be able to do that quickly on

11:17

the fly and review

11:17

it quickly. We don't need revenue leaders or first-line managers wasting one-on

11:22

-ones is just,

11:24

you know, a back-and-forth status update. What we want to enable them to do is

11:28

turn it into more

11:29

of a strategic collaboration and really get back to the heart of selling. So

11:34

exactly you nailed it.

11:36

All of these features enable us to up level reps and managers in that

11:41

experience. So you're

11:43

absolutely right. And that's actually a great connection to the next thing I

11:46

want to show you,

11:47

which is right here called our CRN score. This is actually a really important

11:52

feature in AI

11:53

feature here. This is our proprietary AI score for every deal. It's between 0

11:59

and 100 and it

11:59

indicates how likely Clary thinks the deal is to close. And what's incredible

12:04

about this is

12:05

the CRM score is calculated uniquely to every customer's organization. It's

12:12

plugged into their

12:13

CRM. We don't have a run-of-the-mill generic algorithm that we're applying

12:17

across everything.

12:19

CRM scores looking at all the standard and custom fields that each organization

12:24

is using

12:25

and their unique history of how deals close. So it's considering really unique

12:30

factors.

12:30

It's looking at how long certain things are taking, for example, if you're

12:34

getting stuck in a

12:35

contract phase, how does that impact the deal and how does that compare to

12:39

other deals.

12:39

And it's also considering the conversion rates of every single sales rep. And

12:45

it's recalculated

12:46

twice a day. So it's really fresh all the time. So that had an incredible

12:51

amount of information

12:52

to ingest. And I just love these small features because it's just such a good

12:56

gut check. If you

12:57

have a rep saying, "Oh, this one's in commit, 100% this is closing." But as a

13:01

leader, you come in

13:02

and you're like, "Wait, but it's showing a score of 46. It's red. Something is

13:05

off here. Something

13:06

is getting flagged in our algorithm that says, "You think this is commit, but

13:10

it's not showing here."

13:11

And it gives you that gut check to be like, "Okay, let's dig in a little bit

13:14

deeper. Where is the

13:15

disconnect happening?" And I love that because I think it's so hard for reps to

13:19

just have like

13:20

an unbiased forecast of how a deal could progress. You nailed it. Not only is

13:25

the CRM score a guiding

13:27

factor, but it's a way to triangulate that human intuition with what the

13:31

machine says,

13:32

not just from an inspection standpoint, but like you said, for forecasting,

13:36

right? If something's in

13:37

commit and we don't even know the decision process, how are we okay with that,

13:42

right?

13:42

It's really scrutinized every single deal, especially the way 2023 has been.

13:48

The trend's going into

13:49

2024, right? So our customers are using CRM score every single day. It's

13:54

refresh constantly. We're

13:56

always working to hone all the AI that's operating in the background. And it's

14:01

a great leading

14:02

indicator, right? So for both reps and for managers. So I'd like to move on

14:08

into our analyze

14:11

section. Now, beyond the day today of deal inspection and pipeline management,

14:16

Rev. AI is an important part of our analytics. And we have, you can see here

14:21

several modules,

14:21

I'm not going to go into all of them because again, it would take us forever.

14:25

But I'm going to

14:25

click into Pulse. And we're going to spend a minute here. Pulse, basically,

14:30

exactly what it

14:32

sounds like helps our customers keep a pulse on the quarter, right? How are

14:35

things shaping up

14:36

this quarter? And we can look at it this quarter. We can look at next quarter.

14:40

We can go into years

14:41

if we're doing a bit more of planning. And right off the top, I'm seeing our AI

14:45

projection right

14:46

here at the top here. I'm comparing it to my quota. Looks like Clarice AI

14:50

thinks we're not

14:51

going to hit it. I see how much we've closed one, what's our gap. And I'm going

14:55

to click into the

14:56

AI projection over here on the right, I can see our min and our max. I can see

15:01

the trends. And I

15:02

can get all of the indicators behind the factors that's driving this AI

15:07

projection. So this is a

15:09

really important factor here. All of Clarice AI is very transparent. There's no

15:14

black box

15:15

operating that you can't figure out. We want you to help you think. We want to

15:21

help you understand

15:22

its reasoning. So we're showing you all of the information and we're providing

15:27

that everywhere

15:28

throughout the platform. Because the question has to be asked, if you had a

15:33

better sense of whether

15:35

you were going to meet, beat or miss on revenue two weeks, four weeks, six

15:39

weeks before the

15:39

quota closes, how would that impact the actual actions that your revenue

15:44

organization takes?

15:45

So Clarice forecast is the most accurate on the business. We have customers

15:51

that are hitting 98%

15:53

forecast accuracy within week two. That's insane. And it's our goal to help

15:58

every organization get

15:59

that information so they can know earlier if they're going to hit quota and

16:03

take the right actions.

16:04

So if we look down at the graph here, it's a lot of information. But basically

16:10

what we're looking at

16:11

is our quarter broken out by week and each week broken down by stage. Now we

16:17

can break it down by

16:19

stage or forecast category. We'll just take a look at stage here. And overlaid

16:24

on all of that

16:26

are our teams calls as well as the forecast projection from rev AI. And if we

16:34

look throughout,

16:35

it looks like our team is calling it a bit higher than our AI projection the

16:40

whole quarter. So we

16:41

might have some rose colored glasses on. But we're getting a story here through

16:46

the analytics and

16:47

through the AI laid over it. And we can see right away that the AI might be

16:52

picking up things that

16:53

humans just don't right because even the best sales rep in the world can't

16:56

compete with everything

16:57

that AI considers. So if I look at weeks two and three, for example, right off

17:02

the bat, I can see

17:03

from week two to week three, we had a pretty big drop in that pipe. But if you

17:07

take a look at our

17:09

team's calls, sorry, this overlay keeps getting the way. We didn't really our

17:14

team didn't really

17:15

change their call. They didn't really react to that cheap and drop in pipeline.

17:20

But the AI

17:20

projection did, right? You can see it drop down here pretty significantly while

17:25

our team stayed

17:26

pretty flat. So that's just one example of how rev AI is helping to pull out n

17:33

uggets

17:33

to help you operate better and achieve revenue precision.

17:37

That is it. I'm sorry, go ahead. Oh, say that's that's really great. I know I

17:42

work with

17:43

our ops team really closely. We're always looking at forecasting. I know how

17:47

difficult it can be

17:48

if you're doing it in something like a excel or Google sheet and you're trying

17:52

to aggregate all

17:53

of the data from all your different systems. It starts my heart hearing now.

17:56

And you said it best,

17:58

even the best human who's incredible at their job, there's just things that are

18:02

going to happen

18:03

in trends over time that you're just going to miss that having this AI support

18:07

can help you catch

18:08

and detect early and the earlier the better. To your point, you have a quarter,

18:12

it's only three

18:12

months that you need to fix something. If you're off, you don't notice it till

18:15

halfway through the

18:16

quarter, you're going to be in big trouble. You have to catch those things

18:18

early.

18:19

Yeah. And you know, even in a good year, if we're over shooting our quota, that

18:26

also is a cost to

18:27

the company. So it really is about hitting the mark. Going above, going below,

18:32

both can be really

18:33

detrimental. Obviously, a lot of teams are struggling to even hit quota right

18:37

now. So knowing earlier

18:39

and being able to strategize in new ways with your team, that's really the

18:43

golden, golden ticket here.

18:45

And having that forecast accuracy is key. And the only way that Clary is able

18:49

to hit something like

18:50

98% forecast accuracy in week two is because of that revenue database I

18:55

mentioned, because RevDB

18:57

takes your full complete historical data. It's snapshotting your CRM every 15

19:04

minutes, something that

19:05

CRMs don't do on their own, right? And it's aggregating all of that and looking

19:10

at unique

19:10

factors for your organization. So it's a really robust calculation we have here

19:15

Next, I'm going to take us into our trend module. Now, this is something you

19:21

simply can't get from

19:22

CRM. It's point in time analysis. And again, where we're taking the snapshots

19:28

of your data every 15

19:29

minutes so that you can come in here and you can pick any day in the quarter,

19:34

really not day

19:36

45 of the quarter, but you can pick any day in the quarter and see how your

19:42

pipeline looks and get

19:43

a projection from Clary on where the machine thinks are going to end up. And

19:48

that projection,

19:49

again, is incredibly accurate, right? We can see it right up here, front and

19:53

center. And the question

19:54

has to be asked, how different would your business be if you knew a month

19:58

earlier where you're going

19:59

to land? So similar to Pulse, a lot to look at here. So let me explain this.

20:05

Basically, what

20:06

we're seeing is the historical data here that on this day, in each quarter, the

20:11

past four quarters,

20:13

how has the team performed and how they've converted each stage? We're actually

20:19

looking at

20:19

forecast category. You can look at that. I like looking at stage for this one.

20:23

I think it's really

20:24

informative and helpful. And so here on the far right, we have the live data

20:30

for this quarter,

20:31

right? We're seeing how we're converting each stage and how Clary's Rev AI

20:38

projects us to hit at the

20:39

end of the quarter, comparing what we're doing as of today to what we think we

20:44

'll be doing based

20:46

on Rev AI, if that makes sense. And then again, comparing that to the past year

20:51

's performance,

20:52

compared to the current quarter's performance. And what's incredible here is,

20:57

again, Rev AI is

20:59

really complex in the background. So it's even considering one of unexpected

21:04

wins as part of the

21:05

data set. So it's really robust. And that's what's enabling us to be so

21:10

accurate. So you can get a

21:11

sense of how much your quarter is going to end up being maybe a Hail Mary,

21:15

right? There are reps

21:17

that like to hide things from CRM until the last minute when they're absolutely

21:20

sure. And you can

21:22

start to uncover those patterns with this type of AI and analysis, surfacing

21:25

that information for

21:26

you. And we can stay high level, look at the whole team and compare to how we

21:30

were doing every other

21:31

quarter, or we could even drop down to specific regions, even specific reps, if

21:36

we really, really

21:38

want to drill down and get nitty gritty with how to improve our rep performance

21:41

. And then from

21:44

there, we can dive into the opportunities that make up the call and get in the

21:47

weeds. So that's

21:49

something else that I think is so powerful about Clary is just the ability to

21:52

go from the 30,000 foot

21:54

view and drop all the way down to the one foot view. Absolutely. And I really

21:58

like your point of

21:59

how it feels like it can normalize the variability that is humans. You kind of

22:03

touched on the point

22:04

of like, you know, some reps are going to commit deals differently. They're

22:07

going to hide things in

22:09

the CRM. Like they're just, there's so much variability in your team of sales

22:12

reps and how they're going to

22:13

use and interact with data and to have a eye to kind of normalize that to find

22:18

those trends and

22:19

get you like a good midline and be able to tell you and find these like outl

22:23

iers. That's something

22:24

as a human that is really, really hard to do. So this is huge, so beneficial.

22:28

I think it's just all going back to this theme of what we've been talking about

22:32

the whole time,

22:33

being able to triangulate the rep or the team's perspective, right, against the

22:40

rev AI projections.

22:41

You're not just stuck with that gut intuition. You're not stuck with the human

22:44

behaviors.

22:45

You're not stuck with the Excel static Excel model, right? You're bringing

22:49

together all these different

22:50

perspectives and getting guidance that you can compare to. So really powerful

22:54

stuff

22:55

throughout all of our analytics modules. Minus switch gears for a separate and

23:01

go one tab over

23:02

into Clary Co-Pilot. So this is our conversation intelligence solution. You

23:07

already saw some of

23:08

the capabilities with Co-Pilot that I showed you where we started out in

23:11

inspect, right? We saw the

23:13

smart call summary reviewed the call recording on the flow of work. That's all

23:17

through Clary

23:19

Co-Pilot because it is one integrated revenue platform. So if I were to click

23:25

through to see any

23:26

of review, any of these calls directly in Co-Pilot, again, I see that smart

23:30

summary. I see my action

23:32

items all here to make my life easier and save me time from having to actually

23:36

review a call.

23:38

How many times have you actually sat down and reviewed your team's calls?

23:43

Nobody has time for

23:44

that. I wish I did. So, I wish I had time, but we just don't. No, it's a

23:50

beautiful pipe dream.

23:51

But what's incredible here is Co-Pilot also has a ton of AI running in the

23:58

background

23:59

on every call live, right? So as a CI solution, we're transcribing in real time

24:05

, which is actually

24:05

very unique to Co-Pilot. A lot of other CI solutions are not doing real time

24:09

transcription.

24:10

And we're doing it across multiple languages. So that's a first. Our

24:15

transcription accuracy,

24:16

just like our forecasting accuracy, is a leader in the market. We've actually

24:21

done some tests against

24:22

competitors and proven the hat. So because we're doing this all in real time,

24:27

we're able to provide

24:29

other real time capabilities that really help reps on every call. So you saw

24:35

the smart call summary,

24:36

originally in a spec, you saw it right there on that call. We can also share it

24:41

in Slack to the

24:42

reps directly after the call. So I'm actually going to switch my screen share

24:47

for a second here and

24:50

hopefully show you a live call that I had last week. Great. So here you're

24:57

looking at the smart

24:58

call summary of this call that I had last week. I got this just a couple of

25:02

seconds after the call.

25:03

And down here, I'm actually going to click to send a follow up email. And so

25:08

what's happening is

25:10

Rev. AI is generating a follow up email and the voice in tone of me as my role

25:15

that I could send

25:16

to my prospect or whoever else was on the call. It includes a summary. It

25:20

includes an action item.

25:21

There's a couple of quippy things in there, right? And I can adjust anything I

25:26

need. But this is

25:28

what I mean when I say Rev. AI is enabling productivity enables Hennec's rep,

25:33

right? Because they're not

25:34

spending time taking notes and putting them into CRM on the call. That's the

25:38

call summary. They're

25:39

not spending time drafting every email from scratch. That's the smart follow up

25:44

. So we're

25:45

removing the admin of the day to day. So reps can focus on what matters, which

25:49

is connecting with

25:50

the customer. Now, let's be honest, a lot of companies are summarizing, right?

25:56

Let me show you

25:57

something that we're actually doing that's quite different. So I'm going to

26:00

switch back into co-pilot

26:02

here. And I'd like to show you our battle cards and our smart battle cards. So

26:09

like I mentioned,

26:10

Cleary co-pilot is transcribing in real time, right? So this means we have real

26:15

time capabilities,

26:16

like real time coaching through what we call battle cards. And you can see some

26:20

example battle

26:21

cards right here that we've created to help all of our reps. And these can be

26:28

coaching for

26:29

ejection handling, competitive pricing, or you can do what we do sometimes and

26:36

actually

26:36

associate to a specific sales play or a campaign. So it's really up to your

26:41

enablement team and

26:41

your ops team to decide what goes in there. But battle cards are incredibly

26:45

powerful as a coaching

26:47

tool because they increase win rates by 10% for reps who use them. This is

26:52

analysis we've done.

26:53

But Cleary's thinking about this beyond just coaching, right? And we're

26:58

leveraging

26:59

gen AI capabilities to help our enablement teams create and leverage battle

27:03

cards in new ways.

27:05

So I can create from scratch, right? I can add trigger words really easily. I

27:10

can categorize it.

27:12

And I can start talking about good stuff here. And there's your battle card. I

27:18

launch it.

27:18

And it'll trigger live and help a rep in their moment of need, right? But here

27:24

's our perspective.

27:25

There's so much incredible content that marketing teams and content teams and

27:31

product

27:31

marketing teams are creating and putting out there. But it doesn't get used

27:35

effectively by reps

27:37

because there's just such a breadth of content. How do we succinctly and

27:41

effectively bring this

27:42

to be used on every call in every revenue critical moment and elevate our reps

27:47

and how

27:48

they're communicating with their customers, right? And that's what we think

27:52

battle cards

27:53

really enable us to do and enable our customers to do. So it's not just about

27:57

coaching. It's how

27:58

you educate the market with more informed sellers. And with gen AI, we're

28:03

taking the burden off the

28:05

enablement teams for having to spend so much time going through all that

28:09

marketing content,

28:11

all the enablement docs, all the external facing docs and turning that into

28:14

something

28:15

succinct for reps. So let me show you how we're doing this with gen AI.

28:20

This is a real deck that our reps use. This is our rev AI pitch deck. And you

28:27

can see there's

28:28

some really solid messaging in here, but it's also really visual. There's

28:32

quotes. There's all

28:33

this information, right? So an enablement person could read this and try to

28:41

figure out, okay,

28:41

maybe I just take, you know, the top three things and I throw it into a battle

28:44

card and that's all

28:45

great. But sometimes that can be really challenging, especially if the enable

28:50

ment team hasn't been

28:51

working on that content. So they're spending on way too much time doing that.

28:54

Well, this is where

28:55

rev AI is generative AI capabilities help. So I'm going to literally load up

29:00

that exact pitch deck

29:02

that we just took a look at. I'm going to hit that generate button. And you can

29:06

do this with any

29:07

content, right? It's it can be a PDF, a one-pager, a messaging and positioning

29:12

document, a deck,

29:13

like what I just did. The point is that rev AI is doing the work for you in the

29:19

background and

29:19

will generate a succinct set of bullets that are what a rep should be talking

29:24

about live on a call.

29:26

So we can see it's already added our trigger words. Maybe we select a couple of

29:30

those.

29:31

We'll categorize it and down below we have the most important information. You

29:36

even have some of

29:37

the customer stories included in there and some quippy emotion, emojis to make

29:42

it fun.

29:43

And so we can publish that and use that. And so not only in this case are we

29:49

saving enablement

29:50

time, but we are pushing the boundaries of how you take marketing contents

29:56

through enablement

29:57

into your go-to-market works. That far resonates with me so much because I ask

30:02

the within marketing years all the time, where they're like, well, what content do

30:05

you have? What

30:05

content do you have for this particular scenario of this scenario? And what we

30:09

always find is that

30:10

content exists. It's just hard to find it and put it in a way that's a util

30:15

izable by the sales team.

30:16

It's there. The marketing has done their job. They've created it, but getting

30:20

that hand off

30:20

right and in a way that's in a system that they're going to use. It's in

30:24

language that they want.

30:25

And to your point, this is so fast. I don't have to hand it over to enablement,

30:29

wait for them to try to read through the doc we've created and write this up.

30:32

It's just speeding

30:33

that process up and making it so much easier for them to find it. So I love

30:37

this part because as

30:38

a marketer that has a bunch of great content out there that I want my sales

30:40

team to use,

30:41

I can absolutely see the use case here and how beneficial this could be for

30:44

them.

30:45

Exactly. And I think again, it's about like we can think even beyond that as

30:49

marketers, like,

30:50

how do we take a campaign or updated messaging and then activate that through

30:55

battle cards in a new

30:56

way? Right. So it's not just about, oh, pricing came up and it pops up your

31:01

pricing PDF. Like,

31:03

that's great. We need that and reps really, really benefit from that. But then

31:08

how do we

31:09

up level the message that our reps are telling the market? It's by taking

31:14

exactly, like you said,

31:15

taking that marketing content and really making it actionable on every single

31:19

call

31:20

in that revenue critical moment. And there's just no way we could do that

31:23

without AI.

31:24

Absolutely. Yeah. So that concludes everything I wanted to walk you through. I

31:29

think the big takeaway

31:30

here that I've gotten through our back and forth is right, REVEI is using a

31:34

blend of predictive

31:35

and generative AI. It's increasing productivity and predictability so that you

31:41

can meet those

31:42

revenue goals in every revenue moment. So I think it's all going back to that

31:48

super important question.

31:50

Are you going to meet Veed or Miss on revenue and how can we predict that

31:54

earlier so we can take

31:55

the right actions? Oh, but thank you so much for taking us through this. And I

31:59

know you probably

32:00

only just scratched the surface on everything that Cleary can do because I know

32:03

you guys have

32:03

so much going on in here. Yeah. And I want to say this was great because in

32:06

that short amount of

32:07

time, now I want to see all the rest of it. And even though we don't have time

32:11

on the show,

32:11

if you're watching this and you're interested, obviously you can go to Cleary's

32:14

website and get

32:15

a full demo of all these products. I know I really want you after seeing this

32:19

because like,

32:20

I have to imagine there's so much more goodness. Oh, yeah. And we have product

32:23

tours and videos

32:25

and all the good stuff. Anything you'll need. So with that being said, I would

32:29

love to move

32:30

into our final section, which is our lightning round Q&A. If you're ready, let

32:34

's do it. Awesome.

32:35

So the first question is how long has Cleary been building AI into your product

32:40

Oh, literally from when it's inception, from when we were founded 10 years ago.

32:45

And I think,

32:46

again, that's what makes our AI so different is we really focused on what are

32:51

the use cases

32:52

and the workflows that revenue critical employees need. And we built AI around

32:57

that. So again,

32:58

it is not this generic horizontal stuff that can be applied to a million

33:02

different use cases.

33:03

It's super narrow and it is built for value. I love that answer. I love when

33:09

companies come on

33:10

and say, like, hey, we've had this for a really long time. It's more to the

33:13

forefront now because

33:14

of the popularity in AI, which is part of why we do this show. But that

33:19

everything in Cleary is like

33:20

the forecasting. This has all been in there from the very beginning and that

33:23

you guys have been

33:23

building around this AI capability. So I love that answer. I think that speaks

33:27

volumes to why the

33:28

demo you showed is so good. Awesome. Yeah. So next question for you is what you

33:33

just showed on the

33:34

demo today is that generally available if a customer was to buy Cleary tomorrow

33:37

? Yes. Yes,

33:39

yes. Yes. Everything I showed is currently in GA. And we have so much more

33:44

coming out that I

33:45

can't show you, but I can't wait to tell you about in speaking of customers who

33:50

are some of

33:51

the customers that are currently benefiting from Cleary's AI functionality. Oh,

33:55

I mean,

33:55

every Cleary customer benefits from our AI because it's not a part of a bunch

34:01

of add-ons you have

34:02

to purchase is integrated again across the entire platform in every step of the

34:08

revenue

34:09

process. So it's included in every SKU, every package. And we are a partner or

34:14

we're helping

34:15

customers across every industry. Tons of innovative companies, including Work

34:19

day, ADP, Databricks,

34:21

Adobe, Zoom, AT&T, Cisco, Fortinet, and Informatica. I could go on and on. I

34:26

have them

34:26

check out our website. Lots of ask for their answer. They're all on your

34:29

website. But those are,

34:30

yeah, very impressive brands and revenue is imported to every single company.

34:34

So I can imagine

34:34

that a couple of things, rings and companies because who doesn't need it? Who

34:38

doesn't need

34:39

predictability in their revenue? Exactly. And I think the other thing too is

34:43

certain industries

34:44

to be totally transparent are not as mature in addressing the revenue process.

34:49

And I think

34:50

what's really incredible about Cleary is the ability to grow with the platform.

34:54

Right? Some

34:54

of our customers are just using Cleary for data automation and that sales rigor

34:59

, and they're not

35:00

even ready for forecasting yet. So we really grow with our customers and help

35:03

them reach their revenue

35:04

goals. That's amazing. Okay. The very last question is, what is next on Cleary

35:10

's AI roadmap? Where

35:11

are you guys taking Cleary's AI functionality next? Yeah. Yeah. The future is

35:15

bright.

35:16

Not only are our PMs really obsessive over AI, but our leadership is so

35:24

invested in how we

35:26

continue to push the envelope on what REVEI can do for our customers. And again

35:31

, what makes this

35:32

position so well to deliver that real value is our experience with revenue and

35:38

how much expertise

35:39

we have. So some of the things I'm excited about is competitive sentiment

35:43

analysis. We have new

35:46

engagement scoring that's coming out where you'll be able to compare how your

35:49

engagement across

35:50

different accounts. What that means, a whole new way to do analytics with

35:55

earlier pipeline

35:56

analytics and AI built into all that now that we acquired Groove. Yep. All of

36:00

this stuff we can do.

36:01

And then the real holy grail that we are working toward is being able to build

36:07

an entire sales

36:09

play with automation and AI and the right trigger points, the right messaging,

36:14

the right play to

36:15

push out. So you're really getting systematic about your approach to every

36:21

prospect. So

36:21

a lot of good stuff coming. Our team guys are busy and you guys create amazing

36:26

products. So

36:27

I'm super excited to see where you guys take this. With that being said, all

36:31

that, thank you so,

36:33

so much for joining GoToMarket.ai today. I loved seeing this demo. You guys are

36:36

doing such an

36:37

incredible job. So thank you for taking the time today to join us. Absolutely.

36:41

Thank you so much,

36:42

Sarah. Really appreciate it.