Clari Product Updates & Roadmap

New year, new knowledge — Clari's product leadership team shared exciting new features and enhancements that will supercharge your revenue process. In this exclusive customer webinar, you’ll find:

• The newest capabilities we love — and why you should love them, too
• Insights into upcoming features that will empower your revenue team to get the most out of the platform
• A preview of our future vision and product innovation

Watch the recording from this live session below:

Key speakers

• Ava Kavell, Product Marketing
• Rohit Srivastav, Chief Product Officer
• Scott Halley, Leader of Platform Product Management
• Parag Patel, Leader of Core Apps
• Austin Wang, Leader of Product Team for Groove
• Will Patterson, Leader of Product Management for Align and Copilot

Agenda

• Introduction
• Overview of Clari's vision and future plans by Rohit Srivastav
• Updates on Clari Platform by Scott Halley
• Updates on Core Apps by Parag Patel
• Updates on Groove by Austin
• Updates on Align and Copilot by Will Patterson
• Q&A session

Takeaways

Takeaway: Clari's products are evolving with a focus on efficiency, automation, and artificial intelligence

In the recent webinar, Clari's product leads discussed several upcoming changes to their products, aimed at streamlining operations and integrating artificial intelligence to deliver more accurate insights. They also emphasized on the importance of customer feedback in shaping the future direction of their product development.

Rohit Srivastav, Chief Product Officer, shared Clari's vision and roadmap, emphasizing the role of artificial intelligence and generative AI technologies in transforming the revenue landscape. He mentioned, “The second one is, and all of us have seen that, is that AI and GPT, generative AI technologies, continue to transform the revenue landscape… the reality is we need to be able to go drive more with less in each one of those. So make sure that critical employees are productive and are delivering more for the business.”

Parag Patel highlighted the plan for Clari’s core apps, focusing on rep productivity and platform extensibility. He mentioned the development of an account field editing feature, a like-for-like comparison feature for forecasting, and a consumption forecasting feature. Patel said, “You could set up a grouping on any field that is essentially groupable, right? So it doesn't have to be just by the role hierarchy, it could be by whatever picklist field that you may have set up as well.”

Takeaway: Clari is innovating and integrating its products for a seamless user experience

Clari is placing a strong emphasis on integrating its products for a seamless and efficient user experience. They are working on features that allow users to switch between different parts of the business, create and adjust forecast tabs and workflows, and even embed calls and snippets in other applications.

Scott Halley, leader of the platform product management team, discussed the new external data sync feature, which allows Clari to integrate with new systems such as Google Sheets, Google Bigquery, and MySQL. He emphasized, “This allows you to ingest non CRM, non activity data. So this would be things like billing, product usage, consumption data, all with the intent allowing you to run more precise account inspection workflows, increasing that prediction precision.”

Austin Baker, who leads the product team for the Groove product line, talked about the new chrome extension experience, which focuses on streamlining user experience and reducing the number of clicks needed to perform tasks. He stated, “We've completely overhauled our chrome extension experience from the ground up, primarily focusing on the user experience, really streamlined everything to be much faster, simpler and happening with less clicks.”

Takeaway: Clari’s AI capabilities are advancing to provide actionable insights

Clari's AI capabilities are advancing and being integrated into their products to provide actionable insights. They highlighted their focus on delivering AI insights at the right revenue moment to help customers collaborate around revenue processes.

Will Patterson, who leads product management for Clari's align and copilot products, spoke about the integration of copilot and Clari. He said, “While we work towards that bigger picture vision around A-Q-A interface for all of Clari's data, we have started with a narrower Q A interface around copilot conversation data.”

Patterson also mentioned the new feature for embedding calls and snippets in other applications, which he said was a critical step towards building out the suite of integrations that Clari supports. He mentioned, “We're starting off with two partner integrations with both Zoom info and Lead IQ. This will allow reps who are working and prospecting in these very popular platforms to directly import new people and add them into groove flows directly from the interface there.”

Insights surfaced

- Clari is focusing on developing a unified revenue platform that can handle all revenue workflows.

- The platform is designed to be configurable, flexible, and future-proof, with integrated AI capabilities.

- Clari is working on improving productivity for knowledge workers by automating redundant, repetitive work.

- Clari's Align product has expanded its use cases and has a new home experience.

- Copilot is being integrated with the rest of Clari, providing a seamless user experience.

- The team is working on further integrations with the rest of the revenue tech stack, including HighSpot and Rev.ai.

Key quotes

- "We think that we're building the ultimate platform that can really deal with all of the revenue workflows." - Rohit Srivastav

- "We're introducing an account engagement score... allowing you increased visibility as part of your inspection flow." - Scott Halley

- "We expect to get our first set of early access customers going within the springtime frame." - Parag Patel

- "We're finally releasing a public API... we'll be adding a lot more partners in the future." - Austin Wang

- "There's an incredible amount of really exciting stuff coming in the roadmap next year that we can't wait to unveil with you in the future." - Will Patterson

- "The AI inside, if it is delivering the right revenue moment when you're accomplishing something, is very powerful." - Rohit Srivastav

- "We have started with a narrower Q A interface around copilot conversation data." - Will Patterson