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.
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[MUSIC]
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Hello everyone and welcome to Go to Market AI,
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the future of your Go to Market tech stack.
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I'm your host, Sarah McConnell.
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These days, it seems like every company has AI.
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But on this show, we want to go a level deeper so you can see
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first-hand how businesses are actually applying AI to solve your business
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challenges.
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We're going deep into the use cases and showing you live demos of
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the latest and greatest in AI technology.
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Today, I'm so excited to be joined by Ava Cavall,
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senior product marketing manager at Clary.
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Ava, welcome to the show.
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Thank you so much for joining.
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Thank you, Sarah.
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I'm so happy to be here, excited to talk to you.
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I am super pumped about this demo.
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I've loved your guys' brand for a very long time,
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especially you guys just do such a good job from a marketing perspective.
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But I try to keep myself unknown to the demos best as I can before the show,
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so it feels authentic.
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I'm very excited.
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But before we jump into the demo,
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can you tell us a little bit about who is Clary?
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What do you guys do and who are you helping?
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Absolutely.
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So Clary is a revenue platform,
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meaning that we run all workflows associated to revenue across the entire
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funnel
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for everyone in your revenue organization.
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What is a revenue organization?
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It is sales, service, marketing, finance.
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Your sales enablement team, your product managers, even maybe,
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anyone who touches that revenue process.
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And we're doing this so that companies can answer the most important question
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of whether they will meet, beat, or miss on revenue.
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Revenue is the most important business process.
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It's not just an outcome that you have limited control over.
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And yet, there's no unified system to run revenue.
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So a lot of companies are treating it kind of just as that outcome
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that they have limited control over.
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And the tools that they're using aren't really helping.
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These are tools that are three decades old,
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like your Excel, your BI, your CRM,
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and more recently, a bunch of point solutions that only address one or two use
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cases.
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So all this means that your revenue-critical employees,
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employees that impact revenue across all those teams,
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they can't collaborate.
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And so the revenue process can't be governed,
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which means you're leaving a ton of revenue on the table.
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And that is what we call revenue leak.
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So what Clary does is we resolve those leaks, right?
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We're plugging revenue leak so we can help you fix your revenue process
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with a unified platform that runs all of your revenue workflows,
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both internal and external across the entire funnel.
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So we're doing automated data, activity capture,
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we're improving your operational rigor,
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we have the most accurate forecasting on the market,
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we have next-level deal inspection, sales engagement prospecting,
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buyer collaboration, conversation intelligence,
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everything you need from rep to exec
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so that you can run revenue like a process and achieve revenue position.
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That is what-
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That's all kinds of companies do that.
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That's amazing, because I do feel like you hit it at the very beginning,
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which is nothing's more important right now than revenue.
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There's nothing we care about more,
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and also I feel like in this time nothing feels really squishy to get to
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revenue.
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You kind of said it, like,
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they doesn't feel like we have as much control of it as we want to.
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It's hard to forecast, it's hard to know what's happening,
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things are changing very rapidly in the market right now.
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So I'm so excited for you to jump into this demo
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so we can see Clarice AI functionality and see how that can help revenue teams
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be more rigorous with the ref.
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Yeah, absolutely.
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And before I do jump into the demo,
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I just want to call something out for your audience.
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Obviously, we're talking about AI today.
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And AI's been around for a long time.
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Of course, the spikes in development this past year have made everyone hype on
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it
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and every company claim that they have unique AI that nobody else has.
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But ultimately, as AI models commoditize over time,
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it's Clarice's perspective that it won't be the algorithms
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that are going to stand out anymore.
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It's going to be all about the data and the workflows that AI enables
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to create that really enhanced experience for users.
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And that's what I love about Clarice AI.
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Yes, we've been building AI into our platform from the beginning
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when we started a decade ago.
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But what makes it so different is that Clarice owns every revenue workflow.
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I said it both internal and external.
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And our AI is integrated in all that.
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So we're enabling these really smart workflows across the entire funnel
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that nobody else can because they don't think about the entire revenue process
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the way Clarice does.
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So yeah, just a quick primer and also a good transition for us to get into our
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platform.
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So I will get going on our demo.
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So what we're looking at here, this is what we call our inspect module.
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Now, clearly is a really robust solution.
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So I won't be getting into all the nitty-gritties of how everything works
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because then we'll be sitting here for two hours.
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But what we're looking at here,
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this is the core to Clary, where all of your opportunity and accounts are
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stored
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in this really functional grid where reps can take actions,
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they update everything every single day, managers keep on top of deals
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that need their attention, and revenue leaders can get that quick sense
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of what's going on with their business.
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So they know where they need to jump in for executive sponsorship.
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So right off the bat, you can see that AI is woven into this experience already
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through something as simple as our color coding here.
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Right? We have deal indicators over here on the left side, on every deal,
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giving you a heads up on what's going on.
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So you see the quality and the frequency of updates on each deal from your team
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So you just have a quick understanding of where you need to spend your time,
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and there's no need to rehash and revisit every single detail.
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Right? And it's really clear.
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Green's great. Red's bad. Right?
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Well, it was new to UI right there.
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It makes it super simple.
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The first thing my eyes went to when you shared your screen,
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which is just, I feel like a really great UI for the AI functionality is like,
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I understand it. I see the quick glance.
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I that red is immediately where I'm going to draw my attention to what needs
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help.
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Exactly. And that's really a big part of,
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well, our AI solution, which we call res AI,
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is making it easier, right? Reducing some of the admin, increasing productivity
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So we can create what we call the 10x rep or the 10x revenue leader that are
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doing so much more.
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So how are we identifying all these positive and negative indicators?
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It's all based on the activity data that we're pulling in here over here on the
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right.
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If you can see that and we're capturing all this activity and data across your
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CRM,
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your emails or calendars, your other data warehouses, CI, and we're
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automatically pulling that all of
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that into what we call res DB, our revenue database.
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And then we're layering logic on top of that with Rev AI.
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So we're pulling in all this rich revenue data and leveraging AI to assign it
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to the right
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accounts and opportunities and contacts that leads and we're dedoping things.
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So you get this comprehensive historical view of all the data on your deal.
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And then we're automatically color coding it for you, right?
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Because we want to make it easy. We want to make it simple to understand.
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So that's just one super simple way that we are marrying data and AI and making
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it easy.
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So forget looking at every opportunity in CRM or Excel.
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This is like the first step really in our minds to driving a productive
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workflow.
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And if I dive in a bit deeper on the specific opportunity, we're looking at
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here at bill.com.
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I'm going to click this activity details button. And basically, I'm looking at
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all the associated
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activities the rep has had with this process, which is all pulled in through
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again, that automatic
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data capture and AI helping to clean it up and properly associate to everything
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And here I can see just in the last couple of days, we had some emails.
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I can click that button right there and summarize the emails associated to this
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deal over the past
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week in just a second, right? So I'm not spending a bunch of time reading
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everything and wasting
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any time. I'm getting up to speed quickly. And I know if there's anything going
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glaringly wrong
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here. And we click into the previous week, because it's only Tuesday. Seems
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like there's not much
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going on on this deal. And I'm just scrolling down through the rest of the
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activities. I want to
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see if we have a call on this one, which, you know what? I thought we did have
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a call. Oh, there it
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was. I just crawled right past it. All righty. We'll just load up again.
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And I'm going to just pull up a call now the way we're able to pull up calls
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and emails and events
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is again, do that data capture, but also because Clary has a conversation
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intelligence solution
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called co-pilot. So I'm pulling in my calls right alongside the rest of our
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activities here.
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And with Rev AI, I'm getting another similar smart summary. I'm getting a
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summary of this call that
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took place last week. So as a revenue leader, I don't need to go waste my one-
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on-one asking for
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an update. I'm seeing that summary live. I'm seeing the action items and who
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they're assigned to.
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I'm seeing the topics that were discussed. And if I need to dive in deeper, if
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there's something
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glaringly wrong here, I'm going to click to view the recording and pull that
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right up
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all within the same flow of work. So I again, see that summary in the action
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items, but I can watch
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the call. I can leave a comment. I can create a scorecard, a game tape,
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whatever I need to do
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here, all in that same flow of work. So that's how we're really pulling in some
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of our qualitative,
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our predictive and our generative AI all into one experience in this inspect
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section of Clary,
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where you're doing your deal and pipeline inspection. I feel like that point of
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... Oh, I was just going to say, I feel like the point of the saving time in your
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one-on-one is such a
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underrepresented or underappreciated benefit of having AI in your products like
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this, which is,
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if it's been a week since I'm a rep, I'm working multiple deals and I get
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another one-on-one with
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my sales leader and they ask for an update. I'm like, I don't remember. It's
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been, you know,
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I've slept three different times. I've got five other deals I'm trying to work.
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I don't remember
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what's happening here is the ability to have AI functionality that lets leaders
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and managers come
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in and get an unbiased update and an accurate update in one platform. And it's
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really is such a huge
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benefit that we don't see enough of. So I love seeing this in Clary. Yeah, you
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nailed it honestly.
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A lot of customers know Clary for forecasting, right? But what they don't
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realize is you can't
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even get to accurate forecasting if you don't have that operational rigor
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within your revenue team.
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And yet there, you need to be able to have the full and complete history, the
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context, right?
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This is all qualitative details and you need to be able to do that quickly on
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the fly and review
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it quickly. We don't need revenue leaders or first-line managers wasting one-on
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-ones is just,
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you know, a back-and-forth status update. What we want to enable them to do is
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turn it into more
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of a strategic collaboration and really get back to the heart of selling. So
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exactly you nailed it.
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All of these features enable us to up level reps and managers in that
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experience. So you're
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absolutely right. And that's actually a great connection to the next thing I
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want to show you,
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which is right here called our CRN score. This is actually a really important
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feature in AI
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feature here. This is our proprietary AI score for every deal. It's between 0
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and 100 and it
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indicates how likely Clary thinks the deal is to close. And what's incredible
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about this is
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the CRM score is calculated uniquely to every customer's organization. It's
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plugged into their
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CRM. We don't have a run-of-the-mill generic algorithm that we're applying
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across everything.
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CRM scores looking at all the standard and custom fields that each organization
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is using
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and their unique history of how deals close. So it's considering really unique
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factors.
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It's looking at how long certain things are taking, for example, if you're
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getting stuck in a
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contract phase, how does that impact the deal and how does that compare to
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other deals.
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And it's also considering the conversion rates of every single sales rep. And
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it's recalculated
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twice a day. So it's really fresh all the time. So that had an incredible
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amount of information
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to ingest. And I just love these small features because it's just such a good
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gut check. If you
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have a rep saying, "Oh, this one's in commit, 100% this is closing." But as a
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leader, you come in
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and you're like, "Wait, but it's showing a score of 46. It's red. Something is
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off here. Something
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is getting flagged in our algorithm that says, "You think this is commit, but
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it's not showing here."
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And it gives you that gut check to be like, "Okay, let's dig in a little bit
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deeper. Where is the
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disconnect happening?" And I love that because I think it's so hard for reps to
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just have like
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an unbiased forecast of how a deal could progress. You nailed it. Not only is
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the CRM score a guiding
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factor, but it's a way to triangulate that human intuition with what the
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machine says,
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not just from an inspection standpoint, but like you said, for forecasting,
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right? If something's in
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commit and we don't even know the decision process, how are we okay with that,
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right?
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It's really scrutinized every single deal, especially the way 2023 has been.
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The trend's going into
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2024, right? So our customers are using CRM score every single day. It's
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refresh constantly. We're
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always working to hone all the AI that's operating in the background. And it's
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a great leading
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indicator, right? So for both reps and for managers. So I'd like to move on
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into our analyze
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section. Now, beyond the day today of deal inspection and pipeline management,
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Rev. AI is an important part of our analytics. And we have, you can see here
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several modules,
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I'm not going to go into all of them because again, it would take us forever.
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But I'm going to
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click into Pulse. And we're going to spend a minute here. Pulse, basically,
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exactly what it
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sounds like helps our customers keep a pulse on the quarter, right? How are
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things shaping up
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this quarter? And we can look at it this quarter. We can look at next quarter.
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We can go into years
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if we're doing a bit more of planning. And right off the top, I'm seeing our AI
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projection right
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here at the top here. I'm comparing it to my quota. Looks like Clarice AI
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thinks we're not
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going to hit it. I see how much we've closed one, what's our gap. And I'm going
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to click into the
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AI projection over here on the right, I can see our min and our max. I can see
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the trends. And I
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can get all of the indicators behind the factors that's driving this AI
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projection. So this is a
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really important factor here. All of Clarice AI is very transparent. There's no
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black box
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operating that you can't figure out. We want you to help you think. We want to
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help you understand
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its reasoning. So we're showing you all of the information and we're providing
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that everywhere
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throughout the platform. Because the question has to be asked, if you had a
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better sense of whether
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you were going to meet, beat or miss on revenue two weeks, four weeks, six
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weeks before the
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quota closes, how would that impact the actual actions that your revenue
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organization takes?
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So Clarice forecast is the most accurate on the business. We have customers
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that are hitting 98%
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forecast accuracy within week two. That's insane. And it's our goal to help
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every organization get
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that information so they can know earlier if they're going to hit quota and
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take the right actions.
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So if we look down at the graph here, it's a lot of information. But basically
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what we're looking at
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is our quarter broken out by week and each week broken down by stage. Now we
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can break it down by
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stage or forecast category. We'll just take a look at stage here. And overlaid
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on all of that
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are our teams calls as well as the forecast projection from rev AI. And if we
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look throughout,
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it looks like our team is calling it a bit higher than our AI projection the
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whole quarter. So we
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might have some rose colored glasses on. But we're getting a story here through
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the analytics and
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through the AI laid over it. And we can see right away that the AI might be
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picking up things that
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humans just don't right because even the best sales rep in the world can't
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compete with everything
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that AI considers. So if I look at weeks two and three, for example, right off
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the bat, I can see
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from week two to week three, we had a pretty big drop in that pipe. But if you
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take a look at our
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team's calls, sorry, this overlay keeps getting the way. We didn't really our
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team didn't really
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change their call. They didn't really react to that cheap and drop in pipeline.
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But the AI
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projection did, right? You can see it drop down here pretty significantly while
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our team stayed
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pretty flat. So that's just one example of how rev AI is helping to pull out n
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uggets
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to help you operate better and achieve revenue precision.
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That is it. I'm sorry, go ahead. Oh, say that's that's really great. I know I
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work with
17:43
our ops team really closely. We're always looking at forecasting. I know how
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difficult it can be
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if you're doing it in something like a excel or Google sheet and you're trying
17:52
to aggregate all
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of the data from all your different systems. It starts my heart hearing now.
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And you said it best,
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even the best human who's incredible at their job, there's just things that are
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going to happen
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in trends over time that you're just going to miss that having this AI support
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can help you catch
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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.
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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,
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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
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and being able to strategize in new ways with your team, that's really the
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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
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mentioned, because RevDB
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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
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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.