Whether you're a Sales or RevOps leader, you know that having a robust revenue intelligence solution is crucial for driving growth and optimizing sales performance.
Being able to surface actionable, predictive insights can not only help your sales team win more deals, but also act on upsell opportunities and understand the health of your pipeline.
Salesforce Revenue Intelligence and Clari are two leading Revenue Intelligence (RevIntel) solutions, each offering unique features and capabilities. We often have clients with questions about how Revenue Intelligence compares to Clari and other RevIntel platforms, so we hope this post gives you the insights needed to make your decision.
Still unsure which RevIntel platform is right for you? Our team of experts is here to help.
Let’s dive into the benefits of Salesforce Revenue Intelligence, comparing it with Clari, and why it’s our recommended solution — particularly in terms of flexibility and customization.
Revenue intelligence refers to the use of advanced analytics and AI to provide insights into an organization's sales performance. By analyzing data from various sources, revenue intelligence solutions help sales teams forecast more accurately, identify potential risks, and uncover opportunities for growth.This empowers sales leaders to make data-driven decisions, optimize their strategies, and ultimately drive revenue.
Revenue intelligence software goes beyond tracking your deals and activities. It allows you to see things like the health of your pipeline, next best actions to take on opportunities, and the big picture when it comes to your forecast.
When trying to decide on the best RevIntel platform for your business, flexibility and customization are two major factors to consider along with:
It’s best to look for a platform that provides pipeline health metrics, opportunity insights, rep performance insights, team insights, and data that allows you to compare pipeline trends over time.
Without these key metrics, it can be difficult to gauge where you are today versus how to get to your long-term revenue goals.
As a Salesforce Partner, we’re of course going to recommend Salesforce Revenue Intelligence over other platforms such as Clari, Gong, Salesloft, InsightsSquared, and the list goes on and on.
Clari and Salesforce both offer leading solutions when it comes to RevIntel, but Salesforce Revenue Intelligence comes out on top for a variety of reasons — namely its fully customizable analytics suite and seamless functionality within the Salesforce ecosystem.
Compared to Salesforce Revenue Intelligence, Clari is built for a limited set of use cases and comes with standard functionality such as forecasting. However, it doesn’t allow for predictions outside of Clari’s core objects and you have limited ability to customize data models to fit the needs of your business.
Salesforce Revenue Intelligence gives sales teams a fully customizable analytics suite with configurable components, and the ability to build your own scoring model to improve forecasting accuracy. Right out of the box you have access to predictive analytics and dashboard that are embedded into Sales Cloud with lots of options for customization.
If you’re already using Salesforce and don’t want to add another tool to your tech stack for RevOps, Revenue Intelligence allows your sales reps to benefit from key insights in one central location.
Einstein 1 Edition for Sales (formerly Salesforce Unlimited+ Edition) gives you access to Revenue Intelligence along with Einstein Copilot (your personal AI assistant), built-in AI features like Einstein Activity Capture and Lead Scoring, Data Cloud, Slack Sales Elevate, Performance Management, and much more. This allows you to benefit not only from a consolidated tech stack, but reduced costs.
Your sales team can work from a single platform with RevOps solutions built in instead of jumping between different platforms where data is siloed in different systems. With Einstein 1, you have access to RevIntel solutions and AI-powered analytics capabilities that allow you to forecast revenue more accurately and action on predictive insights.
While both Clari and Salesforce Revenue Intelligence offer valuable features for revenue intelligence, Revenue Intelligence stands out due to its seamless integration with Salesforce CRM, advanced AI capabilities with Einstein 1 Edition, and superior customization options.
These factors make it an ideal choice for businesses looking to optimize their sales processes and drive revenue growth. By leveraging Revenue Intelligence, sales teams can gain deeper insights, make data-driven decisions, and ultimately achieve better outcomes.
Looking to get started with Revenue Intelligence or need help refining your RevOps strategy with Salesforce? Our team of experts can help you get started. Get in touch with us to learn more.
At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.
We're ready to find the right solutions for your industry today.